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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 2 of 2  ·  35 positions
# 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
Page 2 of 2  ·  35 positions

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%