Fulcrum Equity Management

Institutional manager (13F) · CIK 1737888

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $80M

#	Issuer	Value	Shares
1	ISHARES TR	$11M	74,708
2	ISHARES INC	$8M	46,192
3	ONEOK INC NEW	$5M	51,550
4	SELECT SECTOR SPDR TR	$5M	34,759
5	NVIDIA CORPORATION	$4M	22,738
6	APPLE INC	$3M	10,426
7	SCHWAB STRATEGIC TR	$2M	76,153
8	WALMART INC	$2M	16,832
9	BERKSHIRE HATHAWAY INC DEL	$2M	4,030
10	SELECT SECTOR SPDR TR	$2M	29,055
11	SELECT SECTOR SPDR TR	$2M	16,005
12	ALPHABET INC	$2M	5,838
13	SELECT SECTOR SPDR TR	$1M	9,854
14	SPDR SERIES TRUST	$1M	18,789
15	AMAZON COM INC	$1M	6,806
16	SELECT SECTOR SPDR TR	$1M	8,736
17	SELECT SECTOR SPDR TR	$1M	28,312
18	SELECT SECTOR SPDR TR	$1M	11,383
19	MICROSOFT CORP	$1M	3,319
20	INVESCO EXCH TRADED FD TR II	$1M	15,440
21	JPMORGAN CHASE & CO.	$1M	3,746
22	TESLA INC	$974k	2,621
23	BROADCOM INC	$967k	3,124
24	ASML HOLDING N V	$893k	676
25	SELECT SECTOR SPDR TR	$884k	10,783
26	ISHARES TR	$860k	4,075
27	META PLATFORMS INC	$858k	1,499
28	GE VERNOVA INC	$847k	970
29	ELI LILLY & CO	$842k	915
30	LOWES COS INC	$837k	3,544
31	SELECT SECTOR SPDR TR	$808k	17,618
32	PIMCO ETF TR	$801k	8,362
33	AMERICAN CENTY ETF TR	$801k	17,107
34	SPDR SERIES TRUST	$775k	8,452
35	BLACKROCK ETF TRUST	$774k	13,303
36	EXXON MOBIL CORP	$750k	4,422
37	SILA REALTY TRUST INC	$729k	30,802
38	MANAGED PORTFOLIO SERIES	$720k	17,802
39	ISHARES TR	$704k	6,222
40	SCHWAB STRATEGIC TR	$700k	27,885
41	INVESCO ACTIVELY MANAGED EXC	$686k	13,687
42	ISHARES SILVER TR	$636k	9,335
43	VANECK ETF TRUST	$625k	7,100
44	ABRDN SILVER ETF TRUST	$623k	8,700
45	COSTCO WHSL CORP NEW	$608k	610
46	GOLDMAN SACHS GROUP INC	$597k	706
47	AMPHENOL CORP NEW	$582k	4,606
48	MANAGED PORTFOLIO SERIES	$577k	23,369
49	BLACKROCK ETF TRUST	$558k	17,363
50	SELECT SECTOR SPDR TR	$556k	11,128

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