StockDriftsStockDriftsTop 50 Fulcrum Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | 8.17% | 500.1K | $40.3M | -5.55%(-29.41K) | $54.48(+54.78%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 6.26% | 71.3K | $30.9M | -6.71%(-5.13K) | $73.27(+360.53%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.1% | 80.6K | $30.1M | -3.33%(-2.78K) | $183.32(+165.15%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.64% | 96.1K | $27.8M | -3.52%(-3.50K) | $112.31(+171.90%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.51% | 75.9K | $27.1M | -5.60%(-4.50K) | $72.79(+373.58%) | 2026-06-30 | |
| FTNT | FORTINET INC | 5.15% | 165.2K | $25.4M | -5.38%(-9.39K) | $70.13(+123.57%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.99% | 103.1K | $24.6M | -4.59%(-4.96K) | $126.45(+107.62%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.83% | 119.1K | $23.8M | -4.64%(-5.79K) | $17.30(+1207.03%) | 2026-06-30 | |
| TT | TRANE TECHNOLOGIES PLC | 3.52% | 35.3K | $17.4M | -4.21%(-1.55K) | $167.32(+185.58%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 2.88% | 27.6K | $14.2M | -3.02%(-859) | $277.67(+104.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.65% | +58.74% | +9.78% | +59.44% |
| Top 20 Holdings Unweighted | +15.61% | +54.52% | +9.62% | +58.26% |
Fulcrum Capital LLC reports $492.93M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are VO (8.2%), LRCX (6.3%) and MSFT (6.1%). The top 20 holdings account for 72.8% of reported assets. Its disclosed equity book has returned +58.74% on a three-year cumulative basis. Figures reflect the Q2 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