Fulcrum Equity Management
All 13F Filings
- Location
- Plano, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 136,397
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 144 | 136,397 | 13F-HR | Fulcrum Equity Management |
| Q1 2026 | 4/2/2026 | 127 | 103,493 | 13F-HR | Fulcrum Equity Management |
| Q4 2025 | 1/6/2026 | 117 | 104,488 | 13F-HR | Fulcrum Equity Management |
| Q3 2025 | 1/6/2026 | 94 | 98,728 | 13F-HR | Fulcrum Equity Management |
| Q2 2025 | 8/25/2025 | 102 | 97,368 | 13F-HR | Fulcrum Equity Management |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
12.8 K
(9.4% of total reported value)
· QoQ Δ:
+12.04 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 52.99 K | 42.9% | 9.464 K | 0 | 9.464 K |
| ETFs | 70.6 K | 57.1% | 11.4 K | 0 | 11.4 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
136,397
Holdings
144
QoQ value change ($000)
32,904
(31.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.