Fulcrum Equity Management

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Plano, TX
CIK
0001737888
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 109 84,778 URTH, OKE, SPY, HYG 13F-HR 4/24/2024 000173788824000004
Q4 2023 91 80,921 SPY, URTH, OKE, HYG NEW HOLDINGS 1/18/2024 000173788824000002
Q4 2023 91 80,921 SPY, URTH, OKE, HYG 13F-HR 1/18/2024 000173788824000001
Q3 2023 95 85,356 SPY, PULS, BIL, JPST 13F-HR 11/13/2023 000173788823000009
Q2 2023 85 86,225 SPY, XLK, OKE, XLG RESTATEMENT 7/7/2023 000173788823000007
Q1 2023 90 106,528 SPY, JPST, RFV, RZV 13F-HR 4/6/2023 000173788823000004
Q1 2023 90 106,528 SPY, JPST, RFV, RZV NEW HOLDINGS 4/6/2023 000173788823000005
Q4 2022 70 122,069 SPY, JPST, BIL, MINT RESTATEMENT 7/10/2023 000173788823000008
Q3 2022 64 118,145 SPY, SHY, JPST, MINT 13F-HR 10/11/2022 000173788822000009
Q2 2022 73 123,970 SPY, SHV, JPST, STPZ 13F-HR 7/18/2022 000173788822000008
Q1 2022 105 168,833 SPY, SHV, XLK, FDL 13F-HR 4/15/2022 000173788822000007
Q4 2021 178 267,334 SPY, SSO, XLK, IYW 13F-HR 1/24/2022 000173788822000002
Q3 2021 177 257,842 SPY, SSO, XLK, ANGL 13F-HR 1/24/2022 000173788822000003
Q2 2021 179 267,968 SPY, SSO, FXN, FXO 13F-HR 7/15/2021 000173788821000005
Q1 2021 172 253,053 SPY, SSO, FXL, FTEC 13F-HR 4/5/2021 000173788821000003
Q4 2020 153 250,719 SPY, FTEC, QTEC, FXL 13F-HR 2/22/2021 000173788821000002
Q3 2020 144 215,571 SPY, FTEC, QTEC, SHY 13F-HR 10/27/2020 000173788820000007
Q2 2020 138 211,306 SPY, SHY, QTEC, FXL 13F-HR 8/17/2020 000173788820000006
Q1 2020 49 140,091 SHY, IEF, VEEV, SPY 13F-HR 4/1/2020 000173788820000005
Q4 2019 89 191,253 SHY, FXH, QTEC, FXL 13F-HR 2/12/2020 000173788820000004
Q3 2019 238 197,323 SHY, QTEC, FXL, IYW 13F-HR 11/5/2019 000158064219005004
Q2 2019 81 209,778 SHY, FXH, FXD, FXL 13F-HR 8/12/2019 000158064219003639
Q1 2019 97 291,157 SHY, FXR, FXL, QTEC 13F-HR 5/3/2019 000158064219002289
Q4 2018 79 272,684 IEF, SHY, OKE, HEI 13F-HR 3/5/2019 000158064219001156
Additional filings from Fulcrum Equity Management that have since been restated