Fulcrum Equity Management
Long book
$102.7M
Q1 2026
Positions
123
Top-10 weight
42%
concentration
Last quarter
+12.0%
SPY +14.8%
Turnover
40%
of book per quarter
Strategy in plain words
auto-generated from filingsFulcrum Equity Management is a wealth-management firm allocating client money, running a $102.7M US long book across 123 positions.
The portfolio is moderately concentrated (top 10 ≈ 42% of the book). The portfolio is actively managed, with meaningful quarterly turnover.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.5%
Q2 2024
+6.4%
Q3 2024
+1.3%
Q4 2024
-2.3%
Q1 2025
+7.6%
Q2 2025
+6.5%
Q3 2025
+2.3%
Q4 2025
-2.0%
Q1 2026
+12.0%
Sector allocation
No sector data
Long book by quarter
What does Fulcrum Equity own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 2, 2026 | 128 | $103.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 6, 2026 | 117 | $104.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Jan 6, 2026 | 94 | $98.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 25, 2025 | 102 | $97.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 1, 2025 | 96 | $91.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Mar 24, 2025 | 110 | $101.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR/ARESTATEMENT | Nov 22, 2024 | 137 | $118.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 22, 2024 | 137 | $118.4M | SEC ↗ | |
| Q2 2024 | 13F-HR | Jul 22, 2024 | 130 | $111.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 24, 2024 | 109 | $84.8M | canonical | SEC ↗ |