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 $103.5M across 122 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($10.6M, 10.28%), URTH ($8.3M, 8.03%), OKE ($4.7M, 4.50%), XLK ($4.6M, 4.46%), NVDA ($4.0M, 3.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $10.6M | 10.28% | 74,708 | Trimmed |
| 2 | URTH | ISHARES INC | $8.3M | 8.03% | 46,192 | Hold |
| 3 | OKE | ONEOK INC NEW | $4.7M | 4.50% | 51,550 | Added |
| 4 | XLK | SELECT SECTOR SPDR TR | $4.6M | 4.46% | 34,759 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $4.0M | 3.83% | 22,738 | Added |
| 6 | AAPL | APPLE INC | $2.6M | 2.56% | 10,426 | Added |
| 7 | SCHD | SCHWAB STRATEGIC TR | $2.3M | 2.26% | 76,153 | New |
| 8 | WMT | WALMART INC | $2.1M | 2.02% | 16,832 | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.9M | 1.87% | 4,030 | Trimmed |
| 10 | XLE | SELECT SECTOR SPDR TR | $1.8M | 1.72% | 29,055 | New |
| 11 | XLC | SELECT SECTOR SPDR TR | $1.8M | 1.71% | 16,005 | Trimmed |
| 12 | TSLA | TESLA INC | $1.7M | 1.65% | 16,121 | Added |
| 13 | GOOGL | ALPHABET INC | $1.7M | 1.62% | 5,838 | Added |
| 14 | XLV | SELECT SECTOR SPDR TR | $1.4M | 1.40% | 9,854 | Trimmed |
| 15 | SPLG | SPDR SERIES TRUST | $1.4M | 1.39% | 18,789 | Added |
| 16 | XLI | SELECT SECTOR SPDR TR | $1.4M | 1.37% | 8,736 | Added |
| 17 | AMZN | AMAZON COM INC | $1.4M | 1.37% | 6,806 | Trimmed |
| 18 | XLF | SELECT SECTOR SPDR TR | $1.4M | 1.35% | 28,312 | Trimmed |
| 19 | XLY | SELECT SECTOR SPDR TR | $1.2M | 1.20% | 11,383 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $1.2M | 1.19% | 3,319 | Trimmed |
| 21 | SPLV | INVESCO EXCH TRADED FD TR II | $1.1M | 1.09% | 15,440 | New |
| 22 | JPM | JPMORGAN CHASE & CO. | $1.1M | 1.06% | 3,746 | Added |
| 23 | AVGO | BROADCOM INC | $966,861 | 0.93% | 3,124 | Added |
| 24 | ASML | ASML HOLDING N V | $892,881 | 0.86% | 676 | Added |
| 25 | XLP | SELECT SECTOR SPDR TR | $883,952 | 0.85% | 10,783 | New |
Source: SEC Form 13F filings · as of 2026-03-31