account_balance
Investment manager · 13F filer · SEC CIK 1724090
Fulcrum Capital LLC
Reported value$525Mas of Sep 30, 2026
Positions101 3 new, 5 sold out
Top 10 weight54.7%MSFT alone is 10%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
9.6%Added +21%
VOVanguard Index FDS
7.5%
AAPLApple Inc.
6.2%Added +2%
FTNTFortinet, Inc.
5.5%Trimmed −2%
NVDANVIDIA Corp
5.3%
AMZNAmazon.com Inc
5.1%Added +4%
GOOGLAlphabet Inc.
5.1%
LRCXLam Research Corp
4.4%
TTTrane Technologies PLC
3.1%
MAMastercard Inc
3.0%+3%
JPMJPMorgan Chase & Co
2.4%
EWEdwards Lifesciences Corp
2.2%
MSFTMicrosoft Corp
9.6%Added +21%
VOVanguard Index FDS
7.5%
AAPLApple Inc.
6.2%+2%
FTNTFortinet, Inc.
5.5%−2%
NVDANVIDIA Corp
5.3%
AMZNAmazon.com Inc
5.1%
GOOGLAlphabet Inc.
5.1%
LRCXLam Research Corp
4.4%
TT3.1%MA3.0%JPM2.4%EW2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 9.6% Added +21%
VO Vanguard Index FDS 7.5% Held
AAPL Apple Inc. 6.2% Added +2%FTNT Fortinet, Inc. 5.5% Trimmed −2%NVDA NVIDIA Corp 5.3% HeldAMZN Amazon.com Inc 5.1% Added +4%GOOGL Alphabet Inc. 5.1% HeldLRCX Lam Research Corp 4.4% HeldTT Trane Technologies PLC 3.1% HeldMA Mastercard Inc 3.0% Added +3%JPM JPMorgan Chase & Co 2.4% HeldEW Edwards Lifesciences Corp 2.2% HeldWhat changed
Biggest moves since Jun 30, 2026
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