Fund Holdings — Fulcrum Asset Management LLP

Total Portfolio Value
$360.72M
Total Bought
$17.79M
Total Sold
$47.62M
Net Transaction
-$29.82M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORP(NVDA)227,356221,056-6,30035,92041,24511.43%+5,325
ALPHABET INC-CL A(GOOG)47,47346,190-1,2838,36611,2293.11%+2,863
BROADCOM INC COMP(AVGO)57,03855,666-1,37215,72318,3655.09%+2,642
ALPHABET IN-CL C(GOOG)40,66039,560-1,1007,2139,6352.67%+2,422
TIDEWATER INC COMP(TDW)17,47359,849+42,3768063,1920.88%+2,386
MICRON TECHNOLOGY INC COMP(MU)28,84134,070+5,2293,5555,7011.58%+2,146
NEXTERA ENERGY INC COMP(NEE)58,39579,025+20,6304,0545,9661.65%+1,912
AMERICAN WATER WORKS CO INC COMP30,56843,701+13,1334,2526,0831.69%+1,830
PINNACLE WEST CAPITAL COMP(PNW)13,70427,984+14,2801,2262,5090.70%+1,283
AMPHENOL CORP-CL A COMP3,54412,805+9,2613501,5850.44%+1,235
SLB LTD(SLB)146,388177,598+31,2104,9486,1041.69%+1,156
AMERICAN ELECTRIC POWER COMP7,80015,927+8,1278091,7920.50%+982
ALLIANT ENERGY CORP COMP(LNT)12,50025,525+13,0257561,7210.48%+965
EVERSOURCE ENERGY COMP(ES)63,66269,323+5,6614,0504,9321.37%+881
WEC ENERGY GROUP INC COMP(WEC)6,56713,409+6,8426841,5370.43%+852
EVERGY INC COMP(EVRG)9,80720,025+10,2186761,5220.42%+846
INTERACTIVE BROKERS GRO-CL A COMP(IBKR)67,87266,038-1,8343,7614,5441.26%+783
JPMORGAN CHASE & CO(JPM)38,95937,906-1,05311,29511,9573.31%+662
AMEREN CORPORATION COMP(AEE)30,99634,503+3,5072,9773,6011.00%+625
CONSOLIDATED EDISON INC COMP(ED)28,85234,971+6,1192,8953,5150.97%+620
JOHNSON & JOHNSON(JNJ)22,41321,807-6063,4244,0431.12%+620
THERMO FISHER SCIENTIFIC INC COMP(TMO)8,2618,039-2223,3503,8991.08%+550
DR HORTON INC(DHI)13,65113,298-3531,7602,2540.62%+494
MICROSOFT CORP COMP(MSFT)60,18158,555-1,62629,93530,3298.41%+394
TJX COMPANIES INC(TJX)17,36416,895-4692,1442,4420.68%+298
SEMPRA ENERGY COMP(SRE)23,84023,196-6441,8062,0870.58%+281
MORGAN STANLEY COMP(MS)18,56418,062-5022,6152,8710.80%+256
LAM RESEARCH CORP COMP(LRCX)7,4057,204-2017219650.27%+244
APPLIED MATERIALS INC COMP13,35812,996-3622,4452,6610.74%+215
ADVANCED MICRO DEVICES COMP(AMD)13,01712,665-3521,8472,0490.57%+202
BANK OF AMERICA CORP57,14955,604-1,5452,7042,8690.80%+164
URANIUM ENERGY CORP COMP(UEC)23,38423,38401593120.09%+153
LENNAR CORP-A(LEN)12,46212,132-3301,3781,5290.42%+151
PTC INC COMP(PTC)5,9465,785-1611,0251,1740.33%+150
OCEANEERING INTL INC COMP(OII)41,14640,034-1,1128539920.28%+139
KLA CORP COMP(KLAC)827805-227418680.24%+127
NEXGEN ENERGY LTD COMP(NXE)58,75158,75104085260.15%+117
ENERGY FUELS INC COMP(UUUU)12,20212,2020711870.05%+117
ENBRIDGE INC COMP(ENB)21,84221,84209901,1020.31%+112
CAMECO CORP COMP(CCJ)11,29711,29708409480.26%+108
WEX INC COMP(WEX)14,45314,063-3902,1232,2150.61%+92
IDEXX LABORATORIES INC(IDXX)88588504755650.16%+91
NEWMONT GOLDCORP CORP COMP(NEM)3,8113,707-1042223130.09%+91
TAKE-TWO INTERACTIVE SOFTWRE COMP(TTWO)10,37910,100-2792,5212,6090.72%+89
TRAVELERS COS INC/THE(TRV)18,62018,117-5034,9825,0591.40%+77
DENISON MINES CORP COMP(DNN)79,86979,86901462200.06%+74
LOWE'S COS INC(LOW)3,1263,042-846947640.21%+71
PEPSICO INC(PEP)15,31014,896-4142,0222,0920.58%+70
CENTRUS ENERGY CORP-CLASS A COMP(LEU)5155150941600.04%+65
MERCK & CO. INC. COMP(MRK)24,04923,399-6501,9041,9640.54%+60
SYNOPSYS INC COMP(SNPS)0109+1090540.01%+54
AMETEK INC COMP22,06421,482-5823,9934,0391.12%+46
NORFOLK SOUTHERN CORP(NSC)1,5201,420-1003894270.12%+38
PROLOGIS INC(PLD)5,6565,514-1425956310.18%+37
PULTEGROUP INC COMP(PHM)1,4661,441-251551900.05%+36
QUIMICA Y MINERA CHIL-SP ADR COMP(SQM)3,2453,24501141390.04%+25
KB HOME(KBH)2,3832,343-401261490.04%+23
PEMBINA PIPELINE CORP COMP(PBA)7,4327,43202793010.08%+22
NVR INC COMP(NVR)292902142330.06%+19
VALE SA-SP ADR COMP33,83531,878-1,9573293460.10%+18
ANTERO MIDSTREAM CORP COMP(AM)34,80334,80306606770.19%+17
REALTY INCOME CORP(O)5,0265,02602903060.08%+16
ECOLAB INC(ECL)3,1163,11608408530.24%+14
TOLL BROTHERS INC COMP(TOL)487487056670.02%+12
ALLSTATE CORP(ALL)1,4211,382-392862970.08%+11
WILLIAMS COS INC COMP(WMB)16,17216,17201,0161,0240.28%+9
ENTERPRISE PRODUCTS PARTNERS COMP(EPD)14,28914,413+1244434510.12%+8
REXFORD INDUSTRIAL REALTY IN(REXR)1,3701,370049560.02%+8
ESTEE LAUDER COMPANIES-CL A COMP(EL)1,4861,447-391201280.04%+7
CSX CORP(CSX)12,69411,860-8344144210.12%+7
FIRST INDUSTRIAL REALTY TR(FR)1,5311,531074790.02%+5
TAYLOR MORRISON HOME CORP-A1,0041,004062660.02%+5
WESTERN MIDSTREAM PARTNERS L COMP(WES)6,8846,88402662700.07%+4
TRI POINTE GROUP INC
COM
1,3081,308042440.01%+3
VOYA FINANCIAL INC(VOYA)1,4261,387-391011040.03%+3
NUTRIEN LTD(NTR)5,0185,01802922950.08%+2
LOUISIANA-PACIFIC CORP(LPX)603603052540.01%+2
MERITAGE HOMES CORP(MTH)311311021230.01%+2
EASTGROUP PROPERTIES INC(EGP)434434073730.02%+1
TERRENO REALTY CORP(TRNO)1,3321,332075760.02%+1
SUN COMMUNITIES INC(SUI)211211027270.01%+1
LGI HOMES INC(LGIH)263263014140.00%0
INTERNATIONAL PAPER CO(IP)2,0442,052+896950.03%-1
EQUITY LIFESTYLE PROPERTIES(ELS)552552034340.01%-1
NATIONAL STORAGE AFFILIATES COMP380380012110.00%-1
NATIONAL RETAIL PROPERTIES(NNN)1,5141,514065640.02%-1
CUBESMART COMP(CUBE)548548023220.01%-1
DIGITAL REALTY TRUST INC(DLR)76876801341330.04%-1
EQUITY RESIDENTIAL(VMRK)417417028270.01%-1
INDEPENDENCE REALTY TRUST IN COMP(IRT)896896016150.00%-1
ESSEX PROPERTY TRUST INC(ESS)8888025240.01%-1
EQUINIX INC(EQIX)114114091890.02%-1
CAMDEN PROPERTY TRUST(CPT)301301034320.01%-2
STAG INDUSTRIAL INC(STAG)1,9681,968071690.02%-2
AVALONBAY COMMUNITIES INC189189038370.01%-2
EXTRA SPACE STORAGE INC COMP(EXR)364364054510.01%-2
MID-AMERICA APARTMENT COMM(MAA)330330049460.01%-3
UDR INC(UDR)801801033300.01%-3
CROWN CASTLE INTL CORP(CCI)497497051480.01%-3
GENESIS ENERGY L.P. COMP(GEL)10,13710,13701751690.05%-5
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Fulcrum Asset Management LLP — 13F Holdings — Q3 2025 | TickerTrail