FULCRUM CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FTNT | 175K | $14.27M |
 | NFLX | 143K | $13.79M |
 | PINS | 139K | $2.55M |
 | EW | 137K | $11.00M |
 | NVDA | 125K | $21.78M |
 | AMZN | 108K | $22.51M |
 | AAPL | 100K | $25.28M |
 | UBER | 99K | $7.12M |
 | MSFT | 83K | $30.86M |
 | GOOGL | 80K | $23.13M |
 | LRCX | 76K | $16.32M |
 | TTD | 73K | $1.65M |
 | ZTS | 62K | $7.32M |
 | XYL | 59K | $7.07M |
 | PYPL | 53K | $2.39M |
 | WM | 49K | $11.27M |
 | ABT | 48K | $4.96M |
 | PEP | 47K | $7.36M |
 | DHI | 47K | $6.42M |
 | DXCM | 45K | $2.81M |
Fortinet, Inc.
FTNT
Shares Held
175K
Value
$14.27M
Netflix, Inc.
NFLX
Shares Held
143K
Value
$13.79M
Pinterest, Inc.
PINS
Shares Held
139K
Value
$2.55M
Edwards Lifesciences Corporation
EW
Shares Held
137K
Value
$11.00M
NVIDIA Corporation
NVDA
Shares Held
125K
Value
$21.78M
Amazon.com, Inc.
AMZN
Shares Held
108K
Value
$22.51M
Apple Inc.
AAPL
Shares Held
100K
Value
$25.28M
Uber Technologies, Inc.
UBER
Shares Held
99K
Value
$7.12M
Microsoft Corporation
MSFT
Shares Held
83K
Value
$30.86M
Alphabet Inc.
GOOGL
Shares Held
80K
Value
$23.13M
Lam Research Corporation
LRCX
Shares Held
76K
Value
$16.32M
The Trade Desk, Inc.
TTD
Shares Held
73K
Value
$1.65M
Zoetis Inc.
ZTS
Shares Held
62K
Value
$7.32M
Xylem Inc.
XYL
Shares Held
59K
Value
$7.07M
PayPal Holdings, Inc.
PYPL
Shares Held
53K
Value
$2.39M
Waste Management, Inc.
WM
Shares Held
49K
Value
$11.27M
Abbott Laboratories
ABT
Shares Held
48K
Value
$4.96M
PepsiCo, Inc.
PEP
Shares Held
47K
Value
$7.36M
D.R. Horton, Inc.
DHI
Shares Held
47K
Value
$6.42M
DexCom, Inc.
DXCM
Shares Held
45K
Value
$2.81M