Current Market Value 472,768,679
Current Holdings 99
Most Recent File Date 2025-07-24
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Fulcrum Capital LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-24 2025-06-30 13F-HR 99 472,769
2025-04-08 2025-03-31 13F-HR 106 451,081
2025-01-13 2024-12-31 13F-HR 113 477,560
2024-10-22 2024-09-30 13F-HR 109 459,105
2024-07-22 2024-06-30 13F-HR 108 439,191
2024-04-17 2024-03-31 13F-HR 116 421,366
2024-01-10 2023-12-31 13F-HR 119 386,715
2023-10-13 2023-09-30 13F-HR 109 344,490
2023-07-27 2023-06-30 13F-HR 115 380,255
2023-05-11 2023-03-31 13F-HR 118 371,475
2023-01-24 2022-12-31 13F-HR 101 346,045
2022-10-17 2022-09-30 13F-HR 79 336,677
2022-08-03 2022-06-30 13F-HR 73 318,163
2022-01-25 2021-12-31 13F-HR 85 461,157
2021-10-21 2021-09-30 13F-HR 88 417,984
2021-07-30 2021-06-30 13F-HR 82 398,586
2021-04-12 2021-03-31 13F-HR 84 348,695
2021-02-09 2020-12-31 13F-HR 81 334,330
2020-10-21 2020-09-30 13F-HR 61 276,475
2020-07-27 2020-06-30 13F-HR 65 263,869
2020-05-01 2020-03-31 13F-HR 62 220,294
2020-02-03 2019-12-31 13F-HR 73 322,940
2019-11-01 2019-09-30 13F-HR/A 1 R 75 292,832
2019-10-31 2019-09-30 13F-HR 101 285,153
2019-07-29 2019-06-30 13F-HR 60 273,170
2019-05-08 2019-03-31 13F-HR 64 264,802
2019-02-12 2018-12-31 13F-HR 54 221,932
2018-11-05 2018-09-30 13F-HR 59 256,468
2018-08-03 2018-06-30 13F-HR 54 209,457
2018-05-09 2018-03-31 13F-HR 68 307,135
2018-01-30 2017-12-31 13F-HR 73 308,429