13FBOX
Fulcrum Equity Management · 13F Holdings
Options Calculator Rankings

Fulcrum Equity Management

No.8994
Latest AUM (Q2 2026)
$110.4M
QoQ Change Q1 2026
+$6.9M+6.7%
Holdings
125
New Buys
0
Adds
0
Reduces
1
Exits
0
Unchanged
124
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRITOT
9.64%10.28%$10.6M74,708$10.6M74,70800.00%Unchanged
IISHARES INCURTH
7.53%8.03%$8.3M46,192$8.3M46,19200.00%Unchanged
ONEOK INC NEWOKE
4.22%4.5%$4.7M51,550$4.7M51,55000.00%Unchanged
SSELECT SECTOR SPDR TRXLK
4.18%4.46%$4.6M34,759$4.6M34,75900.00%Unchanged
NVIDIA CORPORATIONNVDA
3.59%3.83%$4.0M22,738$4.0M22,73800.00%Unchanged
TESLA INCTSLA
3.24%1.65%$3.6M8,500$1.7M16,121-7,621-47.27%Reduce
APPLE INCAAPL
2.4%2.56%$2.6M10,426$2.6M10,42600.00%Unchanged
SSCHWAB STRATEGIC TRSCHD
2.12%2.26%$2.3M76,153$2.3M76,15300.00%Unchanged
WALMART INCWMT
1.89%2.02%$2.1M16,832$2.1M16,83200.00%Unchanged
IISHARES TRTLT
1.87%0.01%$2.1M24,000$7,17824,00000.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
1.75%1.87%$1.9M4,030$1.9M4,03000.00%Unchanged
SSELECT SECTOR SPDR TRXLE
1.61%1.72%$1.8M29,055$1.8M29,05500.00%Unchanged
SSELECT SECTOR SPDR TRXLY
1.61%1.71%$1.8M16,005$1.8M16,00500.00%Unchanged
ALPHABET INCGOOGL
1.52%1.62%$1.7M5,838$1.7M5,83800.00%Unchanged
SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.31%1.4%$1.4M9,854$1.4M9,85400.00%Unchanged
SSTATE STREETSPYM
1.3%1.39%$1.4M18,789$1.4M18,78900.00%Unchanged
AMAZON COM INCAMZN
1.28%1.37%$1.4M6,806$1.4M6,80600.00%Unchanged
SSTATE STREETXLI
1.28%1.37%$1.4M8,736$1.4M8,73600.00%Unchanged
SSELECT SECTOR SPDR TRXLF
1.27%1.35%$1.4M28,312$1.4M28,31200.00%Unchanged
SSELECT SECTOR SPDR TRXLY
1.12%1.2%$1.2M11,383$1.2M11,38300.00%Unchanged
MICROSOFT CORPMSFT
1.11%1.19%$1.2M3,319$1.2M3,31900.00%Unchanged
IINVESCO S&P 500 LOW VOLATILITY ETFSPLV
1.02%1.09%$1.1M15,440$1.1M15,44000.00%Unchanged
JPMORGAN CHASE & COJPM
1%1.06%$1.1M3,746$1.1M3,74600.00%Unchanged
BROADCOM INCAVGO
0.88%0.93%$966,8613,124$966,8613,12400.00%Unchanged
ASML HLDG NVASML
0.81%0.86%$893,000676$892,88167600.00%Unchanged
SSELECT SECTOR SPDR TRXLP
0.8%0.85%$883,95210,783$883,95210,78300.00%Unchanged
APPLIED MATLS INCAMAT
0.79%0.4%$869,7691,203$411,1731,20300.00%Unchanged
IISHARES S&PIVE
0.78%0.83%$860,3714,075$860,3714,07500.00%Unchanged
META PLATFORMS INCMETA
0.78%0.83%$857,7021,499$857,7021,49900.00%Unchanged
GE VERNOVA INCGEV
0.77%0.82%$846,713970$846,71397000.00%Unchanged
ELI LILLY & COLLY
0.76%0.81%$842,012915$842,01291500.00%Unchanged
AARK ETF TRARKG
0.76%0.03%$840,00020,000$26,00020,00000.00%Unchanged
LOWES COS INC COMLOW
0.76%0.81%$837,2773,544$837,2773,54400.00%Unchanged
SSELECT SECTOR SPDR TRXLU
0.73%0.78%$808,47617,618$808,47617,61800.00%Unchanged
PPIMCO ETF TRLDUR
0.73%0.77%$801,2358,362$801,2358,36200.00%Unchanged
AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF
0.73%0.77%$800,60317,107$800,60317,10700.00%Unchanged
SSPDR SERIES TRUSTBIL
0.7%0.75%$774,5418,452$774,5418,45200.00%Unchanged
BBLACKROCK ETF TRUSTDYNF
0.7%0.75%$773,98913,303$773,98913,30300.00%Unchanged
LAM RESEARCH CORPLRCX
0.69%0.37%$765,5441,768$377,7571,76800.00%Unchanged
NEBIUS GROUP N VNBIS
0.68%0.27%$752,6522,727$282,9542,72700.00%Unchanged
EXXON MOBIL CORPXOM
0.68%0.72%$750,2604,422$750,2604,42200.00%Unchanged
SSILA REALTY TRUST INCSILA
0.66%0.7%$729,39130,802$729,39130,80200.00%Unchanged
MMANAGED PORTFOLIO SERLST
0.65%0.7%$720,09617,802$720,09617,80200.00%Unchanged
IISHARES TRIVW
0.64%0.68%$703,7726,222$703,7726,22200.00%Unchanged
SSCHWAB U.S. BROAD MARKET ETFSCHB
0.63%0.68%$699,92327,885$699,92327,88500.00%Unchanged
IINVESCO ACTIVELY MANAGED EXCGSY
0.62%0.66%$685,99913,687$685,99913,68700.00%Unchanged
ADVANCED MICRO DEVICES INCAMD
0.62%0.23%$685,5801,180$240,0471,18000.00%Unchanged
IISHARES SILVER TRSLV
0.58%0.61%$636,0879,335$636,0879,33500.00%Unchanged
VVanEck Russia ETFBBH
0.57%0.6%$624,8007,100$624,8007,10000.00%Unchanged
AABRDN SILVER ETF TRUSTSIVR
0.56%0.6%$623,0078,700$623,0078,70000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow