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Portfolio (Quarterly) Guide ↗

Fulcrum Equity Management

· CIK 0001737888
13F Portfolio $103M AUM 128 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 37 Added 35 Reduced 27 Exited
Page 3 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GSY INVESCO ACTIVELY MANAGED EXC 13,687.0 $686K 0.66% NEW $50.12 -0.1%
42 SLV ISHARES SILVER TR Financial Services 9,335.0 $636K 0.61% +77.0 +0.8% $68.14 +0.9%
43 REMX VANECK ETF TRUST 7,100.0 $625K 0.60% -580.0 -7.5% $88.00 +8.2%
44 SIVR ABRDN SILVER ETF TRUST Financial Services 8,700.0 $623K 0.60% $71.61 +0.9%
45 COST COSTCO WHSL CORP NEW Consumer Defensive 610.0 $608K 0.59% +7.0 +1.2% $996.59 +9.8%
46 GS GOLDMAN SACHS GROUP INC Financial Services 706.0 $597K 0.58% +18.0 +2.6% $846.27 +9.7%
47 APH AMPHENOL CORP NEW Technology 4,606.0 $582K 0.56% +469.0 +11.3% $126.35 -2.6%
48 MANAGED PORTFOLIO SERIES 23,369.0 $577K 0.56% -2K -6.8% $24.68
49 BLACKROCK ETF TRUST 17,363.0 $558K 0.54% NEW $32.15
50 XLB SELECT SECTOR SPDR TR 11,128.0 $556K 0.54% NEW $49.97 -0.5%
51 IUSB ISHARES TR 11,735.0 $542K 0.52% +154.0 +1.3% $46.19 -0.9%
52 XTEN BONDBLOXX ETF TRUST 11,610.0 $532K 0.51% +277.0 +2.4% $45.86 -2.3%
53 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 2,425.0 $530K 0.51% $218.72 -1.7%
54 DUK DUKE ENERGY CORP NEW Utilities 3,972.0 $520K 0.50% +25.0 +0.6% $130.93 -4.9%
55 ACWX ISHARES TR 7,589.0 $520K 0.50% NEW $68.47 +9.3%
56 AHR AMERICAN HEALTHCARE REIT INC Real Estate 9,905.0 $467K 0.45% $47.16 +9.6%
57 MANAGED PORTFOLIO SERIES 18,131.0 $439K 0.42% +1K +7.7% $24.21
58 TSLA PUT TESLA INC Consumer Cyclical 8,500.0 $433K 0.42% NEW $50.93 +693.5%
59 SCHZ SCHWAB STRATEGIC TR 18,254.0 $424K 0.41% +177.0 +1.0% $23.22 -1.1%
60 XES SPDR SERIES TRUST 3,635.0 $423K 0.41% NEW $116.34 +13.5%
Page 3 of 7  ·  127 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 32.7%
Energy 14.5%
Financial Services 14.4%
Communication Services 8.9%
Consumer Cyclical 8.4%
Consumer Defensive 7.9%
Healthcare 3.5%
Utilities 3.4%
Real Estate 2.9%
Industrials 2.8%