§ 13F · FUND PROFILE
Fulcrum Equity Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $97.4T (13F)Positions · 102Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 78K | $11.6T | 11.1% | −2% |
| 2 | URTH | ISHARES INC | 46K | $8.6T | 8.2% | ±0% |
| 3 | XLK | SELECT SECTOR SPDR TR | 40K | $5.8T | 5.6% | +92% |
| 4 | NVDA | NVIDIA CORPORATION | 21K | $3.9T | 3.8% | +66% |
| 5 | OKE | ONEOK INC NEW | 51K | $3.7T | 3.6% | +2% |
| 6 | AAPL | APPLE INC | 9K | $2.5T | 2.4% | +94% |
| 7 | XLC | SELECT SECTOR SPDR TR | 19K | $2.3T | 2.2% | −3% |
| 8 | XLF | SELECT SECTOR SPDR TR | 38K | $2.1T | 2.0% | +7% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 4K | $2.0T | 1.9% | −8% |
| 10 | WMT | WALMART INC | 17K | $1.9T | 1.8% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FULCRUM SIGNAL
AC read
Fulcrum Equity Management is a Other fund managing $97367.6 trillion in assets. The fund runs a portfolio of 102 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed