Fulcrum Equity Management - Portfolio overview

Fulcrum Equity Management has 162 reported holdings in this dataset, with the latest filing dated 2026-04-02.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 8.24%
2. URTH - ISHARES INC, 6.44%
3. SPY - SPDR S&P 500 ETF TR, 5.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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