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Portfolio (Quarterly) Guide ↗

Fulcrum Equity Management

· CIK 0001737888
13F Portfolio $104M AUM Filed Jan 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 117 New
Page 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MANAGED PORTFOLIO SERIES 25,065.0 $627K 0.60% NEW $25.03
42 GS GOLDMAN SACHS GROUP INC Financial Services 688.0 $605K 0.58% NEW $879.07 +10.7%
43 SLV ISHARES SILVER TR Financial Services 9,258.0 $596K 0.57% NEW $64.42 +6.8%
44 SIVR ABRDN SILVER ETF TRUST Financial Services 8,700.0 $588K 0.56% NEW $67.64 +6.7%
45 REMX VANECK ETF TRUST 7,680.0 $568K 0.54% NEW $73.92 +29.0%
46 APH AMPHENOL CORP NEW Technology 4,137.0 $559K 0.54% NEW $135.14 -8.9%
47 IUSB ISHARES TR 11,581.0 $539K 0.52% NEW $46.54 -1.8%
48 XTEN BONDBLOXX ETF TRUST 11,333.0 $524K 0.50% NEW $46.22 -3.2%
49 COST COSTCO WHSL CORP NEW Consumer Defensive 603.0 $520K 0.50% NEW $862.44 +21.6%
50 XOM EXXON MOBIL CORP Energy 4,242.0 $510K 0.49% NEW $120.34 +29.9%
51 IWC ISHARES TR 3,226.0 $509K 0.49% NEW $157.71 +16.0%
52 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 2,425.0 $499K 0.48% NEW $205.60 +4.1%
53 IEMG ISHARES INC 7,123.0 $479K 0.46% NEW $67.22 +18.8%
54 AHR AMERICAN HEALTHCARE REIT INC Real Estate 9,905.0 $466K 0.45% NEW $47.06 +6.2%
55 DUK DUKE ENERGY CORP NEW Utilities 3,947.0 $463K 0.44% NEW $117.22 +6.2%
56 MANAGED PORTFOLIO SERIES 16,839.0 $432K 0.41% NEW $25.66
57 PLTR PALANTIR TECHNOLOGIES INC Technology 2,393.0 $425K 0.41% NEW $177.75 -22.9%
58 SCHZ SCHWAB STRATEGIC TR 18,077.0 $422K 0.40% NEW $23.37 -1.9%
59 V VISA INC Financial Services 1,165.0 $409K 0.39% NEW $350.73 -5.7%
60 ANET ARISTA NETWORKS INC Technology 3,061.0 $401K 0.38% NEW $131.03 +10.1%
Page 3 of 6  ·  117 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 31.2%
Financial Services 18.0%
Communication Services 11.5%
Energy 11.2%
Consumer Cyclical 9.1%
Consumer Defensive 7.2%
Healthcare 4.0%
Real Estate 3.0%
Utilities 2.7%
Industrials 2.2%