StockDriftsStockDriftsTop 50 Fulcrum Equity Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 10.36% | 74.7K | $10.6M | -3.83%(-2.98K) | $116.16(+36.44%) | 2026-03-31 | |
| URTH | ISHARES INC | 8.09% | 46.2K | $8.3M | +0.00%(+0) | $133.35(+47.75%) | 2026-03-31 | |
| OKE | ONEOK INC NEW | 4.54% | 51.5K | $4.7M | +1.30%(+661) | $58.60(+53.61%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 4.5% | 34.8K | $4.6M | -14.10%(-5.71K) | $102.94(+60.90%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.86% | 22.7K | $4.0M | +7.72%(+1.63K) | $130.28(+50.83%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.58% | 10.4K | $2.6M | +13.72%(+1.26K) | $224.84(+26.39%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.27% | 76.2K | $2.3M | new | $29.06(+9.07%) | 2026-03-31 | |
| WMT | WALMART INC | 2.04% | 16.8K | $2.1M | +0.34%(+57) | $36.61(+257.29%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.88% | 4.0K | $1.9M | -0.02%(-1) | $267.15(+74.25%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 1.73% | 29.1K | $1.8M | new | $49.88(+19.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.31% | +41.67% |
| Top 20 Holdings Unweighted | +11.82% | +39.83% |
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