FULCRUM EQUITY MANAGEMENT
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OKE | 49K | $4.02M |
 | SILA | 30K | $720.25K |
 | WMT | 16K | $1.53M |
 | SAN | 15K | $124.23K |
 | NVDA | 11K | $1.74M |
 | AHR | 10K | $363.91K |
 | CHT | 5K | $250.48K |
 | VZ | 5K | $208.13K |
 | CSCO | 4K | $309.73K |
 | BRK-B | 4K | $2.15M |
 | AAPL | 4K | $896.63K |
 | AMZN | 4K | $857.16K |
 | DUK | 4K | $459.35K |
 | XOM | 4K | $411.36K |
 | SBUX | 4K | $333.17K |
 | ABBV | 3K | $639.07K |
 | LOW | 3K | $763.18K |
 | APH | 3K | $283.51K |
 | VLO | 3K | $367.59K |
 | GOOGL | 3K | $463.94K |
ONEOK, Inc.
OKE
Shares Held
49K
Value
$4.02M
Sila Realty Trust, Inc.
SILA
Shares Held
30K
Value
$720.25K
Walmart Inc.
WMT
Shares Held
16K
Value
$1.53M
Banco Santander, S.A.
SAN
Shares Held
15K
Value
$124.23K
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.74M
American Healthcare REIT, Inc.
AHR
Shares Held
10K
Value
$363.91K
Chunghwa Telecom Co., Ltd.
CHT
Shares Held
5K
Value
$250.48K
Verizon Communications Inc.
VZ
Shares Held
5K
Value
$208.13K
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$309.73K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$2.15M
Apple Inc.
AAPL
Shares Held
4K
Value
$896.63K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$857.16K
Duke Energy Corporation
DUK
Shares Held
4K
Value
$459.35K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$411.36K
Starbucks Corporation
SBUX
Shares Held
4K
Value
$333.17K
AbbVie Inc.
ABBV
Shares Held
3K
Value
$639.07K
Lowe's Companies, Inc.
LOW
Shares Held
3K
Value
$763.18K
Amphenol Corporation
APH
Shares Held
3K
Value
$283.51K
Valero Energy Corporation
VLO
Shares Held
3K
Value
$367.59K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$463.94K