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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
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PSI INVESCO EXCHANGE TRADED FD T 2,631.0 $494K 0.36% -533.0 -16.9% $187.81 -28.0%
22 BAI BLACKROCK ETF TRUST 8,661.0 $457K 0.34% -3K -25.0% $52.72 -14.9%
23 GE GE AEROSPACE Industrials 1,156.0 $432K 0.32% -74.0 -6.0% $373.75 -8.1%
24 MRVL MARVELL TECHNOLOGY INC Technology 1,389.0 $414K 0.30% -642.0 -31.6% $297.89 -25.3%
25 MANAGED PORTFOLIO SER 15,208.0 $393K 0.29% -3K -16.1% $25.82
26 JCI JOHNSON CONTROLS INTERNATION Industrials 2,662.0 $389K 0.28% -24.0 -0.9% $146.11 -4.1%
27 XTEN BONDBLOXX ETF TRUST 7,551.0 $344K 0.25% -4K -35.0% $45.58 -2.3%
28 XLB SELECT SECTOR SPDR TR 6,493.0 $330K 0.24% -5K -41.6% $50.83 +4.5%
29 ABBV ABBVIE INC Healthcare 1,283.0 $323K 0.24% -72.0 -5.3% $251.60 +2.1%
30 KO COCA COLA CO Consumer Defensive 3,777.0 $307K 0.23% -124.0 -3.2% $81.27 +10.2%
31 XTL SPDR SERIES TRUST 1,323.0 $301K 0.22% -31.0 -2.3% $227.42 -6.4%
32 EME EMCOR GROUP INC Industrials 320.0 $266K 0.20% -11.0 -3.3% $829.90 -8.7%
33 THRO BLACKROCK ETF TRUST 5,927.0 $255K 0.19% -4K -39.7% $43.11 +2.4%
34 AVEM AMERICAN CENTY ETF TR 2,638.0 $255K 0.19% -2K -45.1% $96.50 -1.1%
35 TSLA CALL TESLA INC Consumer Cyclical 500.0 $210K 0.15% -4K -90.0% $420.60 -16.2%
36 VZ VERIZON COMMUNICATIONS INC Communication Services 4,891.0 $207K 0.15% -82.0 -1.6% $42.34 +18.0%
37 MA MASTERCARD INCORPORATED Financial Services 396.0 $203K 0.15% -30.0 -7.0% $513.66 +16.3%
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 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%