Fulcrum Equity Management: 13F holdings
CIK 17378882026Q2
| Positions | 141 |
|---|---|
| Reported value | $136.4m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ITOT ISHARES TR | 74,778 | $12.3m | 9.0% |
| URTH ISHARES INC | 46,192 | $9.4m | 6.9% |
| XLK SELECT SECTOR SPDR TR | 33,430 | $6.4m | 4.7% |
| ONEOK INC NEW | 51,928 | $4.5m | 3.3% |
| NVDA NVIDIA CORPORATION | 22,507 | $4.5m | 3.3% |
| AAPL APPLE INC | 10,632 | $3.1m | 2.3% |
| SPYM SPDR SERIES TRUST | 28,313 | $2.5m | 1.8% |
| XLF SELECT SECTOR SPDR TR | 42,945 | $2.3m | 1.7% |
| SPMO INVESCO EXCH TRADED FD TR II | 14,031 | $2.3m | 1.7% |
| GOOGL ALPHABET INC | 5,971 | $2.1m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1737888")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.