Long-term investor
Fulcrum Equity Management @fulcrumequitymanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001737888).
Record
- Tracked since 2025-06-30 (448 days), 326 trades recorded
- Returns: week n/a · month n/a · 90 days +10.9% · 6 months n/a · 1 year +13.5% · all +13.5%
- Max drawdown n/a · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287150 · 9.0% · long · since 2025-06-30
- TSLA_PUT · 7.1% · long · since 2026-03-31
- 464286392 · 6.9% · long · since 2025-06-30
- 81369Y803 · 4.7% · long · since 2025-06-30
- OKE · 3.3% · long · since 2025-06-30
- NVDA · 3.3% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- 78464A854 · 1.8% · long · since 2025-06-30
- 81369Y605 · 1.7% · long · since 2025-06-30
- 46138E339 · 1.7% · long · since 2025-06-30
- GOOGL · 1.6% · long · since 2025-06-30
- 464287432_CALL · 1.5% · long · since 2026-03-31