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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 8 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HWM HOWMET AEROSPACE INC Industrials 756.0 $203K 0.15% NEW $268.87 -2.5%
142 GGOV BLACKROCK ETF TRUST II 4,020.0 $202K 0.15% NEW $50.29 -0.2%
143 RTX RTX CORPORATION Industrials 1,056.0 $200K 0.15% $189.73 +11.4%
144 TLT ISHARES TR 219.0 $19K 0.01% NEW $86.45 -4.1%
Page 8 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%