FULCRUM CAPITAL LLC

PrivateCIK: 1724090
Location

SEATTLE, WA

101
Positions
$460.64M
Total AUM (reported)
2.74M
Total Shares

Allocation by class

TOTAL AUM$460.64M101 positions
COM$296.80M64.4%
MID CAP ETF$38.02M8.3%
CL A$25.53M5.5%
CAP STK CL A$23.13M5.0%
SHS$22.79M4.9%
COM NEW$16.80M3.6%
STATE STREET SPD$9.09M2.0%

Portfolio Concentration

Top 320.4%4–1027.7%11–2529.9%Rest22.0%TOP 1048.1%0%100%
Top 3$94.16M20.4%
4–10$127.61M27.7%
11–25$137.72M29.9%
Rest$101.16M22.0%

Top 3 weight

20.4%

Top 10 weight

48.1%

Voting Authority Distribution

Total shares with voting rights: 2.74M

Sole

Full voting authority

2.74M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole101
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings101
Rows:

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares132.38K
TypeSH
Market value$38.02M
8.25%
Sole
132.38K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares83.38K
TypeSH
Market value$30.86M
6.70%
Sole
83.38K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares99.61K
TypeSH
Market value$25.28M
5.49%
Sole
99.61K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares80.44K
TypeSH
Market value$23.13M
5.02%
Sole
80.44K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares108.08K
TypeSH
Market value$22.51M
4.89%
Sole
108.08K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares124.86K
TypeSH
Market value$21.78M
4.73%
Sole
124.86K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares76.39K
TypeSH
Market value$16.32M
3.54%
Sole
76.39K
Shared
0.00
None
0.00

TRANE TECHNOLOGIES PLC

SOLE
SHS
Shares36.90K
TypeSH
Market value$15.38M
3.34%
Sole
36.90K
Shared
0.00
None
0.00

FORTINET INC

SOLE
COM
Shares174.59K
TypeSH
Market value$14.27M
3.10%
Sole
174.59K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares28.47K
TypeSH
Market value$14.23M
3.09%
Sole
28.47K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares143.40K
TypeSH
Market value$13.79M
2.99%
Sole
143.40K
Shared
0.00
None
0.00

CME GROUP INC

SOLE
COM
Shares43.12K
TypeSH
Market value$12.74M
2.76%
Sole
43.12K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares40.06K
TypeSH
Market value$11.78M
2.56%
Sole
40.06K
Shared
0.00
None
0.00

WASTE MGMT INC DEL

SOLE
COM
Shares49.05K
TypeSH
Market value$11.27M
2.45%
Sole
49.05K
Shared
0.00
None
0.00

EDWARDS LIFESCIENCES CORP

SOLE
COM
Shares137.34K
TypeSH
Market value$11.00M
2.39%
Sole
137.34K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares25.31K
TypeSH
Market value$10.76M
2.34%
Sole
25.31K
Shared
0.00
None
0.00

ADOBE INC

SOLE
COM
Shares36.01K
TypeSH
Market value$8.75M
1.90%
Sole
36.01K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares14.96K
TypeSH
Market value$7.42M
1.61%
Sole
14.96K
Shared
0.00
None
0.00

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares16.50K
TypeSH
Market value$7.37M
1.60%
Sole
16.50K
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares47.38K
TypeSH
Market value$7.36M
1.60%
Sole
47.38K
Shared
0.00
None
0.00

ZOETIS INC

SOLE
CL A
Shares61.93K
TypeSH
Market value$7.32M
1.59%
Sole
61.93K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares55.97K
TypeSH
Market value$7.15M
1.55%
Sole
55.97K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares98.97K
TypeSH
Market value$7.12M
1.55%
Sole
98.97K
Shared
0.00
None
0.00

XYLEM INC

SOLE
COM
Shares59.18K
TypeSH
Market value$7.07M
1.54%
Sole
59.18K
Shared
0.00
None
0.00

FIRST SOLAR INC

SOLE
COM
Shares34.59K
TypeSH
Market value$6.82M
1.48%
Sole
34.59K
Shared
0.00
None
0.00
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