Position in WSO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$210,031
-$41,347 QoQ
Shares Held
504
-27.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#593
of 782 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Fulcrum Capital LLC holds $703,650 across 2 Industrial Distribution names. WSO ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WCC |
Wesco International Inc
|
1,429 | $493,619 | |
| 2 | WSO |
Watsco Inc
This page
|
504 | $210,031 |
All Filings in WSO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,031 | 504 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $251,378 | 691 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $232,832 | 691 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $309,693 | 766 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $296,327 | 671 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $341,069 | 671 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $317,980 | 671 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $304,473 | 619 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $286,745 | 619 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $267,389 | 619 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $265,222 | 619 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $219,455 | 581 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||