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Latest Fulcrum Asset Management LLP Stock Portfolio

$661Million– No. of Holdings #218

Fulcrum Asset Management LLP Performance:
2026 Q1: -3.59%YTD: -3.59%2025: 15.93%
Performance for 2026 Q1 is -3.59%, and YTD is -3.59%, and 2025 is 15.93%.

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

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Fulcrum Asset Management LLP reported an equity portfolio of $661.8 Millions as of 31 Mar, 2026.

The top stock holdings of Fulcrum Asset Management LLP are NVDA, MSFT, DAR. The fund has invested 7.4% of it's portfolio in NVIDIA CORP and 3.8% of portfolio in MICROSOFT CORP COMP.

The fund managers got completely rid off TRAVELERS COS INC/THE (TRV), APTARGROUP INC COMP (ATR) and CHURCH & DWIGHT CO INC COMP (CHD) stocks. They significantly reduced their stock positions in ROYAL BANK OF CANADA COMP (RY), PUBLIC STORAGE COMP (PSA) and WEST FRASER TIMBER CO LTD (WFG). Fulcrum Asset Management LLP opened new stock positions in DARLING INGREDIENTS INC (DAR), HALLIBURTON CO COMP (HAL) and LIBERTY ENERGY -A COMP (LBRT). The fund showed a lot of confidence in some stocks as they added substantially to NUTRIEN LTD (NTR), MOSAIC CO/THE COMP (MOS) and IAMGOLD CORP COMP (IAG).
Fulcrum Asset Management LLP Equity Portfolio Value
Last Reported on: 14 May, 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 -3.59% in the last quarter. In trailing 12 months, it's portfolio return was 5.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
darling ingredients inc22,078,400
halliburton co comp20,099,200
liberty energy -a comp12,324,800
propetro holding corp comp12,125,800
trane technologies plc comp11,251,100
patterson-uti energy inc comp10,395,100
cactus inc - a comp10,389,800
cf industries holdings inc10,072,500
New stocks bought by Fulcrum Asset Management LLP

Additions

Ticker% Inc.
nutrien ltd1,464
mosaic co/the comp1,204
iamgold corp comp674
kinross gold corp comp550
agnico eagle mines ltd comp432
waste management inc369
slb ltd339
corteva inc comp290
Additions to existing portfolio by Fulcrum Asset Management LLP

Reductions

Ticker% Reduced
royal bank of canada comp-99.97
public storage comp-93.64
west fraser timber co ltd-86.86
wec energy group inc comp-81.96
ameren corporation comp-80.43
ares management corp - a comp-67.19
evergy inc comp-66.33
american electric power comp-28.74
Fulcrum Asset Management LLP reduced stake in above stock

Sold off

Ticker$ Sold
vale sa-sp adr comp-379,664
new gold inc comp-163,796
travelers cos inc/the-5,144,720
aptargroup inc comp-1,776,170
church & dwight co inc comp-971,820
alliant energy corp comp-481,360
nike inc -cl b comp-385,742
servicenow inc comp-771,150
Fulcrum Asset Management LLP got rid off the above stocks

Sector Distribution

Fulcrum Asset Management LLP has about 29.2% of it's holdings in Energy sector.

  • Energy
  • Technology
  • Industrials
  • Financial Services
  • Basic Materials
  • Communication Services
  • Consumer Cyclical
  • Utilities
  • Others
  • Consumer Defensive
  • Healthcare
Sector%
Energy29.2
Technology20.4
Industrials8.5
Financial Services8.1
Basic Materials5.6
Communication Services5.5
Consumer Cyclical5.2
Utilities5
Others5
Consumer Defensive3.8
Healthcare3.5

Market Cap. Distribution

Fulcrum Asset Management LLP has about 73.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
LARGE-CAP40
MEGA-CAP33.2
MID-CAP16.6
UNALLOCATED5
SMALL-CAP4.9

Stocks belong to which Index?

About 82.1% 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 50066.5
Others18
RUSSELL 200015.6
Top 5 Winners (%)%
TDW
tidewater inc comp
49.3 %
TPH
tri pointe group inc
47.0 %
OII
oceaneering intl inc comp
41.7 %
TRGP
targa resources corp comp
33.6 %
DNN
denison mines corp comp
33.6 %
Top 5 Winners ($)$
SLB
slb ltd
2.7 M
BKR
baker hughes co comp
1.5 M
TDW
tidewater inc comp
1.3 M
NEE
nextera energy inc comp
1.2 M
AMAT
applied materials inc comp
0.8 M
Top 5 Losers (%)%
VERX
vertex inc - class a comp
-41.7 %
QTWO
q2 holdings inc comp
-36.6 %
HUM
humana inc
-35.4 %
INTU
intuit inc comp
-34.7 %
BSX
boston scientific corp
-33.3 %
Top 5 Losers ($)$
MSFT
microsoft corp comp
-8.3 M
NVDA
nvidia corp
-5.8 M
AVGO
broadcom inc comp
-3.5 M
AMZN
amazon.com inc comp
-3.0 M
GOOG
alphabet in-cl c
-2.2 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 218 stocks in it's portfolio. About 33.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. SLB was the most profitable stock for Fulcrum Asset Management LLP last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions