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Home > Institutional Investor > Fulcrum Equity Management > Profile

Instuitional Investor - Fulcrum Equity Management

Fund Profile
Filing Period:
Fund Name: Fulcrum Equity Management
Portfolio Value $136,396,500
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 74,778 $12,283,810 9.01%
2.
Tesla Inc.PUT
 TSLA 23,000 $9,673,800 7.09%
3.
Ishares Inc
 EWZ 46,192 $9,360,347 6.86%
4.
Sector Spdr Trust
 XLE 33,430 $6,369,064 4.67%
5.
Oneok Inc W
 OKE 51,928 $4,514,614 3.31%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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