StockDriftsStockDriftsTop 50 Fulcrum Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 9.56% | 97.9K | $50.2M | +21.44%(+17.28K) | $229.16(+132.82%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 7.54% | 504.5K | $39.6M | +0.88%(+4.41K) | $54.70(+46.41%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.25% | 98.5K | $32.8M | +2.45%(+2.36K) | $117.07(+192.93%) | 2026-09-30 | |
| FTNT | FORTINET INC | 5.49% | 161.2K | $28.8M | -2.41%(-3.98K) | $70.13(+144.55%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.28% | 121.3K | $27.7M | +1.90%(+2.26K) | $20.97(+935.43%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 5.09% | 107.3K | $26.7M | +4.06%(+4.18K) | $131.02(+100.31%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 5.06% | 77.2K | $26.6M | +1.68%(+1.27K) | $75.53(+355.66%) | 2026-09-30 | |
| LRCX | LAM RESEARCH CORP | 4.4% | 70.3K | $23.1M | -1.33%(-950) | $73.27(+271.52%) | 2026-09-30 | |
| TT | TRANE TECHNOLOGIES PLC | 3.1% | 36.0K | $16.3M | +1.95%(+689) | $173.14(+168.59%) | 2026-09-30 | |
| MA | MASTERCARD INCORPORATED | 2.97% | 28.3K | $15.6M | +2.53%(+699) | $283.96(+117.07%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.70% | +67.23% | +10.41% | +64.09% |
| Top 20 Holdings Unweighted | +17.32% | +61.49% | +9.85% | +59.97% |
Fulcrum Capital LLC reports $524.92M in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (9.6%), VO (7.5%) and AAPL (6.3%). The top 20 holdings account for 73.77% of reported assets. Its disclosed equity book has returned +67.23% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fulcrum Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1724090). View Fulcrum Capital LLC’s 13F filings on SEC