Fulcrum Equity Management Portfolio Holdings
Fulcrum Equity Management
- $93.4 Million
- Q2 2025
Fulcrum Equity Management has filed its 13F form on August 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $93.4 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $10.9M, Ishares Msci World ETF with a value of $7.82M, Spdr S&P 500 ETF Trust with a value of $6.91M, Invesco ETF Tr Ii S&P 500 Low with a value of $4.85M, and Technology Sector Spdr with a value of $4.69M.
Examining the 13F form we can see an increase of $4.52M in the current position value, from $88.9M to 93.4M.
Below you can find more details about Fulcrum Equity Management portfolio as well as his latest detailed transactions.
Portfolio value
$93.4 Million
ETFs: $70.1 Million
Energy: $5.3 Million
Technology: $4.64 Million
Financial Services: $3.48 Million
Consumer Defensive: $2.61 Million
Consumer Cyclical: $2.44 Million
Communication Services: $2.39 Million
Healthcare: $1.05 Million
Other: $1.11 Million