$143 Million is the total value of Fulcrum Equity Management's 49 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $402,000 | -19.3% | 2,200 | 0.0% | 0.29% | +10.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ONEOK INC NEW | 23 | Q2 2024 | 4.3% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 2.1% |
| LOWES COS INC | 23 | Q2 2024 | 1.4% |
| JOHNSON & JOHNSON | 23 | Q2 2024 | 1.0% |
| WALMART INC | 23 | Q2 2024 | 1.1% |
| PFIZER INC | 23 | Q2 2024 | 0.7% |
| DOMINION ENERGY INC | 23 | Q2 2024 | 0.4% |
| DUKE ENERGY CORP NEW | 23 | Q2 2024 | 0.4% |
| SELECT SECTOR SPDR TR | 22 | Q2 2024 | 4.7% |
| SELECT SECTOR SPDR TR | 22 | Q2 2024 | 1.6% |
View Fulcrum Equity Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-24 |
| 13F-HR/A | 2024-01-19 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-11-13 |
| 13F-HR/A | 2023-07-10 |
| 13F-HR/A | 2023-07-07 |
| 13F-HR | 2023-07-07 |
| 13F-HR/A | 2023-04-06 |
| 13F-HR | 2023-04-06 |
View Fulcrum Equity Management'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.