StockDriftsStockDriftsTop 50 Fulcrum Equity Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 9.94% | 74.8K | $12.3M | +0.09%(+70) | $116.19(+46.16%) | 2026-06-30 | |
| URTH | ISHARES INC | 7.57% | 46.2K | $9.4M | +0.00%(+0) | $133.35(+58.26%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 5.15% | 33.4K | $6.4M | -3.82%(-1.33K) | $102.86(+85.43%) | 2026-06-30 | |
| OKE | ONEOK INC NEW | 3.65% | 51.9K | $4.5M | +0.73%(+378) | $59.71(+58.39%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.64% | 22.5K | $4.5M | -1.02%(-231) | $130.28(+73.52%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.49% | 10.6K | $3.1M | +1.98%(+206) | $225.58(+35.38%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.01% | 28.3K | $2.5M | +50.69%(+9.52K) | $68.01(+34.19%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 1.86% | 42.9K | $2.3M | +51.68%(+14.63K) | $43.99(+32.12%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 1.83% | 14.0K | $2.3M | +348.27%(+10.90K) | $113.68(+34.86%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.73% | 6.0K | $2.1M | +2.28%(+133) | $239.36(+44.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.90% | +51.69% | +6.47% | +36.79% |
| Top 20 Holdings Unweighted | +13.67% | +46.88% | +4.82% | +26.54% |
Fulcrum Equity Management reports $136.40M in US-listed equity holdings across 140 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (9.9%), URTH (7.6%) and XLK (5.2%). The top 20 holdings account for 52.93% of reported assets. Its disclosed equity book has returned +51.69% 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 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