Fulcrum Equity Management

data from 30/06/2025

Capitalization

$ 97.368 M 6.35 %

Average holding period

7 ans

Performance

$ 106.425 M 62.26 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Fulcrum Equity Management

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/06/30 ITOT ISHARES TR 11.15% 10.859 M $ 80410 2023/12/31 1.045 M $ 10.68 %
2025/06/30 URTH ISHARES INC 8.04% 7.824 M $ 46192 2023/12/31 748.310 K $ 10.58 %
2025/06/30 SPY SPDR S&P 500 ETF TR 7.09% 6.906 M $ 11177 2019/03/31 306.096 K $ 10.45 %
2025/06/30 SPLV INVESCO EXCH TRADED FD TR II 4.98% 4.845 M $ 66540 2025/06/30 0.000 $ 0.00 %
2025/06/30 XLK SELECT SECTOR SPDR TR 4.82% 4.695 M $ 18539 2018/12/31 874.178 K $ 22.64 %
2025/06/30 OKE ONEOK INC NEW 4.13% 4.017 M $ 49213 2018/12/31 -837.266 K $ -17.73 %
2025/06/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.20% 2.146 M $ 4418 2018/12/31 -206.432 K $ -8.79 %
2025/06/30 XLF SELECT SECTOR SPDR TR 1.96% 1.910 M $ 36467 2019/09/30 117.783 K $ 5.14 %
2025/06/30 XLC SELECT SECTOR SPDR TR 1.82% 1.775 M $ 16357 2023/03/31 393.191 K $ 12.52 %
2025/06/30 NVDA NVIDIA CORPORATION 1.79% 1.740 M $ 11013 2023/06/30 465.490 K $ 45.77 %
2025/06/30 IYW ISHARES TR 1.60% 1.553 M $ 8965 2024/06/30 279.383 K $ 23.38 %
2025/06/30 WMT WALMART INC 1.58% 1.534 M $ 15693 2018/12/31 154.345 K $ 11.38 %
2025/06/30 QQQM INVESCO EXCH TRADED FD TR II 1.53% 1.488 M $ 6553 2023/03/31 0.000 $ 0.00 %
2025/06/30 KIE SPDR SERIES TRUST 1.51% 1.473 M $ 24649 2024/09/30 -20.169 K $ -1.31 %
2025/06/30 BIL SPDR SERIES TRUST 1.37% 1.332 M $ 14519 2022/09/30 0.000 $ 0.00 %
2025/06/30 XLU SELECT SECTOR SPDR TR 1.30% 1.269 M $ 15544 2024/06/30 10.590 K $ 3.56 %
2025/06/30 XLP SELECT SECTOR SPDR TR 1.28% 1.250 M $ 15432 2024/09/30 -6.278 K $ -0.86 %
2025/06/30 ENFR ALPS ETF TR 1.11% 1.078 M $ 33442 2024/09/30 -19.802 K $ -1.62 %
2025/06/30 SCHB SCHWAB STRATEGIC TR 1.02% 996.211 K $ 41805 2024/03/31 80.550 K $ 10.68 %
2025/06/30 EINC VANECK ETF TRUST 1.00% 974.194 K $ 9871 2024/09/30 -14.279 K $ -1.28 %
2025/06/30 XLI SELECT SECTOR SPDR TR 1.00% 971.272 K $ 6584 2020/09/30 135.251 K $ 12.55 %
2025/06/30 EMLP FIRST TR EXCHANGE-TRADED FD 0.99% 968.482 K $ 25819 2024/09/30 582.000 $ 0.05 %
2025/06/30 SCHG SCHWAB STRATEGIC TR 0.98% 958.684 K $ 32820 2023/09/30 103.340 K $ 16.65 %
2025/06/30 SPLG SPDR SERIES TRUST 0.98% 953.019 K $ 13111 2021/12/31 150.866 K $ 10.54 %
2025/06/30 IVV ISHARES TR 0.96% 938.915 K $ 1512 2023/03/31 0.000 $ 0.00 %
2025/06/30 FXU FIRST TR EXCHANGE TRADED FD 0.96% 930.360 K $ 21953 2025/06/30 0.000 $ 0.00 %
2025/06/30 AAPL APPLE INC 0.92% 896.631 K $ 4370 2023/12/31 -110.833 K $ -7.64 %
2025/06/30 MLPX GLOBAL X FDS 0.90% 875.491 K $ 13972 2024/09/30 -18.002 K $ -1.80 %
2025/06/30 AMZN AMAZON COM INC 0.88% 857.157 K $ 3907 2023/12/31 102.508 K $ 15.31 %
2025/06/30 XLV SELECT SECTOR SPDR TR 0.88% 854.838 K $ 6342 2019/03/31 -120.514 K $ -7.68 %
2025/06/30 IAK ISHARES TR 0.88% 853.910 K $ 6351 2025/06/30 0.000 $ 0.00 %
2025/06/30 XLY SELECT SECTOR SPDR TR 0.87% 847.804 K $ 3901 2019/03/31 162.953 K $ 10.06 %
2025/06/30 QUAL ISHARES TR 0.84% 815.677 K $ 4462 2024/03/31 50.881 K $ 6.98 %
2025/06/30 SHY ISHARES TR 0.81% 785.099 K $ 9475 2025/06/30 0.000 $ 0.00 %
2025/06/30 LOW LOWES COS INC 0.78% 763.184 K $ 3440 2018/12/31 -38.862 K $ -4.87 %
2025/06/30 EFV ISHARES TR 0.78% 759.596 K $ 11966 2024/06/30 36.615 K $ 7.70 %
2025/06/30 AVGO BROADCOM INC 0.74% 724.536 K $ 2628 2023/09/30 281.371 K $ 64.63 %
2025/06/30 SILA SILA REALTY TRUST INC 0.74% 720.248 K $ 30429 2024/06/30 -101.748 K $ -11.38 %
2025/06/30 DYNF BLACKROCK ETF TRUST 0.73% 709.500 K $ 13028 2023/12/31 74.242 K $ 11.69 %
2025/06/30 META META PLATFORMS INC 0.70% 677.637 K $ 918 2024/03/31 114.990 K $ 28.06 %
2025/06/30 IVW ISHARES TR 0.67% 649.805 K $ 5902 2024/06/30 133.082 K $ 18.60 %
2025/06/30 ABBV ABBVIE INC 0.66% 639.071 K $ 3443 2022/12/31 -81.236 K $ -11.41 %
2025/06/30 IUSB ISHARES TR 0.63% 615.374 K $ 13311 2023/09/30 2.563 K $ 0.33 %
2025/06/30 IVE ISHARES TR 0.59% 577.478 K $ 2955 2024/06/30 13.614 K $ 2.54 %
2025/06/30 XTEN BONDBLOXX ETF TRUST 0.57% 557.712 K $ 12082 2025/03/31 -2.286 K $ -0.88 %
2025/06/30 ACWV ISHARES INC 0.52% 511.037 K $ 4310 2025/06/30 0.000 $ 0.00 %
2025/06/30 GEV GE VERNOVA INC 0.51% 497.930 K $ 941 2024/09/30 191.408 K $ 73.33 %
2025/06/30 IEMG ISHARES INC 0.50% 486.455 K $ 8104 2025/03/31 25.173 K $ 11.23 %
2025/06/30 TSLA TESLA INC 0.50% 486.337 K $ 1531 2024/06/30 85.819 K $ 22.57 %
2025/06/30 HYG ISHARES TR 0.48% 465.297 K $ 5769 2023/12/31 13.898 K $ 2.23 %
2025/06/30 GOOGL ALPHABET INC 0.48% 463.941 K $ 2633 2024/03/31 56.220 K $ 13.96 %
2025/06/30 SPMO INVESCO EXCH TRADED FD TR II 0.48% 463.045 K $ 4117 2024/03/31 43.449 K $ 21.55 %
2025/06/30 DUK DUKE ENERGY CORP NEW 0.47% 459.351 K $ 3893 2018/12/31 -15.355 K $ -3.25 %
2025/06/30 COST COSTCO WHSL CORP NEW 0.46% 444.554 K $ 449 2024/06/30 18.944 K $ 4.67 %
2025/06/30 JPM JPMORGAN CHASE & CO. 0.46% 443.562 K $ 1530 2023/09/30 69.814 K $ 18.19 %
2025/06/30 BKHY BNY MELLON ETF TRUST 0.44% 431.869 K $ 8944 2023/06/30 6.046 K $ 1.36 %
2025/06/30 MSFT MICROSOFT CORP 0.43% 415.903 K $ 836 2023/09/30 82.851 K $ 32.50 %
2025/06/30 XOM EXXON MOBIL CORP 0.42% 411.362 K $ 3816 2020/12/31 -43.729 K $ -9.36 %
2025/06/30 SCHZ SCHWAB STRATEGIC TR 0.39% 379.777 K $ 16342 2024/06/30 1.541 K $ 0.35 %
2025/06/30 MANAGED PORTFOLIO SERIES 0.39% 379.020 K $ 14993 2024/12/31 17.684 K $ 5.51 %
2025/06/30 FLHY FRANKLIN TEMPLETON ETF TR 0.38% 374.629 K $ 15385 2025/06/30 0.000 $ 0.00 %
2025/06/30 VLO VALERO ENERGY CORP 0.38% 367.586 K $ 2735 2023/03/31 8.135 K $ 1.78 %
2025/06/30 AHR AMERICAN HEALTHCARE REIT INC 0.37% 363.910 K $ 9905 2024/09/30 63.788 K $ 21.25 %
2025/06/30 FTEC FIDELITY COVINGTON TRUST 0.37% 359.810 K $ 1824 2025/06/30 0.000 $ 0.00 %
2025/06/30 EFG ISHARES TR 0.34% 335.643 K $ 2997 2024/06/30 36.252 K $ 12.00 %
2025/06/30 SBUX STARBUCKS CORP 0.34% 333.167 K $ 3636 2024/03/31 -23.643 K $ -6.59 %
2025/06/30 SPYG SPDR SERIES TRUST 0.33% 320.766 K $ 3365 2025/06/30 0.000 $ 0.00 %
2025/06/30 XLG INVESCO EXCHANGE TRADED FD T 0.33% 317.769 K $ 6099 2025/03/31 27.919 K $ 13.21 %
2025/06/30 THRO BLACKROCK ETF TRUST 0.32% 315.738 K $ 8874 2025/06/30 0.000 $ 0.00 %
2025/06/30 CSCO CISCO SYS INC 0.32% 309.734 K $ 4464 2023/09/30 39.630 K $ 12.43 %
2025/06/30 VONG VANGUARD SCOTTSDALE FDS 0.32% 307.846 K $ 2819 2024/12/31 0.000 $ 0.00 %
2025/06/30 DASH DOORDASH INC 0.31% 304.686 K $ 1236 2025/06/30 0.000 $ 0.00 %
2025/06/30 THORNBURG ETF TR 0.31% 299.549 K $ 11770 2025/06/30 0.000 $ 0.00 %
2025/06/30 GS GOLDMAN SACHS GROUP INC 0.30% 290.885 K $ 411 2024/06/30 71.849 K $ 29.56 %
2025/06/30 TRGP TARGA RES CORP 0.30% 290.266 K $ 1667 2024/06/30 -41.142 K $ -13.16 %
2025/06/30 APH AMPHENOL CORP NEW 0.29% 283.511 K $ 2871 2025/06/30 0.000 $ 0.00 %
2025/06/30 JPIE J P MORGAN EXCHANGE TRADED F 0.28% 274.827 K $ 5933 2025/06/30 0.000 $ 0.00 %
2025/06/30 ORCL ORACLE CORP 0.28% 270.664 K $ 1238 2025/06/30 0.000 $ 0.00 %
2025/06/30 XLE SELECT SECTOR SPDR TR 0.27% 267.067 K $ 3149 2021/03/31 -27.207 K $ -9.25 %
2025/06/30 MBB ISHARES TR 0.27% 264.215 K $ 2814 2024/06/30 275.000 $ 0.12 %
2025/06/30 NFLX NETFLIX INC 0.26% 257.113 K $ 192 2025/06/30 0.000 $ 0.00 %
2025/06/30 CME CME GROUP INC 0.26% 253.237 K $ 919 2025/03/31 10.030 K $ 3.89 %
2025/06/30 CHT CHUNGHWA TELECOM CO LTD 0.26% 250.482 K $ 5374 2025/06/30 0.000 $ 0.00 %
2025/06/30 SSO PROSHARES TR 0.25% 244.191 K $ 2499 2020/06/30 0.000 $ 0.00 %
2025/06/30 IAGG ISHARES TR 0.24% 229.547 K $ 4493 2025/06/30 0.000 $ 0.00 %
2025/06/30 RY ROYAL BK CDA 0.23% 227.845 K $ 1732 2024/09/30 0.000 $ 0.00 %
2025/06/30 SPOT SPOTIFY TECHNOLOGY S A 0.23% 227.133 K $ 296 2025/06/30 0.000 $ 0.00 %
2025/06/30 ILCG ISHARES TR 0.23% 226.641 K $ 2339 2024/12/31 0.000 $ 0.00 %
2025/06/30 RTX RTX CORPORATION 0.23% 225.601 K $ 1545 2025/06/30 0.000 $ 0.00 %
2025/06/30 JCI JOHNSON CTLS INTL PLC 0.23% 224.654 K $ 2127 2025/06/30 0.000 $ 0.00 %
2025/06/30 JQUA J P MORGAN EXCHANGE TRADED F 0.23% 222.185 K $ 3700 2025/06/30 0.000 $ 0.00 %
2025/06/30 COWG PACER FDS TR 0.23% 221.649 K $ 6313 2025/06/30 0.000 $ 0.00 %
2025/06/30 PM PHILIP MORRIS INTL INC 0.22% 216.553 K $ 1189 2025/06/30 0.000 $ 0.00 %
2025/06/30 KMB KIMBERLY-CLARK CORP 0.22% 214.201 K $ 1662 2023/03/31 0.000 $ 0.00 %
2025/06/30 PSX PHILLIPS 66 0.22% 213.243 K $ 1787 2022/09/30 -10.195 K $ -3.39 %
2025/06/30 NVS NOVARTIS AG 0.22% 211.646 K $ 1749 2025/06/30 0.000 $ 0.00 %
2025/06/30 VZ VERIZON COMMUNICATIONS INC 0.21% 208.129 K $ 4810 2025/03/31 -10.090 K $ -4.61 %
2025/06/30 PH PARKER-HANNIFIN CORP 0.21% 204.715 K $ 293 2025/03/31 30.357 K $ 14.91 %
2025/06/30 AMGN AMGEN INC 0.21% 204.473 K $ 732 2022/09/30 -25.645 K $ -10.39 %
2025/06/30 MANAGED PORTFOLIO SERIES 0.21% 202.203 K $ 5500 2025/06/30 0.000 $ 0.00 %