Fulcrum Equity Management

13F filer · CIK 0001737888

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$136MU.S. long equity reported on 13F

Positions8222 new · 5 closed

Net flow last quarter+$7.37MBuys minus sells

Top 10 positions weight17.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202682 positions
OKEOneok Inc	$4.51M	3.31%	0.01%	+0.7%	Q4 2018
NVDANvidia Corp	$4.5M	3.30%	0.00%	-1.0%	Q2 2020
AAPLApple Inc.	$3.08M	2.26%	0.00%	+2.0%	Q4 2018
GOOGLAlphabet Inc.	$2.13M	1.56%	0.00%	+2.3%	Q2 2021
BRK.BBerkshire Hathaway Inc	$2.02M	1.48%	Not reported	+0.2%	Q4 2018
WMTWalmart Inc.	$1.91M	1.40%	0.00%	+0.4%	Q4 2018
AMZNAmazon Com Inc	$1.54M	1.13%	0.00%	-5.1%	Q3 2019
MSFTMicrosoft Corp	$1.46M	1.07%	0.00%	+18.0%	Q2 2021
ASMLAsml Holding NV	$1.41M	1.03%	0.00%	+4.7%	Q3 2021
AVGOBroadcom Inc.	$1.39M	1.02%	0.00%	+17.4%	Q3 2019
JPMJPMorgan Chase & Co	$1.23M	0.90%	0.00%	+0.3%	Q2 2021
DRAMU.S. Gold Corp.	$1.2M	0.88%	Not reported	New	Q2 2026
GEVGE Vernova Inc.	$1.18M	0.87%	0.00%	+3.8%	Q3 2024
AMDAdvanced Micro Devices Inc	$1.13M	0.83%	0.00%	+64.7%	Q4 2020
TSLATesla, Inc.	$1.1M	0.80%	0.00%	-0.5%	Q4 2021
NBISNebius Group N.V.	$1.07M	0.79%	0.00%	+42.5%	Q4 2025
LLYELI LILLY & Co	$1M	0.74%	0.00%	-8.6%	Q2 2022
AMATApplied Materials Inc	$868K	0.64%	0.00%	-0.2%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$821K	0.60%	0.00%	+48.8%	Q4 2025
METAMeta Platforms, Inc.	$785K	0.58%	Not reported	-7.0%	Q3 2019
LOWLowes Companies Inc	$785K	0.58%	0.00%	+0.5%	Q4 2018
LRCXLam Research Corp	$728K	0.53%	0.00%	-4.9%	Q4 2025
GSGoldman Sachs Group Inc	$699K	0.51%	0.00%	-2.1%	Q2 2024
APHAmphenol Corp	$676K	0.50%	0.00%	-16.8%	Q3 2019
AAOIApplied Optoelectronics, Inc.	$623K	0.46%	0.01%	New	Q2 2026
MUMicron Technology Inc	$601K	0.44%	0.00%	Not reported	Q4 2018
XOMExxonMobil Holdings Corp	$591K	0.43%	0.00%	-2.2%	Q1 2019
REMXRemedytemp Inc	$586K	0.43%	Not reported	-6.8%	Q2 2021
COSTCostco Wholesale Corp	$552K	0.40%	0.00%	-3.3%	Q4 2021
AHRAmerican Healthcare REIT, Inc.	$517K	0.38%	0.01%	0.0%	Q3 2024
DUKDuke Energy CORP	$506K	0.37%	0.00%	+0.7%	Q4 2018
SLViShares Silver Trust	$495K	0.36%	0.00%	-0.8%	Q3 2019
SIVRabrdn Silver ETF Trust	$489K	0.36%	0.01%	Not reported	Q4 2025
ASTSAST SpaceMobile, Inc.	$483K	0.35%	Not reported	+32.6%	Q1 2026
PLTRPalantir Technologies Inc.	$482K	0.35%	0.00%	+83.8%	Q3 2025
GLTRabrdn Precious Metals Basket ETF Trust	$439K	0.32%	0.02%	Not reported	Q4 2025
GEGeneral Electric Co	$432K	0.32%	0.00%	-6.0%	Q3 2025
PANWPalo Alto Networks Inc	$417K	0.31%	0.00%	New	Q2 2026
MRVLMarvell Technology, Inc.	$414K	0.30%	0.00%	-31.6%	Q1 2026
LQDALiquidia Corp	$399K	0.29%	0.01%	New	Q2 2026
JCIJohnson Controls International plc	$389K	0.29%	0.00%	-0.9%	Q2 2021
VVisa Inc.	$388K	0.28%	0.00%	+2.0%	Q4 2018
RYRoyal Bank of Canada	$384K	0.28%	0.00%	+0.5%	Q3 2024
DELLDell Technologies Inc.	$346K	0.25%	0.00%	New	Q2 2026
IAUIshares Gold Trust	$344K	0.25%	0.00%	Not reported	Q4 2020
GOOGAlphabet Inc.	$343K	0.25%	Not reported	Not reported	Q4 2025
VLUEiSHARES TRUST	$342K	0.25%	Not reported	Not reported	Q4 2025
ANETArista Networks, Inc.	$339K	0.25%	0.00%	+0.6%	Q4 2018
GLDSPDR Gold Trust	$330K	0.24%	0.00%	Not reported	Q1 2019
ABBVAbbVie Inc.	$323K	0.24%	0.00%	-5.3%	Q4 2018

Q1 2026Reported Apr 2, 202665 positions
OKEOneok Inc	$4.66M	4.50%	0.01%	+1.3%	Q4 2018
NVDANvidia Corp	$3.97M	3.83%	0.00%	+7.7%	Q2 2020
AAPLApple Inc.	$2.65M	2.56%	0.00%	+13.7%	Q4 2018
WMTWalmart Inc.	$2.09M	2.02%	0.00%	+0.3%	Q4 2018
BRK.BBerkshire Hathaway Inc	$1.93M	1.87%	Not reported	0.0%	Q4 2018
GOOGLAlphabet Inc.	$1.68M	1.62%	0.00%	+0.7%	Q2 2021
AMZNAmazon Com Inc	$1.42M	1.37%	0.00%	-4.5%	Q3 2019
MSFTMicrosoft Corp	$1.23M	1.19%	0.00%	-7.0%	Q2 2021
JPMJPMorgan Chase & Co	$1.1M	1.06%	0.00%	+2.0%	Q2 2021
TSLATesla, Inc.	$974K	0.94%	0.00%	+4.7%	Q4 2021
AVGOBroadcom Inc.	$967K	0.93%	0.00%	+2.1%	Q3 2019
ASMLAsml Holding NV	$893K	0.86%	0.00%	+6.8%	Q3 2021
METAMeta Platforms, Inc.	$858K	0.83%	Not reported	-18.8%	Q3 2019
GEVGE Vernova Inc.	$847K	0.82%	0.00%	+0.2%	Q3 2024
LLYELI LILLY & Co	$842K	0.81%	0.00%	+19.8%	Q2 2022
LOWLowes Companies Inc	$837K	0.81%	0.00%	+0.5%	Q4 2018
XOMExxonMobil Holdings Corp	$750K	0.72%	0.00%	+4.2%	Q1 2019
SILASila Realty Trust, Inc.	$729K	0.70%	0.06%	+0.4%	Q2 2024
SLViShares Silver Trust	$636K	0.61%	0.00%	+0.8%	Q3 2019
REMXRemedytemp Inc	$625K	0.60%	Not reported	-7.6%	Q2 2021
SIVRabrdn Silver ETF Trust	$623K	0.60%	0.01%	Not reported	Q4 2025
COSTCostco Wholesale Corp	$608K	0.59%	0.00%	+1.2%	Q4 2021
GSGoldman Sachs Group Inc	$597K	0.58%	0.00%	+2.6%	Q2 2024
APHAmphenol Corp	$582K	0.56%	0.00%	+11.3%	Q3 2019
GLTRabrdn Precious Metals Basket ETF Trust	$530K	0.51%	0.02%	Not reported	Q4 2025
DUKDuke Energy CORP	$520K	0.50%	0.00%	+0.6%	Q4 2018
AHRAmerican Healthcare REIT, Inc.	$467K	0.45%	0.01%	Not reported	Q3 2024
AMATApplied Materials Inc	$411K	0.40%	0.00%	+19.8%	Q4 2025
IAUIshares Gold Trust	$402K	0.39%	0.00%	+2.1%	Q4 2020
NFLXNetflix Inc	$392K	0.38%	0.00%	-4.6%	Q3 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$390K	0.38%	0.00%	+17.6%	Q4 2025
GLDSPDR Gold Trust	$385K	0.37%	0.00%	Not reported	Q1 2019
LRCXLam Research Corp	$378K	0.37%	0.00%	+30.6%	Q4 2025
THROTheron Resource Group	$356K	0.34%	0.12%	0.0%	Q2 2025
JCIJohnson Controls International plc	$352K	0.34%	0.00%	+1.3%	Q2 2021
GEGeneral Electric Co	$349K	0.34%	0.00%	+6.8%	Q3 2025
ASTSAST SpaceMobile, Inc.	$339K	0.33%	Not reported	New	Q1 2026
VVisa Inc.	$335K	0.32%	0.00%	-4.8%	Q4 2018
PLTRPalantir Technologies Inc.	$329K	0.32%	0.00%	-6.1%	Q3 2025
TTETotalEnergies SE	$304K	0.29%	0.00%	Not reported	Q4 2025
RYRoyal Bank of Canada	$299K	0.29%	0.00%	+1.4%	Q3 2024
KOCoca Cola Co	$297K	0.29%	0.00%	+0.8%	Q3 2019
ABBVAbbVie Inc.	$295K	0.28%	0.00%	+3.4%	Q4 2018
SHLDSears Holdings Corp	$293K	0.28%	0.00%	New	Q1 2026
NBISNebius Group N.V.	$283K	0.27%	0.00%	-4.2%	Q4 2025
HSBCHSBC Holdings PLC	$277K	0.27%	0.00%	Not reported	Q3 2025
NVSNovartis AG	$276K	0.27%	0.00%	Not reported	Q2 2025
ALKTAlkami Technology, Inc.	$264K	0.26%	0.02%	New	Q1 2026
ENBEnbridge Inc	$260K	0.25%	0.00%	+2.0%	Q3 2019
ORCLOracle Corp	$259K	0.25%	0.00%	-9.2%	Q2 2025

Q4 2025Reported Jan 6, 202664 positions
NVDANvidia Corp	$3.94M	3.77%	0.00%	+65.8%	Q2 2020
OKEOneok Inc	$3.74M	3.58%	0.01%	+1.7%	Q4 2018
AAPLApple Inc.	$2.49M	2.39%	0.00%	+94.0%	Q4 2018
BRK.BBerkshire Hathaway Inc	$2.03M	1.94%	Not reported	-8.2%	Q4 2018
WMTWalmart Inc.	$1.87M	1.79%	0.00%	+6.7%	Q4 2018
GOOGLAlphabet Inc.	$1.81M	1.74%	0.00%	+102.6%	Q2 2021
MSFTMicrosoft Corp	$1.73M	1.65%	0.00%	+272.4%	Q2 2021
AMZNAmazon Com Inc	$1.64M	1.57%	0.00%	+92.7%	Q3 2019
METAMeta Platforms, Inc.	$1.22M	1.17%	Not reported	+105.1%	Q3 2019
JPMJPMorgan Chase & Co	$1.18M	1.13%	0.00%	+145.1%	Q2 2021
TSLATesla, Inc.	$1.13M	1.08%	0.00%	+78.4%	Q4 2021
AVGOBroadcom Inc.	$1.06M	1.01%	0.00%	+87.8%	Q3 2019
LOWLowes Companies Inc	$850K	0.81%	0.00%	+2.0%	Q4 2018
LLYELI LILLY & Co	$821K	0.79%	0.00%	+92.0%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$790K	0.76%	Not reported	-91.4%	Q1 2019
SILASila Realty Trust, Inc.	$715K	0.68%	0.06%	+0.4%	Q2 2024
ASMLAsml Holding NV	$677K	0.65%	0.00%	+15.1%	Q3 2021
GEVGE Vernova Inc.	$633K	0.61%	0.00%	+1.5%	Q3 2024
GSGoldman Sachs Group Inc	$605K	0.58%	0.00%	+67.4%	Q2 2024
SLViShares Silver Trust	$596K	0.57%	0.00%	Not reported	Q3 2019
SIVRabrdn Silver ETF Trust	$588K	0.56%	0.01%	New	Q4 2025
REMXRemedytemp Inc	$568K	0.54%	Not reported	Not reported	Q2 2021
APHAmphenol Corp	$559K	0.54%	0.00%	+50.3%	Q3 2019
COSTCostco Wholesale Corp	$520K	0.50%	0.00%	+57.4%	Q4 2021
XOMExxonMobil Holdings Corp	$510K	0.49%	0.00%	+11.1%	Q1 2019
GLTRabrdn Precious Metals Basket ETF Trust	$499K	0.48%	0.02%	New	Q4 2025
AHRAmerican Healthcare REIT, Inc.	$466K	0.45%	0.01%	Not reported	Q3 2024
DUKDuke Energy CORP	$463K	0.44%	0.00%	+0.7%	Q4 2018
PLTRPalantir Technologies Inc.	$425K	0.41%	0.00%	+50.7%	Q3 2025
VVisa Inc.	$409K	0.39%	0.00%	Not reported	Q4 2018
ANETArista Networks, Inc.	$401K	0.38%	0.00%	+93.0%	Q4 2018
NFLXNetflix Inc	$401K	0.38%	0.00%	+125.1%	Q3 2019
SBIOSynbiotics Corp	$384K	0.37%	Not reported	Not reported	Q2 2020
THROTheron Resource Group	$379K	0.36%	0.12%	-8.5%	Q2 2025
ORCLOracle Corp	$378K	0.36%	0.00%	+56.0%	Q2 2025
IAUIshares Gold Trust	$363K	0.35%	0.00%	Not reported	Q4 2020
GEGeneral Electric Co	$355K	0.34%	0.00%	+57.0%	Q3 2025
GLDSPDR Gold Trust	$355K	0.34%	0.00%	Not reported	Q1 2019
JCIJohnson Controls International plc	$317K	0.30%	0.00%	+24.6%	Q2 2021
DASHDoorDash, Inc.	$314K	0.30%	Not reported	-1.4%	Q2 2025
RYRoyal Bank of Canada	$310K	0.30%	0.00%	+5.1%	Q3 2024
ABBVAbbVie Inc.	$300K	0.29%	0.00%	-32.4%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$298K	0.29%	0.00%	New	Q4 2025
GLDMWorld Gold Trust	$276K	0.26%	0.00%	-12.7%	Q3 2025
KOCoca Cola Co	$271K	0.26%	0.00%	Not reported	Q3 2019
MAMastercard Inc	$265K	0.25%	0.00%	Not reported	Q2 2020
HSBCHSBC Holdings PLC	$264K	0.25%	0.00%	+3.0%	Q3 2025
AMATApplied Materials Inc	$258K	0.25%	0.00%	New	Q4 2025
VLUEiSHARES TRUST	$254K	0.24%	Not reported	New	Q4 2025
NVSNovartis AG	$249K	0.24%	0.00%	+3.2%	Q2 2025

Q3 2025Reported Jan 6, 202645 positions
SPYSPDR S&P 500 ETF Trust	$8.97M	9.09%	Not reported	+20.5%	Q1 2019
OKEOneok Inc	$3.65M	3.70%	0.01%	+1.6%	Q4 2018
NVDANvidia Corp	$2.38M	2.41%	0.00%	+15.6%	Q2 2020
BRK.BBerkshire Hathaway Inc	$2.21M	2.23%	Not reported	-0.7%	Q4 2018
WMTWalmart Inc.	$1.62M	1.64%	0.00%	+0.2%	Q4 2018
AAPLApple Inc.	$1.2M	1.22%	0.00%	+8.2%	Q4 2018
LOWLowes Companies Inc	$869K	0.88%	0.00%	+0.5%	Q4 2018
AMZNAmazon Com Inc	$812K	0.82%	0.00%	-5.4%	Q3 2019
SILASila Realty Trust, Inc.	$767K	0.78%	0.06%	+0.4%	Q2 2024
GOOGLAlphabet Inc.	$696K	0.70%	0.00%	+8.7%	Q2 2021
METAMeta Platforms, Inc.	$661K	0.67%	Not reported	-2.0%	Q3 2019
TSLATesla, Inc.	$624K	0.63%	0.00%	-8.3%	Q4 2021
GEVGE Vernova Inc.	$587K	0.59%	0.00%	+1.4%	Q3 2024
AVGOBroadcom Inc.	$537K	0.54%	0.00%	-38.0%	Q3 2019
ASMLAsml Holding NV	$532K	0.54%	0.00%	Not reported	Q3 2021
MSFTMicrosoft Corp	$496K	0.50%	0.00%	+14.6%	Q2 2021
DUKDuke Energy CORP	$485K	0.49%	0.00%	+0.7%	Q4 2018
JPMJPMorgan Chase & Co	$473K	0.48%	0.00%	-2.0%	Q2 2021
ABBVAbbVie Inc.	$449K	0.46%	0.00%	-43.7%	Q4 2018
XOMExxonMobil Holdings Corp	$430K	0.44%	0.00%	+0.1%	Q1 2019
AHRAmerican Healthcare REIT, Inc.	$416K	0.42%	0.01%	Not reported	Q3 2024
THROTheron Resource Group	$407K	0.41%	0.14%	+21.1%	Q2 2025
DASHDoorDash, Inc.	$382K	0.39%	Not reported	+13.8%	Q2 2025
COSTCostco Wholesale Corp	$355K	0.36%	0.00%	-14.7%	Q4 2021
ORCLOracle Corp	$349K	0.35%	0.00%	+0.3%	Q2 2025
APHAmphenol Corp	$341K	0.34%	0.00%	-4.1%	Q3 2019
GSGoldman Sachs Group Inc	$327K	0.33%	0.00%	Not reported	Q2 2024
NVONovo Nordisk A S	$320K	0.32%	Not reported	New	Q3 2025
LLYELI LILLY & Co	$303K	0.31%	0.00%	Not reported	Q2 2022
PLTRPalantir Technologies Inc.	$290K	0.29%	0.00%	New	Q3 2025
GLDMWorld Gold Trust	$283K	0.29%	0.00%	New	Q3 2025
RYRoyal Bank of Canada	$255K	0.26%	0.00%	Not reported	Q3 2024
CHTChunghwa Telecom Co Ltd	$234K	0.24%	0.00%	Not reported	Q2 2025
JCIJohnson Controls International plc	$234K	0.24%	0.00%	Not reported	Q2 2021
ANETArista Networks, Inc.	$231K	0.23%	0.00%	Not reported	Q4 2018
HSBCHSBC Holdings PLC	$231K	0.23%	0.00%	New	Q3 2025
NFLXNetflix Inc	$228K	0.23%	0.00%	-1.0%	Q3 2019
NVSNovartis AG	$224K	0.23%	0.00%	Not reported	Q2 2025
GEGeneral Electric Co	$221K	0.22%	0.00%	New	Q3 2025
BNBROOKFIELD Corp	$219K	0.22%	Not reported	New	Q3 2025
ENBEnbridge Inc	$210K	0.21%	0.00%	Not reported	Q3 2019
VZVerizon Communications Inc	$206K	0.21%	0.00%	-2.5%	Q3 2019
SPOTSpotify Technology S.A.	$205K	0.21%	0.00%	-0.7%	Q2 2025
SANBanco Santander, S.A.	$157K	0.16%	0.00%	Not reported	Q4 2024
AUPHAurinia Pharmaceuticals Inc.	$115K	0.12%	0.01%	New	Q3 2025

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