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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 6 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HSBC HSBC HLDGS PLC Financial Services 3,352.0 $319K 0.23% $95.09 +8.9%
102 RPG INVESCO EXCHANGE TRADED FD T 4,973.0 $318K 0.23% NEW $63.85 -10.6%
103 SHLD GLOBAL X FDS 5,316.0 $317K 0.23% +1K +28.5% $59.71 +10.9%
104 TSEM TOWER SEMICONDUCTOR LTD Technology 1,200.0 $313K 0.23% NEW $260.64 -20.2%
105 DASH DOORDASH INC Communication Services 1,674.0 $309K 0.23% +144.0 +9.4% $184.53 +28.3%
106 KO COCA COLA CO Consumer Defensive 3,777.0 $307K 0.23% -124.0 -3.2% $81.27 +10.3%
107 ALKT ALKAMI TECHNOLOGY INC Technology 16,850.0 $305K 0.22% $18.12 +11.6%
108 ORCL ORACLE CORP Technology 2,065.0 $303K 0.22% +306.0 +17.4% $146.56 +2.8%
109 GRNJ TIDAL TRUST III 9,613.0 $302K 0.22% NEW $31.44 -7.6%
110 XTL SPDR SERIES TRUST 1,323.0 $301K 0.22% -31.0 -2.3% $227.42 -7.7%
111 IALT BLACKROCK ETF TRUST 10,672.0 $299K 0.22% NEW $28.05 +3.2%
112 SPY STATE STR SPDR S&P 500 ETF T Financial Services 398.0 $297K 0.22% NEW $746.50 +3.1%
113 SPYI NEOS ETF TRUST 5,519.0 $293K 0.21% NEW $53.09 +1.2%
114 SAN BANCO SANTANDER SA Financial Services 20,893.0 $288K 0.21% $13.80 +6.3%
115 NVS NOVARTIS AG Healthcare 1,805.0 $283K 0.21% $156.72 -1.9%
116 PWR QUANTA SVCS INC Industrials 383.0 $276K 0.20% NEW $720.05 -16.3%
117 RKLB ROCKET LAB CORP Industrials 2,665.0 $271K 0.20% NEW $101.65 -36.7%
118 CSCO CISCO SYS INC Technology 2,296.0 $270K 0.20% NEW $117.47 -6.4%
119 EME EMCOR GROUP INC Industrials 320.0 $266K 0.20% -11.0 -3.3% $829.90 -10.8%
120 SBIO ALPS ETF TR 4,074.0 $263K 0.19% NEW $64.65 +3.8%
Page 6 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%