Fulcrum Asset Management LLP Top Holdings and 13F Report (2026)

About Fulcrum Asset Management LLP

Investment Activity

Fulcrum Asset Management LLP has $1.00 billion in total holdings as of June 30, 2026.
Fulcrum Asset Management LLP owns shares of 1,037 different stocks, but just 152 companies or ETFs make up 80% of its holdings.
Approximately 65.07% of the portfolio was purchased this quarter.
About 35.35% of the portfolio was sold this quarter.
This quarter, Fulcrum Asset Management LLP has purchased 226 new stocks and bought additional shares in 56 stocks.
Fulcrum Asset Management LLP sold shares of 96 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

NVIDIA: $45,298,550
Apple: $33,000,488
Micron Technology: $23,702,715
Amazon.com: $20,404,936
Microsoft: $17,897,391

Largest New Holdings this Quarter

037833100 - Apple: $33,000,488 Holding
931142103 - WALMART INC: $17,840,011 Holding
14149Y108 - Cardinal Health: $16,562,802 Holding
30303M102 - Meta Platforms: $15,342,102 Holding
45258D105 - Immunocore: $14,298,161 Holding

Largest Purchases this Quarter

Apple: 117,131 shares (about $33.00M)
WALMART INC: 155,672 shares (about $17.84M)
Cardinal Health: 70,116 shares (about $16.56M)
Meta Platforms: 27,270 shares (about $15.34M)
Immunocore: 470,025 shares (about $14.30M)

Largest Sales this Quarter

Darling Ingredients: 301,652 shares (about $16.03M)
Waste Management: 60,460 shares (about $13.50M)
Halliburton: 378,609 shares (about $12.91M)
NVIDIA: 64,683 shares (about $12.61M)
Broadcom: 29,196 shares (about $10.87M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$45,298,550	$12,611,245 â–¼	-21.8%	232,336	4.5%	Technology
AAPL Apple	$33,000,488	$33,000,488 â–²	New Holding	117,131	3.3%	Technology
MU Micron Technology	$23,702,715	$885,301 â–¼	-3.6%	20,696	2.4%	Technology
AMZN Amazon.com	$20,404,936	$5,152,444 â–¼	-20.2%	84,971	2.0%	Consumer Discretionary
MSFT Microsoft	$17,897,391	$8,002,761 â–¼	-30.9%	48,559	1.8%	Technology
WALMART INC	$17,840,011	$17,840,011 â–²	New Holding	155,672	1.8%	EQUITY
CAH Cardinal Health	$16,562,802	$16,562,802 â–²	New Holding	70,116	1.7%	Healthcare
AVGO Broadcom	$15,923,727	$10,874,050 â–¼	-40.6%	42,754	1.6%	Technology
GOOG Alphabet	$15,656,901	$6,652,541 â–¼	-29.8%	44,571	1.6%	Communication Services
META Meta Platforms	$15,342,102	$15,342,102 â–²	New Holding	27,270	1.5%	Communication Services
IMCR Immunocore	$14,298,161	$14,298,161 â–²	New Holding	470,025	1.4%	Healthcare
GOOGL Alphabet	$13,315,630	$4,488,526 â–¼	-25.2%	37,652	1.3%	Communication Services
MCK McKesson	$12,610,831	$12,610,831 â–²	New Holding	16,870	1.3%	Healthcare
COR Cencora	$12,071,801	$12,071,801 â–²	New Holding	42,861	1.2%	Healthcare
LLY Eli Lilly and Company	$10,669,643	$10,669,643 â–²	New Holding	8,675	1.1%	Healthcare
COST Costco Wholesale	$10,204,264	$10,204,264 â–²	New Holding	10,779	1.0%	Consumer Staples
PWR Quanta Services	$9,927,997	$9,927,997 â–²	New Holding	13,896	1.0%	Industrials
TSLA Tesla	$9,807,970	$9,807,970 â–²	New Holding	23,815	1.0%	Consumer Discretionary
GE VERNOVA INC COMP	$9,508,046	$9,508,046 â–²	New Holding	8,624	0.9%	EQUITY
FTNT Fortinet	$8,787,447	$8,787,447 â–²	New Holding	56,540	0.9%	Technology
APH Amphenol	$7,529,007	$1,316,216 â–¼	-14.9%	45,241	0.8%	Technology
XOM ExxonMobil	$7,397,718	$7,397,718 â–²	New Holding	54,371	0.7%	Energy
SLB SLB	$7,395,708	$8,266,724 â–¼	-52.8%	159,459	0.7%	Energy
CAT Caterpillar	$7,395,574	$7,395,574 â–²	New Holding	7,158	0.7%	Industrials
KR Kroger	$7,195,785	$7,195,785 â–²	New Holding	128,703	0.7%	Consumer Staples
HWM Howmet Aerospace	$7,129,459	$7,129,459 â–²	New Holding	26,546	0.7%	Industrials
WWD Woodward	$6,855,244	$6,855,244 â–²	New Holding	16,194	0.7%	Industrials
ARISTA NETWORKS INC COMP	$6,852,816	$6,852,816 â–²	New Holding	41,760	0.7%	EQUITY
MNST Monster Beverage	$6,535,240	$6,535,240 â–²	New Holding	66,932	0.7%	Consumer Staples
JPMORGAN CHASE & CO	$6,406,610	$6,406,610 â–²	New Holding	448,500,000	0.6%	CORP_BOND
AXP American Express	$6,342,754	$6,342,754 â–²	New Holding	18,607	0.6%	Finance
AMD Advanced Micro Devices	$6,198,201	$1,103,257 â–¼	-15.1%	11,489	0.6%	Technology
BKR Baker Hughes	$6,003,153	$1,050,914 â–²	21.2%	106,609	0.6%	Energy
ABT Abbott Laboratories	$5,878,648	$5,878,648 â–²	New Holding	63,409	0.6%	Healthcare
TSM Taiwan Semiconductor Manufacturing	$5,871,700	$5,871,700 â–²	New Holding	12,902	0.6%	Technology
MS Morgan Stanley	$5,749,892	$1,985,087 â–²	52.7%	27,158	0.6%	Finance
CTVA Corteva	$5,676,747	$3,313,874 â–²	140.2%	68,091	0.6%	Materials
AJG Arthur J. Gallagher & Co.	$5,583,291	$3,866,945 â–²	225.3%	24,583	0.6%	Finance
CVX Chevron	$5,551,929	$1,965,876 â–²	54.8%	32,955	0.6%	Energy
PLD Prologis	$5,414,349	$4,623,926 â–²	585.0%	38,983	0.5%	Real Estate
NEE NextEra Energy	$5,387,159	$7,483,436 â–¼	-58.1%	60,762	0.5%	Utilities
JNJ Johnson & Johnson	$5,380,886	$532,789 â–¼	-9.0%	20,815	0.5%	Healthcare
VRT Vertiv	$5,334,218	$5,334,218 â–²	New Holding	17,377	0.5%	Industrials
SHOPIFY INC - CLASS A COMP	$5,293,731	$5,293,731 â–²	New Holding	46,316	0.5%	EQUITY
TRV Travelers Companies	$5,140,157	$5,140,157 â–²	New Holding	15,488	0.5%	Finance
IBKR Interactive Brokers Group	$5,132,005	$990,221 â–¼	-16.2%	58,186	0.5%	Finance
BAC Bank of America	$5,077,060	$1,841,973 â–²	56.9%	87,717	0.5%	Finance
OKTA Okta	$4,987,416	$4,709,564 â–²	1,695.0%	37,982	0.5%	Technology
CMG Chipotle Mexican Grill	$4,972,634	$2,832,584 â–²	132.4%	150,823	0.5%	Consumer Discretionary
V Visa	$4,972,374	$3,560,676 â–¼	-41.7%	14,554	0.5%	Finance
JPM JPMorgan Chase & Co.	$4,957,649	$7,683,351 â–¼	-60.8%	15,051	0.5%	Finance
GE GE Aerospace	$4,890,743	$4,890,743 â–²	New Holding	13,087	0.5%	Industrials
AMG Affiliated Managers Group	$4,851,288	$4,851,288 â–²	New Holding	14,166	0.5%	Finance
BLACKROCK FUNDING INC/DE COMP	$4,827,814	$4,827,814 â–²	New Holding	5,081	0.5%	EQUITY
MA Mastercard	$4,802,338	$1,994,731 â–¼	-29.3%	9,423	0.5%	Finance
RSG Republic Services	$4,757,309	$3,101,482 â–²	187.3%	22,160	0.5%	Industrials
AME AMETEK	$4,689,740	$417,674 â–¼	-8.2%	19,728	0.5%	Technology
CASY Casey's General Stores	$4,661,154	$4,661,154 â–²	New Holding	5,974	0.5%	Consumer Staples
HAL Halliburton	$4,545,595	$12,906,782 â–¼	-74.0%	133,341	0.5%	Energy
IR Ingersoll Rand	$4,516,498	$4,516,498 â–²	New Holding	55,773	0.5%	Industrials
KNX Knight-Swift Transportation	$4,336,332	$4,336,332 â–²	New Holding	55,466	0.4%	Industrials
JBHT J.B. Hunt Transport Services	$4,275,167	$4,275,167 â–²	New Holding	14,850	0.4%	Industrials
TJX TJX Companies	$4,214,780	$1,640,392 â–²	63.7%	27,870	0.4%	Consumer Discretionary
SANDISK CORP COMP	$4,125,385	$4,125,385 â–²	New Holding	2,012	0.4%	EQUITY
WCN Waste Connections	$4,116,870	$3,960,847 â–¼	-49.0%	24,724	0.4%	Industrials
MTD Mettler-Toledo International	$4,078,577	$4,078,577 â–²	New Holding	3,240	0.4%	Healthcare
INTC Intel	$3,721,090	$3,721,090 â–²	New Holding	28,250	0.4%	Technology
CHRW C.H. Robinson Worldwide	$3,694,261	$3,694,261 â–²	New Holding	19,996	0.4%	Industrials
WDC Western Digital	$3,688,337	$3,688,337 â–²	New Holding	5,658	0.4%	Technology
LSTR Landstar System	$3,664,106	$3,664,106 â–²	New Holding	17,540	0.4%	Industrials
LAM RESEARCH CORP COMP	$3,506,706	$2,699,679 â–¼	-43.5%	8,534	0.3%	EQUITY
TALEN ENERGY CORP COMP	$3,500,614	$3,500,614 â–²	New Holding	8,766	0.3%	EQUITY
TMUS T-Mobile US	$3,476,095	$2,969,842 â–²	586.6%	19,981	0.3%	Communication Services
ODFL Old Dominion Freight Line	$3,432,437	$3,432,437 â–²	New Holding	15,624	0.3%	Industrials
DAR Darling Ingredients	$3,405,108	$16,032,804 â–¼	-82.5%	64,066	0.3%	Consumer Staples
CEG Constellation Energy	$3,370,641	$3,370,641 â–²	New Holding	12,998	0.3%	Utilities
ES Eversource Energy	$3,358,379	$1,490,228 â–¼	-30.7%	45,525	0.3%	Utilities
DVN Devon Energy	$3,307,762	$4,322,408 â–¼	-56.6%	78,775	0.3%	Energy
AMAT Applied Materials	$3,223,130	$5,709,942 â–¼	-63.9%	4,640	0.3%	Technology
BEN Franklin Resources	$3,203,161	$3,203,161 â–²	New Holding	96,568	0.3%	Finance
DHR Danaher	$3,172,966	$3,172,966 â–²	New Holding	16,459	0.3%	Healthcare
ED Consolidated Edison	$3,089,884	$444,219 â–¼	-12.6%	27,517	0.3%	Utilities
HEI Heico	$3,062,145	$3,062,145 â–²	New Holding	8,738	0.3%	Industrials
BRK.B Berkshire Hathaway	$2,976,000	$2,976,000 â–²	New Holding	6,000	0.3%	Finance
DECK Deckers Outdoor	$2,962,035	$2,962,035 â–²	New Holding	29,246	0.3%	Consumer Discretionary
ABNB Airbnb	$2,954,585	$2,954,585 â–²	New Holding	20,076	0.3%	Consumer Discretionary
AIR AAR	$2,926,933	$2,926,933 â–²	New Holding	20,634	0.3%	Industrials
EXK Endeavour Silver	$2,896,038	$2,896,038 â–²	New Holding	351,888	0.3%	Materials
MCK McKesson	$2,875,000	$2,875,000 â–²	New Holding	3,846	0.3%	Healthcare
CNQ Canadian Natural Resources	$2,848,282	$2,848,282 â–²	New Holding	72,052	0.3%	Energy
AWK American Water Works	$2,832,320	$14,708 â–²	0.5%	21,376	0.3%	Utilities
EXPD Expeditors International of Washington	$2,777,462	$2,777,462 â–²	New Holding	17,148	0.3%	Industrials
SPGI S&P Global	$2,734,449	$101,247 â–²	3.8%	7,076	0.3%	Finance
APPLOVIN CORP-CLASS A COMP	$2,693,304	$2,693,304 â–²	New Holding	5,400	0.3%	EQUITY
TROW T. Rowe Price Group	$2,661,623	$2,661,623 â–²	New Holding	23,270	0.3%	Finance
LBRT Liberty Energy	$2,641,028	$8,577,680 â–¼	-76.5%	100,534	0.3%	Energy
UBER Uber Technologies	$2,634,573	$2,634,573 â–²	New Holding	34,895	0.3%	Industrials
FANG Diamondback Energy	$2,619,274	$2,619,274 â–²	New Holding	14,508	0.3%	Energy
WSM Williams-Sonoma	$2,618,574	$2,618,574 â–²	New Holding	10,903	0.3%	Consumer Discretionary
KLAC KLA	$2,605,452	$2,405,568 â–²	1,203.5%	9,359	0.3%	Technology

Showing largest 100 holdings. View all holdings.

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Fulcrum Asset Management LLP Top Holdings and 13F Report (2026)

About Fulcrum Asset Management LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Fulcrum Asset Management LLP Top Holdings and 13F Report (2026)

About Fulcrum Asset Management LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFulcrum Asset Management LLP

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools