Fulcrum Equity Management Top Holdings and 13F Report (2026)

About Fulcrum Equity Management

Investment Activity

Fulcrum Equity Management has $103.49 million in total holdings as of March 31, 2026.
Fulcrum Equity Management owns shares of 125 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 20.22% of the portfolio was purchased this quarter.
About 18.65% of the portfolio was sold this quarter.
This quarter, Fulcrum Equity Management has purchased 117 new stocks and bought additional shares in 42 stocks.
Fulcrum Equity Management sold shares of 36 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

iShares Core S&P Total U.S. Stock Market ETF: $10,640,640
iShares MSCI World ETF: $8,315,484
ONEOK: $4,659,621
Technology Select Sector SPDR Fund: $4,619,514
NVIDIA: $3,965,514

Largest New Holdings this Quarter

808524797 - Schwab US Dividend Equity ETF: $2,336,376 Holding
81369Y506 - Energy Select Sector SPDR Fund: $1,779,918 Holding
46138E354 - Invesco S&P 500 Low Volatility ETF: $1,129,254 Holding
81369Y308 - Consumer Staples Select Sector SPDR Fund: $883,952 Holding
72201R718 - PIMCO Low Duration Exchange-Traded Fund: $801,235 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF: 76,153 shares (about $2.34M)
Energy Select Sector SPDR Fund: 29,055 shares (about $1.78M)
Tesla: 13,617 shares (about $1.44M)
Invesco S&P 500 Low Volatility ETF: 15,440 shares (about $1.13M)
Consumer Staples Select Sector SPDR Fund: 10,783 shares (about $883.95K)

Largest Sales this Quarter

iShares U.S. Technology ETF: 6,804 shares (about $1.23M)
Technology Select Sector SPDR Fund: 5,706 shares (about $758.33K)
TIDAL TRUST I: 26,093 shares (about $622.84K)
Schwab U.S. Large-Cap Growth ETF: 18,764 shares (about $546.57K)
Financial Select Sector SPDR Fund: 10,051 shares (about $496.22K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ITOT iShares Core S&P Total U.S. Stock Market ETF	$10,640,640	$424,013 â–¼	-3.8%	74,708	10.3%	ETF
URTH iShares MSCI World ETF	$8,315,484		0.0%	46,192	8.0%	ETF
OKE ONEOK	$4,659,621	$59,748 â–²	1.3%	51,550	4.5%	Energy
XLK Technology Select Sector SPDR Fund	$4,619,514	$758,334 â–¼	-14.1%	34,759	4.5%	ETF
NVDA NVIDIA	$3,965,514	$284,098 â–²	7.7%	22,738	3.8%	Computer and Technology
AAPL Apple	$2,645,998	$319,266 â–²	13.7%	10,426	2.6%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$2,336,376	$2,336,376 â–²	New Holding	76,153	2.3%	ETF
WALMART INC	$2,091,927	$7,084 â–²	0.3%	16,832	2.0%	COM
BRK.B Berkshire Hathaway	$1,931,176	$479 â–¼	0.0%	4,030	1.9%	Finance
XLE Energy Select Sector SPDR Fund	$1,779,918	$1,779,918 â–²	New Holding	29,055	1.7%	ETF
XLC Communication Services Select Sector SPDR Fund	$1,774,363	$366,735 â–¼	-17.1%	16,005	1.7%	ETF
TSLA Tesla	$1,704,763	$1,439,970 â–²	543.8%	16,121	1.6%	Auto/Tires/Trucks
GOOGL Alphabet	$1,678,874	$11,791 â–²	0.7%	5,838	1.6%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$1,444,733	$126,528 â–¼	-8.1%	9,854	1.4%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$1,438,129	$308,537 â–²	27.3%	18,789	1.4%	ETF
AMZN Amazon.com	$1,417,486	$66,646 â–¼	-4.5%	6,806	1.4%	Retail/Wholesale
XLI Industrial Select Sector SPDR Fund	$1,412,912	$331,394 â–²	30.6%	8,736	1.4%	ETF
XLF Financial Select Sector SPDR Fund	$1,397,775	$496,222 â–¼	-26.2%	28,312	1.4%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$1,240,540	$312,560 â–¼	-20.1%	11,383	1.2%	Finance
MSFT Microsoft	$1,228,512	$92,166 â–¼	-7.0%	3,319	1.2%	Computer and Technology
SPLV Invesco S&P 500 Low Volatility ETF	$1,129,254	$1,129,254 â–²	New Holding	15,440	1.1%	ETF
JPM JPMorgan Chase & Co.	$1,101,923	$21,180 â–²	2.0%	3,746	1.1%	Finance
AVGO Broadcom	$966,861	$20,117 â–²	2.1%	3,124	0.9%	Computer and Technology
ASML ASML	$892,881	$56,796 â–²	6.8%	676	0.9%	Computer and Technology
XLP Consumer Staples Select Sector SPDR Fund	$883,952	$883,952 â–²	New Holding	10,783	0.9%	ETF
IVE iShares S&P 500 Value ETF	$860,371	$141,882 â–¼	-14.2%	4,075	0.8%	ETF
META Meta Platforms	$857,702	$198,547 â–¼	-18.8%	1,499	0.8%	Computer and Technology
GE VERNOVA INC	$846,713	$1,746 â–²	0.2%	970	0.8%	COM
LLY Eli Lilly and Company	$842,012	$138,955 â–²	19.8%	915	0.8%	Medical
LOW Lowe's Companies	$837,277	$4,253 â–²	0.5%	3,544	0.8%	Retail/Wholesale
XLU Utilities Select Sector SPDR Fund	$808,476	$105,178 â–¼	-11.5%	17,618	0.8%	ETF
LDUR PIMCO Low Duration Exchange-Traded Fund	$801,235	$801,235 â–²	New Holding	8,362	0.8%	ETF
AVSF Avantis Short-Term Fixed Income ETF	$800,603	$800,603 â–²	New Holding	17,107	0.8%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$774,541	$774,541 â–²	New Holding	8,452	0.7%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$773,989	$406,573 â–¼	-34.4%	13,303	0.7%	ETF
XOM ExxonMobil	$750,260	$30,540 â–²	4.2%	4,422	0.7%	Energy
SILA REALTY TRUST INC	$729,391	$2,960 â–²	0.4%	30,802	0.7%	COMMON STOCK
MANAGED PORTFOLIO SERIES	$720,096	$720,096 â–²	New Holding	17,802	0.7%	LEUTHOLD SELECT
IVW iShares S&P 500 Growth ETF	$703,772	$20,812 â–²	3.0%	6,222	0.7%	ETF
SCHB Schwab US Broad Market ETF	$699,923	$354,919 â–¼	-33.6%	27,885	0.7%	ETF
GSY Invesco Ultra Short Duration ETF	$685,999	$685,999 â–²	New Holding	13,687	0.7%	ETF
SLV iShares Silver Trust	$636,087	$5,247 â–²	0.8%	9,335	0.6%	ETF
REMX VanEck Rare Earth and Strategic Metals ETF	$624,800	$51,040 â–¼	-7.6%	7,100	0.6%	ETF
SIVR abrdn Physical Silver Shares ETF	$623,007		0.0%	8,700	0.6%	ETF
COST Costco Wholesale	$607,919	$6,976 â–²	1.2%	610	0.6%	Retail/Wholesale
GS The Goldman Sachs Group	$597,464	$15,233 â–²	2.6%	706	0.6%	Finance
APH Amphenol	$581,990	$59,260 â–²	11.3%	4,606	0.6%	Computer and Technology
MANAGED PORTFOLIO SERIES	$576,721	$41,855 â–¼	-6.8%	23,369	0.6%	KENSINGTON CR OP
BLACKROCK ETF TRUST	$558,273	$558,273 â–²	New Holding	17,363	0.5%	ISHARES INTL CTR
XLB Materials Select Sector SPDR Fund	$556,066	$556,066 â–²	New Holding	11,128	0.5%	ETF
IUSB iShares Core Total USD Bond Market ETF	$542,059	$7,114 â–²	1.3%	11,735	0.5%	Manufacturing
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	$532,448	$12,704 â–²	2.4%	11,610	0.5%	ETF
GLTR abrdn Physical Precious Metals Basket Shares ETF	$530,396		0.0%	2,425	0.5%	ETF
DUK Duke Energy	$520,066	$3,273 â–²	0.6%	3,972	0.5%	Utilities
ACWX iShares MSCI ACWI ex U.S. ETF	$519,619	$519,619 â–²	New Holding	7,589	0.5%	Manufacturing
AMERICAN HEALTHCARE REIT INC	$467,120		0.0%	9,905	0.5%	COM SHS
MANAGED PORTFOLIO SERIES	$438,954	$31,279 â–²	7.7%	18,131	0.4%	KENSINGTON HEDGE
SCHZ Schwab U.S. Aggregate Bond ETF	$423,866	$4,110 â–²	1.0%	18,254	0.4%	ETF
XES SPDR S&P Oil & Gas Equipment & Services ETF	$422,894	$422,894 â–²	New Holding	3,635	0.4%	ETF
PXJ Invesco Oil & Gas Services ETF	$420,532	$420,532 â–²	New Holding	10,147	0.4%	ETF
AMAT Applied Materials	$411,173	$68,016 â–²	19.8%	1,203	0.4%	Computer and Technology
IAU iShares Gold Trust	$402,010	$8,287 â–²	2.1%	4,560	0.4%	Finance
NFLX Netflix	$392,388	$18,845 â–¼	-4.6%	4,081	0.4%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$390,332	$58,465 â–²	17.6%	1,155	0.4%	Computer and Technology
AVEM Avantis Emerging Markets Equity ETF	$387,102	$21,998 â–²	6.0%	4,804	0.4%	ETF
GLD SPDR Gold Shares	$385,110		0.0%	895	0.4%	Finance
BLACKROCK ETF TRUST	$380,355	$5,536 â–²	1.5%	11,543	0.4%	ISHARES A I INNO
LAM RESEARCH CORP	$377,757	$88,457 â–²	30.6%	1,768	0.4%	COM NEW
GOVT iShares U.S. Treasury Bond ETF	$366,569	$366,569 â–²	New Holding	16,000	0.4%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$362,457		0.0%	1,890	0.4%	ETF
BTHM BlackRock Future U.S. Themes ETF	$356,157	$72 â–²	0.0%	9,833	0.3%	ETF
IYW iShares U.S. Technology ETF	$351,996	$1,234,526 â–¼	-77.8%	1,940	0.3%	Manufacturing
JCI Johnson Controls International	$351,732	$4,583 â–²	1.3%	2,686	0.3%	Construction
SPMO Invesco S&P 500 Momentum ETF	$350,958	$1,794 â–¼	-0.5%	3,130	0.3%	ETF
GE GE Aerospace	$349,046	$22,135 â–²	6.8%	1,230	0.3%	Aerospace
FTXL First Trust Nasdaq Semiconductor ETF	$341,845	$49,256 â–¼	-12.6%	2,318	0.3%	Manufacturing
ASTS AST SpaceMobile	$339,270	$339,270 â–²	New Holding	4,094	0.3%	Computer and Technology
V Visa	$335,218	$16,927 â–¼	-4.8%	1,109	0.3%	Business Services
PALANTIR TECHNOLOGIES INC	$328,691	$21,357 â–¼	-6.1%	2,247	0.3%	CL A
MOO VanEck Agribusiness ETF	$322,199	$322,199 â–²	New Holding	3,813	0.3%	ETF
EFV iShares MSCI EAFE Value ETF	$307,950	$360,812 â–¼	-54.0%	4,142	0.3%	ETF
RSPG Invesco S&P 500 Equal Weight Energy ETF	$305,202	$305,202 â–²	New Holding	2,788	0.3%	ETF
TOTALENERGIES SE	$304,146		0.0%	3,343	0.3%	ACT
RY Royal Bank Of Canada	$298,646	$4,045 â–²	1.4%	1,846	0.3%	Finance
PSI Invesco Semiconductors ETF	$298,619	$72,956 â–¼	-19.6%	3,164	0.3%	ETF
KO CocaCola	$296,670	$2,205 â–²	0.7%	3,901	0.3%	Consumer Staples
ABBV AbbVie	$294,648	$9,568 â–²	3.4%	1,355	0.3%	Medical
MBB iShares MBS ETF	$293,236	$665 â–²	0.2%	3,088	0.3%	ETF
GLOBAL X FDS	$293,107	$293,107 â–²	New Holding	4,138	0.3%	DEFENSE TECH ETF
ROKT SPDR S&P Kensho Final Frontiers ETF	$291,020	$291,020 â–²	New Holding	2,926	0.3%	ETF
TIDAL TRUST I	$283,456	$622,839 â–¼	-68.7%	11,875	0.3%	FUNDSTRAT GRANNY
YNDX Yandex	$282,954	$12,347 â–¼	-4.2%	2,727	0.3%	Computer and Technology
HSBC HSBC	$276,506		0.0%	3,352	0.3%	Finance
NVS Novartis	$275,714		0.0%	1,805	0.3%	Medical
BLACKROCK ETF TRUST	$272,311	$272,311 â–²	New Holding	6,632	0.3%	ISHARES LARGE CA
IAGG iShares Core International Aggregate Bond ETF	$266,309	$6,455 â–²	2.5%	5,322	0.3%	ETF
KNCT Invesco Next Gen Connectivity ETF	$264,688	$50,166 â–¼	-15.9%	1,910	0.3%	ETF
ALKT Alkami Technology	$264,040	$264,040 â–²	New Holding	16,850	0.3%	Computer and Technology
ENB Enbridge	$260,413	$5,197 â–²	2.0%	4,810	0.3%	Energy
ORCL Oracle	$258,774	$26,333 â–¼	-9.2%	1,759	0.3%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Fulcrum Equity Management Top Holdings and 13F Report (2026)

About Fulcrum Equity Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Fulcrum Equity Management Top Holdings and 13F Report (2026)

About Fulcrum Equity Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFulcrum Equity Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools