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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
VVisa Inc
Recent Activity
Decreased -2.24%
0.39%
$1.819M
5,757 shares@ $316.04 avg price
COSTCostco Whsl Corp New
Recent Activity
0.36%
$1.702M
1,858 shares@ $916.28 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.72%
0.36%
$1.676M
8,799 shares@ $190.45 avg price
ECLEcolab Inc
Recent Activity
Decreased -0.2%
0.33%
$1.563M
6,669 shares@ $234.32 avg price
VYMVanguard Whitehall Fds
Recent Activity
0.29%
$1.374M
10,765 shares@ $127.59 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.27%
$1.256M
2,770 shares@ $453.29 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.36%
0.26%
$1.204M
30,112 shares@ $40.0 avg price
XLVSelect Sector Spdr Tr
Recent Activity
0.26%
$1.197M
8,700 shares@ $137.57 avg price
CVLCMorgan Stanley Etf Trust
Recent Activity
Increased 1.52%
0.25%
$1.153M
15,718 shares@ $73.35 avg price
BCCBoise Cascade Co Del
Recent Activity
New Position
0.23%
$1.092M
9,187 shares@ $118.87 avg price