Fulcrum-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "AES",
  "ALSN",
  "ABT",
  "ABBV",
  "ADBE",
  null,
  "AVGO",
  "CMI",
  "WTRG",
  "EOG",
  "HD",
  "INTU",
  "QCOM",
  "LAMR",
  "META",
  null,
  "LRCX",
  "LIN",
  "MA",
  "MSFT",
  "MS",
  "PCAR",
  "OKE",
  "PAYX",
  "IWF",
  "PYPL",
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "PG",
  "VZ",
  "MPW",
  "AMGN",
  "IEFA",
  "SPGI",
  "SPG",
  "SNA",
  "SPLG",
  "SYK",
  "SBUX",
  "TXN",
  "UL",
  "VO",
  null,
  "ULTA",
  null,
  "VYM",
  "VRTX",
  "EA",
  "EW",
  "TT",
  "ATO",
  "ALGN",
  "DRI",
  "WSO",
  "WM",
  "FSLR",
  "FTNT",
  "IWR",
  "PEG",
  "DHI",
  "AMZN",
  "ESGD",
  "VUG",
  null,
  "V",
  "WCC",
  "WELL",
  "WSM",
  "XYL",
  "SCHD",
  "KDP",
  "ORI",
  "EXR",
  null,
  "BRK-B",
  "BDX",
  "BCC",
  "CHD",
  "CSCO",
  "CME",
  "KO",
  "COP",
  "COST",
  "FANG",
  "DXCM",
  "DFAC",
  "IWB",
  "MAR",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "AWK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 106
Total Value: 449562264
Accession Number: 0001724090-25-000004
Form Type: 13F-HR
CIK: fulcrum-capital
Manager Name: Fulcrum-Capital

Data Enrichment

94% identified

100 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

106 positions • $449.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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STRYKER CORP

SYK|863667101

Shares:588

Value:$218.9K

% of Portfolio:0.0% ($218.9K/$449.6M)

ELI LILLY & Co

LLY|532457108

Shares:263

Value:$217.2K

% of Portfolio:0.0% ($217.2K/$449.6M)

464287614

IWF|464287614

Shares:597

Value:$215.6K

% of Portfolio:0.0% ($215.6K/$449.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.4K

Value:$210.4K

% of Portfolio:0.0% ($210.4K/$449.6M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:1.9K

Value:$209.7K

% of Portfolio:0.0% ($209.7K/$449.6M)

MEDICAL PROPERTIES TRUST INC

MPW|58463J304

Shares:30.0K

Value:$180.9K

% of Portfolio:0.0% ($180.9K/$449.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STRYKER CORP(SYKcusip863667101)	588	QoQ -69.29% (-1.3K) YoY -67.51% (-1.2K)	All Managers (Combined)	$218.9K	0.0% ($218.9K/$449.6M)	QoQ -68.25% (-$470.6K) YoY -66.20% (-$428.9K)
ELI LILLY & Co(LLYcusip532457108)	263	QoQ NEW(+263) YoY NEW(+263)	All Managers (Combined)	$217.2K	0.0% ($217.2K/$449.6M)	QoQ NEW(+$217.2K) YoY NEW(+$217.2K)
(IWFcusip464287614)	597	QoQ 0.00% (-0) YoY NEW(+597)	All Managers (Combined)	$215.6K	0.0% ($215.6K/$449.6M)	QoQ -10.08% (-$24.2K) YoY NEW(+$215.6K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.4K	QoQ NEW(+3.4K) YoY -45.00% (-2.8K)	All Managers (Combined)	$210.4K	0.0% ($210.4K/$449.6M)	QoQ NEW(+$210.4K) YoY -31.99% (-$99.0K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$209.7K	0.0% ($209.7K/$449.6M)	QoQ NEW(+$209.7K) YoY NEW(+$209.7K)
MEDICAL PROPERTIES TRUST INC(MPWcusip58463J304)	30.0K	QoQ 0.00% (+0) YoY -23.85% (-9.4K)	All Managers (Combined)	$180.9K	0.0% ($180.9K/$449.6M)	QoQ +52.65% (+$62.4K) YoY -2.31% (-$4.3K)