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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 2 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO. Financial Services 3,674.0 $1.2M 1.13% NEW $322.22 -8.2%
22 TSLA TESLA INC Consumer Cyclical 2,504.0 $1.1M 1.08% NEW $449.72 -10.1%
23 SCHB SCHWAB STRATEGIC TR 42,025.0 $1.1M 1.05% NEW $26.23 +8.8%
24 AVGO BROADCOM INC Technology 3,059.0 $1.1M 1.01% NEW $346.07 +20.7%
25 XLG INVESCO EXCHANGE TRADED FD T 17,832.0 $1.1M 1.01% NEW $59.28 +7.2%
26 XLI SELECT SECTOR SPDR TR 6,687.0 $1.0M 0.99% NEW $155.12 +10.1%
27 IVE ISHARES TR 4,747.0 $1.0M 0.96% NEW $212.08 +6.4%
28 IVV ISHARES TR 1,396.0 $956K 0.92% NEW $685.02 +8.7%
29 GRNY TIDAL TRUST I 37,968.0 $940K 0.90% NEW $24.76 +8.3%
30 SCHG SCHWAB STRATEGIC TR 27,245.0 $889K 0.85% NEW $32.62 +5.2%
31 LOW LOWES COS INC Consumer Cyclical 3,526.0 $850K 0.81% NEW $241.15 -9.4%
32 XLU SELECT SECTOR SPDR TR 19,910.0 $850K 0.81% NEW $42.69 +4.3%
33 LLY ELI LILLY & CO Healthcare 764.0 $821K 0.79% NEW $1074.64 -5.0%
34 FTEC FIDELITY COVINGTON TRUST 3,547.0 $797K 0.76% NEW $224.68 +21.0%
35 SPY SPDR S&P 500 ETF TR Financial Services 1,159.0 $790K 0.76% NEW $681.98 +8.7%
36 IVW ISHARES TR 6,038.0 $744K 0.71% NEW $123.27 +10.6%
37 SILA SILA REALTY TRUST INC Real Estate 30,677.0 $715K 0.68% NEW $23.31 +31.0%
38 ASML ASML HOLDING N V Technology 633.0 $677K 0.65% NEW $1069.86 +44.9%
39 EFV ISHARES TR 8,995.0 $642K 0.61% NEW $71.41 +10.3%
40 GEV GE VERNOVA INC Utilities 968.0 $633K 0.60% NEW $653.57 +54.8%
Page 2 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%