0001580642-19-001156.txt : 20190305
0001580642-19-001156.hdr.sgml : 20190305
20190305091034
ACCESSION NUMBER: 0001580642-19-001156
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190305
DATE AS OF CHANGE: 20190305
EFFECTIVENESS DATE: 20190305
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Fulcrum Equity Management
CENTRAL INDEX KEY: 0001737888
IRS NUMBER: 464482572
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19437
FILM NUMBER: 19656804
BUSINESS ADDRESS:
STREET 1: 5700 GRANITE PARKWAY
STREET 2: SUITE 200
CITY: PLANO
STATE: TX
ZIP: 75024
BUSINESS PHONE: 8883046942
MAIL ADDRESS:
STREET 1: 5700 GRANITE PARKWAY
STREET 2: SUITE 200
CITY: PLANO
STATE: TX
ZIP: 75024
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001737888
XXXXXXXX
12-31-2018
12-31-2018
false
Fulcrum Equity Management
5700 Granite Parkway
Suite 200
Plano
TX
75024
13F HOLDINGS REPORT
028-19437
N
Craig A. Love
Managing Member
214-317-4293
/s/ Craig A. Love
Plano
TX
03-04-2019
0
79
272684
INFORMATION TABLE
2
infotable.xml
INTEL CORP
COM
458140100
329
7005
SH
SOLE
0
0
7005
FASTENAL CO
COM
311900104
263
5030
SH
SOLE
0
0
5030
ISHARES TR
S&P SML 600 GWT
464287887
245
1519
SH
SOLE
0
0
1519
MCDONALDS CORP
COM
580135101
302
1703
SH
SOLE
0
0
1703
DOMINION ENERGY INC
COM
25746U109
367
5142
SH
SOLE
0
0
5142
3M CO
COM
88579Y101
263
1380
SH
SOLE
0
0
1380
CISCO SYS INC
COM
17275R102
562
12961
SH
SOLE
0
0
12961
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
397
19793
SH
SOLE
0
0
19793
LULULEMON ATHLETICA INC
COM
550021109
873
7182
SH
SOLE
0
0
7182
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
304
4900
SH
SOLE
0
0
4900
VERMILION ENERGY INC
COM
923725105
265
12604
SH
SOLE
0
0
12604
ISHARES TR
CORE S&P500 ETF
464287200
274
1090
SH
SOLE
0
0
1090
MEDTRONIC PLC
SHS
G5960L103
246
2700
SH
SOLE
0
0
2700
PRA HEALTH SCIENCES INC
COM
69354M108
936
10180
SH
SOLE
0
0
10180
ONEOK INC NEW
COM
682680103
2350
43550
SH
SOLE
0
0
43550
HONEYWELL INTL INC
COM
438516106
277
2100
SH
SOLE
0
0
2100
SIX FLAGS ENTMT CORP NEW
COM
83001A102
212
3808
SH
SOLE
0
0
3808
ISHARES TR
CORE HIGH DV ETF
46429B663
268
3180
SH
SOLE
0
0
3180
ISHARES TR
IBOXX HI YD ETF
464288513
382
4716
SH
SOLE
0
0
4716
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
837
4100
SH
SOLE
0
0
4100
PAYPAL HLDGS INC
COM
70450Y103
984
11704
SH
SOLE
0
0
11704
ISHARES TR
IBOXX INV CP ETF
464287242
393
3483
SH
SOLE
0
0
3483
WALMART INC
COM
931142103
407
4367
SH
SOLE
0
0
4367
MEDICAL PPTYS TRUST INC
COM
58463J304
324
20162
SH
SOLE
0
0
20162
SONOCO PRODS CO
COM
835495102
263
4941
SH
SOLE
0
0
4941
OLLIES BARGAIN OUTLT HLDGS I
COM
681116109
707
10627
SH
SOLE
0
0
10627
MAXIM INTEGRATED PRODS INC
COM
57772K101
219
4306
SH
SOLE
0
0
4306
WEX INC
COM
96208T104
680
4858
SH
SOLE
0
0
4858
BURLINGTON STORES INC
COM
122017106
820
5043
SH
SOLE
0
0
5043
ISHARES TR
JPMORGAN USD EMG
464288281
337
3240
SH
SOLE
0
0
3240
NIKE INC
CL B
654106103
386
5200
SH
SOLE
0
0
5200
DUKE ENERGY CORP NEW
COM NEW
26441C204
218
2529
SH
SOLE
0
0
2529
HEICO CORP NEW
COM
422806109
1201
15505
SH
SOLE
0
0
15505
AMGEN INC
COM
031162100
807
4148
SH
SOLE
0
0
4148
AMERICAN EXPRESS CO
COM
025816109
200
2100
SH
SOLE
0
0
2100
VERISK ANALYTICS INC
COM
92345Y106
873
8010
SH
SOLE
0
0
8010
ISHARES TR
1 3 YR TREAS BD
464287457
92072
1101073
SH
SOLE
0
0
1101073
UNITEDHEALTH GROUP INC
COM
91324P102
637
2555
SH
SOLE
0
0
2555
CUMMINS INC
COM
231021106
234
1752
SH
SOLE
0
0
1752
HUANENG PWR INTL INC
SPON ADR H SHS
443304100
271
10843
SH
SOLE
0
0
10843
ISHARES TR
S&P MC 400GR ETF
464287606
236
1236
SH
SOLE
0
0
1236
TEXAS INSTRS INC
COM
882508104
270
2861
SH
SOLE
0
0
2861
VISA INC
COM CL A
92826C839
841
6370
SH
SOLE
0
0
6370
ZOETIS INC
CL A
98978V103
841
9827
SH
SOLE
0
0
9827
ETF SER SOLUTIONS
LHA MKT ST TAC
26922A487
669
30289
SH
SOLE
0
0
30289
MICRON TECHNOLOGY INC
COM
595112103
348
10971
SH
SOLE
0
0
10971
ISHARES TR
INTL DEV RE ETF
464288489
245
9057
SH
SOLE
0
0
9057
EATON CORP PLC
SHS
G29183103
250
3640
SH
SOLE
0
0
3640
PFIZER INC
COM
717081103
607
13917
SH
SOLE
0
0
13917
GLOBUS MED INC
CL A
379577208
672
15535
SH
SOLE
0
0
15535
MARATHON PETE CORP
COM
56585A102
338
5723
SH
SOLE
0
0
5723
SPDR SER TR
BLOMBERG BRC INV
78468R200
228
7500
SH
SOLE
0
0
7500
ISHARES TR
GLOBAL TECH ETF
464287291
331
2300
SH
SOLE
0
0
2300
ISHARES TR
BARCLAYS 7 10 YR
464287440
144810
1389730
SH
SOLE
0
0
1389730
PHILLIPS 66
COM
718546104
425
4938
SH
SOLE
0
0
4938
ABBVIE INC
COM
00287Y109
326
3541
SH
SOLE
0
0
3541
DOUGLAS DYNAMICS INC
COM
25960R105
309
8614
SH
SOLE
0
0
8614
CUBESMART
COM
229663109
285
9925
SH
SOLE
0
0
9925
WATSCO INC
COM
942622200
224
1609
SH
SOLE
0
0
1609
JOHNSON & JOHNSON
COM
478160104
910
7053
SH
SOLE
0
0
7053
NUVEEN REAL ESTATE INCOME FD
COM
67071B108
251
29671
SH
SOLE
0
0
29671
ARISTA NETWORKS INC
COM
040413106
776
3685
SH
SOLE
0
0
3685
ISHARES INC
CORE MSCI EMKT
46434G103
265
5613
SH
SOLE
0
0
5613
FERRARI N V
COM
N3167Y103
410
4120
SH
SOLE
0
0
4120
ISHARES TR
RUSSELL 2000 ETF
464287655
254
1900
SH
SOLE
0
0
1900
DIGITAL RLTY TR INC
COM
253868103
245
2299
SH
SOLE
0
0
2299
VEEVA SYS INC
CL A COM
922475108
870
9738
SH
SOLE
0
0
9738
ISHARES TR
CORE LT USDB ETF
464289479
347
5872
SH
SOLE
0
0
5872
CENTERPOINT ENERGY INC
COM
15189T107
330
11681
SH
SOLE
0
0
11681
LOCKHEED MARTIN CORP
COM
539830109
227
867
SH
SOLE
0
0
867
ISHARES TR
CORE S&P MCP ETF
464287507
322
1940
SH
SOLE
0
0
1940
APPLE INC
COM
037833100
532
3371
SH
SOLE
0
0
3371
INTERNATIONAL BUSINESS MACHS
COM
459200101
217
1912
SH
SOLE
0
0
1912
UNION PAC CORP
COM
907818108
269
1944
SH
SOLE
0
0
1944
ROSS STORES INC
COM
778296103
833
10017
SH
SOLE
0
0
10017
FIRST AMERN FINL CORP
COM
31847R102
258
5781
SH
SOLE
0
0
5781
LOWES COS INC
COM
548661107
527
5708
SH
SOLE
0
0
5708
ISHARES TR
CORE MSCI EAFE
46432F842
317
5765
SH
SOLE
0
0
5765
ISHARES TR
MSCI EAFE ETF
464287465
284
4825
SH
SOLE
0
0
4825