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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 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX NETFLIX INC Communication Services 4,277.0 $401K 0.38% NEW $93.76 -4.8%
62 SBIO ALPS ETF TR 7,498.0 $384K 0.37% NEW $51.22 +5.0%
63 THRO BLACKROCK ETF TRUST 9,831.0 $379K 0.36% NEW $38.56 +10.3%
64 BAI BLACKROCK ETF TRUST 11,375.0 $379K 0.36% NEW $33.30 +42.6%
65 ORCL ORACLE CORP Technology 1,938.0 $378K 0.36% NEW $194.91 -2.6%
66 QUAL ISHARES TR 1,890.0 $375K 0.36% NEW $198.65 +7.1%
67 SPMO INVESCO EXCH TRADED FD TR II 3,146.0 $375K 0.36% NEW $119.31 +21.3%
68 IAU ISHARES GOLD TR Financial Services 4,466.0 $363K 0.35% NEW $81.17 +5.2%
69 SPYG SPDR SERIES TRUST 3,375.0 $360K 0.34% NEW $106.71 +10.8%
70 GE GE AEROSPACE Industrials 1,152.0 $355K 0.34% NEW $308.03 -2.0%
71 GLD SPDR GOLD TR Financial Services 895.0 $355K 0.34% NEW $396.31 +5.2%
72 VONG VANGUARD SCOTTSDALE FDS 2,891.0 $352K 0.34% NEW $121.76 +5.4%
73 AVEM AMERICAN CENTY ETF TR 4,531.0 $349K 0.33% NEW $77.01 +20.9%
74 PKB INVESCO EXCHANGE TRADED FD T 3,716.0 $344K 0.33% NEW $92.59 +9.1%
75 FTXL FIRST TR EXCHANGE TRADED FD 2,652.0 $344K 0.33% NEW $129.54 +86.3%
76 XBI SPDR SERIES TRUST 2,741.0 $334K 0.32% NEW $121.94 +8.9%
77 BBP ETFIS SER TR I 4,152.0 $332K 0.32% NEW $79.91 +8.4%
78 AIRR FIRST TR EXCHANGE TRADED FD 3,283.0 $323K 0.31% NEW $98.32 +26.8%
79 JCI JOHNSON CTLS INTL PLC Industrials 2,651.0 $317K 0.30% NEW $119.75 +13.1%
80 FYC FIRST TR EXCHANGE-TRADED ALP 3,274.0 $315K 0.30% NEW $96.12 +18.2%
Page 4 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%