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 $101,083,417
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 80,503 $10,354,279 10.24%
2.
Ishares Inc
 EWA 46,192 $7,182,856 7.11%
3.
Oneok Inc W
 OKE 47,110 $4,729,819 4.68%
4.
Sector Spdr Trust
 XLB 17,331 $4,029,779 3.99%
5.
Sector Spdr Trust
 XLB 47,217 $2,281,998 2.26%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)