Portfolio (Quarterly)
Guide ↗
Fulcrum Equity Management
· CIK 0001737888| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,247.0 | $329K | 0.32% | -146.0 | -6.1% | $146.28 | -6.4% |
| 22 | EFV | ISHARES TR | — | 4,142.0 | $308K | 0.30% | -5K | -54.0% | $74.35 | +5.8% |
| 23 | PSI | INVESCO EXCHANGE TRADED FD T | — | 3,164.0 | $299K | 0.29% | -773.0 | -19.6% | $94.38 | +62.9% |
| 24 | GRNY | TIDAL TRUST I | — | 11,875.0 | $283K | 0.27% | -26K | -68.7% | $23.87 | +13.4% |
| 25 | — | NEBIUS GROUP N.V. | — | 2,727.0 | $283K | 0.27% | -119.0 | -4.2% | $103.76 | — |
| 26 | KNCT | INVESCO EXCHANGE TRADED FD T | — | 1,910.0 | $265K | 0.26% | -362.0 | -15.9% | $138.58 | +41.0% |
| 27 | ORCL | ORACLE CORP | Technology | 1,759.0 | $259K | 0.25% | -179.0 | -9.2% | $147.11 | +30.6% |
| 28 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,973.0 | $250K | 0.24% | -29.0 | -0.6% | $50.20 | -3.7% |
| 29 | SCHG | SCHWAB STRATEGIC TR | — | 8,481.0 | $247K | 0.24% | -19K | -68.9% | $29.13 | +18.0% |
| 30 | ANET | ARISTA NETWORKS INC | Technology | 1,983.0 | $243K | 0.23% | -1K | -35.2% | $122.78 | +25.5% |
| 31 | BBP | ETFIS SER TR I | — | 2,889.0 | $240K | 0.23% | -1K | -30.4% | $83.06 | +3.7% |
| 32 | CSD | INVESCO EXCHANGE TRADED FD T | — | 2,053.0 | $231K | 0.22% | -543.0 | -20.9% | $112.67 | +20.4% |
| 33 | PSCT | INVESCO EXCH TRADED FD TR II | — | 3,608.0 | $217K | 0.21% | -668.0 | -15.6% | $60.07 | +38.5% |
| 34 | MA | MASTERCARD INCORPORATED | Financial Services | 426.0 | $213K | 0.21% | -39.0 | -8.4% | $499.69 | -0.2% |
| 35 | — | BITFARMS LTD | — | 30,500.0 | $59K | 0.06% | -17K | -35.9% | $1.95 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%