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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ENB ENBRIDGE INC Energy 4,810.0 $260K 0.25% +96.0 +2.0% $54.14 +7.2%
102 ORCL ORACLE CORP Technology 1,759.0 $259K 0.25% -179.0 -9.2% $147.11 +30.6%
103 XTL SPDR SERIES TRUST 1,354.0 $255K 0.25% NEW $188.06 +24.3%
104 FTXG FIRST TR EXCHANGE TRADED FD 11,418.0 $253K 0.24% NEW $22.14 +0.9%
105 VZ VERIZON COMMUNICATIONS INC Communication Services 4,973.0 $250K 0.24% -29.0 -0.6% $50.20 -3.7%
106 SCHG SCHWAB STRATEGIC TR 8,481.0 $247K 0.24% -19K -68.9% $29.13 +18.0%
107 EME EMCOR GROUP INC Industrials 331.0 $244K 0.24% NEW $738.32 +15.0%
108 ANET ARISTA NETWORKS INC Technology 1,983.0 $243K 0.23% -1K -35.2% $122.78 +25.5%
109 AMD ADVANCED MICRO DEVICES INC Technology 1,180.0 $240K 0.23% NEW $203.43 +129.8%
110 BBP ETFIS SER TR I 2,889.0 $240K 0.23% -1K -30.4% $83.06 +3.7%
111 CEF SPROTT ASSET MANAGEMENT LP Financial Services 5,018.0 $239K 0.23% NEW $47.72 -0.8%
112 CTRA COTERRA ENERGY INC Energy 6,723.0 $236K 0.23% NEW $35.14 -7.3%
113 SAN BANCO SANTANDER SA Financial Services 20,893.0 $236K 0.23% $11.28 +6.7%
114 CSD INVESCO EXCHANGE TRADED FD T 2,053.0 $231K 0.22% -543.0 -20.9% $112.67 +20.4%
115 DASH DOORDASH INC Communication Services 1,530.0 $230K 0.22% +144.0 +10.4% $150.15 +6.7%
116 CHT CHUNGHWA TELECOM CO LTD Communication Services 5,374.0 $227K 0.22% $42.24 +3.4%
117 PSCT INVESCO EXCH TRADED FD TR II 3,608.0 $217K 0.21% -668.0 -15.6% $60.07 +38.5%
118 NEM NEWMONT CORP Basic Materials 1,998.0 $216K 0.21% NEW $108.27 -0.6%
119 FCG FIRST TR EXCHANGE-TRADED FD 6,817.0 $216K 0.21% NEW $31.69 -4.3%
120 MA MASTERCARD INCORPORATED Financial Services 426.0 $213K 0.21% -39.0 -8.4% $499.69 -0.2%
Page 6 of 7  ·  127 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%