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Latest Fulcrum Asset Management LLP Stock Portfolio

$1.00Billion | No. of Holdings #1027

Fulcrum Asset Management LLP Performance

2026 Q2+4.11%
YTD+0.37%
2025+15.93%

About Fulcrum Asset Management LLP and 13F Hedge Fund Stock Holdings

On 2026-08-18, the fund reported it's updated stock portfolio. In the 13F Holdings report, Fulcrum Asset Management LLP reported an equity portfolio of $1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Fulcrum Asset Management LLP are NVDA, AAPL, MU. The fund has invested 4.5% of it's portfolio in NVIDIA CORP and 3.3% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off TECHNIPFMC PLC COMP (FTI), TRAVELERS COS INC/THE (TRV) and NABORS INDUSTRIES LTD COMP (NBR) stocks. They significantly reduced their stock positions in GREEN PLAINS INC (GPRE), PBF ENERGY INC-CLASS A COMP (PBF) and HF SINCLAIR CORP COMP (DINO). Fulcrum Asset Management LLP opened new stock positions in APPLE INC (AAPL), WALMART INC (WMT) and CARDINAL HEALTH INC COMP (CAH). The fund showed a lot of confidence in some stocks as they added substantially to SYNOPSYS INC COMP (SNPS), OKTA INC COMP (OKTA) and LGI HOMES INC (LGIH).
Fulcrum Asset Management LLP Equity Portfolio Value
Last Reported on: 18 Aug, 2026
$1.00Billion
  as of Aug 18, 2026

Fulcrum Asset Management LLP Annual Return Estimates Vs S&P 500

Our best estimate is that Fulcrum Asset Management LLP made a return of 4.11% in the last quarter. In trailing 12 months, it's portfolio return was 9.98%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
apple inc33,000,500
walmart inc17,840,000
cardinal health inc comp16,562,800
mckesson corp comp15,485,800
meta platforms inc15,342,100
cencora inc comp14,574,800
immunocore holdings plc-adr comp14,298,200
eli lilly & co comp10,669,600
New stocks bought by Fulcrum Asset Management LLP

Additions

Ticker% Inc.
synopsys inc comp4,800
okta inc comp1,694
lgi homes inc727
t-mobile us inc comp586
prologis inc584
newmont goldcorp corp comp523
crown castle intl corp338
microchip technology inc comp306
Additions to existing portfolio by Fulcrum Asset Management LLP

Reductions

Ticker% Reduced
cf industries holdings inc-98.6
autodesk inc comp-95.7
pepsico inc-94.75
nutrien ltd-93.61
phillips 66 comp-93.5
corpay inc comp-91.94
salesforce.com inc-89.88
progressive corp comp-86.64
Fulcrum Asset Management LLP reduced stake in above stock

Sold off

None of the stocks were completely sold off by Fulcrum Asset Management LLP

Sector Distribution

Fulcrum Asset Management LLP has about 23.7% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Others
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Financial Services
  • Communication Services
  • Consumer Defensive
  • Utilities
  • Basic Materials
  • Real Estate
Sector%
Technology23.7
Industrials14.5
Others12.8
Consumer Cyclical9.4
Healthcare8.3
Energy8.2
Financial Services8.1
Communication Services5.5
Consumer Defensive5
Utilities1.9
Basic Materials1.5
Real Estate1.1

Market Cap. Distribution

Fulcrum Asset Management LLP has about 78% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
Category%
LARGE-CAP42.8
MEGA-CAP35.2
UNALLOCATED11.3
MID-CAP9.1
SMALL-CAP1.3

Stocks belong to which Index?

About 75.1% of the stocks held by Fulcrum Asset Management LLP either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50067.8
Others24.9
RUSSELL 20007.3
Top 5 Winners (%)%
MU
micron technology inc comp
251.3 %
AMD
advanced micro devices comp
162.0 %
HUM
humana inc
105.9 %
CNC
centene corp comp
96.0 %
LRCX
lam research corp comp
82.6 %
Top 5 Winners ($)$
MU
micron technology inc comp
17.4 M
NVDA
nvidia corp
7.9 M
AVGO
broadcom inc comp
4.5 M
AMD
advanced micro devices comp
4.3 M
GOOG
alphabet in-cl c
4.2 M
Top 5 Losers (%)%
ZTS
zoetis inc
-37.0 %
INTU
intuit inc comp
-34.9 %
BSX
boston scientific corp
-29.8 %
CME
cme group inc comp
-25.2 %
T
at&t inc comp
-23.3 %
Top 5 Losers ($)$
HAL
halliburton co comp
-1.7 M
DAR
darling ingredients inc
-1.6 M
SLB
slb ltd
-1.3 M
DVN
devon energy corp comp
-1.2 M
CF
cf industries holdings inc
-1.2 M

Fulcrum Asset Management LLP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Fulcrum Asset Management LLP

Fulcrum Asset Management LLP has 1027 stocks in it's portfolio. About 22.1% of the portfolio is in top 10 stocks. HAL proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Fulcrum Asset Management LLP last quarter.

$994.94MTotal Value
500Positions
18 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Fulcrum Asset Management LLP, last reported on 18 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEM
Agnico Eagle Mines Ltd Comp

Agnico Eagle Mines Ltd Comp

AEM
Fulcrum Asset Management LLP's holding in Agnico Eagle Mines Ltd Comp over time
0.18%11,588
$1.78M
0.18%
decreased 59.36 percentreduced
AG
First Majestic Silver Corp Comp

First Majestic Silver Corp Comp

AG
Fulcrum Asset Management LLP's holding in First Majestic Silver Corp Comp over time
0.25%146,830
$2.47M
0.25%
new position
AGI
Alamos Gold Inc-Class A Comp

Alamos Gold Inc-Class A Comp

AGI
Fulcrum Asset Management LLP's holding in Alamos Gold Inc-Class A Comp over time
0.06%18,580
$571.1K
0.06%
decreased 68.72 percentreduced