Fund Holdings — Fulcrum Asset Management LLP

Total Portfolio Value
$350.46M
Total Bought
$350.46M
Total Sold
$0
Net Transaction
+$350.46M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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NVIDIA CORP(NVDA)0227,356+227,356035,92010.25%+35,920
MICROSOFT CORP COMP(MSFT)060,181+60,181029,9358.54%+29,935
AMAZON.COM INC COMP(AMZN)080,753+80,753017,7165.06%+17,716
BROADCOM INC COMP(AVGO)057,038+57,038015,7234.49%+15,723
JPMORGAN CHASE & CO(JPM)038,959+38,959011,2953.22%+11,295
VISA INC-CLASS A SHARES(V)025,246+25,24608,9642.56%+8,964
REPUBLIC SERVICES INC(RSG)034,284+34,28408,4552.41%+8,455
ALPHABET INC-CL A(GOOG)047,473+47,47308,3662.39%+8,366
MASTERCARD INC - A(MA)013,504+13,50407,5882.17%+7,588
BAKER HUGHES CO COMP(BKR)0193,647+193,64707,4242.12%+7,424
ALPHABET IN-CL C(GOOG)040,660+40,66007,2132.06%+7,213
PROGRESSIVE CORP COMP(PGR)021,653+21,65305,7781.65%+5,778
TRAVELERS COS INC/THE(TRV)018,620+18,62004,9821.42%+4,982
SLB LTD(SLB)0146,388+146,38804,9481.41%+4,948
FISERV INC COMP(FISV)026,877+26,87704,6341.32%+4,634
WASTE CONNECTIONS INC(WCN)024,015+24,01504,4891.28%+4,489
BOSTON SCIENTIFIC CORP(BSX)040,804+40,80404,3831.25%+4,383
WASTE MANAGEMENT INC(WM)019,045+19,04504,3581.24%+4,358
AMERICAN WATER WORKS CO INC COMP030,568+30,56804,2521.21%+4,252
UNITEDHEALTH GROUP INC COMP(UNH)013,079+13,07904,0801.16%+4,080
NEXTERA ENERGY INC COMP(NEE)058,395+58,39504,0541.16%+4,054
EVERSOURCE ENERGY COMP(ES)063,662+63,66204,0501.16%+4,050
PALO ALTO NETWORKS INC COMP(PANW)019,513+19,51303,9931.14%+3,993
AMETEK INC COMP022,064+22,06403,9931.14%+3,993
INTERACTIVE BROKERS GRO-CL A COMP(IBKR)067,872+67,87203,7611.07%+3,761
CHIPOTLE MEXICAN GRILL INC COMP(CMG)066,753+66,75303,7481.07%+3,748
CIGNA CORP(CI)011,026+11,02603,6451.04%+3,645
MICRON TECHNOLOGY INC COMP(MU)028,841+28,84103,5551.01%+3,555
AUTODESK INC COMP011,278+11,27803,4911.00%+3,491
S&P GLOBAL INC(SPGI)06,550+6,55003,4540.99%+3,454
CORPAY INC COMP(CPAY)010,402+10,40203,4520.98%+3,452
JOHNSON & JOHNSON(JNJ)022,413+22,41303,4240.98%+3,424
THERMO FISHER SCIENTIFIC INC COMP(TMO)08,261+8,26103,3500.96%+3,350
AMEREN CORPORATION COMP(AEE)030,996+30,99602,9770.85%+2,977
ELEVANCE HEALTH INC COMP(ELV)07,510+7,51002,9210.83%+2,921
CONSOLIDATED EDISON INC COMP(ED)028,852+28,85202,8950.83%+2,895
BANK OF AMERICA CORP057,149+57,14902,7040.77%+2,704
ARES MANAGEMENT CORP - A COMP(ARES)015,282+15,28202,6470.76%+2,647
MORGAN STANLEY COMP(MS)018,564+18,56402,6150.75%+2,615
TAKE-TWO INTERACTIVE SOFTWRE COMP(TTWO)010,379+10,37902,5210.72%+2,521
ARTHUR J GALLAGHER & CO COMP(AJG)07,774+7,77402,4890.71%+2,489
APPLIED MATERIALS INC COMP013,358+13,35802,4450.70%+2,445
APTARGROUP INC COMP015,313+15,31302,3950.68%+2,395
CLEAN HARBORS INC(CLH)010,226+10,22602,3640.67%+2,364
TJX COMPANIES INC(TJX)017,364+17,36402,1440.61%+2,144
WEX INC COMP(WEX)014,453+14,45302,1230.61%+2,123
PEPSICO INC(PEP)015,310+15,31002,0220.58%+2,022
SALESFORCE.COM INC(CRM)07,124+7,12401,9430.55%+1,943
MERCK & CO. INC. COMP(MRK)024,049+24,04901,9040.54%+1,904
ADVANCED MICRO DEVICES COMP(AMD)013,017+13,01701,8470.53%+1,847
SEMPRA ENERGY COMP(SRE)023,840+23,84001,8060.52%+1,806
DR HORTON INC(DHI)013,651+13,65101,7600.50%+1,760
CENTENE CORP COMP(CNC)027,384+27,38401,4860.42%+1,486
LENNAR CORP-A(LEN)012,462+12,46201,3780.39%+1,378
ONEOK INC COMP(OKE)016,654+16,65401,3590.39%+1,359
ADOBE SYSTEMS INC(ADBE)03,460+3,46001,3390.38%+1,339
TARGA RESOURCES CORP COMP(TRGP)07,524+7,52401,3100.37%+1,310
PINNACLE WEST CAPITAL COMP(PNW)013,704+13,70401,2260.35%+1,226
GFL ENVIRONMENTAL INC-SUB VT COMP(GFL)023,432+23,43201,1820.34%+1,182
INTUIT INC COMP(INTU)01,499+1,49901,1810.34%+1,181
CHURCH & DWIGHT CO INC COMP(CHD)012,178+12,17801,1700.33%+1,170
MSCI INC COMP(MSCI)01,978+1,97801,1410.33%+1,141
AT&T INC COMP(T)038,005+38,00501,1000.31%+1,100
SERVICENOW INC COMP(NOW)01,058+1,05801,0880.31%+1,088
VERIZON COMMUNICATIONS INC COMP(VZ)023,905+23,90501,0340.30%+1,034
PTC INC COMP(PTC)05,946+5,94601,0250.29%+1,025
WILLIAMS COS INC COMP(WMB)016,172+16,17201,0160.29%+1,016
ENBRIDGE INC COMP(ENB)021,842+21,84209900.28%+990
HELIX ENERGY SOLUTIONS GROUP COMP(HLX)0157,474+157,47409830.28%+983
TOAST INC-CLASS A COMP(TOST)021,752+21,75209630.27%+963
AGNICO EAGLE MINES LTD COMP(AEM)07,686+7,68609140.26%+914
WEST FRASER TIMBER CO LTD(WFG)011,900+11,90008730.25%+873
OCEANEERING INTL INC COMP(OII)041,146+41,14608530.24%+853
CAMECO CORP COMP(CCJ)011,297+11,29708400.24%+840
ECOLAB INC(ECL)03,116+3,11608400.24%+840
Q2 HOLDINGS INC COMP(QTWO)08,821+8,82108260.24%+826
MOLINA HEALTHCARE INC COMP(MOH)02,730+2,73008130.23%+813
AMERICAN ELECTRIC POWER COMP07,800+7,80008090.23%+809
TIDEWATER INC COMP(TDW)017,473+17,47308060.23%+806
KINROSS GOLD CORP COMP(KGC)050,038+50,03807820.22%+782
ALLIANT ENERGY CORP COMP(LNT)012,500+12,50007560.22%+756
KINDER MORGAN INC COMP(KMI)025,293+25,29307440.21%+744
KLA CORP COMP(KLAC)0827+82707410.21%+741
LAM RESEARCH CORP COMP(LRCX)07,405+7,40507210.21%+721
MPLX LP COMP(MPLX)013,928+13,92807170.20%+717
T-MOBILE US INC COMP(TMUS)02,974+2,97407090.20%+709
AUTOMATIC DATA PROCESSING02,273+2,27307010.20%+701
LOWE'S COS INC(LOW)03,126+3,12606940.20%+694
WEC ENERGY GROUP INC COMP(WEC)06,567+6,56706840.20%+684
EVERGY INC COMP(EVRG)09,807+9,80706760.19%+676
ANTERO MIDSTREAM CORP COMP(AM)034,803+34,80306600.19%+660
PUBLIC STORAGE COMP(PSA)02,238+2,23806570.19%+657
OKTA INC COMP(OKTA)06,451+6,45106450.18%+645
UNION PACIFIC CORP(UNP)02,644+2,64406080.17%+608
MARSH & MCLENNAN COS(MRSH)02,741+2,74105990.17%+599
PROLOGIS INC(PLD)05,656+5,65605950.17%+595
NUTANIX INC - A COMP(NTNX)07,673+7,67305870.17%+587
ALKAMI TECHNOLOGY INC COMP(ALKT)018,869+18,86905690.16%+569
BRISTOL-MYERS SQUIBB CO(BMY)011,650+11,65005390.15%+539
PAYPAL HOLDINGS INC(PYPL)07,177+7,17705330.15%+533
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Fulcrum Asset Management LLP — 13F Holdings — Q2 2025 | TickerTrail