BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AHR AMERICAN HEALTHCARE REIT INC Real Estate 9,909.0 $517K 0.38% $52.15 +6.5%
62 DUK DUKE ENERGY CORP NEW Utilities 3,998.0 $506K 0.37% +26.0 +0.7% $126.58 -5.0%
63 PTF INVESCO EXCHANGE TRADED FD T 3,671.0 $500K 0.37% NEW $136.31 -28.8%
64 SLV ISHARES SILVER TR Financial Services 9,265.0 $495K 0.36% -70.0 -0.8% $53.47 +12.2%
65 PSI INVESCO EXCHANGE TRADED FD T 2,631.0 $494K 0.36% -533.0 -16.9% $187.81 -29.8%
66 SIVR ABRDN SILVER ETF TRUST Financial Services 8,700.0 $489K 0.36% $56.22 +12.3%
67 ASTS AST SPACEMOBILE INC Technology 5,430.0 $483K 0.35% +1K +32.6% $88.86 -34.7%
68 GRNY TIDAL TRUST I 17,449.0 $482K 0.35% +6K +46.9% $27.65 +0.6%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 4,129.0 $482K 0.35% +2K +83.8% $116.67 +59.7%
70 SCHZ SCHWAB STRATEGIC TR 20,455.0 $473K 0.35% +2K +12.1% $23.13 -1.5%
71 BAI BLACKROCK ETF TRUST 8,661.0 $457K 0.34% -3K -25.0% $52.72 -16.3%
72 AIRR FIRST TR EXCHANGE TRADED FD 3,377.0 $450K 0.33% NEW $133.25 -17.8%
73 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 2,425.0 $439K 0.32% $181.15 +11.8%
74 KNCT INVESCO EXCHANGE TRADED FD T 2,063.0 $435K 0.32% +153.0 +8.0% $210.91 -6.8%
75 PSCT INVESCO EXCH TRADED FD TR II 4,706.0 $435K 0.32% +1K +30.4% $92.41 -16.7%
76 GE GE AEROSPACE Industrials 1,156.0 $432K 0.32% -74.0 -6.0% $373.75 -8.3%
77 PANW PALO ALTO NETWORKS INC Technology 1,222.0 $417K 0.31% NEW $341.02 +9.0%
78 MRVL MARVELL TECHNOLOGY INC Technology 1,389.0 $414K 0.30% -642.0 -31.6% $297.89 -27.3%
79 GOVT ISHARES TR 17,994.0 $410K 0.30% +2K +12.5% $22.78 -1.4%
80 LQDA LIQUIDIA CORPORATION Healthcare 5,005.0 $399K 0.29% NEW $79.73 -15.1%
Page 4 of 8  ·  144 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%