Fulcrum Equity Management
Sector Allocation
- Other57.2%$70.7M
- Technology19.8%$24.5M
- Financials8.8%$10.9M
- Energy4.5%$5.5M
- Industrials2.4%$3.0M
- Consumer Staples2.4%$3.0M
- Consumer Discretionary2.3%$2.8M
- Healthcare1.7%$2.1M
- Utilities0.3%$405,731
- Real Estate0.2%$271,063
AUM History
13fpro.ai/research/fund/fulcrum-equity-management-1737888
Conviction and streaks
Concentrating · top 10 = 45.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$18.0M
- ISHARES$9.5M
- SELECT$6.6M
NVDA
$5.0MOKE
$4.5M- SPDR$2.9M
AAPL
$2.8M- SELECT$2.7M
GOOGL
$2.2MIVZ
$2.1MBRK.B
$1.8MWMT
$1.7M- SELECT$1.7M
- SELECT$1.7M
- ISHARES$1.5M
AVGO
$1.5M- SELECT$1.4M
- SELECT$1.3M
- ISHARES$1.3M
JPM
$1.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/fulcrum-equity-management-1737888
Fulcrum Equity Management 13F holdings — Q3 2026
$125.9M portfolio (-7.7% QoQ) · 132 holdings · Q3 2026 13F · top 10 are 46% of the stock portfolio
Includes $2.3M of put/call options ($0 puts, $2.3M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $123.6M. Weights use the stock portfolio.
- 1
ISHARES TR - CORE S&P TTL STK
$18.0M
14.5% of stocks
+45%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES INC - MSCI WORLD ETF
$9.5M
7.7% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 3
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$6.6M
5.3% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $5.0M
4.1% of stocks
-2%This quarter-1.8%Since filed7+ qtrsHeld$4.5M
3.6% of stocks
+1%This quarter+3.1%Since filed7+ qtrsHeld- 6
SPDR SERIES TRUST - ST STR P500ETF
$2.9M
2.3% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— $2.8M
2.2% of stocks
-22%This quarter+0.9%Since filed7+ qtrsHeld- 8
SELECT SECTOR SPDR TR - ST STR FINL ETF
$2.7M
2.2% of stocks
+18%This quarter—Since filed—HeldAIQuality—Est. buy— $2.2M
1.8% of stocks
+7%This quarter-4.3%Since filed7+ qtrsHeld$2.1M
1.7% of stocks
NewThis quarter-2.8%Since filedNew this quarterHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P TTL STK | $18.0M | 14.5% | +45% | — | — | — | — | |
| 2 | ISHARES INC - MSCI WORLD ETF | $9.5M | 7.7% | No change | — | — | — | — | |
| 3 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $6.6M | 5.3% | +0.7% | — | — | — | — | |
| 4 | $5.0M | 4.1% | -2% | -1.8% | 7+ qtrsTrimmed 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $4.5M | 3.6% | +1% | +3.1% | 7+ qtrs | 71.0#194 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | SPDR SERIES TRUST - ST STR P500ETF | $2.9M | 2.3% | +12% | — | — | — | — | |
| 7 | $2.8M | 2.2% | -22% | +0.9% | 7+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | SELECT SECTOR SPDR TR - ST STR FINL ETF | $2.7M | 2.2% | +18% | — | — | — | — | |
| 9 | $2.2M | 1.8% | +7% | -4.3% | 7+ qtrsAdded 2 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $2.1M | 1.7% | New | -2.8% | New this quarter | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Fulcrum Equity Management (Q3 2026)
132 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — CALL | ISHARES TR - 20 YR TR BD ETF | — | $1.9M | — | 24K | — | — | — | 13F |
| 12 | BERKSHIRE HATHAWAY INC | Financials | $1.8M | 1.5% | 3,690 | -9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Walmart Inc. | Consumer Staples | $1.7M | 1.4% | 17K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | SELECT SECTOR SPDR TR - ST STR INDL ETFetf/fund | — | $1.7M | 1.4% | 10K | -3% | — | — | 13F |
| 15 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $1.7M | 1.4% | 10K | +29% | — | — | 13F |
| 16 | — | ISHARES TR - MSCI ACWI EX USetf/fund | — | $1.5M | 1.2% | 20K | +114% | — | — | 13F |
| 17 | Broadcom Inc. | Technology | $1.5M | 1.2% | 4,193 | +14% | 7+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | SELECT SECTOR SPDR TR - ST STR SVC ETFetf/fund | — | $1.4M | 1.1% | 12K | -9% | — | — | 13F |
| 19 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETFetf/fund | — | $1.3M | 1.1% | 12K | -8% | — | — | 13F |
| 20 | — | ISHARES TR - CORE UNIVRSL USDetf/fund | — | $1.3M | 1.1% | 30K | +41% | — | — | 13F |
| 21 | JPMORGAN CHASE & CO | Financials | $1.3M | 1.1% | 3,925 | +4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ADVANCED MICRO DEVICES INC | Technology | $1.3M | 1.1% | 2,113 | +9% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUEetf/fund | — | $1.2M | 1.0% | 22K | New | — | — | 13F |
| 24 | ELI LILLY & Co | Healthcare | $1.2M | 0.9% | 1,006 | +20% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.2M | 0.9% | 36K | -23% | — | — | 13F |
| 26 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.1M | 0.9% | 1,467 | +269% | |||
| 27 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.1M | 0.9% | 4,481 | -31% | |||
| 28 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.1M | 0.9% | 7,664 | +13% | |||
| 29 | $ASML | ASML HOLDING NV | Technology | $1.1M | 0.8% | 583 | -18% | |||
| 30 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $1.1M | 0.8% | 22K | +157% | |||
| 31 | $MSFT | MICROSOFT CORP | Technology | $1.1M | 0.8% | 2,047 | -48% | |||
| 32 | $GEV | GE Vernova Inc. | Industrials | $1.0M | 0.8% | 1,078 | +7% | |||
| 33 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $1.0M | 0.8% | 15K | +9% | |||
| 34 | — | 2023 ETF SERIES TRUST - PICT ENHA US ETF | — | $953K | 0.8% | 33K | New | |||
| 35 | $PLTR | Palantir Technologies Inc. | Technology | $920K | 0.7% | 4,916 | +19% | |||
| 36 | $IVZ | Invesco Ltd. | Financials | $895K | 0.7% | 5,908 | -58% | |||
| 37 | — | ISHARES TR - S&P 500 VAL ETF | — | $883K | 0.7% | 3,867 | +13% | |||
| 38 | $META | Meta Platforms, Inc. | Technology | $863K | 0.7% | 1,190 | -15% | |||
| 39 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $820K | 0.7% | 28K | -29% | |||
| 40 | $MU | MICRON TECHNOLOGY INC | Technology | $806K | 0.7% | 757 | +45% | |||
| 41 | $NBIS | Nebius Group N.V. | Technology | $795K | 0.6% | 3,371 | -13% | |||
| 42 | $TSLA | Tesla, Inc. | Consumer Discretionary | $765K | 0.6% | 2,157 | -17% | |||
| 43 | — | ROUNDHILL ETF TRUST - MEMORY ETF | — | $740K | 0.6% | 12K | -25% | |||
| 44 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $715K | 0.6% | 20K | +12% | |||
| 45 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $713K | 0.6% | 4,379 | +1% | |||
| 46 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $694K | 0.6% | 1,521 | -12% | |||
| 47 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $667K | 0.5% | 3,617 | +2% | |||
| 48 | $APH | AMPHENOL CORP /DE/ | Technology | $665K | 0.5% | 7,894 | +106% | |||
| 49 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $655K | 0.5% | 30K | +45% | |||
| 50 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $570K | 0.5% | 1,114 | -7% | |||
| 51 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $563K | 0.5% | 9,149 | -50% | |||
| 52 | — | PIMCO ETF TR - US STK PLUS AC | — | $527K | 0.4% | 9,579 | New | |||
| 53 | — | FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR | — | $524K | 0.4% | 2,069 | +9% | |||
| 54 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $512K | 0.4% | 10K | +49% | |||
| 55 | $SLV | iShares Silver Trust | Financials | $505K | 0.4% | 9,265 | — | |||
| 56 | — | MANAGED PORTFOLIO SER - KENS CR OPPO ETF | — | $505K | 0.4% | 21K | -4% | |||
| 57 | $SIVR | abrdn Silver ETF Trust | Financials | $499K | 0.4% | 8,700 | — | |||
| 58 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $466K | 0.4% | 512 | -13% | |||
| 59 | — | ISHARES TR - US TREAS BD ETF | — | $465K | 0.4% | 21K | +18% | |||
| 60 | $MRVL | Marvell Technology, Inc. | Technology | $461K | 0.4% | 1,743 | +25% | |||
| 61 | $GLTR | abrdn Precious Metals Basket ETF Trust | Financials | $452K | 0.4% | 2,425 | — | |||
| 62 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $448K | 0.4% | 12K | -36% | |||
| 63 | — | ISHARES TR - U.S. TECH ETF | — | $438K | 0.3% | 1,655 | -31% | |||
| 64 | $LRCX | LAM RESEARCH CORP | Technology | $438K | 0.3% | 1,333 | -21% | |||
| 65 | $ANET | Arista Networks, Inc. | Technology | $433K | 0.3% | 2,126 | +7% | |||
| 66 | $V | VISA INC. | Financials | $423K | 0.3% | 1,177 | +4% | |||
| 67 | — | VANECK ETF TRUST - RARE EAR STR ETF | — | $423K | 0.3% | 6,575 | -0.7% | |||
| 68 | — | MANAGED PORTFOLIO SER - KENS HE PREM ETF | — | $406K | 0.3% | 16K | +3% | |||
| 69 | $DUK | Duke Energy CORP | Utilities | $406K | 0.3% | 3,559 | -11% | |||
| 70 | $GE | GENERAL ELECTRIC CO | Industrials | $394K | 0.3% | 1,260 | +9% | |||
| 71 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $393K | 0.3% | 4,285 | -63% | |||
| 72 | $GS | GOLDMAN SACHS GROUP INC | Financials | $389K | 0.3% | 432 | -37% | |||
| 73 | $DELL | Dell Technologies Inc. | Technology | $387K | 0.3% | 719 | -10% | |||
| 74 | $JCI | Johnson Controls International plc | Industrials | $384K | 0.3% | 2,580 | -3% | |||
| 75 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | — | $382K | 0.3% | 9,004 | +19% | |||
| 76 | $RY | ROYAL BANK OF CANADA | Financials | $369K | 0.3% | 1,877 | +1% | |||
| 77 | $IAU | ISHARES GOLD TRUST | Financials | $356K | 0.3% | 4,560 | — | |||
| 78 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $350K | 0.3% | 12K | +10% | |||
| 79 | $GLD | SPDR GOLD TRUST | Financials | $343K | 0.3% | 901 | +0.7% | |||
| 80 | — | INVESCO EXCHANGE TRADED FD T - NEXT GEN CON ETF | — | $336K | 0.3% | 1,640 | -21% | |||
| 81 | $HSBC | HSBC HOLDINGS PLC | Financials | $333K | 0.3% | 3,352 | — | |||
| 82 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $330K | 0.3% | 5,496 | +3% | |||
| 83 | — | ISHARES TR - MSCI USA VALUE | — | $330K | 0.3% | 1,667 | -3% | |||
| 84 | $KO | COCA COLA CO | Consumer Staples | $325K | 0.3% | 3,772 | -0.1% | |||
| 85 | $AAOI | APPLIED OPTOELECTRONICS, INC. | Technology | $323K | 0.3% | 3,255 | -23% | |||
| 86 | — | ISHARES TR - ISHARES BIOTECH | — | $313K | 0.3% | 1,488 | New | |||
| 87 | $ABBV | AbbVie Inc. | Healthcare | $313K | 0.3% | 1,196 | -7% | |||
| 88 | $INTC | INTEL CORP | Technology | $305K | 0.3% | 2,540 | +10% | |||
| 89 | — | ISHARES TR - ULTRA SHORT DUR | — | $300K | 0.2% | 5,943 | New | |||
| 90 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $299K | 0.2% | 1,896 | New | |||
| 91 | $GOOG | Alphabet Inc. | Technology | $297K | 0.2% | 871 | -10% | |||
| 92 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $295K | 0.2% | 6,717 | +13% | |||
| 93 | $SAN | Banco Santander, S.A. | Financials | $289K | 0.2% | 21K | +0.0% | |||
| 94 | $IVZ | Invesco Ltd. | Financials | $285K | 0.2% | 4,330 | New | |||
| 95 | — | ISHARES TR - PFD AND INCM SEC | — | $284K | 0.2% | 9,638 | New | |||
| 96 | $PANW | Palo Alto Networks Inc | Technology | $281K | 0.2% | 707 | -42% | |||
| 97 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $279K | 0.2% | 5,578 | +39% | |||
| 98 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | — | $279K | 0.2% | 1,701 | New | |||
| 99 | $ETN | Eaton Corp plc | Industrials | $277K | 0.2% | 645 | New | |||
| 100 | — | ISHARES TR - US OIL GS EX ETF | — | $274K | 0.2% | 2,072 | New | |||
| 101 | — CALL | ARK ETF TR - GENOMIC REV ETF | — | $271K | — | 5,000 | -75% | |||
| 102 | $AHR | American Healthcare REIT, Inc. | Real Estate | $271K | 0.2% | 5,288 | -47% | |||
| 103 | — | TIDAL TRUST I - FUND GRAN US ETF | — | $271K | 0.2% | 9,722 | -44% | |||
| 104 | $NVS | NOVARTIS AG | Healthcare | $267K | 0.2% | 1,873 | +4% | |||
| 105 | — | SPDR SERIES TRUST - ST STR SP PHARMA | — | $266K | 0.2% | 4,090 | New | |||
| 106 | $ASTS | AST SpaceMobile, Inc. | Communication Services | $264K | 0.2% | 4,480 | -17% | |||
| 107 | $CSCO | CISCO SYSTEMS, INC. | Technology | $262K | 0.2% | 2,436 | +6% | |||
| 108 | $PSX | Phillips 66 | Energy | $261K | 0.2% | 1,021 | New | |||
| 109 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $260K | 0.2% | 866 | -24% | |||
| 110 | $EME | EMCOR Group, Inc. | Industrials | $254K | 0.2% | 336 | +5% | |||
| 111 | $ALPS | Alps Group Inc | Healthcare | $252K | 0.2% | 4,315 | +6% | |||
| 112 | $DASH | DoorDash, Inc. | Consumer Discretionary | $250K | 0.2% | 1,360 | -19% | |||
| 113 | $ADI | ANALOG DEVICES INC | Technology | $248K | 0.2% | 624 | +20% | |||
| 114 | $PM | Philip Morris International Inc. | Consumer Staples | $244K | 0.2% | 1,280 | +2% | |||
| 115 | — | SPDR SERIES TRUST - ST STR SP TELCO | — | $233K | 0.2% | 1,149 | -13% | |||
| 116 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $232K | 0.2% | 2,108 | -0.0% | |||
| 117 | $ALKT | ALKAMI TECHNOLOGY, INC. | Technology | $231K | 0.2% | 17K | — | |||
| 118 | $PWR | QUANTA SERVICES, INC. | Industrials | $229K | 0.2% | 357 | -7% | |||
| 119 | $NVT | nVent Electric plc | Industrials | $225K | 0.2% | 1,405 | New | |||
| 120 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $223K | 0.2% | 2,814 | New | |||
| 121 | $TSEM | TOWER SEMICONDUCTOR LTD | Technology | $222K | 0.2% | 975 | -19% | |||
| 122 | $NEM | NEWMONT Corp /DE/ | Materials | $214K | 0.2% | 1,858 | -29% | |||
| 123 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | — | $213K | 0.2% | 3,842 | -35% | |||
| 124 | $WDC | WESTERN DIGITAL CORP | Technology | $213K | 0.2% | 469 | New | |||
| 125 | $DE | DEERE & CO | Industrials | $213K | 0.2% | 317 | New | |||
| 126 | $C | CITIGROUP INC | Financials | $211K | 0.2% | 1,630 | +1% | |||
| 127 | $UBER | Uber Technologies, Inc | Technology | $207K | 0.2% | 3,023 | New | |||
| 128 | — | ISHARES TR - U.S. PHARMA ETF | — | $202K | 0.2% | 2,006 | New | |||
| 129 | $TSLA CALL | Tesla, Inc. | Consumer Discretionary | $177K | — | 500 | — | |||
| 130 | $ADMA | ADMA BIOLOGICS, INC. | Healthcare | $128K | 0.1% | 13K | New | |||
| 131 | $SOC | Sable Offshore Corp. | Energy | $42K | 0.0% | 12K | New | |||
| 132 | — | ISHARES TR - 20 YR TR BD ETF | — | $1K | 0.0% | 17 | -92% |
What changed in Q3 2026
Against the previous quarter's 13F: 20 new, 50 added to, 51 trimmed, 30 sold out. Share-count changes; largest moves by dollar size first.
New positions (20)
- DIMENSIONAL ETF TRUST - US MKTWIDE VALUE$1.2M
first bought this quarter
- 2023 ETF SERIES TRUST - PICT ENHA US ETF$953K
first bought this quarter
- PIMCO ETF TR - US STK PLUS AC$527K
first bought this quarter
- ISHARES TR - ISHARES BIOTECH$313K
first bought this quarter
- ISHARES TR - ULTRA SHORT DUR$300K
first bought this quarter
- SPDR SERIES TRUST - ST STR SP BIOT$299K
first bought this quarter
+14 more in the Excel export
Added to (50)
- ISHARES TR - CORE S&P TTL STK+45%
now $18.0M
$SPYSPDR S&P 500 ETF TRUST+269%
now $1.1M · held 2 qtrs, 2 adds in a row
- ISHARES TR - MSCI ACWI EX US+114%
now $1.5M
- BLACKROCK ETF TRUST - ISHA I IN TE ETF+157%
now $1.1M
- SELECT SECTOR SPDR TR - ST STR FINL ETF+18%
now $2.7M
- SELECT SECTOR SPDR TR - ST STR CARE ETF+29%
now $1.7M
+44 more in the Excel export
Trimmed (51)
$MSFTMICROSOFT CORP-48%
now $1.1M · held 7+ qtrs
- CALLARK ETF TR - GENOMIC REV ETF-75%
now $271K
now $2.8M · held 7+ qtrs
- SPDR SERIES TRUST - ST STR BLO 1 ETF-63%
now $393K
- SELECT SECTOR SPDR TR - ST STR ENERG ETF-50%
now $563K
$AMZNAMAZON COM INC-31%
now $1.1M · held 7+ qtrs, 3 trims in a row
+45 more in the Excel export
Sold out (30)
$TSLAPUTTesla, Inc.was $9.7M
- SPDR SERIES TRUST - ST STR RATE ETFwas $920K
- VANECK ETF TRUST - CLO ETFwas $656K
- SELECT SECTOR SPDR TR - ST STR UTIL ETFwas $598K
- FIRST TR EXCHANGE TRADED FD - RBA INDL ETFwas $450K
- INVESCO EXCH TRADED FD TR II - S&P SMLCP INFOwas $435K
+24 more in the Excel export
Holdings by quarter
Every 13F Fulcrum Equity Management has filed, 31 earlier quarters. Pick one to see what it held then.
Is it too late to follow Fulcrum Equity Management?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Fulcrum Equity Management's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-0.2%
Value-weighted move of the 10 largest stock positions
Turnover
15%
Last quarter; 61% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
82%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Fulcrum Equity Management disclosed 132 positions worth $125.9M in its Form 13F-HR for Q3 2026 — $123.6M in common stock plus $2.3M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 20 new positions and exited 30 and a full exit from $TSLA. The portfolio is most concentrated in Other (57.2% of disclosed assets). All figures are sourced directly from Fulcrum Equity Management’s Form 13F-HR filing with the SEC under CIK 1737888.
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AI-Powered Hedge Fund Analysis: Fulcrum Equity Management
13F Pro is an AI hedge fund tracker and stock research platform. For Fulcrum Equity Management (SEC CIK: 1737888), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Fulcrum Equity Management's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.