Fulcrum Capital LLC
•CIK: 1724090•Filing: Q4 2025
**Fulcrum Capital LLC** manages $498M across a diversified portfolio of 99 positions. The fund exhibits significant concentration in mega-cap technology names, notably holding VO at $39.4M and MSFT at $37.2M. Further top holdings include GOOGL ($31.5M), AAPL ($27.5M), and AMZN ($24.9M), indicating a strong conviction in established growth leaders. This allocation profile suggests a core strategy focused on large-cap technology and market infrastructure plays.
Total AUM
$498.0M
QoQ Performance
+2.1%
Positions
88
Top 10 Concentration
48.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VO
MSFT
GOOGL
AAPL
AMZN
VO7.9%
MSFT7.5%
GOOGL6.3%
AAPL5.5%
AMZN5.0%
NVDA4.8%
MA3.2%
JPM2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.6%
Technology32.0%
Consumer6.8%
Financial6.3%
Healthcare4.8%
Communication2.3%
Materials1.5%
Consumer Staples1.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑33 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023