Institutional filer · SEC 13F · Q2 2025
Fulcrum Equity Management
The reported 13F portfolio of Fulcrum Equity Management (CIK 1737888) - top holdings, how concentrated the book is, and what changed last quarter.
- $97.4M
- Reported book
- 102
- Positions
- #306
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Fulcrum Equity Management ranks #306 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q2 2025 the reported book is $97.4M across 102 positions, a moderately concentrated portfolio.
- $97.4M
- reported 13F value
- 102
- disclosed positions
- 11.2%
- in ISHARES TR
- #306
- of 360 filers
Top-5 share 36.1% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Fulcrum Equity Management ranks #306 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Fulcrum Equity Management sits by disclosed position count
Fulcrum Equity Management reports 102 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Fulcrum Equity Management vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
102 186th of 360 higher than 174 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Fulcrum Equity Management reports $0.1B across 102 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1737888 · Q2 2025 $97M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-DOWN · FY-SNAPSHOT
- BOOK-LIGHT #306/360
- POS-FOCUS 102 names
- CONC-HEAVY 36% top-5
- LEAD-HEAVY 11.2% top
- PHOTO-FINISH Tiptree ,
- TREND-DOWN Book falling
- FY-SNAPSHOT Q2 2025
Photo-finish peer on reported book: Tiptree Advisors, LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Fulcrum Equity Management
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$97.4M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | ISHARES TR | $10.9M | 11.2% |
| 2 | ISHARES INC | $7.8M | 8.0% |
| 3 | SPDR S&P 500 ETF TR | $6.9M | 7.1% |
| 4 | INVESCO EXCH TRADED FD TR II | $4.8M | 5.0% |
| 5 | SELECT SECTOR SPDR TR | $4.7M | 4.8% |
| 6 | ONEOK INC NEW | $4.0M | 4.1% |
| 7 | BERKSHIRE HATHAWAY INC DEL | $2.1M | 2.2% |
| 8 | SELECT SECTOR SPDR TR | $1.9M | 2.0% |
| 9 | SELECT SECTOR SPDR TR | $1.8M | 1.8% |
| 10 | NVIDIA CORPORATION | $1.7M | 1.8% |
| 11 | ISHARES TR | $1.6M | 1.6% |
| 12 | WALMART INC | $1.5M | 1.6% |
| 13 | INVESCO EXCH TRADED FD TR II | $1.5M | 1.5% |
| 14 | SPDR SERIES TRUST | $1.5M | 1.5% |
| 15 | SPDR SERIES TRUST | $1.3M | 1.4% |
| 16 | SELECT SECTOR SPDR TR | $1.3M | 1.3% |
| 17 | SELECT SECTOR SPDR TR | $1.2M | 1.3% |
| 18 | ALPS ETF TR | $1.1M | 1.1% |
| 19 | SCHWAB STRATEGIC TR | $996K | 1.0% |
| 20 | VANECK ETF TRUST | $974K | 1.0% |
| 21 | SELECT SECTOR SPDR TR | $971K | 1.0% |
| 22 | FIRST TR EXCHANGE-TRADED FD | $968K | 1.0% |
| 23 | SCHWAB STRATEGIC TR | $959K | 1.0% |
| 24 | SPDR SERIES TRUST | $953K | 1.0% |
| 25 | ISHARES TR | $939K | 1.0% |
Latest Quarter Trades · Q2 2025
New positions (102)
Frequently Asked Questions
- How big is Fulcrum Equity Management's 13F portfolio?
- Fulcrum Equity Management reports $97.4M of long US-equity positions across 102 securities as of Q2 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Fulcrum Equity Management sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Fulcrum Equity Management ranks #306 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Fulcrum Equity Management's largest position?
- Fulcrum Equity Management's largest reported position is ISHARES TR at $10.9M, about 11.2% of its reported book as of Q2 2025.
- What did Fulcrum Equity Management trade last quarter?
- In its Q2 2025 filing, Fulcrum Equity Management opened 102 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Fulcrum Equity Management: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($97.4M here).
Similar holding count
Nearest filers by number of disclosed positions (102 here).
Using this filing
- The rankings sort every tracked filer the same way Fulcrum Equity Management was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Tiptree Advisors, LLC reported the nearest book value ($96.5M) this quarter, a useful scale comparison for Fulcrum Equity Management. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.