Fulcrum Capital LLC

Institutional manager (13F) · CIK 1724090

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $441M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$38M	132,375
2	MICROSOFT CORP	$31M	83,376
3	APPLE INC	$25M	99,606
4	ALPHABET INC	$23M	80,440
5	AMAZON COM INC	$23M	108,079
6	NVIDIA CORPORATION	$22M	124,861
7	LAM RESEARCH CORP	$16M	76,393
8	TRANE TECHNOLOGIES PLC	$15M	36,897
9	FORTINET INC	$14M	174,592
10	MASTERCARD INCORPORATED	$14M	28,470
11	NETFLIX INC.	$14M	143,402
12	CME GROUP INC	$13M	43,121
13	JPMORGAN CHASE & CO	$12M	40,058
14	WASTE MGMT INC DEL	$11M	49,047
15	EDWARDS LIFESCIENCES CORP	$11M	137,336
16	S&P GLOBAL INC	$11M	25,307
17	ADOBE INC	$9M	36,010
18	LINDE PLC	$7M	14,960
19	VERTEX PHARMACEUTICALS INC	$7M	16,496
20	PEPSICO INC	$7M	47,383
21	ZOETIS INC	$7M	61,932
22	SPDR SERIES TRUST	$7M	55,973
23	UBER TECHNOLOGIES INC	$7M	98,972
24	XYLEM INC	$7M	59,177
25	FIRST SOLAR INC	$7M	34,592
26	UNITEDHEALTH GROUP INC	$7M	24,994
27	INTUIT	$7M	15,292
28	ULTA BEAUTY INC	$6M	12,376
29	D R HORTON INC	$6M	46,807
30	EOG RES INC	$6M	39,291
31	VANGUARD INDEX FDS	$5M	12,427
32	ABBOTT LABORATORIES	$5M	48,300
33	J P MORGAN EXCHANGE TRADED F	$5M	76,366
34	ISHARES TR	$4M	5,885
35	AMGEN INC	$4M	9,958
36	ELI LILLY & CO	$4M	3,807
37	DEXCOM INC	$3M	44,740
38	PINTEREST INC	$3M	139,195
39	PAYPAL HLDGS INC	$2M	52,847
40	MORGAN STANLEY ETF TRUST	$2M	27,366
41	SPDR SERIES TRUST	$2M	25,338
42	THE TRADE DESK INC	$2M	72,659
43	VANGUARD WHITEHALL FDS	$2M	10,765
44	ISHARES TR	$2M	16,200
45	ECOLAB INC	$1M	5,418
46	COSTCO WHOLESALE CORPORATION	$1M	1,186
47	AMERICAN WTR WKS CO INC NEW	$1M	8,090
48	JOHNSON & JOHNSON	$1M	4,376
49	WELLTOWER INC	$886k	4,483
50	ISHARES TR	$774k	8,551

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.