§ 13F · FUND PROFILE
Fulcrum Equity Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $99M (13F)Positions · 94Turnover · — · Q1Filed · Apr 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 75K | $11M | 10.3% | −4% |
| 2 | URTH | ISHARES INC | 46K | $8M | 8.0% | ±0% |
| 3 | OKE | ONEOK INC NEW | 52K | $5M | 4.5% | +1% |
| 4 | XLK | SELECT SECTOR SPDR TR | 35K | $5M | 4.5% | −14% |
| 5 | NVDA | NVIDIA CORPORATION | 23K | $4M | 3.8% | +8% |
| 6 | AAPL | APPLE INC | 10K | $3M | 2.6% | +14% |
| 7 | SCHD | SCHWAB STRATEGIC TR | 76K | $2M | 2.3% | NEW |
| 8 | WMT | WALMART INC | 17K | $2M | 2.0% | ±0% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 4K | $2M | 1.9% | ±0% |
| 10 | XLE | SELECT SECTOR SPDR TR | 29K | $2M | 1.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FULCRUM SIGNAL
AC read
Fulcrum Equity Management is a Other fund managing $99 million in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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