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 Equity Management (CIK 1737888) reported $136.4M across 140 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ITOT ($12.3M, 9.01%), TSLA ($11.0M, 8.05%), URTH ($9.4M, 6.86%), XLK ($6.4M, 4.67%), OKE ($4.5M, 3.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $12.3M | 9.01% | 74,778 | Added |
| 2 | TSLA | TESLA INC | $11.0M | 8.05% | 26,108 | Added |
| 3 | URTH | ISHARES INC | $9.4M | 6.86% | 46,192 | Hold |
| 4 | XLK | SELECT SECTOR SPDR TR | $6.4M | 4.67% | 33,430 | Trimmed |
| 5 | OKE | ONEOK INC NEW | $4.5M | 3.31% | 51,928 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $4.5M | 3.30% | 22,507 | Trimmed |
| 7 | AAPL | APPLE INC | $3.1M | 2.26% | 10,632 | Added |
| 8 | SPLG | SPDR SERIES TRUST | $2.5M | 1.82% | 28,313 | Added |
| 9 | XLF | SELECT SECTOR SPDR TR | $2.3M | 1.69% | 42,945 | Added |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | $2.3M | 1.66% | 14,031 | Added |
| 11 | GOOGL | ALPHABET INC | $2.1M | 1.56% | 5,971 | Added |
| 12 | TLT | ISHARES TR | $2.1M | 1.53% | 24,219 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.0M | 1.48% | 4,038 | Added |
| 14 | XLI | SELECT SECTOR SPDR TR | $1.9M | 1.42% | 10,482 | Added |
| 15 | WMT | WALMART INC | $1.9M | 1.40% | 16,900 | Added |
| 16 | XLY | SELECT SECTOR SPDR TR | $1.6M | 1.14% | 13,229 | Added |
| 17 | AMZN | AMAZON COM INC | $1.5M | 1.13% | 6,460 | Trimmed |
| 18 | SCHD | SCHWAB STRATEGIC TR | $1.5M | 1.08% | 46,574 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $1.5M | 1.07% | 3,916 | Added |
| 20 | XLC | SELECT SECTOR SPDR TR | $1.4M | 1.06% | 13,465 | Trimmed |
| 21 | ASML | ASML HLDG NV | $1.4M | 1.03% | 708 | Added |
| 22 | AVGO | BROADCOM INC | $1.4M | 1.02% | 3,667 | Added |
| 23 | XLV | SELECT SECTOR SPDR TR | $1.2M | 0.91% | 7,846 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.90% | 3,757 | Added |
| 25 | DRAM | ROUNDHILL ETF TRUST | $1.2M | 0.88% | 16,299 | New |
Source: SEC Form 13F filings · as of 2026-06-30