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Craig A Love

Fulcrum Equity Management

Assets Managed
$136.397M
Holdings
141
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
31.8%(2Q avg: 15.43%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Fulcrum Equity Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 141 positions.

Assets under management

The assets under management (AUM) of Fulcrum Equity Management 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 136.397M in assets, with a quarterly growth rate of 31.8% and a 2-quarter average growth rate of 15.43%. The portfolio is managed by Craig A Love, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 0.1%
9.01%
$12.284M
74,778 shares@ $164.28 avg price
TSLA
Tesla Inc
Recent Activity
Increased 61.96%
8.06%
$10.981M
26,108 shares@ $420.61 avg price
URTH
Ishares Msci World Etf
Recent Activity
6.87%
$9.36M
46,192 shares@ $202.65 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -3.82%
4.67%
$6.369M
33,430 shares@ $190.52 avg price
OKE
Oneok Inc
Recent Activity
Increased 0.74%
3.31%
$4.515M
51,928 shares@ $86.94 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.01%
3.31%
$4.503M
22,507 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.98%
2.26%
$3.076M
10,632 shares@ $289.36 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 50.69%
1.83%
$2.488M
28,313 shares@ $87.88 avg price
XLF
Financial Select Sector Spdr
Recent Activity
Increased 51.69%
1.69%
$2.302M
42,945 shares@ $53.62 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 348.28%
1.67%
$2.267M
14,031 shares@ $161.54 avg price

1-10 of 141