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Fulcrum Asset Management LLP 13F Holdings
Holdings from the most recent 13F from Fulcrum Asset Management LLP
Filed: 2025-08-12 (Q2 2025) | Holdings: 101 | Value: $130.1M | 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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Filing 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 |
| NVDA - NVIDIA CORP | New Purchase | 11.51% | $15.0M | +20.19% | +2.33% | ||
| MSFT - MICROSOFT CORP COMP | New Purchase | 8.81% | $11.5M | -22.00% | -5.26% | ||
| AMZN - AMAZON.COM INC COMP | New Purchase | 5.21% | $6.8M | +21.17% | +7.02% | ||
| AVGO - BROADCOM INC COMP | New Purchase | 5.04% | $6.6M | ||||
| JPM - JPMORGAN CHASE & CO | New Purchase | 3.32% | $4.3M | ||||
| BKR - BAKER HUGHES CO COMP | New Purchase | 2.80% | $3.6M | ||||
| V - VISA INC-CLASS A SHARES | New Purchase | 2.64% | $3.4M | ||||
| RSG - REPUBLIC SERVICES INC COMP | New Purchase | 2.49% | $3.2M | -14.83% | -11.77% | ||
| GOOGL - ALPHABET INC-CL A | New Purchase | 2.46% | $3.2M | ||||
| MA - MASTERCARD INC - A | New Purchase | 2.23% | $2.9M | -13.38% | -3.64% | ||
| GOOG - ALPHABET IN-CL C | New Purchase | 2.12% | $2.8M | ||||
| SLB - SCHLUMBERGER LTD | New Purchase | 1.80% | $2.3M | +70.16% | +10.94% | ||
| PGR - PROGRESSIVE CORP COMP | New Purchase | 1.70% | $2.2M | -14.32% | -8.75% | ||
| TRV - TRAVELERS COS INC/THE | New Purchase | 1.47% | $1.9M | ||||
| WM - WASTE MANAGEMENT INC | New Purchase | 1.45% | $1.9M | ||||
| MS - MORGAN STANLEY COMP | New Purchase | 1.43% | $1.9M | ||||
| UNH - UNITEDHEALTH GROUP INC COMP | New Purchase | 1.40% | $1.8M | +48.45% | +26.56% | ||
| FI - FISERV INC COMP | New Purchase | 1.36% | $1.8M | ||||
| BSX - BOSTON SCIENTIFIC CORP | New Purchase | 1.29% | $1.7M | -48.08% | +2.12% | ||
| CMG - CHIPOTLE MEXICAN GRILL INC COMP | New Purchase | 1.26% | $1.6M | -25.46% | -26.72% | ||
| PANW - PALO ALTO NETWORKS INC COMP | New Purchase | 1.18% | $1.5M | +18.60% | +13.67% | ||
| AME - AMETEK INC COMP | New Purchase | 1.14% | $1.5M | +25.87% | +4.93% | ||
| WCN - WASTE CONNECTIONS INC | New Purchase | 1.08% | $1.4M | ||||
| AWK - AMERICAN WATER WORKS CO INC COMP | New Purchase | 1.06% | $1.4M | ||||
| ADSK - AUTODESK INC COMP | New Purchase | 1.03% | $1.3M | -17.09% | +4.37% | ||
| SPGI - S&P GLOBAL INC | New Purchase | 1.02% | $1.3M | -24.75% | -10.48% | ||
| CPAY - CORPAY INC COMP | New Purchase | 1.02% | $1.3M | +10.12% | -8.72% | ||
| JNJ - JOHNSON & JOHNSON | New Purchase | 1.01% | $1.3M | +30.44% | +13.69% | ||
| ELV - ELEVANCE HEALTH INC COMP | New Purchase | 1.00% | $1.3M | +32.00% | +12.23% | ||
| TMO - THERMO FISHER SCIENTIFIC INC COMP | New Purchase | 0.99% | $1.3M | -5.55% | +20.86% | ||
| MU - MICRON TECHNOLOGY INC COMP | New Purchase | 0.95% | $1.2M | +524.30% | +85.84% | ||
| AEE - AMEREN CORPORATION COMP | New Purchase | 0.93% | $1.2M | ||||
| NEE - NEXTERA ENERGY INC COMP | New Purchase | 0.90% | $1.2M | +34.74% | +17.72% | ||
| CLH - CLEAN HARBORS INC | New Purchase | 0.88% | $1.1M | +19.09% | -17.10% | ||
| ES - EVERSOURCE ENERGY COMP | New Purchase | 0.83% | $1.1M | ||||
| BAC - BANK OF AMERICA CORP | New Purchase | 0.80% | $1.0M | ||||
| CI - CIGNA CORP | New Purchase | 0.77% | $1.0M | ||||
| TTWO - TAKE-TWO INTERACTIVE SOFTWRE COMP | New Purchase | 0.74% | $964.8K | -5.07% | +1.83% | ||
| AJG - ARTHUR J GALLAGHER & CO COMP | New Purchase | 0.73% | $952.7K | -31.30% | -11.70% | ||
| AMAT - APPLIED MATERIALS INC COMP | New Purchase | 0.72% | $936.0K | +135.15% | +17.95% | ||
| ATR - APTARGROUP INC COMP | New Purchase | 0.71% | $917.0K | -13.13% | -13.63% | ||
| CNC - CENTENE CORP COMP | New Purchase | 0.63% | $822.9K | ||||
| TJX - TJX COMPANIES INC | New Purchase | 0.63% | $820.8K | +12.67% | +10.46% | ||
| WEX - WEX INC COMP | New Purchase | 0.62% | $812.7K | -17.98% | -17.76% | ||
| PEP - PEPSICO INC | New Purchase | 0.60% | $776.3K | +4.64% | -0.30% | ||
| CRM - SALESFORCE.COM INC | New Purchase | 0.57% | $743.9K | ||||
| ARES - ARES MANAGEMENT CORP - A COMP | New Purchase | 0.57% | $735.9K | ||||
| MRK - MERCK & CO. INC. COMP | New Purchase | 0.56% | $728.7K | +41.40% | +16.22% | ||
| LNT - ALLIANT ENERGY CORP COMP | New Purchase | 0.55% | $719.2K | +14.34% | +4.73% | ||
| CMG - CHIPOTLE MEXICAN GRILL INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| MSFT - MICROSOFT CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| AME - AMETEK INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| UNH - UNITEDHEALTH GROUP INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| JPM - JPMORGAN CHASE & CO. | PUT | Reduce 100% | 0.00% | $0.00 | |||
| WM - WASTE MGMT INC DEL | PUT | Reduce 100% | 0.00% | $0.00 | |||
| SLB - SCHLUMBERGER LTD | PUT | Reduce 100% | 0.00% | $0.00 | |||
| V - VISA INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| MOH - MOLINA HEALTHCARE INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| CI - THE CIGNA GROUP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| ELV - ELEVANCE HEALTH INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| BSX - BOSTON SCIENTIFIC CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| NVDA - NVIDIA CORPORATION | PUT | Reduce 100% | 0.00% | $0.00 | |||
| FI - FISERV INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| CNC - CENTENE CORP DEL | PUT | Reduce 100% | 0.00% | $0.00 | |||
| BKR - BAKER HUGHES COMPANY | PUT | Reduce 100% | 0.00% | $0.00 | |||
| AWK - AMERICAN WTR WKS CO INC NEW | PUT | Reduce 100% | 0.00% | $0.00 | |||
| GOOG - ALPHABET INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| PGR - PROGRESSIVE CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| WCN - WASTE CONNECTIONS INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| GOOGL - ALPHABET INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| AMZN - AMAZON COM INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| TMO - THERMO FISHER SCIENTIFIC INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| RSG - REPUBLIC SVCS INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| TRV - TRAVELERS COMPANIES INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| PNW - PINNACLE WEST CAP CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| MA - MASTERCARD INCORPORATED | PUT | Reduce 100% | 0.00% | $0.00 | |||
| ES - EVERSOURCE ENERGY | PUT | Reduce 100% | 0.00% | $0.00 | |||
| NEE - NEXTERA ENERGY INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| ED - CONSOLIDATED EDISON INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| AEE - AMEREN CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| AVGO - BROADCOM INC | PUT | Reduce 100% | 0.00% | $0.00 | |||