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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHLD GLOBAL X FDS 5,316.0 $317K 0.23% +1K +28.5% $59.71 +10.9%
42 DASH DOORDASH INC Communication Services 1,674.0 $309K 0.23% +144.0 +9.4% $184.53 +28.3%
43 ORCL ORACLE CORP Technology 2,065.0 $303K 0.22% +306.0 +17.4% $146.56 +2.8%
44 NEM NEWMONT CORP Basic Materials 2,599.0 $243K 0.18% +601.0 +30.1% $93.40 +37.0%
Page 3 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%