Fund HoldingsFulcrum Asset Management LLP

Total Portfolio Value
$1.00B
Total Bought
$650.18M
Total Sold
$353.76M
Net Transaction
+$296.41M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLE INC(AAPL)0117,131+117,131033,0003.29%+33,000
WALMART INC(WMT)0155,672+155,672017,8401.78%+17,840
MICRON TECHNOLOGY INC COMP(MU)21,46920,696-7736,90923,7032.36%+16,794
CARDINAL HEALTH INC COMP(CAH)070,116+70,116016,5631.65%+16,563
MCKESSON CORP(MCK)020,716+20,716015,4861.54%+15,486
META PLATFORMS INC(META)027,270+27,270015,3421.53%+15,342
CENCORA INC COMP051,748+51,748014,5751.45%+14,575
IMMUNOCORE HOLDINGS PLC-ADR COMP(IMCR)0470,025+470,025014,2981.43%+14,298
ELI LILLY & CO COMP(LLY)08,675+8,675010,6701.06%+10,670
COSTCO WHOLESALE CORP(COST)010,779+10,779010,2041.02%+10,204
QUANTA SERVICES INC COMP013,896+13,89609,9280.99%+9,928
TESLA INC COMP(TSLA)023,815+23,81509,8080.98%+9,808
GE VERNOVA INC COMP(GEV)08,624+8,62409,5080.95%+9,508
FORTINET INC COMP(FTNT)056,540+56,54008,7870.88%+8,787
EXXON MOBIL CORP COMP054,371+54,37107,3980.74%+7,398
CATERPILLAR INC(CAT)07,158+7,15807,3960.74%+7,396
KROGER CO COMP(KR)0128,703+128,70307,1960.72%+7,196
HOWMET AEROSPACE INC COMP(HWM)026,546+26,54607,1290.71%+7,129
WOODWARD INC COMP(WWD)016,194+16,19406,8550.68%+6,855
ARISTA NETWORKS INC COMP(ANET)041,760+41,76006,8530.68%+6,853
MONSTER BEVERAGE CORP COMP(MNST)066,932+66,93206,5350.65%+6,535
JPMORGAN CHASE & CO0448,500,000+448,500,00006,4070.64%+6,407
AMERICAN EXPRESS CO(AXP)018,607+18,60706,3430.63%+6,343
ABBOTT LABORATORIES COMP063,409+63,40905,8790.59%+5,879
TAIWAN SEMICONDUCTOR-SP ADR COMP(TSM)012,902+12,90205,8720.59%+5,872
VERTIV HOLDINGS CO COMP(VRT)017,377+17,37705,3340.53%+5,334
SHOPIFY INC - CLASS A COMP(SHOP)046,316+46,31605,2940.53%+5,294
TRAVELERS COS INC/THE(TRV)015,488+15,48805,1400.51%+5,140
GENERAL ELECTRIC CO COMP(GE)013,087+13,08704,8910.49%+4,891
AFFILIATED MANAGERS GROUP COMP014,166+14,16604,8510.48%+4,851
BLACKROCK FUNDING INC/DE COMP(BLK)05,081+5,08104,8280.48%+4,828
OKTA INC COMP(OKTA)2,11637,982+35,8661604,9870.50%+4,828
PROLOGIS INC(PLD)5,69138,983+33,2927335,4140.54%+4,681
CASEY'S GENERAL STORES INC(CASY)05,974+5,97404,6610.46%+4,661
INGERSOLL-RAND INC COMP(IR)055,773+55,77304,5160.45%+4,516
KNIGHT-SWIFT TRANSPORTATION COMP(KNX)055,466+55,46604,3360.43%+4,336
HUNT (JB) TRANSPRT SVCS INC COMP(JBHT)014,850+14,85004,2750.43%+4,275
SANDISK CORP COMP(SNDK)02,012+2,01204,1250.41%+4,125
METTLER-TOLEDO INTERNATIONAL COMP(MTD)03,240+3,24004,0790.41%+4,079
ARTHUR J GALLAGHER & CO COMP(AJG)7,55724,583+17,0261,6325,5830.56%+3,951
INTEL CORP(INTC)028,250+28,25003,7210.37%+3,721
C.H. ROBINSON WORLDWIDE INC COMP(CHRW)019,996+19,99603,6940.37%+3,694
WESTERN DIGITAL CORP COMP(WDC)05,658+5,65803,6880.37%+3,688
LANDSTAR SYSTEM INC COMP(LSTR)017,540+17,54003,6640.37%+3,664
ADVANCED MICRO DEVICES COMP(AMD)13,53411,489-2,0452,6536,1980.62%+3,545
TALEN ENERGY CORP COMP(TLN)08,766+8,76603,5010.35%+3,501
OLD DOMINION FREIGHT LINE COMP(ODFL)015,624+15,62403,4320.34%+3,432
CONSTELLATION ENERGY COMP(CEG)012,998+12,99803,3710.34%+3,371
CORTEVA INC COMP(CTVA)28,34268,091+39,7492,3515,6770.57%+3,326
FRANKLIN RESOURCES INC COMP(BEN)096,568+96,56803,2030.32%+3,203
DANAHER CORP COMP(DHR)016,459+16,45903,1730.32%+3,173
HEICO CORP COMP(HEI)08,738+8,73803,0620.31%+3,062
BERKSHIRE HATHAWAY INC-CL B06,000+6,00002,9760.30%+2,976
DECKERS OUTDOOR CORP COMP(DECK)029,246+29,24602,9620.30%+2,962
AIRBNB INC-CLASS A COMP020,076+20,07602,9550.29%+2,955
CHIPOTLE MEXICAN GRILL INC COMP(CMG)64,909150,823+85,9142,0234,9730.50%+2,950
MORGAN STANLEY COMP(MS)17,78227,158+9,3762,8165,7500.57%+2,934
AAR CORP COMP020,634+20,63402,9270.29%+2,927
ENDEAVOUR SILVER CORP COMP(EXK)0351,888+351,88802,8960.29%+2,896
T-MOBILE US INC COMP(TMUS)2,91019,981+17,0716233,4760.35%+2,854
CANADIAN NATURAL RESOURCES COMP(CNQ)072,052+72,05202,8480.28%+2,848
EXPEDITORS INTL WASH INC COMP(EXPD)017,148+17,14802,7770.28%+2,777
APPLOVIN CORP-CLASS A COMP(APP)05,400+5,40002,6930.27%+2,693
T ROWE PRICE GROUP INC COMP(TROW)023,270+23,27002,6620.27%+2,662
UBER TECHNOLOGIES INC COMP(UBER)034,895+34,89502,6350.26%+2,635
DIAMONDBACK ENERGY INC COMP(FANG)014,508+14,50802,6190.26%+2,619
WILLIAMS-SONOMA INC COMP(WSM)010,903+10,90302,6190.26%+2,619
TAPESTRY INC COMP(TPR)017,752+17,75202,6020.26%+2,602
FEDERATED HERMES INC COMP(FHI)045,078+45,07802,5450.25%+2,545
COMFORT SYSTEMS USA INC COMP(FIX)01,284+1,28402,5020.25%+2,502
MASTEC INC COMP(MTZ)05,800+5,80002,4890.25%+2,489
FIRST MAJESTIC SILVER CORP COMP(AG)0146,830+146,83002,4680.25%+2,468
SYNOPSYS INC COMP(SNPS)1145,587+5,473442,4990.25%+2,455
CISCO SYSTEMS INC(CSCO)020,812+20,81202,4500.24%+2,450
BANK OF AMERICA CORP55,89387,717+31,8242,6405,0770.51%+2,437
MARRIOTT INTERNATIONAL -CL A COMP(MAR)06,498+6,49802,4360.24%+2,436
SUNBELT RENTALS HOLDINGS INC COMP(SUNB)033,947+33,94702,4340.24%+2,434
CURTISS-WRIGHT CORP COMP(CW)03,282+3,28202,4200.24%+2,420
GENERAL MOTORS CO(GM)031,140+31,14002,4080.24%+2,408
AUTOZONE INC COMP(AZO)0758+75802,3900.24%+2,390
ROSS STORES INC COMP(ROST)011,430+11,43002,3870.24%+2,387
RYDER SYSTEM INC COMP(R)09,010+9,01002,3830.24%+2,383
ISHARES GSCI COMMODITY DYNAM COMP
GSCI CMDTY STGY
076,616+76,61602,3170.23%+2,317
DARDEN RESTAURANTS INC COMP(DRI)011,079+11,07902,2790.23%+2,279
TFI INTERNATIONAL INC COMP(TFII)015,096+15,09602,1790.22%+2,179
FORD MOTOR CO(F)0153,972+153,97202,1590.22%+2,159
ABBVIE INC COMP(ABBV)08,198+8,19802,0850.21%+2,085
XPO INC COMP(XPO)010,070+10,07002,0760.21%+2,076
BUILDERS FIRSTSOURCE INC COMP(BLDR)022,819+22,81902,0650.21%+2,065
SILVERCORP METALS INC COMP(SVM)0188,816+188,81602,0620.21%+2,062
HILTON WORLDWIDE HOLDINGS IN COMP(HLT)06,114+6,11402,0330.20%+2,033
VALMONT INDUSTRIES COMP(VMI)03,496+3,49602,0050.20%+2,005
STARBUCKS CORP(SBUX)019,004+19,00401,9780.20%+1,978
OCCIDENTAL PETROLEUM CORP COMP(OXY)039,976+39,97601,9620.20%+1,962
BWX TECHNOLOGIES INC COMP(BWXT)010,334+10,33401,9560.19%+1,956
CRANE CO COMP(CR)08,872+8,87201,9550.19%+1,955
MASCO CORP COMP(MAS)024,012+24,01201,9330.19%+1,933
JABIL INC COMP(JBL)05,151+5,15101,9240.19%+1,924
EOG RESOURCES INC(EOG)014,152+14,15201,8670.19%+1,867
NEWMONT GOLDCORP CORP COMP(NEM)3,78123,584+19,8033902,2290.22%+1,839
Page 1 of 11
Fulcrum Asset Management LLP — 13F Holdings — Q2 2026 | TickerTrail