Fund Holdings — Fulcrum Equity Management

Total Portfolio Value
$98.73M
Total Bought
$23.49M
Total Sold
$23.74M
Net Transaction
-$255.4K
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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SPDR S&P 500 ETF TR(SPY)11,17713,469+2,2926,9068,9729.09%+2,067
SELECT SECTOR SPDR TR
ST STR TECHN ETF
18,53921,113+2,5744,6955,9516.03%+1,256
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
010,862+10,86201,0381.05%+1,038
ISHARES TR8,96513,022+4,0571,5532,5512.58%+997
ISHARES TR04,553+4,55309530.96%+953
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
06,126+6,12609520.96%+952
SPDR SERIES TRUST
SP KENSHO FINAL
012,461+12,46109500.96%+950
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
09,694+9,69409370.95%+937
SPDR SERIES TRUST
ST STR SP TELCO
06,665+6,66509330.94%+933
SELECT SECTOR SPDR TR
ST STR DISCR ETF
3,9017,231+3,3308481,7331.76%+885
INVESCO EXCHANGE TRADED FD T
NEXT GEN MEDIA
013,482+13,48208680.88%+868
INNOVATOR ETFS TRUST
IBD 50 ETF
023,018+23,01808600.87%+860
RENAISSANCE CAP GREENWICH FD016,342+16,34208100.82%+810
ISHARES TR80,41079,152-1,25810,85911,52911.68%+670
NVIDIA CORPORATION(NVDA)11,01312,733+1,7201,7402,3762.41%+636
SELECT SECTOR SPDR TR
ST STR SVC ETF
16,35719,995+3,6381,7752,3672.40%+592
BLACKROCK ETF TRUST
ISHARES US EQUIT
13,02821,966+8,9387101,3001.32%+591
ISHARES INC46,19246,19207,8248,3878.49%+563
SELECT SECTOR SPDR TR
ST STR INDL ETF
6,5849,914+3,3309711,5291.55%+558
ASML HOLDING N V
N Y REGISTRY SHS
0550+55005320.54%+532
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
6,09913,868+7,7693187980.81%+480
BLACKROCK ETF TRUST
ISHA I IN TE ETF
011,184+11,18403820.39%+382
NOVO-NORDISK A S(NVO)05,770+5,77003200.32%+320
APPLE INC(AAPL)4,3704,727+3578971,2041.22%+307
ELI LILLY & CO(LLY)0398+39803030.31%+303
ISHARES TR02,115+2,11502920.30%+292
PALANTIR TECHNOLOGIES INC(PLTR)01,588+1,58802900.29%+290
WORLD GOLD TR(GLDM)03,702+3,70202830.29%+283
ISHARES TR01,647+1,64702460.25%+246
COLUMBIA ETF TR I
RESH ENHNC COR
06,059+6,05902440.25%+244
ALPHABET INC(GOOG)2,6332,861+2284646960.70%+232
ARISTA NETWORKS INC(ANET)01,586+1,58602310.23%+231
HSBC HLDGS PLC(HSBC)03,253+3,25302310.23%+231
SPDR SERIES TRUST
ST STR P500ETF
13,11115,022+1,9119531,1771.19%+224
GE AEROSPACE(GE)0734+73402210.22%+221
BROOKFIELD CORP(BN)03,198+3,19802190.22%+219
ENBRIDGE INC(ENB)04,157+4,15702100.21%+210
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
6,5536,584+311,4881,6271.65%+139
TESLA INC(TSLA)1,5311,404-1274866240.63%+138
AURINIA PHARMACEUTICALS INC(AUPH)010,377+10,37701150.12%+115
LOWES COS INC(LOW)3,4403,457+177638690.88%+105
ISHARES TR2,9553,297+3425776810.69%+103
ISHARES TR5,9026,236+3346507530.76%+103
SCHWAB STRATEGIC TR32,82033,107+2879591,0561.07%+98
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
12,08213,998+1,9165586530.66%+95
BLACKROCK ETF TRUST
ISHA US THEM ETF
8,87410,745+1,8713164070.41%+91
GE VERNOVA INC(GEV)941954+134985870.59%+89
ISHARES TR1,5121,533+219391,0261.04%+87
SCHWAB STRATEGIC TR41,80542,121+3169961,0831.10%+87
WALMART INC(WMT)15,69315,727+341,5341,6211.64%+86
MICROSOFT CORP(MSFT)836958+1224164960.50%+80
ORACLE CORP(ORCL)1,2381,242+42713490.35%+79
DOORDASH INC(DASH)1,2361,406+1703053820.39%+78
FIDELITY COVINGTON TRUST1,8241,959+1353604350.44%+75
BERKSHIRE HATHAWAY INC DEL4,4184,389-292,1462,2072.23%+60
ISHARES TR
MSCI USA QLT FCT
4,4624,491+298168730.88%+58
AMPHENOL CORP NEW2,8712,752-1192843410.34%+57
SCHWAB STRATEGIC TR16,34218,547+2,2053804350.44%+56
AMERICAN HEALTHCARE REIT INC(AHR)9,9059,90503644160.42%+52
SILA REALTY TRUST INC30,42930,548+1197207670.78%+47
MANAGED PORTFOLIO SERIES
KENS HE PREM ETF
14,99316,603+1,6103794240.43%+45
ISHARES TR2,3392,582+2432272690.27%+43
ISHARES TR
CORE INTL AGGR
4,4935,310+8172302720.28%+42
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
2,8192,875+563083460.35%+39
ISHARES TR2,8143,167+3532643010.31%+37
GOLDMAN SACHS GROUP INC(GS)41141102913270.33%+36
SPDR SERIES TRUST
ST STR P500GRW
3,3653,414+493213570.36%+36
BANCO SANTANDER S.A.(SAN)14,96714,96701241570.16%+33
BITFARMS LTD
COM
011,513+11,5130320.03%+32
SELECT SECTOR SPDR TR
ST STR FINL ETF
36,46736,021-4461,9101,9401.97%+31
JPMORGAN CHASE & CO.(JPM)1,5301,499-314444730.48%+29
ISHARES INC
CORE MSCI EMKT
8,1047,809-2954865150.52%+28
ROYAL BK CDA(RY)1,7321,73202282550.26%+27
DUKE ENERGY CORP NEW(DUK)3,8933,919+264594850.49%+26
SELECT SECTOR SPDR TR
ST STR CARE ETF
6,3426,324-188558800.89%+25
EXXON MOBIL CORP3,8163,818+24114300.44%+19
NOVARTIS AG(NVS)1,7491,74902122240.23%+13
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,1493,094-552672760.28%+9
JOHNSON CTLS INTL PLC
SHS
2,1272,12702252340.24%+9
VERIZON COMMUNICATIONS INC(VZ)4,8104,691-1192082060.21%-2
CHUNGHWA TELECOM CO LTD(CHT)5,3745,37402502340.24%-16
META PLATFORMS INC(META)918900-186786610.67%-17
SPOTIFY TECHNOLOGY S A(SPOT)296294-22272050.21%-22
NETFLIX INC(NFLX)192190-22572280.23%-29
AMAZON COM INC(AMZN)3,9073,698-2098578120.82%-45
COSTCO WHSL CORP NEW(COST)449383-664453550.36%-90
ISHARES TR
CORE UNIVRSL USD
13,31111,076-2,2356155170.52%-98
ISHARES TR11,9669,161-2,8057606210.63%-138
BROADCOM INC(AVGO)2,6281,629-9997255370.54%-187
ABBVIE INC(ABBV)3,4431,940-1,5036394490.46%-190
INGREDION INC(INGR)1,4770-1,4772000—-200
MANAGED PORTFOLIO SERIES
LEUTHOLD SELECT
5,5000-5,5002020—-202
AMGEN INC(AMGN)7320-7322040—-204
PARKER-HANNIFIN CORP(PH)2930-2932050—-205
PHILLIPS 66(PSX)1,7870-1,7872130—-213
KIMBERLY-CLARK CORP(KMB)1,6620-1,6622140—-214
PHILIP MORRIS INTL INC(PM)1,1890-1,1892170—-217
PACER FDS TR
US LRG CP CASH
6,3130-6,3132220—-222
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
3,7000-3,7002220—-222
RTX CORPORATION(RTX)1,5450-1,5452260—-226
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Fulcrum Equity Management — 13F Holdings — Q3 2025 | TickerTrail