Fulcrum Equity Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The filing lists 132 separate positions held by the firm, managed by N. Craig A. Love.
The largest position in the portfolio is ONEOK Inc., with 4,480,879 shares valued at $52,549,000. The firm also holds significant stakes in major technology and industrial companies, including NVIDIA Corporation with 2,200,000 shares, Broadcom Inc. with 1,472,699 shares, and Taiwan Semiconductor Manufacturing Company with 693,865 shares.
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). The filing shows significant holdings in the iShares Core S&P Total Stock Market ETF (108,066 shares) and the iShares Core S&P 500 ETF (179,691,393 shares). The firm also holds positions in various sector-specific ETFs, including the Select Sector SPDR Trust Technology ETF (33,667 shares) and the Select Sector SPDR Trust Financials ETF (50,521 shares).
Individual stock holdings include Apple Inc. with 8,297 shares, Amazon.com Inc. with 4,481 shares, and Eli Lilly & Co. with 1,006 shares. The firm also lists positions in companies such as Palantir Technologies Inc., Visa Inc., and Walmart Inc.
