Fulcrum Equity Management recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 70 stocks valued at a total of $122.00Mil. The top holdings were SPY(14.41%), JPST(8.03%), and BIL(3.44%).
According to GuruFocus data, these were Fulcrum Equity Management’s top five trades of the quarter.
iShares 1-3 Year Treasury Bond ETF
The guru established a new position worth 145,248 shares in NAS:SHY, giving the stock a 9.98% weight in the equity portfolio. Shares traded for an average price of $82.09 during the quarter.
On 01/11/2023, iShares 1-3 Year Treasury Bond ETF traded for a price of $81.53 per share and a market cap of $27.80Bil. The stock has returned -3.11% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Short Treasury Bond ETF
Fulcrum Equity Management reduced their investment in NAS:SHV by 70,765 shares. The trade had a 6.31% impact on the equity portfolio. During the quarter, the stock traded for an average price of $109.67.
On 01/11/2023, iShares Short Treasury Bond ETF traded for a price of $109.99 per share and a market cap of $19.78Bil. The stock has returned 1.02% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
The guru established a new position worth 41,974 shares in ARCA:MINT, giving the stock a 3.51% weight in the equity portfolio. Shares traded for an average price of $98.73 during the quarter.
On 01/11/2023, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund traded for a price of $98.96 per share and a market cap of $8.81Bil. The stock has returned -0.90% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares 7-10 Year Treasury Bond ETF
The guru established a new position worth 42,669 shares in NAS:IEF, giving the stock a 3.47% weight in the equity portfolio. Shares traded for an average price of $101.09 during the quarter.
On 01/11/2023, iShares 7-10 Year Treasury Bond ETF traded for a price of $98.01 per share and a market cap of $23.53Bil. The stock has returned -11.42% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
Fulcrum Equity Management reduced their investment in ARCA:STPZ by 78,764 shares. The trade had a 3.34% impact on the equity portfolio. During the quarter, the stock traded for an average price of $51.13.
On 01/11/2023, PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund traded for a price of $50 per share and a market cap of $1.13Bil. The stock has returned -3.57% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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