HoldingsChannel.com
Fulcrum Equity Management Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (SHY) 1,360,989 +1,133,255 $117,957
     SHY1,360,989+1,133,255$117,957
ISHARES TR (IEF) 20,595 +20,595 $2,502
     IEF20,595+20,595$2,502
VEEVA SYS INC 6,913 +1,924 $1,081
     VEEV6,913+1,924$1,081
SPDR S&P 500 ETF TR (SPY) 4,114 -1,412 $1,060
     SPY4,114-1,412$1,060
ONEOK INC NEW 34,117 -5,285 $744
     OKE34,117-5,285$744
VERISK ANALYTICS INC 5,130 +1,309 $715
     VRSK5,130+1,309$715
MASTERCARD INC 2,883 +2,883 $696
     MA2,883+2,883$696
GLOBAL PMTS INC 4,696 +4,696 $677
     GPN4,696+4,696$677
ZOETIS INC 5,519 +757 $649
     ZTS5,519+757$649
TRANSUNION 9,744 +9,744 $645
     TRU9,744+9,744$645
EPAM SYS INC 3,471 +509 $644
     EPAM3,471+509$644
LULULEMON ATHLETICA INC 3,244 +429 $615
     LULU3,244+429$615
VISA INC 3,772 +914 $608
     V3,772+914$608
PAYCOM SOFTWARE INC 2,886 -941 $583
     PAYC2,886-941$583
ETF SER SOLUTIONS (MSUS) 25,150 +25,150 $560
     MSUS25,150+25,150$560
WALMART INC 4,349 +187 $494
     WMT4,349+187$494
SELECT SECTOR SPDR TR (XLK) 6,121 -1,910 $492
     XLK6,121-1,910$492
PFIZER INC 14,799 -1,490 $483
     PFE14,799-1,490$483
JOHNSON & JOHNSON 3,508 +25 $460
     JNJ3,508+25$460
AMGEN INC 2,111 -545 $428
     AMGN2,111-545$428
BERKSHIRE HATHAWAY INC DEL      $402
     BRK.B2,200UNCH$402
DOMINION ENERGY INC 5,467 +82 $395
     D5,467+82$395
LOWES COS INC 4,241 +19 $365
     LOW4,241+19$365
DIGITAL RLTY TR INC 2,597 -496 $361
     DLR2,597-496$361
SELECT SECTOR SPDR TR (XLV) 4,048 -967 $359
     XLV4,048-967$359
CUBESMART 13,085 -83 $351
     CUBE13,085-83$351
MEDICAL PPTYS TRUST INC 19,004 -7,270 $329
     MPW19,004-7,270$329
TEXAS INSTRS INC 3,255 -675 $325
     TXN3,255-675$325
CISCO SYS INC 8,205 -962 $323
     CSCO8,205-962$323
LOCKHEED MARTIN CORP 945 -227 $320
     LMT945-227$320
DOUGLAS DYNAMICS INC 8,783 -2,854 $312
     PLOW8,783-2,854$312
FASTENAL CO 9,941 -3,043 $311
     FAST9,941-3,043$311
WATSCO INC 1,825 -379 $288
     WSO1,825-379$288
INGERSOLL RAND PLC 3,470 -984 $287
     IR3,470-984$287
UNION PACIFIC CORP 1,997 -394 $282
     UNP1,997-394$282
SONOCO PRODS CO 5,993 -894 $278
     SON5,993-894$278
EATON CORP PLC 3,497 -1,522 $272
     ETN3,497-1,522$272
INTERPUBLIC GROUP COS INC 16,145 -2,977 $261
     IPG16,145-2,977$261
FIRST AMERN FINL CORP 5,913 -1,434 $251
     FAF5,913-1,434$251
ABBVIE INC 3,260 -1,623 $248
     ABBV3,260-1,623$248
OMNICOM GROUP INC 4,431 -661 $243
     OMC4,431-661$243
TIMKEN CO 7,401 -269 $239
     TKR7,401-269$239
MAXIM INTEGRATED PRODS INC 4,768 -1,170 $232
     MXIM4,768-1,170$232
INTERNATIONAL BUSINESS MACHS 2,064 -495 $229
     IBM2,064-495$229
ISHARES TR (IEI) 1,630 +1,630 $217
     IEI1,630+1,630$217
DUKE ENERGY CORP NEW 2,666 +31 $216
     DUK2,666+31$216
DANA INCORPORATED 24,885 -5,562 $194
     DAN24,885-5,562$194
VERMILION ENERGY INC 29,442 +29,442 $92
     VET29,442+29,442$92

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

See Details: Top 10 Stocks Held By Fulcrum Equity Management

Size ($ in 1000's)
At 03/31/2020: $140,091
At 12/31/2019: $191,253

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

Fulcrum Equity Management Top Holdings 13F Filings | www.HoldingsChannel.com

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