Fulcrum Equity Management

13F Filings History

Latest 13F report
Q3 2024 - Nov 22, 2024
Value $
$118M
Signature - Title
Craig A. Love - Managing Member
Location
Plano, TX
Summary
This page shows a list of all the recent 13F filings made by Fulcrum Equity Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fulcrum Equity Management reported 137 stock holdings with total value $118M as of Q3 2024. Top holdings included ITOT, URTH, OKE, SPY, and XLK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 137 $118M +$27.4M -$25M +$2.44M ITOT, URTH, OKE, SPY, XLK Restatement 11/21/2024, 06:27 PM
Q2 2024 130 $111M +$49.8M -$23.5M +$26.3M ITOT, URTH, OKE, SPY, SPLG 13F-HR 7/19/2024, 06:14 PM
Q1 2024 109 $84.8M +$23M -$26.1M -$3.15M URTH, OKE, SPY, HYG, QQQM 13F-HR 4/24/2024, 03:54 PM
Q4 2023 91 $80.9M $0 $0 SPY, URTH, OKE, HYG, XLK New Holdings 1/18/2024, 05:42 PM
Q4 2023 91 $80.9M +$29.5M -$39M -$9.48M SPY, URTH, OKE, HYG, XLK 13F-HR 1/18/2024, 05:37 PM
Q3 2023 95 $85.4M +$32.8M -$29.9M +$2.83M SPY, PULS, BIL, JPST, XLK 13F-HR 11/13/2023, 11:23 AM
Q2 2023 85 $86.2M +$43.9M -$66.8M -$22.9M SPY, XLK, OKE, XLG, MOAT Restatement 7/7/2023, 12:51 PM
Q1 2023 90 $107M $0 $0 SPY, JPST, RFV, RZV, FXZ New Holdings 4/6/2023, 11:46 AM
Q1 2023 90 $107M +$43.4M -$60M -$16.6M SPY, JPST, RFV, RZV, FXZ 13F-HR 4/6/2023, 11:29 AM
Q4 2022 70 $122M +$22.2M -$25M -$2.86M SPY, JPST, BIL, MINT, SHY Restatement 7/7/2023, 07:35 PM
Q3 2022 64 $118M +$40.4M -$42.4M -$1.94M SPY, SHY, JPST, MINT, IEF 13F-HR 10/11/2022, 09:58 AM
Q2 2022 73 $124M +$36.4M -$64.5M -$28.1M SPY, SHV, JPST, STPZ, TPYP 13F-HR 7/18/2022, 12:14 PM
Q1 2022 105 $169M +$58.6M -$145M -$85.9M SPY, SHV, XLK, FDL, INDS 13F-HR 4/15/2022, 10:36 AM
Q4 2021 178 $267M +$78.2M -$89.9M -$11.8M SPY, SSO, XLK, IYW, QTEC 13F-HR 1/24/2022, 06:18 PM
Q3 2021 177 $258M +$72M -$78.8M -$6.79M SPY, SSO, XLK, ANGL, QTEC 13F-HR 1/24/2022, 06:35 PM
Q2 2021 178 $268M +$142M -$137M +$4.74M SPY, SSO, FXN, FXO, FXH 13F-HR 7/15/2021, 01:34 PM
Q1 2021 171 $253M +$112M -$118M -$5.93M SPY, SSO, FXL, FTEC, FXO 13F-HR 4/5/2021, 04:51 PM
Q4 2020 153 $251M +$63M -$51.5M +$11.4M SPY, FTEC, QTEC, FXL, FXZ 13F-HR 2/22/2021, 02:37 PM
Q3 2020 144 $216M +$81.3M -$90.4M -$9.02M SPY, FTEC, QTEC, SHY, FXL 13F-HR 10/27/2020, 10:27 AM
Q2 2020 138 $211M +$171M -$104M +$67M SPY, SHY, QTEC, FXL, FXR 13F-HR 8/17/2020, 03:42 PM
Q1 2020 49 $140M +$105M -$150M -$45.5M SHY, IEF, VEEV, SPY, OKE 13F-HR 4/1/2020, 10:52 AM
Q4 2019 89 $191M +$88.7M -$107M -$18.5M SHY, FXH, QTEC, FXL, FXD 13F-HR 2/12/2020, 02:05 PM
Q3 2019 233 $197M +$78.3M -$88.4M -$10.2M SHY, QTEC, FXL, IYW, IYJ 13F-HR 11/5/2019, 12:37 PM
Q2 2019 81 $210M +$81.4M -$169M -$87.3M SHY, FXH, FXD, FXL, QTEC 13F-HR 8/12/2019, 01:21 PM
Q1 2019 97 $291M +$169M -$156M +$13M SHY, FXR, FXL, QTEC, FBT 13F-HR 5/3/2019, 01:10 PM
Q4 2018 79 $273M $0 $0 IEF, SHY, OKE, HEI, PYPL 13F-HR 3/5/2019, 09:10 AM