Portfolio (Quarterly) Guide ↗

Fulcrum Equity Management

· CIK 0001737888

13F Portfolio $103M AUM 128 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 37 New 37 Added 35 Reduced 27 Exited

Page 1 of 2 · 27 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	QQQM	INVESCO EXCH TRADED FD TR II	—	6,804	$1.7M	1.65%	SOLD
2	XLG	INVESCO EXCHANGE TRADED FD T	—	17,832	$1.1M	1.01%	SOLD
3	IVV	ISHARES TR	—	1,396	$956K	0.92%	SOLD
4	FTEC	FIDELITY COVINGTON TRUST	—	3,547	$797K	0.76%	SOLD
5	SPY	SPDR S&P 500 ETF TR	Financial Services	1,159	$790K	0.76%	SOLD
6	IWC	ISHARES TR	—	3,226	$509K	0.49%	SOLD
7	IEMG	ISHARES INC	—	7,123	$479K	0.46%	SOLD
8	SBIO	ALPS ETF TR	—	7,498	$384K	0.37%	SOLD
9	SPYG	SPDR SERIES TRUST	—	3,375	$360K	0.34%	SOLD
10	VONG	VANGUARD SCOTTSDALE FDS	—	2,891	$352K	0.34%	SOLD
11	PKB	INVESCO EXCHANGE TRADED FD T	—	3,716	$344K	0.33%	SOLD
12	XBI	SPDR SERIES TRUST	—	2,741	$334K	0.32%	SOLD
13	AIRR	FIRST TR EXCHANGE TRADED FD	—	3,283	$323K	0.31%	SOLD
14	FYC	FIRST TR EXCHANGE-TRADED ALP	—	3,274	$315K	0.30%	SOLD
15	PPA	INVESCO EXCHANGE TRADED FD T	—	1,983	$311K	0.30%	SOLD
16	ITA	ISHARES TR	—	1,433	$308K	0.29%	SOLD
17	GLDM	WORLD GOLD TR	Financial Services	3,233	$276K	0.26%	SOLD
18	ILCG	ISHARES TR	—	2,530	$263K	0.25%	SOLD
19	GURU	GLOBAL X FDS	—	4,131	$258K	0.25%	SOLD
20	VLUE	ISHARES TR	—	1,857	$254K	0.24%	SOLD

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Sector Allocation

Technology 32.7%

Energy 14.5%

Financial Services 14.4%

Communication Services 8.9%

Consumer Cyclical 8.4%

Consumer Defensive 7.9%

Healthcare 3.5%

Utilities 3.4%

Real Estate 2.9%

Industrials 2.8%