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| Happy Holidays!! thanks for using AUM13F!! |
| Fulcrum Capital LLC
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| CRD # | 145322 |
| SEC # | 801-68459 |
| CIK # | 0001724090 |
| AUM | $975.9 M (2025-03-19) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 206-223-9790 |
| Address | 800 Fifth Avenue Seattle, WA 98104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 39.1 | ||
| Amazon Com Inc | 22.9 | ||
| Nvidia Corp | 22.3 | ||
| Apple Inc | 21.6 | ||
| Alphabet Inc | 18.8 | ||
| Ingersoll-Rand PLC | 18.2 | ||
| Netflix Inc | 15.3 | ||
| Mastercard Inc | 15.1 | ||
| Fortinet Inc | 14.0 | ||
| J P Morgan Chase & Co | 13.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 223 | 675.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 200.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 99.2 |
| (n) Other | 0 | 0.0 |
| Total | 632 | 975.9 |
| By Discretionary | ||
| Discretionary | 604 | 945.4 |
| Non-Discretionary | 28 | 30.5 |
| Total | 632 | 975.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 975.9 | |
| Total | 632 | 975.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001724090] |
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