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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
HUMHumana Inc
Recent Activity
Exited
0%
$2.144M
6,769 shares@ $316.74 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$258,572
1,659 shares@ $155.87 avg price
CMCSAComcast Corp New
Recent Activity
Exited
0%
$224,597
5,377 shares@ $41.77 avg price