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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) |
|---|
| CIK | Period |
|---|---|
| 0001724090 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 39.1 | ||
| Amazon Com Inc | 22.9 | ||
| Nvidia Corp | 22.3 | ||
| Apple Inc | 21.6 | ||
| Alphabet Inc | 18.8 | ||
| Ingersoll-Rand PLC | 18.2 | ||
| Netflix Inc | 15.3 | ||
| Mastercard Inc | 15.1 | ||
| Fortinet Inc | 14.0 | ||
| J P Morgan Chase & Co | 13.6 | ||
| Adobe Systems Inc | 13.4 | ||
| CME Group Inc | 11.7 | ||
| McGraw-hill Companies Inc | 11.1 | ||
| Waste Management Inc | 10.9 | ||
| Edwards Lifesciences Corp | 10.3 | ||
| Intuit Inc | 9.8 | ||
| Zoetis Inc | 8.8 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 8.6 | ||
| UnitedHealth Group Inc | 7.9 | ||
| Xylem Inc | 7.6 | ||
| Lam Research Corp | 7.6 | ||
| Electronic Arts Inc | 7.4 | ||
| Vertex Pharmaceuticals Inc / Ma | 7.0 | ||
| Linde PLC | 6.8 | ||
| PepsiCo Inc | 6.6 | ||
| First Solar Inc | 6.5 | ||
| Uber Technologies Inc | 6.4 | ||
| Abbott Laboratories | 6.3 | ||
| Horton D R Inc /DE/ | 5.9 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summit X
✚
|
MO | 1.0 |
|
Corbyn Investment Management Inc
✚
|
MD | 1.0 |
|
Marietta Wealth Management LLC
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|
GA | 1.0 |
|
Financial Partners Group Inc
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|
KS | 1.0 |
|
Stage Harbor Financial LLC
✚
|
MA | 1.0 |
|
Sequent Asset Management LLC
✚
|
TX | 1.0 |
|
Financial Advisory Corporation
✚
|
MI | 1.0 |
|
Aviance Capital Partners LLC
✚
|
FL | 1.0 |
|
Insight Wealth Partners LLC
✚
|
TX | 1.0 |
|
John Moore & Associates Inc
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|
NM | 1.0 |