Fulcrum Equity Management
All 13F Filings
- Location
- Plano, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 103,493
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
764
(0.7% of total reported value)
· QoQ Δ:
+764
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.53 K | 42.4% | 0 | 38.37 K | -38.37 K |
| ETFs | 59.2 K | 57.6% | 37.15 K | 0 | 37.15 K |
| Other | 0 | 0.0% | 0 | 539 | -539 |
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Fund Snapshot
Q1 2026
Latest filed
4/2/2026
Total value ($000)
103,493
Holdings
127
QoQ value change ($000)
-995
(-1.0%)
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.