Fulcrum Capital LLC: 13F holdings
CIK 17240902026Q2
| Positions | 103 |
|---|
| Reported value | $492.9m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 103 (+2 vs prior quarter) |
|---|
| Reported value | $492.9m (+7.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VO VANGUARD INDEX FDS | 500,094 | $40.3m | 8.2% |
| LRCX LAM RESEARCH CORP | 71,266 | $30.9m | 6.3% |
| MSFT MICROSOFT CORP | 80,597 | $30.1m | 6.1% |
| AAPL APPLE INC | 96,103 | $27.8m | 5.6% |
| GOOGL ALPHABET INC | 75,937 | $27.1m | 5.5% |
| FTNT FORTINET INC | 165,206 | $25.4m | 5.1% |
| AMZN AMAZON COM INC | 103,117 | $24.6m | 5.0% |
| NVDA NVIDIA CORPORATION | 119,069 | $23.8m | 4.8% |
| TRANE TECHNOLOGIES PLC | 35,345 | $17.4m | 3.5% |
| MA MASTERCARD INCORPORATED | 27,611 | $14.2m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1724090")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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