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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 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MOO VANECK ETF TRUST 3,813.0 $322K 0.31% NEW $84.50 -4.8%
82 EFV ISHARES TR 4,142.0 $308K 0.30% -5K -54.0% $74.35 +6.2%
83 RSPG INVESCO EXCHANGE TRADED FD T 2,788.0 $305K 0.29% NEW $109.47 -2.1%
84 TOTALENERGIES SE 3,343.0 $304K 0.29% $90.98
85 RY ROYAL BK CDA Financial Services 1,846.0 $299K 0.29% +25.0 +1.4% $161.78 +15.7%
86 PSI INVESCO EXCHANGE TRADED FD T 3,164.0 $299K 0.29% -773.0 -19.6% $94.38 +59.7%
87 TSLA CALL TESLA INC Consumer Cyclical 5,000.0 $298K 0.29% NEW $59.50 +601.2%
88 KO COCA COLA CO Consumer Defensive 3,901.0 $297K 0.29% +29.0 +0.8% $76.05 +6.7%
89 ABBV ABBVIE INC Healthcare 1,355.0 $295K 0.28% +44.0 +3.4% $217.45 -1.3%
90 MBB ISHARES TR 3,088.0 $293K 0.28% $94.96 -1.1%
91 SHLD GLOBAL X FDS 4,138.0 $293K 0.28% NEW $70.83 -9.1%
92 ROKT SPDR SERIES TRUST 2,926.0 $291K 0.28% NEW $99.46 +21.0%
93 GRNY TIDAL TRUST I 11,875.0 $283K 0.27% -26K -68.7% $23.87 +12.6%
94 NEBIUS GROUP N.V. 2,727.0 $283K 0.27% -119.0 -4.2% $103.76
95 HSBC HSBC HLDGS PLC Financial Services 3,352.0 $277K 0.27% $82.49 +11.6%
96 NVS NOVARTIS AG Healthcare 1,805.0 $276K 0.27% $152.75 -0.6%
97 BLCR BLACKROCK ETF TRUST 6,632.0 $272K 0.26% NEW $41.06 +21.1%
98 IAGG ISHARES TR 5,322.0 $266K 0.26% +129.0 +2.5% $50.04 -0.1%
99 KNCT INVESCO EXCHANGE TRADED FD T 1,910.0 $265K 0.26% -362.0 -15.9% $138.58 +40.2%
100 ALKT ALKAMI TECHNOLOGY INC Technology 16,850.0 $264K 0.26% NEW $15.67 +7.7%
Page 5 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%