Fund HoldingsFulcrum Equity Management

Total Portfolio Value
$104.49M
Total Bought
$41.77M
Total Sold
$36.18M
Net Transaction
+$5.60M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
040,465+40,46505,8265.58%+5,826
SELECT SECTOR SPDR TR
ST STR SVC ETF
019,313+19,31302,2742.18%+2,274
SELECT SECTOR SPDR TR
ST STR FINL ETF
038,363+38,36302,1012.01%+2,101
SELECT SECTOR SPDR TR
ST STR DISCR ETF
014,251+14,25101,7021.63%+1,702
SELECT SECTOR SPDR TR
ST STR CARE ETF
010,717+10,71701,6591.59%+1,659
NVIDIA CORPORATION(NVDA)12,73321,109+8,3762,3763,9373.77%+1,561
APPLE INC(AAPL)4,7279,168+4,4411,2042,4922.39%+1,289
MICROSOFT CORP(MSFT)9583,568+2,6104961,7261.65%+1,229
SPDR SERIES TRUST
ST STR P500ETF
014,758+14,75801,1841.13%+1,184
ALPHABET INC(GOOG)2,8615,797+2,9366961,8141.74%+1,119
SELECT SECTOR SPDR TR
ST STR INDL ETF
06,687+6,68701,0370.99%+1,037
TIDAL TRUST I037,968+37,96809400.90%+940
SELECT SECTOR SPDR TR
ST STR UTIL ETF
019,910+19,91008500.81%+850
AMAZON COM INC(AMZN)3,6987,126+3,4288121,6451.57%+833
JPMORGAN CHASE & CO.(JPM)1,4993,674+2,1754731,1841.13%+711
MANAGED PORTFOLIO SERIES
KENS CR OPPO ETF
025,065+25,06506270.60%+627
ISHARES SILVER TR(SLV)09,258+9,25805960.57%+596
ABRDN SILVER ETF TRUST08,700+8,70005880.56%+588
VANECK ETF TRUST
RARE EAR STR ETF
07,680+7,68005680.54%+568
META PLATFORMS INC(META)9001,846+9466611,2191.17%+558
ISHARES TR
CORE UNIVRSL USD
011,581+11,58105390.52%+539
BROADCOM INC(AVGO)1,6293,059+1,4305371,0591.01%+521
ELI LILLY & CO(LLY)398764+3663038210.79%+518
TESLA INC(TSLA)1,4042,504+1,1006241,1261.08%+502
ABRDN PRECIOUS METALS BASKET02,425+2,42504990.48%+499
VISA INC(V)01,165+1,16504090.39%+409
ALPS ETF TR
MED BREAKTHGH
07,498+7,49803840.37%+384
ISHARES GOLD TR(IAU)04,466+4,46603630.35%+363
FIDELITY COVINGTON TRUST1,9593,547+1,5884357970.76%+362
SPDR SERIES TRUST
ST STR P500GRW
03,375+3,37503600.34%+360
SPDR GOLD TR(GLD)0895+89503550.34%+355
AMERICAN CENTY ETF TR04,531+4,53103490.33%+349
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
02,652+2,65203440.33%+344
SPDR SERIES TRUST
ST STR SP BIOT
02,741+2,74103340.32%+334
ETFIS SER TR I
VIRTU BIOTE ETF
04,152+4,15203320.32%+332
ISHARES TR3,2974,747+1,4506811,0070.96%+326
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
03,274+3,27403150.30%+315
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
03,937+3,93703100.30%+310
INVESCO EXCHANGE TRADED FD T
NEXT GEN CON ETF
02,272+2,27203040.29%+304
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0982+98202980.29%+298
GOLDMAN SACHS GROUP INC(GS)411688+2773276050.58%+277
COCA COLA CO(KO)03,872+3,87202710.26%+271
MASTERCARD INCORPORATED(MA)0465+46502650.25%+265
ISHARES TR1,6473,226+1,5792465090.49%+263
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
13,86817,832+3,9647981,0571.01%+259
INVESCO EXCHANGE TRADED FD T
S&P SPIN OFF
02,596+2,59602590.25%+259
GLOBAL X FDS04,131+4,13102580.25%+258
APPLIED MATLS INC01,004+1,00402580.25%+258
ISHARES TR
MSCI USA VALUE
01,857+1,85702540.24%+254
WALMART INC(WMT)15,72716,775+1,0481,6211,8691.79%+248
SPDR SERIES TRUST
SP KENSHO CLEAN
02,764+2,76402470.24%+247
INVESCO EXCH TRADED FD TR II04,276+4,27602420.23%+242
NEBIUS GROUP N.V.(NBIS)02,846+2,84602380.23%+238
LAM RESEARCH CORP(LRCX)01,354+1,35402320.22%+232
INVESCO QQQ TR0359+35902210.21%+221
TOTALENERGIES SE(TTE)03,343+3,34302190.21%+219
AMPHENOL CORP NEW2,7524,137+1,3853415590.54%+219
FOX CORP(FOX)02,829+2,82902070.20%+207
CINTAS CORP(CTAS)01,081+1,08102030.19%+203
ALPHABET INC(GOOG)0647+64702030.19%+203
PHILIP MORRIS INTL INC(PM)01,254+1,25402010.19%+201
ISHARES INC46,19246,19208,3878,5818.21%+194
NETFLIX INC(NFLX)1904,277+4,0872284010.38%+173
ARISTA NETWORKS INC(ANET)1,5863,061+1,4752314010.38%+170
COSTCO WHSL CORP NEW(COST)383603+2203555200.50%+165
ASML HOLDING N V
N Y REGISTRY SHS
550633+835326770.65%+145
PALANTIR TECHNOLOGIES INC(PLTR)1,5882,393+8052904250.41%+136
GE AEROSPACE(GE)7341,152+4182213550.34%+134
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
6,5846,804+2201,6271,7211.65%+94
ONEOK INC NEW(OKE)050,889+50,88903,7403.58%+3,740
BANCO SANTANDER SA(SAN)14,96720,893+5,9261572450.23%+88
JOHNSON CTLS INTL PLC
SHS
2,1272,651+5242343170.30%+84
EXXON MOBIL CORP3,8184,242+4244305100.49%+80
BITFARMS LTD
COM
11,51347,600+36,087321120.11%+79
ROYAL BK CDA(RY)1,7321,821+892553100.30%+55
AMERICAN HEALTHCARE REIT INC(AHR)9,9059,90504164660.45%+50
GE VERNOVA INC(GEV)954968+145876330.61%+46
HSBC HLDGS PLC(HSBC)3,2533,352+992312640.25%+33
ORACLE CORP(ORCL)1,2421,938+6963493780.36%+28
NOVARTIS AG(NVS)1,7491,805+562242490.24%+25
ISHARES TR79,15277,685-1,46711,52911,55111.05%+22
ISHARES TR9,1618,995-1666216420.61%+21
SCHWAB STRATEGIC TR42,12142,025-961,0831,1021.05%+19
ENBRIDGE INC(ENB)4,1574,714+5572102250.22%+16
MANAGED PORTFOLIO SERIES
KENS HE PREM ETF
16,60316,839+2364244320.41%+8
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
2,8752,891+163463520.34%+6
BROOKFIELD CORP(BN)3,1984,797+1,5992192200.21%+1
VERIZON COMMUNICATIONS INC(VZ)4,6915,002+3112062040.19%-2
BLACKROCK ETF TRUST
ISHA I IN TE ETF
11,18411,375+1913823790.36%-3
ISHARES TR2,5822,530-522692630.25%-6
WORLD GOLD TR(GLDM)3,7023,233-4692832760.26%-7
ISHARES TR3,1673,081-863012930.28%-8
ISHARES TR6,2366,038-1987537440.71%-8
CHUNGHWA TELECOM CO LTD(CHT)5,3745,37402342240.21%-10
ISHARES TR
CORE INTL AGGR
5,3105,193-1172722600.25%-12
SCHWAB STRATEGIC TR18,54718,077-4704354220.40%-13
LOWES COS INC(LOW)3,4573,526+698698500.81%-18
DUKE ENERGY CORP NEW(DUK)3,9193,947+284854630.44%-22
BLACKROCK ETF TRUST
ISHA US THEM ETF
10,7459,831-9144073790.36%-28
ISHARES INC
CORE MSCI EMKT
7,8097,123-6865154790.46%-36
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