Institutional Fund
Fulcrum Capital LLC
Seattle, WACIK 17240905 filings on record
Portfolio Value
$460.64M
Q1 2026
Holdings
101
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-7.5%
from $497.96M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds8.3%
- Microsoft Corp6.7%
- Apple Inc5.5%
- Alphabet Inc5.0%
- Amazon Com Inc4.9%
- Nvidia Corporation4.7%
- Other64.9%
Portfolio Holdings
101 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 132.4K | $38.02M | 8.3% | −3.4K | Reduced |
| 2 | Microsoft Corp | 83.4K | $30.86M | 6.7% | +6.4K | Added |
| 3 | Apple Inc | 99.6K | $25.28M | 5.5% | −1.5K | Reduced |
| 4 | Alphabet Inc | 80.4K | $23.13M | 5.0% | −20.1K | Reduced |
| 5 | Amazon Com Inc | 108.1K | $22.51M | 4.9% | +117 | Added |
| 6 | Nvidia Corporation | 124.9K | $21.78M | 4.7% | −4.1K | Reduced |
| 7 | Lam Research Corp | 76.4K | $16.32M | 3.5% | −1.6K | Reduced |
| 8 | Trane Technologies PLC | 36.9K | $15.38M | 3.3% | −146 | Reduced |
| 9 | Fortinet Inc | 174.6K | $14.27M | 3.1% | +30.5K | Added |
| 10 | Mastercard Incorporated | 28.5K | $14.23M | 3.1% | +488 | Added |
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