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 |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC | COM | 101 | $484,119 | 1,883 | 0.00 | 0.00 | -178 | -8.64 | 06-30-2024 |
| MARRIOTT INTL INC NEW | CL A | 102 | $483,540 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ATMOS ENERGY CORP | COM | 103 | $478,265 | 4,100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BROADCOM INC | COM | 104 | $465,604 | 290 | 0.00 | 0.00 | -147 | -33.64 | 06-30-2024 |
