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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 5 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DASH DOORDASH INC Communication Services 1,386.0 $314K 0.30% NEW $226.48 -29.7%
82 PPA INVESCO EXCHANGE TRADED FD T 1,983.0 $311K 0.30% NEW $156.64 +7.2%
83 PSI INVESCO EXCHANGE TRADED FD T 3,937.0 $310K 0.30% NEW $78.86 +91.1%
84 RY ROYAL BK CDA Financial Services 1,821.0 $310K 0.30% NEW $170.49 +9.8%
85 ITA ISHARES TR 1,433.0 $308K 0.29% NEW $214.71 +3.9%
86 KNCT INVESCO EXCHANGE TRADED FD T 2,272.0 $304K 0.29% NEW $133.97 +45.0%
87 ABBV ABBVIE INC Healthcare 1,311.0 $300K 0.29% NEW $228.46 -6.1%
88 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 982.0 $298K 0.29% NEW $303.89 +32.2%
89 MBB ISHARES TR 3,081.0 $293K 0.28% NEW $95.21 -1.4%
90 GLDM WORLD GOLD TR Financial Services 3,233.0 $276K 0.26% NEW $85.37 +5.3%
91 KO COCA COLA CO Consumer Defensive 3,872.0 $271K 0.26% NEW $69.91 +16.1%
92 MA MASTERCARD INCORPORATED Financial Services 465.0 $265K 0.25% NEW $570.88 -12.5%
93 HSBC HSBC HLDGS PLC Financial Services 3,352.0 $264K 0.25% NEW $78.67 +17.0%
94 ILCG ISHARES TR 2,530.0 $263K 0.25% NEW $104.03 +10.9%
95 IAGG ISHARES TR 5,193.0 $260K 0.25% NEW $50.01 -0.0%
96 CSD INVESCO EXCHANGE TRADED FD T 2,596.0 $259K 0.25% NEW $99.74 +35.4%
97 GURU GLOBAL X FDS 4,131.0 $258K 0.25% NEW $62.51 +5.4%
98 AMAT APPLIED MATLS INC Technology 1,004.0 $258K 0.25% NEW $256.99 +66.3%
99 VLUE ISHARES TR 1,857.0 $254K 0.24% NEW $136.73 +35.2%
100 NVS NOVARTIS AG Healthcare 1,805.0 $249K 0.24% NEW $137.87 +10.1%
Page 5 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%