Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fulcrum Capital LLC (CIK 1724090) reported $492.9M across 103 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VO ($40.3M, 8.17%), LRCX ($30.9M, 6.26%), MSFT ($30.1M, 6.10%), AAPL ($27.8M, 5.64%), GOOGL ($27.1M, 5.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | $40.3M | 8.17% | 500,094 | Added |
| 2 | LRCX | LAM RESEARCH CORP | $30.9M | 6.26% | 71,266 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $30.1M | 6.10% | 80,597 | Trimmed |
| 4 | AAPL | APPLE INC | $27.8M | 5.64% | 96,103 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $27.1M | 5.51% | 75,937 | Trimmed |
| 6 | FTNT | FORTINET INC | $25.4M | 5.15% | 165,206 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $24.6M | 4.99% | 103,117 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $23.8M | 4.83% | 119,069 | Trimmed |
| 9 | TT | TRANE TECHNOLOGIES PLC | $17.4M | 3.52% | 35,345 | Trimmed |
| 10 | MA | MASTERCARD INCORPORATED | $14.2M | 2.88% | 27,611 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $12.5M | 2.54% | 38,230 | Trimmed |
| 12 | EW | EDWARDS LIFESCIENCES CORP | $11.9M | 2.41% | 131,371 | Trimmed |
| 13 | WM | WASTE MGMT INC DEL | $10.6M | 2.15% | 47,571 | Trimmed |
| 14 | SPGI | S&P GLOBAL INC | $10.0M | 2.03% | 24,600 | Trimmed |
| 15 | UNH | UNITEDHEALTH GROUP INC | $9.8M | 1.98% | 23,494 | Trimmed |
| 16 | NFLX | NETFLIX INC. | $9.6M | 1.95% | 134,950 | Trimmed |
| 17 | CME | CME GROUP INC | $9.0M | 1.83% | 40,893 | Trimmed |
| 18 | XBI | SPDR SERIES TRUST | $8.3M | 1.67% | 52,163 | Trimmed |
| 19 | VRTX | VERTEX PHARMACEUTICALS INC | $7.9M | 1.61% | 15,958 | Trimmed |
| 20 | FSLR | FIRST SOLAR INC | $7.8M | 1.58% | 33,104 | Trimmed |
| 21 | LIN | LINDE PLC | $7.4M | 1.50% | 14,244 | Trimmed |
| 22 | ADBE | ADOBE INC | $7.2M | 1.46% | 35,054 | Trimmed |
| 23 | XYL | XYLEM INC | $6.9M | 1.41% | 58,714 | Trimmed |
| 24 | UBER | UBER TECHNOLOGIES INC | $6.9M | 1.40% | 95,466 | Trimmed |
| 25 | VUG | VANGUARD INDEX FDS | $6.3M | 1.28% | 73,069 | Added |
Source: SEC Form 13F filings · as of 2026-06-30