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Filers›Holding Co.›Fulcrum Equity Management
DOSSIER · 13F-HR · Q1 2026

Fulcrum Equity Management

Fulcrum Equity's holding co. based in Chicago, IL — $103M in tracked AUM across 128 positions as of Q1 2026.

FE
Fulcrum Equity·Chicago, IL·Holding Co.
CIK 0001737888 · last filed Mar 31, 2026
Total AUM
$103M
▲ 17.9%
vs prior
Holdings
128
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Financials
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Fulcrum Equity Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$11M75K10.3%
02
URTH
ISHARES INC
$8M46K8.0%
03
OKE
ONEOK INC NEW
$5M52K4.5%
04
XLK
SELECT SECTOR SPDR TR
$5M35K4.5%
05
NVDA
NVIDIA CORPORATION
$4M23K3.8%
06
AAPL
APPLE INC
$3M10K2.6%
07
SCHD
SCHWAB STRATEGIC TR
$2M76K2.3%
08
WMT
WALMART INC
$2M17K2.0%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$2M4K1.9%
10
XLE
SELECT SECTOR SPDR TR
$2M29K1.7%

Filing history

Filing history loading…
AI Agent · grounded in Fulcrum
haiku-4-5 · 128 positions indexed
Sector mix
  • Financials6%
  • Cons. Disc.52%
  • Communications18%
  • Industrials7%
  • Energy16%
  • Other1%
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