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Fulcrum Asset Management LLP 13F Holdings
Holdings from the most recent 13F from Fulcrum Asset Management LLP
Filed: 2025-11-18 (Q3 2025) | Holdings: 174 | Value: $135.8M | 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 | Add 1% ($128.0K) | 13.11% | $17.8M | +18.76% | +1.69% | ||
| MSFT - MICROSOFT CORP COMP | Add 2% ($203.6K) | 8.94% | $12.1M | -15.45% | -18.36% | ||
| AVGO - BROADCOM INC COMP | Add 1% ($90.7K) | 5.84% | $7.9M | ||||
| AMZN - AMAZON.COM INC COMP | Add 2% ($115.9K) | 5.08% | $6.9M | +20.23% | -8.44% | ||
| V - VISA INC-CLASS A SHARES | Add 154% ($3.7M) | 4.52% | $6.1M | ||||
| JPM - JPMORGAN CHASE & CO | Add 2% ($80.1K) | 3.52% | $4.8M | ||||
| BKR - BAKER HUGHES CO COMP | Reduce 35% $(1.6M) | 2.21% | $3.0M | ||||
| MA - MASTERCARD INC - A | Add 2% ($50.1K) | 2.20% | $3.0M | -5.44% | -1.35% | ||
| SLB - SLB LTD | Add 25% ($596.4K) | 2.19% | $3.0M | +57.41% | +47.69% | ||
| MU - MICRON TECHNOLOGY INC COMP | Add 54% ($908.5K) | 1.90% | $2.6M | +250.79% | +84.00% | ||
| AWK - AMERICAN WATER WORKS CO INC COMP | Add 74% ($1.0M) | 1.77% | $2.4M | ||||
| NEE - NEXTERA ENERGY INC COMP | Add 68% ($872.8K) | 1.58% | $2.1M | +12.94% | +8.39% | ||
| PGR - PROGRESSIVE CORP COMP | Add 2% ($35.1K) | 1.54% | $2.1M | -7.50% | -5.27% | ||
| N/A - TRAVELERS COS INC/THE | New Purchase | 1.49% | $2.0M | ||||
| RSG - REPUBLIC SERVICES INC COMP | Reduce 34% $(1.0M) | 1.47% | $2.0M | -7.01% | +3.93% | ||
| IBKR - INTERACTIVE BROKERS GRO-CL A COMP | New Purchase | 1.34% | $1.8M | +33.98% | +16.63% | ||
| TDW - TIDEWATER INC COMP | New Purchase | 1.31% | $1.8M | ||||
| JNJ - JOHNSON & JOHNSON | Add 2% ($27.1K) | 1.19% | $1.6M | +12.01% | +24.24% | ||
| AEE - AMEREN CORPORATION COMP | Add 20% ($265.2K) | 1.16% | $1.6M | ||||
| TMO - THERMO FISHER SCIENTIFIC INC COMP | Add 2% ($26.2K) | 1.15% | $1.6M | -21.10% | -10.29% | ||
| BSX - BOSTON SCIENTIFIC CORP | Add 2% ($26.0K) | 1.14% | $1.6M | -46.28% | -23.78% | ||
| PANW - PALO ALTO NETWORKS INC COMP | Add 2% ($25.9K) | 1.14% | $1.5M | +7.17% | -24.26% | ||
| ES - EVERSOURCE ENERGY COMP | Add 21% ($257.5K) | 1.08% | $1.5M | ||||
| ADSK - AUTODESK INC COMP | Add 2% ($23.5K) | 1.03% | $1.4M | -19.04% | -21.43% | ||
| PNW - PINNACLE WEST CAPITAL COMP | New Purchase | 1.03% | $1.4M | +13.33% | +10.87% | ||
| FISV - FISERV INC COMP | Add 2% ($22.7K) | 0.99% | $1.3M | -11.59% | +0.02% | ||
| WCN - WASTE CONNECTIONS INC | Add 1% ($18.8K) | 0.98% | $1.3M | ||||
| SPGI - S&P GLOBAL INC | Add 2% ($20.9K) | 0.91% | $1.2M | -13.84% | -14.93% | ||
| UNH - UNITEDHEALTH GROUP INC COMP | Reduce 42% $(842.9K) | 0.86% | $1.2M | +24.24% | -7.02% | ||
| CPAY - CORPAY INC COMP | Add 2% ($19.6K) | 0.86% | $1.2M | +25.20% | +27.26% | ||
| MS - MORGAN STANLEY COMP | Reduce 61% $(1.8M) | 0.85% | $1.1M | ||||
| BAC - BANK OF AMERICA CORP | Add 2% ($19.2K) | 0.85% | $1.1M | ||||
| AMAT - APPLIED MATERIALS INC COMP | Add 2% ($17.8K) | 0.78% | $1.1M | +95.80% | +63.24% | ||
| TTWO - TAKE-TWO INTERACTIVE SOFTWRE COMP | Add 2% ($17.6K) | 0.77% | $1.0M | -7.15% | -15.58% | ||
| WM - WASTE MANAGEMENT INC | Reduce 43% $(785.5K) | 0.76% | $1.0M | ||||
| APH - AMPHENOL CORP-CL A COMP | New Purchase | 0.75% | $1.0M | -7.00% | +14.59% | ||
| ED - CONSOLIDATED EDISON INC COMP | New Purchase | 0.75% | $1.0M | ||||
| AEP - AMERICAN ELECTRIC POWER COMP | New Purchase | 0.73% | $995.6K | +7.60% | +4.96% | ||
| TJX - TJX COMPANIES INC | Add 2% ($16.3K) | 0.72% | $977.1K | -0.78% | +4.29% | ||
| LNT - ALLIANT ENERGY CORP COMP | Add 105% ($490.6K) | 0.70% | $956.3K | +8.21% | +3.76% | ||
| AJG - ARTHUR J GALLAGHER & CO COMP | Add 2% ($15.5K) | 0.69% | $937.3K | -22.74% | -15.30% | ||
| CI - CIGNA CORP | Add 2% ($15.0K) | 0.65% | $889.0K | ||||
| WEX - WEX INC COMP | Add 2% ($15.0K) | 0.65% | $886.6K | +2.99% | +13.41% | ||
| DHI - DR HORTON INC | New Purchase | 0.64% | $863.5K | +4.83% | +18.09% | ||
| WEC - WEC ENERGY GROUP INC COMP | New Purchase | 0.63% | $853.7K | ||||
| EVRG - EVERGY INC COMP | New Purchase | 0.62% | $845.8K | ||||
| PEP - PEPSICO INC | Add 2% ($14.0K) | 0.62% | $839.7K | +2.64% | +12.07% | ||
| SRE - SEMPRA ENERGY COMP | New Purchase | 0.61% | $835.1K | ||||
| AMD - ADVANCED MICRO DEVICES COMP | New Purchase | 0.60% | $820.0K | +99.25% | -11.68% | ||
| CLH - CLEAN HARBORS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ARES - ARES MANAGEMENT CORP - A COMP | Reduce 100% | 0.00% | $0.00 | ||||
| ELV - ELEVANCE HEALTH INC COMP | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE.COM INC | Reduce 100% | 0.00% | $0.00 | ||||
| GOOG - ALPHABET IN-CL C | Reduce 100% | 0.00% | $0.00 | ||||
| GOOGL - ALPHABET INC-CL A | Reduce 100% | 0.00% | $0.00 | ||||
| ATR - APTARGROUP INC COMP | Reduce 100% | 0.00% | $0.00 | ||||
| TRV - TRAVELERS COS INC/THE | Reduce 100% | 0.00% | $0.00 | ||||
| CNC - CENTENE CORP COMP | Reduce 100% | 0.00% | $0.00 | ||||
| MRK - MERCK & CO. INC. COMP | Reduce 100% | 0.00% | $0.00 | ||||
| CMG - CHIPOTLE MEXICAN GRILL INC COMP | Reduce 100% | 0.00% | $0.00 | ||||
| AME - AMETEK INC COMP | Reduce 100% | 0.00% | $0.00 | ||||