Fulcrum Equity Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$1.54M |
| 2 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$918K |
| 3 |
DRAM
Roundhill Memory ETF
DRAM
|
+$849K |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$813K |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$761K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$1.13M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$938K |
| 3 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$884K |
| 4 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
+$801K |
| 5 |
Avantis Short-Term Fixed Income ETF
AVSF
|
+$801K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.05% |
| 2 | Financials | 4.55% |
| 3 | Energy | 4.13% |
| 4 | Communication Services | 3.51% |
| 5 | Consumer Discretionary | 2.74% |
Similar funds
Fulcrum Equity Management's Q2 2026 Portfolio in Review
As of Q2 2026, Fulcrum Equity Management held 165 positions worth $136M, up 32% from $103M the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Fulcrum Equity Management deployed $10M of net new capital in Q2 2026, opening 38 new positions and adding to 52 existing holdings. Its largest new stake was State Street SPDR Bloomberg Investment Grade Floating Rate ETF: 29,836 shares worth $920K.
By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 13% a quarter earlier, followed by Financials and Energy.
On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $938K trimmed.
- Fulcrum Equity Management's largest Q2 2026 buy was State Street SPDR Bloomberg Investment Grade Floating Rate ETF: 29,836 shares worth $920K.
- Fulcrum Equity Management added most to Invesco S&P 500 Momentum ETF in Q2 2026, an estimated $1.54M increase.
- Fulcrum Equity Management's biggest Q2 2026 reduction was Schwab US Dividend Equity ETF, cutting an estimated $938K.
- Fulcrum Equity Management fully exited Invesco S&P 500 Low Volatility ETF in Q2 2026, selling an estimated $1.13M.
- Fulcrum Equity Management's ten largest holdings make up 42% of its $136M portfolio in Q2 2026.
- Fulcrum Equity Management opened 38 new positions and closed 21 in Q2 2026.
- Fulcrum Equity Management's portfolio value rose 32% quarter-over-quarter to $136M.
Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.