Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Fulcrum Equity Management > Profile

Instuitional Investor - Fulcrum Equity Management

Fund Profile
Filing Period:
Fund Name: Fulcrum Equity Management
Portfolio Value $104,488,096
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 77,685 $11,551,027 11.05%
2.
Ishares Inc
 EWA 46,192 $8,581,088 8.21%
3.
Sector Spdr Trust
 XLB 40,465 $5,825,703 5.58%
4.
Nvidia Corp
 NVDA 21,109 $3,936,836 3.77%
5.
Oneok Inc W
 OKE 50,889 $3,740,378 3.58%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.