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Fulcrum Equity Management
hedge fundUpdated 15 days agoManaged by Fulcrum Equity Management • Latest filing Q3 2026
Portfolio value
$125.9M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
98.2%
Weight of largest holdings
Annualized return
27.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $98.7M |
| Q4 2025 | $104.5M |
| Q1 2026 | $103.5M |
| Q2 2026 | $136.4M |
| Q3 2026 | $125.9M |
Top holdings
132 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $18M | 108.1K | 14.28% | Added(+44.5%) | |
| 2 | $9.5M | 46.2K | 7.57% | Unchanged | |
| 3 | $6.6M | 33.7K | 5.24% | Added(+0.7%) | |
| 4 | $5M | 22.0K | 3.99% | Trimmed(-2.2%) | |
| 5 | $4.5M | 52.5K | 3.56% | — | |
| 6 | $2.9M | 31.8K | 2.27% | Added(+12.5%) | |
| 7 | $2.8M | 8.3K | 2.20% | Trimmed(-22.0%) | |
| 8 | $2.7M | 50.5K | 2.14% | Added(+17.6%) | |
| 9 | $2.2M | 6.4K | 1.75% | Added(+6.9%) | |
| 10 | $2.1M | 7.0K | 1.70% | — | |
| 11 | $1.9M | 24.0K | 1.48% | Unchanged | |
| 12 | $1.8M | 3.7K | 1.46% | Trimmed(-8.6%) | |
| 13 | $1.7M | 16.5K | 1.36% | Trimmed(-2.2%) | |
| 14 | $1.7M | 10.2K | 1.35% | Trimmed(-2.7%) | |
| 15 | $1.7M | 10.1K | 1.35% | Added(+28.7%) | |
| 16 | $1.5M | 19.9K | 1.20% | Added(+114.0%) | |
| 17 | $1.5M | 4.2K | 1.17% | Added(+14.3%) | |
| 18 | $1.4M | 12.2K | 1.08% | Trimmed(-9.3%) | |
| 19 | $1.3M | 12.1K | 1.05% | Trimmed(-8.4%) | |
| 20 | $1.3M | 29.6K | 1.04% | Added(+41.1%) |