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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	—	BITFARMS LTD	—	30,500	$59K	0.06%	SOLD

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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%