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Home > Institutional Investor > Fulcrum Capital Llc > Profile

Instuitional Investor - Fulcrum Capital Llc

Fund Profile
Filing Period:
Fund Name: Fulcrum Capital Llc
Portfolio Value $386,715,189
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 160,786 $37,405,255 9.67%
2.
Microsoft Corp
 MSFT 70,690 $26,582,347 6.87%
3.
Apple Inc.
 AAPL 108,680 $20,924,121 5.41%
4.
Alphabet Inc.
 GOOG 100,368 $14,020,406 3.62%
5.
Adobe Inc.
 ADBE 22,856 $13,635,890 3.52%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)