§ 13F · FUND PROFILE
Fulcrum Equity Management.
AUM · $136M (13F)Positions · 144Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 75K | $12M | 9.0% | ±0% |
| 2 | TSLA | TESLA INC | 23K | $10M | 7.1% | +62% |
| 3 | URTH | ISHARES INC | 46K | $9M | 6.9% | ±0% |
| 4 | XLK | SELECT SECTOR SPDR TR | 33K | $6M | 4.7% | −4% |
| 5 | OKE | ONEOK INC NEW | 52K | $5M | 3.3% | +1% |
| 6 | NVDA | NVIDIA CORPORATION | 23K | $5M | 3.3% | −1% |
| 7 | AAPL | APPLE INC | 11K | $3M | 2.3% | +2% |
| 8 | SPYM | SPDR SERIES TRUST | 28K | $2M | 1.8% | +51% |
| 9 | XLF | SELECT SECTOR SPDR TR | 43K | $2M | 1.7% | +52% |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | 14K | $2M | 1.7% | +348% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FULCRUM SIGNAL
AC read
Fulcrum Equity Management is a Other fund managing $136 million in assets. The fund runs a portfolio of 144 positions.
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