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Fulcrum Asset Management LLP 13F Holdings
Holdings from the most recent 13F from Fulcrum Asset Management LLP
Filed: 2025-04-24 (Q1 2025) | Holdings: 205 | Value: $516.1M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| WMT - WALMART INC | PUT | 4.17% | $21.5M | ||||
| MCK - MCKESSON CORP | PUT | 4.15% | $21.4M | ||||
| COR - CENCORA INC | PUT | 4.07% | $21.0M | ||||
| AAPL - APPLE INC | PUT | 3.87% | $20.0M | ||||
| CAH - CARDINAL HEALTH INC | PUT | 3.47% | $17.9M | ||||
| NVDA - NVIDIA CORPORATION | PUT | New Purchase | 3.19% | $16.4M | |||
| MSFT - MICROSOFT CORP | PUT | New Purchase | 3.18% | $16.4M | |||
| ELV - ELEVANCE HEALTH INC | PUT | New Purchase | 2.25% | $11.6M | |||
| AMZN - AMAZON COM INC | PUT | New Purchase | 2.16% | $11.2M | |||
| CI - THE CIGNA GROUP | PUT | New Purchase | 2.03% | $10.5M | |||
| COST - COSTCO WHSL CORP NEW | PUT | 1.96% | $10.1M | ||||
| META - META PLATFORMS INC | PUT | 1.57% | $8.1M | ||||
| UNH - UNITEDHEALTH GROUP INC | PUT | New Purchase | 1.44% | $7.4M | |||
| SFM - SPROUTS FMRS MKT INC | PUT | 1.40% | $7.2M | ||||
| RSG - REPUBLIC SVCS INC | PUT | New Purchase | 1.38% | $7.1M | |||
| AWK - AMERICAN WTR WKS CO INC NEW | PUT | New Purchase | 1.36% | $7.0M | |||
| JPM - JPMORGAN CHASE & CO. | PUT | New Purchase | 1.35% | $6.9M | |||
| BKR - BAKER HUGHES COMPANY | PUT | New Purchase | 1.27% | $6.6M | |||
| LLY - ELI LILLY & CO | PUT | 1.26% | $6.5M | ||||
| MOH - MOLINA HEALTHCARE INC | PUT | New Purchase | 1.25% | $6.5M | |||
| V - VISA INC | PUT | New Purchase | 1.25% | $6.4M | |||
| AVGO - BROADCOM INC | PUT | New Purchase | 1.19% | $6.2M | |||
| CNC - CENTENE CORP DEL | PUT | New Purchase | 1.19% | $6.2M | |||
| NEE - NEXTERA ENERGY INC | PUT | New Purchase | 1.12% | $5.8M | |||
| BRBR - BELLRING BRANDS INC | PUT | 1.11% | $5.7M | ||||
| MA - MASTERCARD INCORPORATED | PUT | New Purchase | 1.04% | $5.4M | |||
| GOOGL - ALPHABET INC | PUT | New Purchase | 1.03% | $5.3M | |||
| SLB - SCHLUMBERGER LTD | PUT | Add 46% ($1.5M) | 0.91% | $4.7M | |||
| GOOG - ALPHABET INC | PUT | New Purchase | 0.90% | $4.6M | |||
| PGR - PROGRESSIVE CORP | PUT | New Purchase | 0.86% | $4.5M | |||
| FI - FISERV INC | PUT | New Purchase | 0.84% | $4.3M | |||
| TSLA - TESLA INC | PUT | 0.83% | $4.3M | ||||
| PG - PROCTER AND GAMBLE CO | PUT | 0.79% | $4.1M | ||||
| FE - FIRSTENERGY CORP | PUT | 0.79% | $4.1M | ||||
| WM - WASTE MGMT INC DEL | PUT | New Purchase | 0.78% | $4.0M | |||
| PNW - PINNACLE WEST CAP CORP | PUT | New Purchase | 0.73% | $3.8M | |||
| ROP - ROPER TECHNOLOGIES INC | PUT | 0.73% | $3.8M | ||||
| TRV - TRAVELERS COMPANIES INC | PUT | New Purchase | 0.69% | $3.6M | |||
| ES - EVERSOURCE ENERGY | PUT | New Purchase | 0.67% | $3.4M | |||
| ED - CONSOLIDATED EDISON INC | PUT | New Purchase | 0.66% | $3.4M | |||
| VITL - VITAL FARMS INC | PUT | 0.66% | $3.4M | ||||
| WCN - WASTE CONNECTIONS INC | PUT | Reduce 2% $(56.2K) | 0.64% | $3.3M | |||
| UBER - UBER TECHNOLOGIES INC | PUT | 0.63% | $3.2M | ||||
| CMG - CHIPOTLE MEXICAN GRILL INC | PUT | New Purchase | 0.62% | $3.2M | |||
| AEE - AMEREN CORP | PUT | New Purchase | 0.61% | $3.1M | |||
| BSX - BOSTON SCIENTIFIC CORP | PUT | Reduce 5% $(150.0K) | 0.58% | $3.0M | |||
| TMO - THERMO FISHER SCIENTIFIC INC | PUT | New Purchase | 0.58% | $3.0M | |||
| DUK - DUKE ENERGY CORP NEW | PUT | 0.57% | $2.9M | ||||
| MNST - MONSTER BEVERAGE CORP NEW | PUT | 0.55% | $2.9M | ||||
| AME - AMETEK INC | PUT | New Purchase | 0.53% | $2.7M | |||
| KBH - KB HOME | PUT | Reduce 100% | 0.00% | $0.00 | |||
| BMY - BRISTOL-MYERS SQUIBB CO | PUT | Reduce 100% | 0.00% | $0.00 | |||
| ALL - ALLSTATE CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| ZTS - ZOETIS INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| JNJ - JOHNSON & JOHNSON | PUT | Reduce 100% | 0.00% | $0.00 | |||
| ECL - ECOLAB INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| HUM - HUMANA INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| SPGI - S&P GLOBAL INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| O - REALTY INCOME CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| WFG - WEST FRASER TIMBER CO LTD | PUT | Reduce 100% | 0.00% | $0.00 | |||
| CSX - CSX CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| PEP - PEPSICO INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| CLH - CLEAN HARBORS INC | PUT | Reduce 100% | 0.00% | $0.00 | |||