Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FULCRUM CAPITAL LLC 01-10-2024 12-31-2023 119 386,715,189
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS MID CAP ETF 1 $37,405,255 160,786 0.01 0.01 8,557 5.62 12-31-2023
MICROSOFT CORP COM 2 $26,582,347 70,690 0.01 0.01 -6,205 -8.07 12-31-2023
APPLE INC COM 3 $20,924,121 108,680 0.01 0.01 -11,219 -9.36 12-31-2023
ALPHABET INC CAP STK CL A 4 $14,020,406 100,368 0.00 0.00 -8,656 -7.94 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6