Fund HoldingsFulcrum Equity Management

Total Portfolio Value
$123.60M
Total Bought
$27.37M
Total Sold
$17.46M
Net Transaction
+$9.91M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
34,75933,430-1,3294,6206,3695.15%+1,750
ISHARES TR74,70874,778+7010,64112,2849.94%+1,643
ROUNDHILL ETF TRUST016,299+16,29901,2040.97%+1,204
INVESCO EXCH TRADED FD TR II15,44014,031-1,4091,1292,2671.83%+1,137
SPDR SERIES TRUST
ST STR P500ETF
18,78928,313+9,5241,4382,4882.01%+1,050
ISHARES INC46,19246,19208,3159,3607.57%+1,045
SPDR SERIES TRUST
ST STR RATE ETF
029,836+29,83609200.74%+920
SELECT SECTOR SPDR TR
ST STR FINL ETF
28,31242,945+14,6331,3982,3021.86%+905
ADVANCED MICRO DEVICES INC(AMD)1,1801,943+7632401,1290.91%+889
NEBIUS GROUP N.V.(NBIS)2,7273,887+1,1602831,0730.87%+791
VANECK ETF TRUST
CLO ETF
012,383+12,38306560.53%+656
APPLIED OPTOELECTRONICS INC(AAOI)04,206+4,20606230.50%+623
MICRON TECHNOLOGY INC(MU)0521+52106010.49%+601
NVIDIA CORPORATION(NVDA)22,73822,507-2313,9664,5033.64%+538
SELECT SECTOR SPDR TR
ST STR INDL ETF
8,73610,482+1,7461,4131,9421.57%+529
ASML HLDG NV
N Y REGISTRY SHS
676708+328931,4091.14%+516
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
03,671+3,67105000.40%+500
APPLIED MATLS INC1,2031,201-24118680.70%+457
ALPHABET INC(GOOG)5,8385,971+1331,6792,1341.73%+455
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
03,377+3,37704500.36%+450
SCHWAB STRATEGIC TR27,88539,412+11,5277001,1410.92%+441
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,1551,719+5643908210.66%+431
APPLE INC(AAPL)10,42610,632+2062,6463,0762.49%+430
ISHARES TR
CORE UNIVRSL USD
11,73520,948+9,2135429670.78%+425
BROADCOM INC(AVGO)3,1243,667+5439671,3851.12%+418
PALO ALTO NETWORKS INC(PANW)01,222+1,22204170.34%+417
SCHWAB STRATEGIC TR8,48119,498+11,0172476600.53%+413
LIQUIDIA CORPORATION(LQDA)05,005+5,00503990.32%+399
LAM RESEARCH CORP(LRCX)1,7681,681-873787280.59%+351
DELL TECHNOLOGIES INC(DELL)0802+80203460.28%+346
ALPHABET INC(GOOG)0971+97103430.28%+343
ISHARES TR
MSCI USA VALUE
01,713+1,71303420.28%+342
NEOS ETF TRUST
NASDAQ 100 HIGH
05,949+5,94903380.27%+338
GE VERNOVA INC(GEV)9701,007+378471,1830.96%+336
FIDELITY COVINGTON TRUST01,147+1,14703280.27%+328
INTEL CORP(INTC)02,305+2,30503220.26%+322
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
04,973+4,97303180.26%+318
TOWER SEMICONDUCTOR LTD(TSEM)01,200+1,20003130.25%+313
SELECT SECTOR SPDR TR
ST STR DISCR ETF
11,38313,229+1,8461,2411,5521.26%+311
TIDAL TRUST III
FUND GRA MID ETF
09,613+9,61303020.24%+302
BLACKROCK ETF TRUST
ISHA SYST AL ETF
010,672+10,67202990.24%+299
SPDR SERIES TRUST
ST STR BLO 1 ETF
8,45211,699+3,2477751,0720.87%+298
STATE STR SPDR S&P 500 ETF T(SPY)0398+39802970.24%+297
NEOS ETF TRUST
NEOS S&P 500 HI
05,519+5,51902930.24%+293
QUANTA SVCS INC0383+38302760.22%+276
ROCKET LAB CORP(RKLB)02,665+2,66502710.22%+271
CISCO SYS INC(CSCO)02,296+2,29602700.22%+270
ALPS ETF TR
MED BREAKTHGH
04,074+4,07402630.21%+263
ISHARES TR1,9402,400+4603526050.49%+253
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
01,959+1,95902490.20%+249
FIRST TR EXCHANGE-TRADED ALP
COM SHS
01,711+1,71102470.20%+247
VANGUARD WELLINGTON FD0980+98002450.20%+245
CANADIAN IMPERIAL BANK OF CO(CM)02,109+2,10902430.20%+243
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
13,68718,338+4,6516869200.74%+234
ISHARES TR6,2226,807+5857049360.76%+232
MICROSOFT CORP(MSFT)3,3193,916+5971,2291,4611.18%+232
CITIGROUP INC(C)01,611+1,61102250.18%+225
INVESCO EXCH TRADED FD TR II3,6084,706+1,0982174350.35%+218
MARVELL TECHNOLOGY INC(MRVL)2,0311,389-6422014140.33%+213
SELECT SECTOR SPDR TR
ST STR REAL ETF
04,763+4,76302100.17%+210
ENTEGRIS INC(ENTG)01,157+1,15702080.17%+208
ANALOG DEVICES INC(ADI)0521+52102070.17%+207
BROOKFIELD CORP(BN)04,848+4,84802060.17%+206
KLA CORP(KLAC)0674+67402030.16%+203
HOWMET AEROSPACE INC(HWM)0756+75602030.16%+203
BLACKROCK ETF TRUST II04,020+4,02002020.16%+202
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
2,3181,903-4153425420.44%+200
TIDAL TRUST I11,87517,449+5,5742834820.39%+199
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
3,1642,631-5332994940.40%+196
ISHARES TR7,5899,313+1,7245207090.57%+189
INVESCO EXCHANGE TRADED FD T
NEXT GEN CON ETF
1,9102,063+1532654350.35%+170
ELI LILLY & CO(LLY)915836-798421,0030.81%+161
PALANTIR TECHNOLOGIES INC(PLTR)2,2474,129+1,8823294820.39%+153
AST SPACEMOBILE INC(ASTS)4,0945,430+1,3363394830.39%+143
BLACKROCK ETF TRUST
ISHARES US EQUIT
13,30313,456+1537749150.74%+141
JPMORGAN CHASE & CO(JPM)3,7463,757+111,1021,2301.00%+128
TESLA INC(TSLA)2,6212,608-139741,0970.89%+123
AMAZON COM INC(AMZN)6,8066,460-3461,4171,5401.25%+122
INVESCO EXCHANGE TRADED FD T
S&P SPIN OFF
2,0532,328+2752313490.28%+117
GOLDMAN SACHS GROUP INC(GS)706691-155976990.57%+102
ARISTA NETWORKS INC(ANET)1,9831,994+112433390.27%+95
AMPHENOL CORP4,6063,834-7725826760.55%+94
BERKSHIRE HATHAWAY INC DEL4,0304,038+81,9312,0211.63%+89
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
17,36317,589+2265586440.52%+85
ROYAL BK CDA(RY)1,8461,855+92993840.31%+85
GE AEROSPACE(GE)1,2301,156-743494320.35%+83
BLACKROCK ETF TRUST
ISHA LA CORE ETF
6,6327,010+3782723530.29%+81
DOORDASH INC(DASH)1,5301,674+1442303090.25%+79
BLACKROCK ETF TRUST
ISHA I IN TE ETF
11,5438,661-2,8823804570.37%+76
SPDR SERIES TRUST
SP KENSHO FINAL
2,9263,021+952913610.29%+70
VISA INC(V)1,1091,131+223353880.31%+53
BANCO SANTANDER SA(SAN)20,89320,89302362880.23%+53
AMERICAN HEALTHCARE REIT INC(AHR)9,9059,909+44675170.42%+50
SCHWAB STRATEGIC TR18,25420,455+2,2014244730.38%+49
SPDR SERIES TRUST
ST STR SP TELCO
1,3541,323-312553010.24%+46
ORACLE CORP(ORCL)1,7592,065+3062593030.24%+44
ISHARES TR
US TREAS BD ETF
16,00017,994+1,9943674100.33%+43
HSBC HLDGS PLC(HSBC)3,3523,35202773190.26%+42
ALKAMI TECHNOLOGY INC(ALKT)16,85016,85002643050.25%+41
JOHNSON CONTROLS INTERNATION
SHS
2,6862,662-243523890.31%+37
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Fulcrum Equity Management — 13F Holdings — Q2 2026 | TickerTrail