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Matthew Wilkins

Fulcrum Capital Llc

Assets Managed
$492.928M
Holdings
103
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
7.01%(2Q avg: -0.24%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Fulcrum Capital Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 103 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 492.928M in assets, with a quarterly growth rate of 7.01% and a 2-quarter average growth rate of -0.24%. The portfolio is managed by Matthew Wilkins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 277.79%
8.18%
$40.293M
500,094 shares@ $80.58 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -6.71%
6.27%
$30.882M
71,266 shares@ $433.34 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.33%
6.1%
$30.064M
80,597 shares@ $373.02 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.51%
5.65%
$27.809M
96,103 shares@ $289.37 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.59%
5.51%
$27.138M
75,937 shares@ $357.38 avg price
FTNT
Fortinet Inc
Recent Activity
Decreased -5.37%
5.15%
$25.379M
165,206 shares@ $153.63 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.59%
4.99%
$24.577M
103,117 shares@ $238.35 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.63%
4.84%
$23.825M
119,069 shares@ $200.09 avg price
TT
Trane Technologies Plc
Recent Activity
Decreased -4.2%
3.53%
$17.36M
35,345 shares@ $491.16 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -3.01%
2.88%
$14.181M
27,611 shares@ $513.61 avg price

1-10 of 103