StockDriftsStockDriftsTop 50 Fulcrum Equity Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 14.54% | 108.1K | $18.0M | +44.52%(+33.29K) | $131.31(+27.54%) | 2026-09-30 | |
| URTH | ISHARES INC | 7.71% | 46.2K | $9.5M | +0.00%(+0) | $133.35(+55.75%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 5.33% | 33.7K | $6.6M | +0.71%(+237) | $103.49(+79.80%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.07% | 22.0K | $5.0M | -2.20%(-496) | $130.28(+66.42%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 2.31% | 31.8K | $2.9M | +12.48%(+3.53K) | $73.00(+24.04%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.24% | 8.3K | $2.8M | -21.96%(-2.33K) | $225.58(+50.77%) | 2026-09-30 | |
| XLF | SELECT SECTOR SPDR TR | 2.18% | 50.5K | $2.7M | +17.64%(+7.58K) | $45.41(+22.51%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.78% | 6.4K | $2.2M | +6.92%(+413) | $244.17(+39.41%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 1.73% | 7.0K | $2.1M | new | $195.90(+51.12%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.49% | 3.7K | $1.8M | -8.62%(-348) | $267.59(+101.05%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.11% | +60.60% | +7.07% | +40.74% |
| Top 20 Holdings Unweighted | +15.70% | +54.89% | +5.53% | +30.88% |
Fulcrum Equity Management reports $125.87M in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (14.5%), URTH (7.7%) and XLK (5.3%). The top 20 holdings account for 55.26% of reported assets. Its disclosed equity book has returned +60.60% 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.
Sign up free to track Fulcrum Equity Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Fulcrum Equity Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1737888). View Fulcrum Equity Management’s 13F filings on SEC