Fund Holdings — Fulcrum Equity Management

Total Portfolio Value
$102.73M
Total Bought
$21.04M
Total Sold
$21.91M
Net Transaction
-$868.6K
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
SCHWAB STRATEGIC TR076,153+76,15302,3362.27%+2,336
SELECT SECTOR SPDR TR
ST STR ENERG ETF
029,055+29,05501,7801.73%+1,780
ONEOK INC NEW(OKE)50,88951,550+6613,7404,6604.54%+919
SELECT SECTOR SPDR TR
ST STR STAPL ETF
010,783+10,78308840.86%+884
PIMCO ETF TR
ENHNCD LW DUR AC
08,362+8,36208010.78%+801
AMERICAN CENTY ETF TR017,107+17,10708010.78%+801
SPDR SERIES TRUST
ST STR BLO 1 ETF
08,452+8,45207750.75%+775
INVESCO EXCH TRADED FD TR II3,14615,440+12,2943751,1291.10%+754
MANAGED PORTFOLIO SERIES
LEUTHOLD SELECT
017,802+17,80207200.70%+720
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
013,687+13,68706860.67%+686
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
017,363+17,36305580.54%+558
SELECT SECTOR SPDR TR
ST STR MATER ETF
011,128+11,12805560.54%+556
ISHARES TR07,589+7,58905200.51%+520
SPDR SERIES TRUST
SP O&G EQP SERV
03,635+3,63504230.41%+423
INVESCO EXCHANGE TRADED FD T
OIL GAS SVC ETF
010,147+10,14704210.41%+421
SELECT SECTOR SPDR TR
ST STR INDL ETF
6,6878,736+2,0491,0371,4131.38%+376
ISHARES TR
US TREAS BD ETF
016,000+16,00003670.36%+367
AST SPACEMOBILE INC(ASTS)04,094+4,09403390.33%+339
VANECK ETF TRUST
AGRIBUSINESS ETF
03,813+3,81303220.31%+322
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
02,788+2,78803050.30%+305
GLOBAL X FDS
DEFENSE TECH ETF
04,138+4,13802930.29%+293
SPDR SERIES TRUST
SP KENSHO FINAL
02,926+2,92602910.28%+291
BLACKROCK ETF TRUST
ISHA LA CORE ETF
06,632+6,63202720.27%+272
ALKAMI TECHNOLOGY INC(ALKT)016,850+16,85002640.26%+264
SPDR SERIES TRUST
ST STR SP TELCO
01,354+1,35402550.25%+255
SPDR SERIES TRUST
ST STR P500ETF
14,75818,789+4,0311,1841,4381.40%+254
FIRST TR EXCHANGE TRADED FD
NASDQ FOD BVRG
011,418+11,41802530.25%+253
EMCOR GROUP INC(EME)0331+33102440.24%+244
ADVANCED MICRO DEVICES INC(AMD)01,180+1,18002400.23%+240
EXXON MOBIL CORP4,2424,422+1805107500.73%+240
SPROTT ASSET MANAGEMENT LP(CEF)05,018+5,01802390.23%+239
COTERRA ENERGY INC06,723+6,72302360.23%+236
WALMART INC(WMT)16,77516,832+571,8692,0922.04%+223
NEWMONT CORP(NEM)01,998+1,99802160.21%+216
ASML HOLDING N V
N Y REGISTRY SHS
633676+436778930.87%+216
GE VERNOVA INC(GEV)968970+26338470.82%+214
CASEYS GEN STORES INC(CASY)0292+29202130.21%+213
RTX CORPORATION(RTX)01,056+1,05602040.20%+204
MARVELL TECHNOLOGY INC(MRVL)02,031+2,03102010.20%+201
APPLE INC(AAPL)9,16810,426+1,2582,4922,6462.58%+154
APPLIED MATLS INC1,0041,203+1992584110.40%+153
LAM RESEARCH CORP(LRCX)1,3541,768+4142323780.37%+146
TAIWAN SEMICONDUCTOR MFG LTD(TSM)9821,155+1732983900.38%+92
COSTCO WHSL CORP NEW(COST)603610+75206080.59%+88
TOTALENERGIES SE(TTE)3,3433,34302193040.30%+85
DUKE ENERGY CORP NEW(DUK)3,9473,972+254635200.51%+57
VANECK ETF TRUST
RARE EAR STR ETF
7,6807,100-5805686250.61%+57
VERIZON COMMUNICATIONS INC(VZ)5,0024,973-292042500.24%+46
NEBIUS GROUP N.V.(NBIS)2,8462,727-1192382830.28%+45
ISHARES SILVER TR(SLV)9,2589,335+775966360.62%+40
ISHARES GOLD TR(IAU)4,4664,560+943634020.39%+40
AMERICAN CENTY ETF TR4,5314,804+2733493870.38%+38
ENBRIDGE INC(ENB)4,7144,810+962252600.25%+35
ABRDN SILVER ETF TRUST8,7008,70005886230.61%+35
JOHNSON CTLS INTL PLC
SHS
2,6512,686+353173520.34%+34
ABRDN PRECIOUS METALS BASKET2,4252,42504995300.52%+32
SPDR GOLD TR(GLD)89589503553850.37%+30
NVIDIA CORPORATION(NVDA)21,10922,738+1,6293,9373,9663.86%+29
NOVARTIS AG(NVS)1,8051,80502492760.27%+27
COCA COLA CO(KO)3,8723,901+292712970.29%+26
AMPHENOL CORP NEW4,1374,606+4695595820.57%+23
ELI LILLY & CO(LLY)764915+1518218420.82%+21
SILA REALTY TRUST INC30,67730,802+1257157290.71%+14
HSBC HLDGS PLC(HSBC)3,3523,35202642770.27%+13
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
11,33311,610+2775245320.52%+9
MANAGED PORTFOLIO SERIES
KENS HE PREM ETF
16,83918,131+1,2924324390.43%+7
ISHARES TR
CORE INTL AGGR
5,1935,322+1292602660.26%+7
PHILIP MORRIS INTL INC(PM)1,2541,25402012070.20%+6
ISHARES TR
CORE UNIVRSL USD
11,58111,735+1545395420.53%+3
CHUNGHWA TELECOM CO LTD(CHT)5,3745,37402242270.22%+3
BLACKROCK ETF TRUST
ISHA I IN TE ETF
11,37511,543+1683793800.37%+2
SCHWAB STRATEGIC TR18,07718,254+1774224240.41%+1
AMERICAN HEALTHCARE REIT INC(AHR)9,9059,90504664670.45%+1
ISHARES TR3,0813,088+72932930.29%-0
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
2,6522,318-3343443420.33%-2
ABBVIE INC(ABBV)1,3111,355+443002950.29%-5
GE AEROSPACE(GE)1,1521,230+783553490.34%-6
GOLDMAN SACHS GROUP INC(GS)688706+186055970.58%-7
NETFLIX INC(NFLX)4,2774,081-1964013920.38%-9
BANCO SANTANDER SA(SAN)20,89320,89302452360.23%-9
ROYAL BK CDA(RY)1,8211,846+253102990.29%-12
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
3,9373,164-7733102990.29%-12
ISHARES TR
MSCI USA QLT FCT
1,8901,89003753620.35%-13
LOWES COS INC(LOW)3,5263,544+188508370.82%-13
BLACKROCK ETF TRUST
ISHA US THEM ETF
9,8319,833+23793560.35%-23
INVESCO EXCH TRADED FD TR II3,1463,130-163753510.34%-24
INVESCO EXCH TRADED FD TR II4,2763,608-6682422170.21%-25
INVESCO EXCHANGE TRADED FD T
S&P SPIN OFF
2,5962,053-5432592310.23%-28
INVESCO EXCHANGE TRADED FD T
NEXT GEN CON ETF
2,2721,910-3623042650.26%-40
ISHARES TR6,0386,222+1847447040.69%-41
SELECT SECTOR SPDR TR
ST STR UTIL ETF
19,91017,618-2,2928508080.79%-41
MANAGED PORTFOLIO SERIES
KENS CR OPPO ETF
25,06523,369-1,6966275770.56%-51
BITFARMS LTD
COM
47,60030,500-17,100112590.06%-52
MASTERCARD INCORPORATED(MA)465426-392652130.21%-53
VISA INC(V)1,1651,109-564093350.33%-73
JPMORGAN CHASE & CO.(JPM)3,6743,746+721,1841,1021.07%-82
DOORDASH INC(DASH)1,3861,530+1443142300.22%-84
BROADCOM INC(AVGO)3,0593,124+651,0599670.94%-92
ETFIS SER TR I
VIRTU BIOTE ETF
4,1522,889-1,2633322400.23%-92
BERKSHIRE HATHAWAY INC DEL4,0314,030-12,0261,9311.88%-95
Page 1 of 2
Fulcrum Equity Management — 13F Holdings — Q1 2026 | TickerTrail