Latest Fulcrum Asset Management LLP Stock Portfolio

Fulcrum Asset Management LLP Performance:

2025 Q4: 2.52%YTD: undefined%

Performance for 2025 Q4 is 2.52%, and YTD is undefined%.

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

On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Fulcrum Asset Management LLP reported an equity portfolio of $359.4 Millions as of 31 Dec, 2025.

The top stock holdings of Fulcrum Asset Management LLP are NVDA, MSFT, AMZN. The fund has invested 11.4% of it's portfolio in NVIDIA CORP and 8% of portfolio in MICROSOFT CORP COMP.

The fund managers got completely rid off PINNACLE WEST CAPITAL COMP (PNW) and HELIX ENERGY SOLUTIONS GROUP COMP (HLX) stocks. They significantly reduced their stock positions in ALLIANT ENERGY CORP COMP (LNT), SLB LTD (SLB) and AMERICAN WATER WORKS CO INC COMP (AWK). Fulcrum Asset Management LLP opened new stock positions in ROYAL BANK OF CANADA COMP. The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC COMP (NOW), WEC ENERGY GROUP INC COMP (WEC) and AMEREN CORPORATION COMP (AEE).

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

Our best estimate is that Fulcrum Asset Management LLP made a return of 2.52% in the last quarter. In trailing 12 months, it's portfolio return was NA%.

New Buys

Ticker	$ Bought
royal bank of canada comp	2,017,690
agnico eagle mines ltd comp	919,344
kinross gold corp comp	771,612
iamgold corp comp	336,106
new gold inc comp	163,796
gildan activewear inc comp	139,077

New stocks bought by Fulcrum Asset Management LLP

Additions

Ticker	% Inc.
servicenow inc comp	385
wec energy group inc comp	25.95
ameren corporation comp	18.18
ecolab inc	17.2
mosaic co/the comp	17.2
zoetis inc	17.2
corteva inc comp	17.19
idexx laboratories inc	17.18

Additions to existing portfolio by Fulcrum Asset Management LLP

Reductions

Ticker	% Reduced
alliant energy corp comp	-71.17
slb ltd	-56.73
american water works co inc comp	-51.65
tidewater inc comp	-41.95
american electric power comp	-31.68
evergy inc comp	-21.69
nextera energy inc comp	-19.62
uranium energy corp comp	-17.02

Fulcrum Asset Management LLP reduced stake in above stock

Sold off

Ticker	$ Sold
helix energy solutions group comp	-423,743
pinnacle west capital comp	-2,509,040

Fulcrum Asset Management LLP got rid off the above stocks

Sector Distribution

Fulcrum Asset Management LLP has about 34.1% of it's holdings in Technology sector.

Sector	%
Technology	34.1
Financial Services	16.3
Communication Services	9.1
Consumer Cyclical	8
Utilities	7.5
Healthcare	7
Industrials	6.1
Energy	5.8
Others	3.7

Market Cap. Distribution

Fulcrum Asset Management LLP has about 93.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	52.5
LARGE-CAP	41.1
UNALLOCATED	3.7
MID-CAP	2.4

Stocks belong to which Index?

About 90% of the stocks held by Fulcrum Asset Management LLP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	88.9
Others	9.9
RUSSELL 2000	1.1

Top 5 Winners (%)		%
MU	micron technology inc comp	69.6 %
SEMR	semrush holdings inc-a comp	67.7 %
SQM	quimica y minera chil-sp adr comp	53.7 %
CFLT	confluent inc-class a comp	52.2 %
AMD	advanced micro devices comp	32.4 %

Top 5 Winners ($)		$
MU	micron technology inc comp	4.0 M
GOOG	alphabet inc-cl a	3.2 M
GOOG	alphabet in-cl c	3.0 M
AVGO	broadcom inc comp	1.1 M
AMZN	amazon.com inc comp	1.1 M

Top 5 Losers (%)		%
NOW	servicenow inc comp	-75.0 %
	fiserv inc comp	-49.8 %
NTNX	nutanix inc - a comp	-30.1 %
MOS	mosaic co/the comp	-28.8 %
VERX	vertex inc - class a comp	-19.2 %

Top 5 Losers ($)		$
NOW	servicenow inc comp	-2.3 M
MSFT	microsoft corp comp	-1.8 M
	fiserv inc comp	-1.7 M
RSG	republic services inc	-0.4 M
AJG	arthur j gallagher & co comp	-0.4 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 181 stocks in it's portfolio. About 47.8% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Fulcrum Asset Management LLP last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
ADBE	adobe systems inc	0.32	3,270	1,152,710	reduced	-2.88

ADP	automatic data processing	0.16	2,147	557,211	reduced	-2.89

ADSK	autodesk inc comp	0.89	10,657	3,192,200	reduced	-2.88

AEE	ameren corporation comp	1.14	40,774	4,107,570	added	18.18

AEP	american electric power comp	0.35	10,882	1,262,200	reduced	-31.68

AJG	arthur j gallagher & co comp	0.54	7,346	1,923,400	reduced	-2.88

ALKT	alkami technology inc comp	0.02	2,682	62,249	unchanged	0.00

ALL	allstate corp	0.08	1,342	280,612	reduced	-2.89

AM	antero midstream corp comp	0.20	40,112	716,400	added	15.25

AMAT	applied materials inc comp	0.91	12,622	3,281,340	reduced	-2.88

AMD	advanced micro devices comp	0.78	13,078	2,816,220	added	3.26

AME	ametek inc comp	1.19	20,703	4,286,140	reduced	-3.63

AMH	american homes 4 rent- a	0.02	2,282	73,549	unchanged	0.00

AMT	american tower corp	0.02	427	75,459	unchanged	0.00

AMZN	amazon.com inc comp	5.45	84,275	19,596,500	added	7.26

APH	amphenol corp-cl a comp	0.55	14,574	1,984,980	added	13.81

ARES	ares management corp - a comp	0.71	15,561	2,540,020	added	1.85

ATR	aptargroup inc comp	0.49	14,471	1,776,170	reduced	-2.88

AVB	avalonbay communities inc	0.01	189	34,965	unchanged	0.00

AVGO	broadcom inc comp	5.11	52,526	18,376,200	reduced	-5.64