Notify me when Fulcrum Capital LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 99 | $497,955,015 | +$27,730,736 | -$14,961,655 | +$12,769,081 | VO, MSFT, GOOGL, AAPL, AMZN | 13F-HR | 15 Jan 2026, 15:15 |
| Q3 2025 | 100 | $487,725,612 | +$6,306,390 | -$16,840,539 | -$10,534,149 | MSFT, VO, AAPL, GOOGL, NVDA | 13F-HR | 28 Oct 2025, 16:10 |
| Q2 2025 | 99 | $472,768,679 | +$35,956,143 | -$58,536,494 | -$22,580,351 | MSFT, VO, AMZN, NVDA, AAPL | 13F-HR | 24 Jul 2025, 16:49 |
| Q1 2025 | 106 | $451,081,149 | +$35,689,850 | -$45,346,378 | -$9,656,528 | VO, AAPL, MSFT, AMZN, NVDA | 13F-HR | 08 Apr 2025, 13:45 |
| Q4 2024 | 113 | $477,559,622 | +$23,186,008 | -$6,122,888 | +$17,063,120 | VO, AAPL, MSFT, NVDA, AMZN | 13F-HR | 13 Jan 2025, 13:36 |
| Q3 2024 | 109 | $459,105,098 | +$32,899,737 | -$30,765,217 | +$2,134,520 | VO, MSFT, AAPL, NVDA, AMZN | 13F-HR | 22 Oct 2024, 17:11 |
| Q2 2024 | 108 | $439,191,162 | +$61,225,122 | -$35,526,937 | +$25,698,185 | VO, MSFT, AAPL, NVDA, GOOG | 13F-HR | 22 Jul 2024, 11:14 |
| Q1 2024 | 116 | $421,366,208 | +$11,239,917 | -$7,642,447 | +$3,597,470 | VO, MSFT, AAPL, NVDA, GOOGL | 13F-HR | 17 Apr 2024, 11:40 |
| Q4 2023 | 119 | $386,715,189 | +$27,999,566 | -$29,536,328 | -$1,536,762 | VO, MSFT, AAPL, GOOGL, ADBE | 13F-HR | 10 Jan 2024, 16:32 |
| Q3 2023 | 109 | $344,490,382 | +$4,065,092 | -$22,643,580 | -$18,578,488 | VO, MSFT, AAPL, ADBE, GOOGL | 13F-HR | 13 Oct 2023, 15:49 |
| Q2 2023 | 115 | $380,254,624 | +$570,166 | -$27,328,421 | -$26,758,255 | VO, MSFT, AAPL, ADBE, GOOGL | 13F-HR | 27 Jul 2023, 11:47 |
| Q1 2023 | 118 | $371,475,342 | +$24,925,896 | -$34,838,800 | -$9,912,904 | VO, MSFT, AAPL, ADBE, GOOGL | 13F-HR | 10 May 2023, 18:32 |
| Q4 2022 | 101 | $346,044,692 | +$33,170,500 | -$45,675,769 | -$12,505,269 | VO, MSFT, AAPL, ADBE, MA | 13F-HR | 24 Jan 2023, 11:55 |
| Q3 2022 | 79 | $336,677,000 | +$57,015,864 | -$14,341,852 | +$42,674,012 | MSFT, AAPL, VO, ESGD, GOOGL | 13F-HR | 14 Oct 2022, 20:37 |
| Q2 2022 | 73 | $318,163,000 | +$81,726,897 | -$69,867,730 | +$11,859,167 | VO, MSFT, AAPL, GOOGL, ADBE | 13F-HR | 03 Aug 2022, 13:55 |
| Q1 2022 | 70 | $373,421,000 | +$19,060,241 | -$60,977,966 | -$41,917,725 | VOT, MSFT, AAPL, GOOGL, AMZN | 13F-HR | 05 May 2022, 16:28 |
| Q4 2021 | 85 | $461,157,000 | +$27,377,704 | -$20,374,201 | +$7,003,503 | VOT, MSFT, AAPL, EFAX, GOOGL | 13F-HR | 24 Jan 2022, 18:08 |
| Q3 2021 | 88 | $417,984,000 | +$31,819,333 | -$4,170,899 | +$27,648,434 | VOT, MSFT, AAPL, EFAX, GOOGL | 13F-HR | 21 Oct 2021, 11:53 |
| Q2 2021 | 82 | $398,586,000 | +$26,161,041 | -$9,098,542 | +$17,062,499 | VOT, MSFT, AAPL, EFAX, ADBE | 13F-HR | 30 Jul 2021, 16:58 |
| Q1 2021 | 84 | $348,695,000 | +$29,510,384 | -$25,180,214 | +$4,330,170 | VOT, MSFT, AAPL, EFAX, IVV | 13F-HR | 12 Apr 2021, 13:10 |
| Q4 2020 | 81 | $334,330,000 | +$27,172,645 | -$875,017 | +$26,297,628 | VOT, AAPL, MSFT, EFAX, GOOGL | 13F-HR | 09 Feb 2021, 13:13 |
| Q3 2020 | 61 | $276,475,000 | +$20,961,823 | -$24,372,428 | -$3,410,605 | VOT, AAPL, MSFT, EFAX, ADBE | 13F-HR | 21 Oct 2020, 11:42 |
| Q2 2020 | 65 | $263,869,000 | +$28,741,983 | -$29,783,789 | -$1,041,806 | VOT, AAPL, MSFT, ADBE, GOOGL | 13F-HR | 27 Jul 2020, 13:41 |
| Q1 2020 | 62 | $220,294,000 | +$10,722,353 | -$56,833,971 | -$46,111,618 | MSFT, AAPL, IVV, GOOGL, ADBE | 13F-HR | 01 May 2020, 13:06 |
| Q4 2019 | 73 | $322,940,000 | +$10,023,037 | -$7,007,840 | +$3,015,197 | IEFA, IJH, AAPL, MSFT, IVV | 13F-HR | 03 Feb 2020, 13:06 |
| Q3 2019 | 75 | $292,832,000 | +$31,391,697 | -$13,949,620 | +$17,442,077 | IEFA, IJH, MSFT, AAPL, IVV | Restatement | 01 Nov 2019, 19:32 |
| Q2 2019 | 60 | $273,170,000 | +$11,789,398 | -$17,834,805 | -$6,045,407 | IEFA, IJH, MSFT, IVV, AAPL | 13F-HR | 29 Jul 2019, 13:23 |
| Q1 2019 | 64 | $264,802,000 | +$19,034,074 | -$4,534,149 | +$14,499,925 | IEFA, IJH, IVV, MSFT, AAPL | 13F-HR | 07 May 2019, 19:28 |
| Q4 2018 | 54 | $221,932,000 | +$32,045,569 | -$33,088,236 | -$1,042,667 | IEFA, IJH, IVV, UNH, MSFT | 13F-HR | 12 Feb 2019, 12:56 |
| Q3 2018 | 59 | $256,468,000 | +$50,823,288 | -$13,510,813 | +$37,312,475 | IEFA, IVV, IJH, MSFT, AAPL | 13F-HR | 05 Nov 2018, 17:54 |
| Q2 2018 | 47 | $209,457,000 | +$7,020,608 | -$100,511,881 | -$93,491,273 | IEFA, IVV, MSFT, IJH, EEM | 13F-HR | 03 Aug 2018, 17:18 |
| Q1 2018 | 68 | $307,135,000 | +$22,162,091 | -$17,893,956 | +$4,268,135 | PCAR, IEFA, IVV, MSFT, EEM | 13F-HR | 09 May 2018, 12:18 |
| Q4 2017 | 73 | $308,429,000 | $0 | $0 | $0 | PCAR, IEFA, IVV, MSFT, UNH | 13F-HR | 30 Jan 2018, 13:16 |