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 WORLD FDS | CONSUM STP ETF | 101 | $462,123 | 2,420 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MARRIOTT INTL INC NEW | CL A | 102 | $451,020 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 103 | $442,038 | 930 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LAMAR ADVERTISING CO NEW | CL A | 104 | $433,835 | 4,082 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
