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Fulcrum Capital LLC
Period ended Sep 30, 2026 · Latest filing Oct 15, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $524,918,558
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MICROSOFT CORP · COM · 594918104 · shares: $50,199,858
- VANGUARD INDEX FDS · MRNGSTR MID CAP · 922908629 · shares: $39,563,517
- APPLE INC · COM · 037833100 · shares: $32,788,948
- FORTINET INC · COM · 34959E109 · shares: $28,821,654
- NVIDIA CORPORATION · COM · 67066G104 · shares: $27,709,362
- AMAZON COM INC · COM · 023135106 · shares: $26,733,546
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $26,567,011
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $23,099,509
- TRANE TECHNOLOGIES PLC · SHS · G8994E103 · shares: $16,286,647
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $15,612,116
Reported holdings
101 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MEDICAL PROPERTIES TRUST INC | COM | 58463J304 | — | 39,200 shares | $135,632 |