Institutions / Fulcrum Equity Management
Fulcrum Equity Management
CIK 1737888 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$104.49M
Positions
117
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$104.49M+5.8%Positions
117+24.5%Top holdings
Dec 31, 2025View all 117 โ
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $11.55M | 11.1% |
| iShares Inc | $8.58M | 8.2% |
| Select Sector SPDR Tr | $5.83M | 5.6% |
| NVIDIA Corp | $3.94M | 3.8% |
| ONEOK Inc | $3.74M | 3.6% |
| Apple Inc. | $2.49M | 2.4% |
| Select Sector SPDR Tr | $2.27M | 2.2% |
| Select Sector SPDR Tr | $2.10M | 2.0% |
| Warren E. Buffett | $2.03M | 1.9% |
| Walmart Inc. | $1.87M | 1.8% |
| Alphabet Inc. | $1.81M | 1.7% |
| iShares Tr | $1.75M | 1.7% |
| Microsoft Corp | $1.73M | 1.7% |
| Invesco Exch Traded Fd Tr II | $1.72M | 1.6% |
| Select Sector SPDR Tr | $1.70M | 1.6% |
| Select Sector SPDR Tr | $1.66M | 1.6% |
| Amazon.com Inc | $1.64M | 1.6% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $1.23M | 1.2% |
| Meta Platforms Inc | $1.22M | 1.2% |
| SPDR Series Trust | $1.18M | 1.1% |
| JPMorgan Chase & Co | $1.18M | 1.1% |
| Tesla Inc | $1.13M | 1.1% |
| Schwab Strategic Tr | $1.10M | 1.1% |
| Broadcom Inc. | $1.06M | 1.0% |
| Invesco Exchange Traded Fd T | $1.06M | 1.0% |
Activity
Dec 31, 2025View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Trim | 78462F103 Common stock | $-8.40M | -12K -91.40% | 1,159 0.76% of portfolio | medium |
| Q4 2025 as of | Add | 81369Y803 Common stock | $2.79M | +19K +91.66% | 40,465 5.58% of portfolio | low |
| Q4 2025 as of | Add | NVIDIA Corp Common stock | $1.56M | +8K +65.78% | 21,109 3.77% of portfolio | low |
| Q4 2025 as of | Add | Microsoft Corp Common stock | $1.26M | +3K +272.44% | 3,568 1.65% of portfolio | low |
| Q4 2025 as of | Add | Apple Inc. Common stock | $1.21M | +4K +93.95% | 9,168 2.39% of portfolio | low |
| Q4 2025 as of | Exit | 78468R630 Common stock | $-950.0K | -12K -100.00% | 0 | low |
| Q4 2025 as of | New | 886364231 Common stock | $940.1K | +38K | 37,968 0.90% of portfolio | low |
| Q4 2025 as of | Exit | 78464A540 Common stock | $-932.5K | -7K -100.00% | 0 | low |
| Q4 2025 as of | Add | Alphabet Inc. Common stock | $918.9K | +3K +102.62% | 5,797 1.74% of portfolio | low |
| Q4 2025 as of | Exit | 46137V696 Common stock | $-867.6K | -13K -100.00% | 0 | low |