Fulcrum Equity Management

Est. AUM

$136.4M

13F long equity, this entity only

Positions

144

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$12.3M	74778	9.01%	SOLE
2	TESLA INCPUT	COM	$9.7M	23000	7.09%	SOLE
3	ISHARES INC	MSCI WORLD ETF	$9.4M	46192	6.86%	SOLE
4	SELECT SECTOR SPDR TR	ST STR TECHN ETF	$6.4M	33430	4.67%	SOLE
5	ONEOK INC NEW	COM	$4.5M	51928	3.31%	SOLE
6	NVIDIA CORPORATION	COM	$4.5M	22507	3.30%	SOLE
7	APPLE INC	COM	$3.1M	10632	2.26%	SOLE
8	SPDR SERIES TRUST	ST STR P500ETF	$2.5M	28313	1.82%	SOLE
9	SELECT SECTOR SPDR TR	ST STR FINL ETF	$2.3M	42945	1.69%	SOLE
10	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$2.3M	14031	1.66%	SOLE
11	ALPHABET INC	CAP STK CL A	$2.1M	5971	1.56%	SOLE
12	ISHARES TRCALL	20 YR TR BD ETF	$2.1M	24000	1.52%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	4038	1.48%	SOLE
14	SELECT SECTOR SPDR TR	ST STR INDL ETF	$1.9M	10482	1.42%	SOLE
15	WALMART INC	COM	$1.9M	16900	1.40%	SOLE
16	SELECT SECTOR SPDR TR	ST STR DISCR ETF	$1.6M	13229	1.14%	SOLE
17	AMAZON COM INC	COM	$1.5M	6460	1.13%	SOLE
18	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.5M	46574	1.08%	SOLE
19	MICROSOFT CORP	COM	$1.5M	3916	1.07%	SOLE
20	SELECT SECTOR SPDR TR	ST STR SVC ETF	$1.4M	13465	1.06%	SOLE
21	ASML HLDG NV	N Y REGISTRY SHS	$1.4M	708	1.03%	SOLE
22	BROADCOM INC	COM	$1.4M	3667	1.02%	SOLE
23	SELECT SECTOR SPDR TR	ST STR CARE ETF	$1.2M	7846	0.91%	SOLE
24	JPMORGAN CHASE & CO	COM	$1.2M	3757	0.90%	SOLE
25	ROUNDHILL ETF TRUST	MEMORY ETF	$1.2M	16299	0.88%	SOLE
26	GE VERNOVA INC	COM	$1.2M	1007	0.87%	SOLE
27	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.1M	39412	0.84%	SOLE
28	ADVANCED MICRO DEVICES INC	COM	$1.1M	1943	0.83%	SOLE
29	TESLA INC	COM	$1.1M	2608	0.80%	SOLE
30	NEBIUS GROUP N.V.	SHS CLASS A	$1.1M	3887	0.79%	SOLE
31	SPDR SERIES TRUST	ST STR BLO 1 ETF	$1.1M	11699	0.79%	SOLE
32	ELI LILLY & CO	COM	$1.0M	836	0.74%	SOLE
33	SELECT SECTOR SPDR TR	ST STR ENERG ETF	$974K	18331	0.71%	SOLE
34	ISHARES TR	CORE UNIVRSL USD	$967K	20948	0.71%	SOLE
35	ISHARES TR	S&P 500 GRWT ETF	$936K	6807	0.69%	SOLE
36	INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$920K	18338	0.67%	SOLE
37	SPDR SERIES TRUST	ST STR RATE ETF	$920K	29836	0.67%	SOLE
38	BLACKROCK ETF TRUST	ISHARES US EQUIT	$915K	13456	0.67%	SOLE
39	APPLIED MATLS INC	COM	$868K	1201	0.64%	SOLE
40	ARK ETF TRCALL	GENOMIC REV ETF	$841K	20000	0.62%	SOLE
41	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$821K	1719	0.60%	SOLE
42	LOWES COS INC	COM	$785K	3561	0.58%	SOLE
43	META PLATFORMS INC	CL A	$785K	1394	0.58%	SOLE
44	ISHARES TR	S&P 500 VAL ETF	$775K	3415	0.57%	SOLE
45	LAM RESEARCH CORP	COM NEW	$728K	1681	0.53%	SOLE
46	ISHARES TR	MSCI ACWI EX US	$709K	9313	0.52%	SOLE
47	GOLDMAN SACHS GROUP INC	COM	$699K	691	0.51%	SOLE
48	AMPHENOL CORP	CL A	$676K	3834	0.50%	SOLE
49	SCHWAB STRATEGIC TR	US LCAP GR ETF	$660K	19498	0.48%	SOLE
50	VANECK ETF TRUST	CLO ETF	$656K	12383	0.48%	SOLE

1–50 of 144

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.