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 |
|---|---|---|---|---|---|---|---|---|---|
| ALIGN TECHNOLOGY INC | COM | 51 | $2,037,669 | 8,440 | 0.00 | 0.00 | 425 | 5.30 | 06-30-2024 |
| ISHARES TR | RUS MID CAP ETF | 52 | $1,881,786 | 23,209 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ECOLAB INC | COM | 53 | $1,621,018 | 6,811 | 0.00 | 0.00 | 80 | 1.19 | 06-30-2024 |
| VISA INC | COM CL A | 54 | $1,600,017 | 6,096 | 0.00 | 0.00 | 96 | 1.60 | 06-30-2024 |
