13F Insight
DOSSIER · 13F-HR · Q2 2026

Fulcrum Equity Management

$136M in tracked AUM across 144 positions as of Q2 2026.

FE
CIK 0001737888 · last filed Jun 30, 2026
Total AUM
$136M
as of Q2 2026
Holdings
144
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Fulcrum Equity Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$12M75K9.0%02
TSLA
TESLA INC
$11M26K8.1%03
URTH
ISHARES INC
$9M46K6.9%04
XLK
SELECT SECTOR SPDR TR
$6M33K4.7%05
OKE
ONEOK INC NEW
$5M52K3.3%06
NVDA
NVIDIA CORPORATION
$5M23K3.3%07
AAPL
APPLE INC
$3M11K2.3%08
SPYM
SPDR SERIES TRUST
$2M28K1.8%09
XLF
SELECT SECTOR SPDR TR
$2M43K1.7%10
SPMO
INVESCO EXCH TRADED FD TR II
$2M14K1.7%

Filing history

2026Q2Jun 30
$136M▲ 31.8%
144 positionsView →2026Q1Mar 31
$103M▼ 1.0%
128 positionsView →2025Q4Dec 31
$104M▲ 98.8%
117 positionsView →2025Q3Sep 30
$53M▼ 46.0%
59 positionsView →2025Q2Jun 30
$97M▲ 6.4%
102 positionsLocked2025Q1Mar 31
$92M▼ 9.4%
96 positionsLocked2024Q4Dec 31
$101M▼ 14.6%
110 positionsLocked2024Q3Sep 30
$118M▲ 6.2%
137 positionsLocked2024Q2Jun 30
$111M▲ 31.4%
130 positionsLocked2024Q1Mar 31
$85M▲ 4.8%
109 positionsLocked2023Q4Dec 31
$81M▼ 5.2%
91 positionsLocked2023Q3Sep 30
$85M▼ 1.0%
95 positionsLocked
Showing 12 of 30