Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FULCRUM CAPITAL LLC | 07-22-2024 | 06-30-2024 | 109 | 439,191,162 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 1 | $41,702,209 | 172,252 | 0.01 | 0.01 | 11,466 | 7.13 | 06-30-2024 |
| MICROSOFT CORP | COM | 2 | $32,933,158 | 73,684 | 0.01 | 0.01 | 2,994 | 4.24 | 06-30-2024 |
| APPLE INC | COM | 3 | $22,542,766 | 107,031 | 0.01 | 0.01 | -1,649 | -1.52 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 4 | $22,377,168 | 181,133 | 0.01 | 0.00 | 162,910 | 893.98 | 06-30-2024 |
