• 13F History

Fulcrum Equity Management

13F Filings History

Latest 13F report
Q4 2024 - Mar 24, 2025
Value $
$101M
Signature - Title
Craig A. Love - Managing Member
Location
Plano, TX
Summary
This page shows a list of all the recent 13F filings made by Fulcrum Equity Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fulcrum Equity Management reported 110 stock holdings with total value $101M as of Q4 2024. Top holdings included ITOT, URTH, OKE, XLK, and XLF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 110 $101M +$23.7M -$40.7M -$17M ITOT, URTH, OKE, XLK, XLF 13F-HR 3/24/2025, 01:01 PM
Q3 2024 137 $118M +$27.4M -$25M +$2.44M ITOT, URTH, OKE, SPY, XLK Restatement 11/21/2024, 06:27 PM
Q2 2024 130 $111M +$49.8M -$23.5M +$26.3M ITOT, URTH, OKE, SPY, SPLG 13F-HR 7/19/2024, 06:14 PM
Q1 2024 109 $84.8M +$23M -$26.1M -$3.15M URTH, OKE, SPY, HYG, QQQM 13F-HR 4/24/2024, 03:54 PM
Q4 2023 91 $80.9M SPY, URTH, OKE, HYG, XLK New Holdings 1/18/2024, 05:42 PM
Q4 2023 91 $80.9M +$29.5M -$39M -$9.48M SPY, URTH, OKE, HYG, XLK 13F-HR 1/18/2024, 05:37 PM
Q3 2023 119 $85.4M +$32.8M -$29.9M +$2.83M SPY, PULS, BIL, JPST, XLK 13F-HR 11/13/2023, 11:23 AM
Q2 2023 85 $86.2M +$43.9M -$6.03M +$37.8M SPY, XLK, OKE, XLG, MOAT Restatement 7/7/2023, 12:51 PM
Q1 2023 90 $107M SPY, JPST, RFV, RZV, FXZ New Holdings 4/6/2023, 11:46 AM
Q1 2023 90 $107M +$43.4M -$24.8M +$18.5M SPY, JPST, RFV, RZV, FXZ 13F-HR 4/6/2023, 11:29 AM
Q4 2022 70 $122M +$22.2M -$13.5M +$8.66M SPY, JPST, BIL, MINT, SHY Restatement 7/7/2023, 07:35 PM
Q3 2022 64 $118M +$40.4M -$17.2M +$23.2M SPY, SHY, JPST, MINT, IEF 13F-HR 10/11/2022, 09:58 AM
Q2 2022 73 $124M +$36.4M -$21M +$15.4M SPY, SHV, JPST, STPZ, TPYP 13F-HR 7/18/2022, 12:14 PM
Q1 2022 105 $169M +$58.6M -$42.9M +$15.7M SPY, SHV, XLK, FDL, INDS 13F-HR 4/15/2022, 10:36 AM
Q4 2021 178 $267M +$78.2M -$41.5M +$36.7M SPY, SSO, XLK, IYW, QTEC 13F-HR 1/24/2022, 05:18 PM
Q3 2021 177 $258M +$72M -$78.8M -$6.79M SPY, SSO, XLK, ANGL, QTEC 13F-HR 1/24/2022, 06:35 PM
Q2 2021 178 $268M +$142M -$137M +$4.74M SPY, SSO, FXN, FXO, FXH 13F-HR 7/15/2021, 01:34 PM
Q1 2021 171 $253M +$112M -$115M -$3.56M SPY, SSO, FXL, FTEC, FXO 13F-HR 4/5/2021, 04:51 PM
Q4 2020 153 $248M +$61.9M -$26.5M +$35.4M SPY, FTEC, QTEC, FXL, FXZ 13F-HR 2/22/2021, 01:37 PM
Q3 2020 143 $213M +$80.2M -$59.4M +$20.8M SPY, FTEC, QTEC, SHY, FXL 13F-HR 10/27/2020, 10:27 AM
Q2 2020 138 $209M +$169M -$102M +$66.5M SPY, SHY, QTEC, FXL, FXR 13F-HR 8/17/2020, 03:42 PM
Q1 2020 49 $140M +$105M -$2.43M +$102M SHY, IEF, VEEV, SPY, OKE 13F-HR 4/1/2020, 10:52 AM
Q4 2019 89 $191M +$90.3M -$83.2M +$7.07M SHY, FXH, QTEC, FXL, FXD 13F-HR 2/12/2020, 01:05 PM
Q3 2019 224 $197M +$78.3M -$77.4M +$859K SHY, QTEC, FXL, IYW, IYJ 13F-HR 11/5/2019, 11:37 AM
Q2 2019 81 $210M +$81.4M -$130M -$48.4M SHY, FXH, FXD, FXL, QTEC 13F-HR 8/12/2019, 01:21 PM
Q1 2019 97 $291M +$169M -$6.74M +$162M SHY, FXR, FXL, QTEC, FBT 13F-HR 5/3/2019, 01:10 PM
Q4 2018 79 $273M IEF, SHY, OKE, HEI, PYPL 13F-HR 3/5/2019, 08:10 AM