Fulcrum Equity Management reported 71 positions worth $49.31M for the quarter ended Sep 30, 2026. Its largest holding is Nvidia Corp at 10.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 22.0K | $5.03M | 10.19% | – | – | – | 0% |
| 2 | OKE Oneok Inc | Energy | 52.5K | $4.48M | 9.09% | – | – | – | 0.01% |
| 3 | AAPL Apple Inc. | Technology | 8,297 | $2.76M | 5.6% | – | – | – | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 6,384 | $2.20M | 4.45% | – | – | – | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,690 | $1.84M | 3.73% | – | – | – | 0% |
| 6 | WMT Walmart Inc. | Consumer Staples | 16.5K | $1.72M | 3.48% | – | – | – | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 4,193 | $1.47M | 2.99% | – | – | – | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 3,925 | $1.30M | 2.63% | – | – | – | 0% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 2,113 | $1.29M | 2.62% | – | – | – | 0% |
| 10 | LLY ELI LILLY & Co | Healthcare | 1,006 | $1.16M | 2.36% | – | – | – | 0% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 4,481 | $1.12M | 2.26% | – | – | – | 0% |
| 12 | ASML Asml Holding Nv | Technology | 583 | $1.06M | 2.14% | – | – | – | 0% |
| 13 | MSFT Microsoft Corp | Technology | 2,047 | $1.05M | 2.13% | – | – | – | 0% |
| 14 | GEV GE Vernova Inc. | Industrials | 1,078 | $1.02M | 2.08% | – | – | – | 0% |
| 15 | PLTR Palantir Technologies Inc. | Technology | 4,916 | $919.61K | 1.86% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Fulcrum Equity Management.
As of its Q3 2026 13F filing, Fulcrum Equity Management’s five largest positions were Nvidia Corp (NVDA) at 10.2%, Oneok Inc (OKE) at 9.1%, Apple Inc. (AAPL) at 5.6%, Alphabet Inc. (GOOGL) at 4.5%, Berkshire Hathaway Inc (BRK-B) at 3.7% of the reported portfolio.
Fulcrum Equity Management reported a 13F portfolio worth $49.31M across 71 positions for Q3 2026.
From the Form 13F-HR reports Fulcrum Equity Management files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.