Fulcrum Capital LLC holds a focused book of 103 stocks worth $492.9M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Amphenol Corp-CL A and trimmed Lam Research Corp. Their largest long position is Vanguard Mid-Cap ETF at 8% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+11.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1724090/holdings"
Use Arkolith to show Fulcrum Capital LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.9 points over this window.
Growth of $10,000 cloning Fulcrum Capital LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS MID CAP ETF | $40.3M | 500.1K | 8.2% | ▲+278% Added · +368K sh | |
| 2 | Lam Research Corp COM NEW | $30.9M | 71.3K | 6.3% | ▼−6.7% Reduced · −5K sh | |
| 3 | Microsoft Corp COM | $30.1M | 80.6K | 6.1% | ▼−3.3% Reduced · −3K sh | |
| 4 | Apple Inc COM | $27.8M | 96.1K | 5.6% | ▼−3.5% Reduced · −4K sh | |
| 5 | Alphabet Inc CAP STK CL A | $27.1M | 75.9K | 5.5% | ▼−5.6% Reduced · −5K sh | |
| 6 | Fortinet Inc COM | $25.4M | 165.2K | 5.1% | ▼−5.4% Reduced · −9K sh | |
| 7 | Amazon Com Inc COM | $24.6M | 103.1K | 5.0% | ▼−4.6% Reduced · −5K sh | |
| 8 | Nvidia Corporation COM | $23.8M | 119.1K | 4.8% | ▼−4.6% Reduced · −6K sh | |
| 9 | Trane Technologies PLC SHS | $17.4M | 35.3K | 3.5% | ▼−4.2% Reduced · −2K sh | |
| 10 | Mastercard Incorporated CL A | $14.2M | 27.6K | 2.9% | ▼−3.0% Reduced · −859 sh | |
| 11 | JPMorgan Chase & Co COM | $12.5M | 38.2K | 2.5% | ▼−4.6% Reduced · −2K sh | |
| 12 | Edwards Lifesciences Corp COM | $11.9M | 131.4K | 2.4% | ▼−4.3% Reduced · −6K sh | |
| 13 | Waste Mgmt Inc Del COM | $10.6M | 47.6K | 2.2% | ▼−3.0% Reduced · −1K sh | |
| 14 | S&P Global Inc COM | $10.0M | 24.6K | 2.0% | ▼−2.8% Reduced · −707 sh | |
| 15 | Unitedhealth Group Inc COM | $9.8M | 23.5K | 2.0% | ▼−6.0% Reduced · −2K sh | |
| 16 | Netflix Inc. COM | $9.6M | 134.9K | 2.0% | ▼−5.9% Reduced · −8K sh | |
| 17 | Cme Group Inc COM | $9.0M | 40.9K | 1.8% | ▼−5.2% Reduced · −2K sh | |
| 18 | SPDR Series Trust ST STR SP BIOT | $8.3M | 52.2K | 1.7% | ▼−6.8% Reduced · −4K sh | |
| 19 | Vertex Pharmaceuticals Inc COM | $7.9M | 16.0K | 1.6% | ▼−3.3% Reduced · −538 sh | |
| 20 | First Solar Inc COM | $7.8M | 33.1K | 1.6% | ▼−4.3% Reduced · −1K sh | |
| 21 | Linde PLC SHS | $7.4M | 14.2K | 1.5% | ▼−4.8% Reduced · −716 sh | |
| 22 | Adobe Inc COM | $7.2M | 35.1K | 1.5% | ▼−2.6% Reduced · −956 sh | |
| 23 | Xylem Inc COM | $6.9M | 58.7K | 1.4% | ▼−0.8% Reduced · −463 sh | |
| 24 | Uber Technologies Inc COM | $6.9M | 95.5K | 1.4% | ▼−3.5% Reduced · −4K sh | |
| 25 | Vanguard Index FDS GROWTH ETF | $6.3M | 73.1K | 1.3% | ▲+488% Added · +61K sh | |
| 26 | Pepsico Inc COM | $6.2M | 45.6K | 1.3% | ▼−3.8% Reduced · −2K sh | |
| 27 | J P Morgan Exchange Traded F US QUALTY FCTR | $5.7M | 78.3K | 1.1% | ▲+2.5% Added · +2K sh | |
| 28 | Ulta Beauty Inc COM | $5.5M | 12.2K | 1.1% | ▼−1.3% Reduced · −156 sh | |
| 29 | D R Horton Inc COM | $4.6M | 28.4K | 0.9% | ▼−39% Reduced · −18K sh | |
| 30 | Eli Lilly & Co COM | $4.5M | 3.8K | 0.9% | ▼−1.3% Reduced · −49 sh | |
| 31 | Ishares TR CORE S&P500 ETF | $4.3M | 5.7K | 0.9% | ▼−3.5% Reduced · −207 sh | |
| 32 | Eog Res Inc COM | $4.2M | 32.4K | 0.9% | ▼−17% Reduced · −7K sh | |
| 33 | Amphenol Corp CL A | $3.6M | 20.5K | 0.7% | ▲New New position | |
| 34 | Thermo Fisher Scientific Inc COM | $3.6M | 7.1K | 0.7% | ▲New New position | |
| 35 | Intuit COM | $3.5M | 13.2K | 0.7% | ▼−13% Reduced · −2K sh | |
| 36 | Servicenow Inc COM | $3.4M | 34.3K | 0.7% | ▲New New position | |
| 37 | Arista Networks Inc COM SHS | $3.4M | 19.7K | 0.7% | ▲New New position | |
| 38 | Coinbase Global Inc COM CL A | $2.9M | 20.0K | 0.6% | ▲New New position | |
| 39 | Dexcom Inc COM | $2.9M | 43.3K | 0.6% | ▼−3.3% Reduced · −1K sh | |
| 40 | Pinterest Inc CL A | $2.8M | 132.9K | 0.6% | ▼−4.5% Reduced · −6K sh | |
| 41 | Morgan Stanley ETF Trust CALVERT US LARCP | $2.6M | 27.0K | 0.5% | ▼−1.3% Reduced · −347 sh | |
| 42 | SPDR Series Trust ST STR P500ETF | $2.2M | 25.3K | 0.5% | —Held | |
| 43 | Amgen Inc COM | $2.0M | 5.5K | 0.4% | ▼−45% Reduced · −4K sh | |
| 44 | Vanguard Whitehall FDS HIGH DIV YLD | $1.7M | 10.8K | 0.3% | —Held | |
| 45 | Ishares TR RUS MID CAP ETF | $1.6M | 14.7K | 0.3% | ▼−9.2% Reduced · −1K sh | |
| 46 | Ecolab Inc COM | $1.5M | 5.5K | 0.3% | ▲+0.7% Added · +40 sh | |
| 47 | The Trade Desk Inc COM CL A | $1.4M | 75.3K | 0.3% | ▲+3.6% Added · +3K sh | |
| 48 | Costco Wholesale Corporation COM | $1.1M | 1.2K | 0.2% | —Held | |
| 49 | American WTR WKS Co Inc New COM | $1.1M | 8.2K | 0.2% | ▲+1.4% Added · +113 sh | |
| 50 | Johnson & Johnson COM | $1.0M | 4.0K | 0.2% | ▼−7.9% Reduced · −345 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 103 | $492.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 101 | $460.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 99 | $498.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 100 | $487.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 99 | $472.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 107 | $451.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 113 | $477.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 109 | $459.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.