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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
0.12%
$545,054
930 shares@ $586.08 avg price
QCOMQualcomm Inc
Recent Activity
0.12%
$525,380
3,420 shares@ $153.62 avg price
DHRDanaher Corporation
Recent Activity
0.11%
$511,897
2,230 shares@ $229.56 avg price
VDCVanguard World Fd
Recent Activity
0.11%
$511,540
2,420 shares@ $211.39 avg price
ESGDIshares Tr
Recent Activity
0.11%
$493,539
6,482 shares@ $76.14 avg price
NOWServicenow Inc
Recent Activity
0.11%
$492,956
465 shares@ $1060.13 avg price
LAMRLamar Advertising Co New
Recent Activity
0.1%
$474,543
3,898 shares@ $121.75 avg price
XOMExxon Mobil Corp
Recent Activity
New Position
0.1%
$452,117
4,203 shares@ $107.58 avg price
PHParker-hannifin Corp
Recent Activity
0.1%
$450,945
709 shares@ $636.03 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -4.56%
0.1%
$448,464
2,675 shares@ $167.66 avg price