HoldingsChannel.com
Fulcrum Capital LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 73,899 -16,379 $11,655
     MSFT73,899-16,379$11,655
APPLE INC 42,602 -8,689 $10,833
     AAPL42,602-8,689$10,833
ISHARES TR (IVV) 33,015 -616 $8,531
     IVV33,015-616$8,531
ALPHABET INC 7,199 -598 $8,365
     GOOGL7,199-598$8,365
ADOBE INC 25,867 -1,241 $8,232
     ADBE25,867-1,241$8,232
SPDR INDEX SHS FDS (EFAX) 125,631 +12,525 $7,036
     EFAX125,631+12,525$7,036
CME GROUP INC 40,081 -391 $6,930
     CME40,081-391$6,930
MASTERCARD INC 28,544 +5,082 $6,895
     MA28,544+5,082$6,895
ISHARES TR (IJH) 45,652 -38,251 $6,567
     IJH45,652-38,251$6,567
ALIBABA GROUP HLDG LTD 32,665 -2,730 $6,353
     BABA32,665-2,730$6,353
DISNEY WALT CO 63,517 +69 $6,136
     DIS63,517+69$6,136
UNITEDHEALTH GROUP INC 23,854 -1,235 $5,949
     UNH23,854-1,235$5,949
ZOETIS INC 50,403 -2,478 $5,932
     ZTS50,403-2,478$5,932
JPMORGAN CHASE & CO 65,469 -1,061 $5,894
     JPM65,469-1,061$5,894
AMAZON COM INC 2,972 +947 $5,795
     AMZN2,972+947$5,795
PEPSICO INC 47,977 -1,980 $5,762
     PEP47,977-1,980$5,762
S&P GLOBAL INC 23,506 -617 $5,760
     SPGI23,506-617$5,760
JOHNSON & JOHNSON 43,847 -1,211 $5,750
     JNJ43,847-1,211$5,750
ABBOTT LABS 72,321 -1,635 $5,707
     ABT72,321-1,635$5,707
PROCTER & GAMBLE CO 51,437 -1,412 $5,658
     PG51,437-1,412$5,658
STARBUCKS CORP 85,110 +181 $5,595
     SBUX85,110+181$5,595
PAYPAL HLDGS INC 58,250 +63 $5,577
     PYPL58,250+63$5,577
EDWARDS LIFESCIENCES CORP 28,928 +110 $5,456
     EW28,928+110$5,456
FACEBOOK INC 32,416 -765 $5,407
     FB32,416-765$5,407
SPDR SER TR (XBI) 66,293 -746 $5,134
     XBI66,293-746$5,134
WASTE MGMT INC DEL 55,097 -3,671 $5,100
     WM55,097-3,671$5,100
ULTA BEAUTY INC 28,997 +26,566 $5,095
     ULTA28,997+26,566$5,095
SPDR INDEX SHS FDS (EEMX) 98,000 +18,600 $5,002
     EEMX98,000+18,600$5,002
XYLEM INC 71,961 -182 $4,687
     XYL71,961-182$4,687
ISHARES TR (IWR) 103,653 -22,510 $4,475
     IWR103,653-22,510$4,475
BLACKROCK INC 8,232 -544 $3,622
     BLK8,232-544$3,622
ECOLAB INC 22,910 -228 $3,570
     ECL22,910-228$3,570
LINDE PLC 20,588 -303 $3,562
     LIN20,588-303$3,562
PARKER HANNIFIN CORP 22,254 -124 $2,887
     PH22,254-124$2,887
FIRST SOLAR INC 73,089 +4,515 $2,636
     FSLR73,089+4,515$2,636
ISHARES TR (IJK) 12,994 -11,078 $2,319
     IJK12,994-11,078$2,319
ALPHABET INC 1,121 -303 $1,304
     GOOG1,121-303$1,304
ISHARES TR (IEFA) 15,553 -465,962 $776
     IEFA15,553-465,962$776
PACCAR INC 10,277 UNCH $628
     PCAR10,277UNCH$628
DOLLAR GEN CORP NEW 4,088 +4,088 $617
     DG4,088+4,088$617
ISHARES TR (EFA) 10,423 -25,778 $557
     EFA10,423-25,778$557
SPDR S&P 500 ETF TR (SPY) 1,975 -60 $509
     SPY1,975-60$509
VISA INC 3,116 -100 $502
     V3,116-100$502
RESMED INC 2,893 -607 $426
     RMD2,893-607$426
VERIZON COMMUNICATIONS INC 7,550 UNCH $406
     VZ7,550UNCH$406
AMERICAN EXPRESS CO 4,500 UNCH $385
     AXP4,500UNCH$385
MEDTRONIC PLC 3,757 -25 $339
     MDT3,757-25$339
TRANE TECHNOLOGIES PLC 4,082 +4,082 $337
     TT4,082+4,082$337
SPDR SER TR (SDY) 4,193 UNCH $335
     SDY4,193UNCH$335
COSTCO WHSL CORP NEW 1,075 UNCH $307
     COST1,075UNCH$307

See Full List: All Stocks Held By Fulcrum Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Fulcrum Capital LLC

Size ($ in 1000's)
At 03/31/2020: $220,294
At 12/31/2019: $322,940

Fulcrum Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fulcrum Capital LLC 13F filings. Link to 13F filings: SEC filings

Fulcrum Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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