Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 24 | Q3 2023 | 7.4% |
APPLE INC | 24 | Q3 2023 | 7.0% |
ISHARES TR | 24 | Q3 2023 | 6.0% |
ALPHABET INC | 24 | Q3 2023 | 4.1% |
AMAZON COM INC | 24 | Q3 2023 | 3.8% |
CME Group Inc Class A | 24 | Q3 2023 | 3.1% |
JPMORGAN CHASE & CO | 24 | Q3 2023 | 2.9% |
PEPSICO INC | 24 | Q3 2023 | 2.7% |
WASTE MGMT INC DEL | 24 | Q3 2023 | 2.8% |
PayPal Holdings Inc | 24 | Q3 2023 | 3.6% |
View Fulcrum Capital LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-17 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-27 |
13F-HR | 2023-05-11 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-17 |
13F-HR | 2022-08-03 |
13F-HR | 2022-05-05 |
13F-HR | 2022-01-25 |
View Fulcrum Capital LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.