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Portfolio (Quarterly) Guide ↗

Fulcrum Equity Management

· CIK 0001737888
13F Portfolio $136M AUM 144 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 44 Added 37 Reduced 21 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DYNF BLACKROCK ETF TRUST 13,456.0 $915K 0.67% +153.0 +1.1% $68.01 +2.3%
22 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,719.0 $821K 0.60% +564.0 +48.8% $477.57 -12.6%
23 ACWX ISHARES TR 9,313.0 $709K 0.52% +2K +22.7% $76.11 +2.0%
24 SCHG SCHWAB STRATEGIC TR 19,498.0 $660K 0.48% +11K +129.9% $33.84 +5.7%
25 BLACKROCK ETF TRUST 17,589.0 $644K 0.47% +226.0 +1.3% $36.60
26 IYW ISHARES TR 2,400.0 $605K 0.44% +460.0 +23.7% $252.22 -0.4%
27 DUK DUKE ENERGY CORP NEW Utilities 3,998.0 $506K 0.37% +26.0 +0.7% $126.58 -5.0%
28 ASTS AST SPACEMOBILE INC Technology 5,430.0 $483K 0.35% +1K +32.6% $88.86 -34.7%
29 GRNY TIDAL TRUST I 17,449.0 $482K 0.35% +6K +46.9% $27.65 +0.6%
30 PLTR PALANTIR TECHNOLOGIES INC Technology 4,129.0 $482K 0.35% +2K +83.8% $116.67 +59.7%
31 SCHZ SCHWAB STRATEGIC TR 20,455.0 $473K 0.35% +2K +12.1% $23.13 -1.5%
32 KNCT INVESCO EXCHANGE TRADED FD T 2,063.0 $435K 0.32% +153.0 +8.0% $210.91 -6.8%
33 PSCT INVESCO EXCH TRADED FD TR II 4,706.0 $435K 0.32% +1K +30.4% $92.41 -16.7%
34 GOVT ISHARES TR 17,994.0 $410K 0.30% +2K +12.5% $22.78 -1.4%
35 V VISA INC Financial Services 1,131.0 $388K 0.28% +22.0 +2.0% $343.14 +11.2%
36 ROKT SPDR SERIES TRUST 3,021.0 $361K 0.27% +95.0 +3.2% $119.49 -7.3%
37 BLCR BLACKROCK ETF TRUST 7,010.0 $353K 0.26% +378.0 +5.7% $50.37 -1.9%
38 CSD INVESCO EXCHANGE TRADED FD T 2,328.0 $349K 0.26% +275.0 +13.4% $149.72 -12.1%
39 ANET ARISTA NETWORKS INC Technology 1,994.0 $339K 0.25% +11.0 +0.6% $169.88 +15.0%
40 MBB ISHARES TR 3,471.0 $328K 0.24% +383.0 +12.4% $94.51 -1.4%
Page 2 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.4%
Financial Services 13.1%
Energy 10.6%
Communication Services 7.3%
Consumer Cyclical 6.8%
Consumer Defensive 5.9%
Healthcare 4.0%
Industrials 4.0%
Utilities 3.3%
Real Estate 1.0%