Fulcrum Capital LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a portfolio of 101 individual equity positions.
The portfolio is managed from an office in Seattle, Washington, with Chief Compliance Officer Matthew Wilkins listed as the contact for the report. The filing details a broad mix of large-cap technology, healthcare, and consumer staples companies. Notable positions include Microsoft, with 97,875 shares; NVIDIA, holding 121,330 shares; and Netflix, with 158,770 shares.
Other significant holdings listed in the filing include UnitedHealth Group with 23,176 shares, Visa with 1,952 shares, and Procter & Gamble with 2,068 shares. The portfolio also includes substantial positions in exchange-traded funds, such as the Vanguard Mid-Cap Index Fund with 504,508 shares and the iShares Core S&P 500 ETF with 5,624 shares.
