Stock Taper 
FULCRUM EQUITY MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 EMCOR Group, Inc. | EME | 320 | $265.57K |
 Quanta Services, Inc. | PWR | 383 | $275.78K |
 Mastercard Incorporated | MA | 396 | $203.41K |
 Analog Devices, Inc. | ADI | 521 | $206.93K |
 Micron Technology, Inc. | MU | 521 | $601.38K |
 Costco Wholesale Corporation | COST | 590 | $552.04K |
 KLA Corporation | KLAC | 674 | $203.37K |
 The Goldman Sachs Group, Inc. | GS | 691 | $699.23K |
 ASML Holding N.V. | ASML | 708 | $1.41M |
 Howmet Aerospace Inc. | HWM | 756 | $203.26K |
 Dell Technologies Inc. | DELL | 802 | $346.1K |
 Eli Lilly and Company | LLY | 836 | $1M |
 Alphabet Inc. | GOOG | 971 | $343.15K |
 GE Vernova Inc. | GEV | 1.01K | $1.18M |
 RTX Corporation | RTX | 1.06K | $200.35K |
 Visa Inc. | V | 1.13K | $388.09K |
 GE Aerospace | GE | 1.16K | $432.06K |
 Entegris, Inc. | ENTG | 1.16K | $208.1K |
 Tower Semiconductor Ltd. | TSEM | 1.2K | $312.77K |
 Applied Materials, Inc. | AMAT | 1.2K | $868.33K |