Filer Snapshot

Fulcrum Capital LLC

CIK 0001724090. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

37

Latest filing

30 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$460.64M

101 holdings for Q1 2026

Open portfolio

Largest parsed holding

VO

$38.02M reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 30 Apr 2026 for CIK 0001724090.

View Source Filing
Identity
Business address
800 Fifth Avenue, Suite 3800, Seattle, WA, 98104
SEC ownership signals
Parsed ownership coverage

13F reported value

$460.64M

Latest parsed Form 13F reported market value.

Largest 13F symbols

VO, MSFT, AAPL, GOOGL

Largest symbols in the latest parsed Form 13F holdings.

SEC record
State of incorporation
WA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Fulcrum Capital LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $460.64M across 101 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VO at $38.02M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 101 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 30 Apr 2026

Top 5 concentration

30%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$139.8M

Compared with $460.64M total 13F value.

Top 5 net change

-$4.74M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: FTNT ยท Largest trim: GOOGL

VO MSFT AAPL GOOGL AMZN Other holdings

VO

8.3%

Vanguard Index Fds

$38.02M

MSFT

6.7%

Microsoft Corp

$30.86M

AAPL

5.5%

Apple Inc

$25.28M

GOOGL

5%

Alphabet Inc

$23.13M

AMZN

4.9%

Amazon Com Inc

$22.51M

Latest update

What changed recently for Fulcrum Capital LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

30 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 30 Apr 2026.

Benchmark Context

Benchmark context for this company

Fulcrum Capital LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001724090 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
37
First seen
30 Jan 2018
Latest filing
30 Apr 2026
Entity
Company

Observed form types

13F-HR N-PX 13F-HR/A

Latest Filings

Showing the latest 12 of 37 SEC filings for Fulcrum Capital LLC.

13F-HR File 028-18230

13F-HR filing

Filing date
30 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-18230

13F-HR filing

Filing date
15 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-18230

13F-HR filing

Filing date
28 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-18230

N-PX filing

Filing date
07 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-18230

13F-HR filing

Filing date
24 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-18230

13F-HR filing

Filing date
08 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-18230

13F-HR filing

Filing date
13 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-18230

13F-HR filing

Filing date
22 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-18230

N-PX filing

Filing date
20 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-18230

13F-HR filing

Filing date
22 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-18230

13F-HR filing

Filing date
17 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-18230

13F-HR filing

Filing date
10 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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