Stock Taper

FULCRUM CAPITAL LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ServiceNow, Inc.NOW34.25K$3.4M
First Solar, Inc.FSLR33.1K$7.81M
EOG Resources, Inc.EOG32.43K$4.21M
D.R. Horton, Inc.DHI28.36K$4.62M
Mastercard IncorporatedMA27.61K$14.18M
S&P Global Inc.SPGI24.6K$10.02M
UnitedHealth Group IncorporatedUNH23.49K$9.76M
Amphenol CorporationAPH20.51K$3.62M
Coinbase Global, Inc.COIN20.05K$2.93M
Arista Networks, Inc.ANET19.74K$3.35M
Vertex Pharmaceuticals IncorporatedVRTX15.96K$7.93M
Linde plcLIN14.24K$7.39M
Intuit Inc.INTU13.24K$3.46M
Ulta Beauty, Inc.ULTA12.22K$5.51M
Pfizer Inc.PFE11K$264.88K
Enterprise Products Partners L.P.EPD8.91K$327.57K
American Water Works Company, Inc.AWK8.2K$1.08M
Old Republic International CorporationORI7.72K$315.86K
The Coca-Cola CompanyKO7.68K$624.15K
Thermo Fisher Scientific Inc.TMO7.09K$3.55M