Institutional Fund
Fulcrum Equity Management
Plano, TXCIK 17378886 filings on record
Portfolio Value
$102.73M
Q1 2026
Holdings
123
Reported positions
New Buys
33
Opened this quarter
QoQ Change
-1.7%
from $104.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.4%
- Ishares Inc8.1%
- Oneok Inc New4.5%
- Select Sector Spdr Tr4.5%
- Nvidia Corporation3.9%
- Apple Inc2.6%
- Other66.1%
Portfolio Holdings
123 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 74.7K | $10.64M | 10.4% | −3.0K | Reduced |
| 2 | Ishares Inc | 46.2K | $8.32M | 8.1% | 0 | Held |
| 3 | Oneok Inc New | 51.5K | $4.66M | 4.5% | +661 | Added |
| 4 | Select Sector Spdr Tr | 34.8K | $4.62M | 4.5% | −5.7K | Reduced |
| 5 | Nvidia Corporation | 22.7K | $3.97M | 3.9% | +1.6K | Added |
| 6 | Apple Inc | 10.4K | $2.65M | 2.6% | +1.3K | Added |
| 7 | Schwab Strategic Tr | 76.2K | $2.34M | 2.3% | +76.2K | New |
| 8 | Walmart Inc | 16.8K | $2.09M | 2.0% | +57 | Added |
| 9 | Berkshire Hathaway Inc Del | 4.0K | $1.93M | 1.9% | −1 | Reduced |
| 10 | Select Sector Spdr Tr | 29.1K | $1.78M | 1.7% | +29.1K | New |
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