Fulcrum Equity Management
•CIK: 1737888•Filing: Q4 2025
**Fulcrum Equity Management** is a actively managed fund with $104M AUM, maintaining a diversified portfolio of 117 positions. The strategy exhibits notable concentration in technology and sector-specific indices, evidenced by the top holdings including ITOT ($11.6M) and URTH ($8.6M). Further allocations are weighted toward major market segments, with XLK ($5.8M) and NVDA ($3.9M) representing significant components of the current book. This positioning suggests a tactical focus on growth sectors and established market leaders.
Total AUM
$104.5M
QoQ Performance
N/A
Positions
80
Top 10 Concentration
42.5%
Latest Filing
Q4 2025
Top Holdings Allocation
ITOT
URTH
XLK
ITOT11.1%
URTH8.2%
XLK5.6%
NVDA3.8%
OKE3.6%
AAPL2.4%
XLC2.2%
XLF2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.1%
Technology12.5%
Consumer5.8%
Financial4.7%
ETF1.7%
Healthcare1.1%
Industrial0.6%
Energy0.5%
🚪 Exited Positionssold since Q2 2025
+30 more exited positions
Changes from Q2 2025
NEW50 new positions
↑51 increased
↓13 decreased
Historical Filings
Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023