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Portfolio (Quarterly) Guide ↗

Fulcrum Equity Management

· CIK 0001737888
13F Portfolio $103M AUM 128 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 37 Added 35 Reduced 27 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHLD GLOBAL X FDS 4,138.0 $293K 0.28% NEW $70.83 -9.1%
22 ROKT SPDR SERIES TRUST 2,926.0 $291K 0.28% NEW $99.46 +21.0%
23 BLCR BLACKROCK ETF TRUST 6,632.0 $272K 0.26% NEW $41.06 +21.1%
24 ALKT ALKAMI TECHNOLOGY INC Technology 16,850.0 $264K 0.26% NEW $15.67 +7.7%
25 XTL SPDR SERIES TRUST 1,354.0 $255K 0.25% NEW $188.06 +21.5%
26 FTXG FIRST TR EXCHANGE TRADED FD 11,418.0 $253K 0.24% NEW $22.14 +0.5%
27 EME EMCOR GROUP INC Industrials 331.0 $244K 0.24% NEW $738.32 +15.0%
28 AMD ADVANCED MICRO DEVICES INC Technology 1,180.0 $240K 0.23% NEW $203.43 +121.0%
29 CEF SPROTT ASSET MANAGEMENT LP Financial Services 5,018.0 $239K 0.23% NEW $47.72 +0.5%
30 CTRA COTERRA ENERGY INC Energy 6,723.0 $236K 0.23% NEW $35.14 -7.3%
31 NEM NEWMONT CORP Basic Materials 1,998.0 $216K 0.21% NEW $108.27 +0.1%
32 FCG FIRST TR EXCHANGE-TRADED FD 6,817.0 $216K 0.21% NEW $31.69 -4.7%
33 CASY CASEYS GEN STORES INC Consumer Cyclical 292.0 $213K 0.20% NEW $727.89 +13.3%
34 RTX RTX CORPORATION Industrials 1,056.0 $204K 0.20% NEW $192.90 -8.8%
35 MRVL MARVELL TECHNOLOGY INC Technology 2,031.0 $201K 0.19% NEW $99.05 +92.5%
36 ARKG CALL ARK ETF TR 20,000.0 $26K 0.03% NEW $1.30 +2248.5%
37 TLT CALL ISHARES TR 24,000.0 $7K 0.01% NEW $0.30 +28059.4%
Page 2 of 2  ·  37 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 32.7%
Energy 14.5%
Financial Services 14.4%
Communication Services 8.9%
Consumer Cyclical 8.4%
Consumer Defensive 7.9%
Healthcare 3.5%
Utilities 3.4%
Real Estate 2.9%
Industrials 2.8%