Fulcrum Capital LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

Fulcrum Capital LLC has recently released its Q3 2022 and Q4 2022 13F holdings comparison, showing significant changes in the fund's portfolio. These changes are fascinating for investors and traders who seek to understand the dynamics of the hedge fund industry.

In Q4 2022, Fulcrum Capital LLC added 39,037 shares of VANGUARD INDEX FDS (VO), increasing its shares from 103,723 to 142,760. The value of the VO shares also increased from $19,498,000 to $29,095,000, representing a 49.2% change. Microsoft Corporation (MSFT) was another stock that experienced an increased number of shares, with 9,604 shares added, going from 90,283 to 94,604. The value of these shares rose from $21,027,000 to $22,688,000, a 7.9% increase.

On the other hand, Fulcrum Capital LLC decreased its shares in some stocks. For instance, the fund reduced its shares in Amazon.com Inc (AMZN) by 3,154 shares, with the shares declining from 88,940 to 92,094. The value of these shares also decreased from $10,050,000 to $7,735,000, a 23% decrease. Similarly, PayPal Holdings Inc (PYPL) experienced a decrease in the number of shares. The hedge fund reduced its shares in PYPL from 64,660 to 64,826, leading to a decline in the shares' value from $5,565,000 to $4,616,000, representing a 17% drop.

Aside from the gains and losses in these tech stocks, Fulcrum Capital LLC recorded other significant changes to its portfolio. For instance, Fulcrum Capital LLC acquired 13,631 shares in Vertex Pharmaceuticals Inc (VRTX), raising the shares from 3,428 to 13,631, representing a 296.4% increase. The shares' value also rose from $993,000 to $3,936,000, an impressive increase.

Another notable change in the Fulcrum Capital LLC Q3 2022 and Q4 2022 comparison is the increase in the hedge fund's shares in D.R. Horton Inc (DHI). The fund purchased 1,469 shares of D.R. Horton Inc, bringing the number of shares held to 67,327. The value of these shares increased from $4,534,000 to $5,996,000, accounting for a 32.3% increase.

Furthermore, the comparison showed that Fulcrum Capital LLC closed its shares in iShares Trust (IEFA) in Q4 2022, with 51,352 shares sold. In contrast, the fund acquired 32,657 shares of iShares Trust (ESGD), raising the number of shares from 204,954 to 32,657.

In conclusion, Fulcrum Capital LLC's Q3 2022 and Q4 2022 13F holdings comparison shows the hedge fund's continued efforts to make meaningful changes to its portfolio. The fund increased its shares in some stocks while reducing its stake in others. Though some stocks experienced a decline in shares, others saw an impressive increase in shares' value, making Fulcrum Capital LLC's Q3 2022 and Q4 2022 filings exciting for traders and investors alike.