Fulcrum Capital LLC - Portfolio overview

Fulcrum Capital LLC has 108 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VO - VANGUARD INDEX FDS, 8.02%
2. MSFT - MICROSOFT CORP, 6.51%
3. AAPL - APPLE INC, 5.33%

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

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