Fulcrum Equity Management
Top Portfolio Positions
63 positions ·
$48,334,640 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
16,121 | $5,992,981 | 12.40% | |
| OKE |
Oneok Inc /New/
Energy
|
51,550 | $4,659,604 | 9.64% | |
| NVDA |
Nvidia Corp
Technology
|
22,738 | $3,965,507 | 8.20% | |
| AAPL |
Apple Inc.
Technology
|
10,426 | $2,646,014 | 5.47% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
16,832 | $2,091,880 | 4.33% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,030 | $1,931,176 | 4.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,838 | $1,678,775 | 3.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,806 | $1,417,485 | 2.93% | |
| MSFT |
Microsoft Corp
Technology
|
3,319 | $1,228,594 | 2.54% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,746 | $1,101,923 | 2.28% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CHT
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,997 | 5,374 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $224,149 | 5,374 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $234,413 | 5,374 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $250,482 | 5,374 | Shares | Sole | 2025-08-25 | |
| No 13F history on record for this holder in this stock. | ||||||