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Matthew Wilkins

@Fulcrum Capital Llc

Latest period2024 - Q4ReportedManaged Assets$477.56MTotal holdings113
Assets growth rate4.02%Assets growth rate (2-Q avg)4.28%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Fulcrum Capital Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 113 positions.

Assets under management

The assets under management (AUM) of Fulcrum Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 477.56M in assets, with a quarterly growth rate of 4.02% and a 2-quarter average growth rate of 4.28%. The portfolio is managed by Matthew Wilkins, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BCCBoise Cascade Co Del
Recent Activity
New Position
0.23%
$1.092M
9,187 shares@ $118.87 avg price
XOMExxon Mobil Corp
Recent Activity
New Position
0.1%
$452,117
4,203 shares@ $107.58 avg price
SPGSimon Ppty Group Inc New
Recent Activity
New Position
0.09%
$386,784
2,246 shares@ $172.22 avg price
GSGoldman Sachs Group Inc
Recent Activity
New Position
0.06%
$286,310
500 shares@ $572.62 avg price
IWFIshares Tr
Recent Activity
New Position
0.06%
$239,743
597 shares@ $401.58 avg price
WCCWesco Intl Inc
Recent Activity
New Position
0.05%
$235,248
1,300 shares@ $180.96 avg price
PAYCPaycom Software Inc
Recent Activity
New Position
0.05%
$222,392
1,085 shares@ $204.97 avg price