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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 7 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ENB ENBRIDGE INC Energy 4,810.0 $261K 0.19% $54.21 -7.6%
122 TOTALENERGIES SE 3,343.0 $260K 0.19% $77.76
123 THRO BLACKROCK ETF TRUST 5,927.0 $255K 0.19% -4K -39.7% $43.11 +1.8%
124 AVEM AMERICAN CENTY ETF TR 2,638.0 $255K 0.19% -2K -45.1% $96.50 -1.9%
125 FYC FIRST TR EXCHANGE-TRADED ALP 1,959.0 $249K 0.18% NEW $127.34 -5.3%
126 FYX FIRST TR EXCHANGE-TRADED ALP 1,711.0 $247K 0.18% NEW $144.30 -1.2%
127 VFMO VANGUARD WELLINGTON FD 980.0 $245K 0.18% NEW $249.51 -8.8%
128 NEM NEWMONT CORP Basic Materials 2,599.0 $243K 0.18% +601.0 +30.1% $93.40 +37.3%
129 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,109.0 $243K 0.18% NEW $115.00 -0.7%
130 CHT CHUNGHWA TELECOM CO LTD Communication Services 5,374.0 $238K 0.17% $44.26 -2.9%
131 PM PHILIP MORRIS INTL INC Consumer Defensive 1,255.0 $227K 0.17% $180.91 +5.9%
132 C CITIGROUP INC Financial Services 1,611.0 $225K 0.17% NEW $139.96 -5.3%
133 TSLA CALL TESLA INC Consumer Cyclical 500.0 $210K 0.15% -4K -90.0% $420.60 -17.3%
134 XLRE SELECT SECTOR SPDR TR 4,763.0 $210K 0.15% NEW $44.03 +1.1%
135 ENTG ENTEGRIS INC Technology 1,157.0 $208K 0.15% NEW $179.86 -24.7%
136 VZ VERIZON COMMUNICATIONS INC Communication Services 4,891.0 $207K 0.15% -82.0 -1.6% $42.34 +18.1%
137 ADI ANALOG DEVICES INC Technology 521.0 $207K 0.15% NEW $397.17 -8.9%
138 BN BROOKFIELD CORP Financial Services 4,848.0 $206K 0.15% NEW $42.59 -3.0%
139 MA MASTERCARD INCORPORATED Financial Services 396.0 $203K 0.15% -30.0 -7.0% $513.66 +15.9%
140 KLAC KLA CORP Technology 674.0 $203K 0.15% NEW $301.73 -41.7%
Page 7 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%