Fund HoldingsFulcrum Asset Management LLP

Total Portfolio Value
$359.44M
Total Bought
$17.04M
Total Sold
$34.25M
Net Transaction
-$17.21M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET IN-CL C(GOOG)39,56043,867+4,3079,63513,7983.84%+4,164
MICRON TECHNOLOGY INC COMP(MU)34,07029,257-4,8135,7018,5612.38%+2,861
ALPHABET INC-CL A(GOOG)46,19044,861-1,32911,22914,0803.92%+2,851
AMAZON.COM INC COMP(AMZN)084,275+84,275019,5965.45%+19,596
ROYAL BANK OF CANADA COMP(RY)011,835+11,83502,0180.56%+2,018
AGNICO EAGLE MINES LTD COMP(AEM)05,350+5,35009190.26%+919
KINROSS GOLD CORP COMP(KGC)026,970+26,97007720.21%+772
ADVANCED MICRO DEVICES COMP(AMD)12,66513,078+4132,0492,8160.78%+767
THERMO FISHER SCIENTIFIC INC COMP(TMO)8,0397,808-2313,8994,5561.27%+657
APPLIED MATERIALS INC COMP12,99612,622-3742,6613,2810.91%+621
CONSOLIDATED EDISON INC COMP(ED)34,97140,754+5,7833,5154,0711.13%+556
AMEREN CORPORATION COMP(AEE)34,50340,774+6,2713,6014,1081.14%+506
MERCK & CO. INC. COMP(MRK)23,39922,726-6731,9642,4100.67%+446
AMPHENOL CORP-CL A COMP12,80514,574+1,7691,5851,9850.55%+400
TARGA RESOURCES CORP COMP(TRGP)08,673+8,67301,6100.45%+1,610
JOHNSON & JOHNSON(JNJ)21,80721,179-6284,0434,3821.22%+339
IAMGOLD CORP COMP(IAG)020,066+20,06603360.09%+336
MORGAN STANLEY COMP(MS)18,06217,542-5202,8713,1410.87%+270
WEC ENERGY GROUP INC COMP(WEC)13,40916,889+3,4801,5371,7920.50%+255
LAM RESEARCH CORP COMP(LRCX)7,2046,996-2089651,2160.34%+251
AMETEK INC COMP21,48220,703-7794,0394,2861.19%+248
ONEOK INC COMP(OKE)019,325+19,32501,4270.40%+1,427
MPLX LP COMP(MPLX)016,052+16,05208610.24%+861
S&P GLOBAL INC(SPGI)06,189+6,18903,2660.91%+3,266
NEW GOLD INC COMP018,592+18,59201640.05%+164
SALESFORCE.COM INC(CRM)06,731+6,73101,7900.50%+1,790
IDEXX LABORATORIES INC(IDXX)8851,037+1525657080.20%+142
GILDAN ACTIVEWEAR INC COMP(GIL)02,225+2,22501390.04%+139
QUIMICA Y MINERA CHIL-SP ADR COMP(SQM)3,2453,801+5561392620.07%+123
BANK OF AMERICA CORP55,60454,004-1,6002,8692,9850.83%+117
ECOLAB INC(ECL)3,1163,652+5368539660.27%+113
ENBRIDGE INC COMP(ENB)21,84225,174+3,3321,1021,2100.34%+107
TJX COMPANIES INC(TJX)16,89516,409-4862,4422,5490.71%+107
ARES MANAGEMENT CORP - A COMP(ARES)015,561+15,56102,5400.71%+2,540
WILLIAMS COS INC COMP(WMB)16,17218,639+2,4671,0241,1210.31%+97
KINDER MORGAN INC COMP(KMI)029,151+29,15108040.22%+804
ENTERPRISE PRODUCTS PARTNERS COMP(EPD)14,41316,733+2,3204515370.15%+87
TRAVELERS COS INC/THE(TRV)18,11717,596-5215,0595,1451.43%+86
BRISTOL-MYERS SQUIBB CO(BMY)011,010+11,01005970.17%+597
CORPAY INC COMP(CPAY)09,831+9,83102,9990.83%+2,999
ELEVANCE HEALTH INC COMP(ELV)04,780+4,78001,6670.46%+1,667
NUTRIEN LTD(NTR)5,0185,880+8622953670.10%+73
FREEPORT-MCMORAN INC COMP(FCX)08,620+8,62004430.12%+443
CORTEVA INC COMP(CTVA)07,255+7,25504890.14%+489
PLAINS ALL AMER PIPELINE LP COMP(PAA)022,282+22,28203980.11%+398
PROLOGIS INC(PLD)5,5145,369-1456316930.19%+61
NEWMONT GOLDCORP CORP COMP(NEM)3,7073,600-1073133670.10%+54
VISA INC-CLASS A SHARES(V)023,856+23,85608,4362.35%+8,436
WESTERN MIDSTREAM PARTNERS L COMP(WES)6,8847,933+1,0492703140.09%+44
ANTERO MIDSTREAM CORP COMP(AM)34,80340,112+5,3096777160.20%+40
CLEAN HARBORS INC(CLH)06,569+6,56901,5620.43%+1,562
VALE SA-SP ADR COMP31,87828,982-2,8963463800.11%+33
ENERGY TRANSFER LP COMP(ET)018,664+18,66403090.09%+309
PEMBINA PIPELINE CORP COMP(PBA)7,4328,566+1,1343013270.09%+26
ESTEE LAUDER COMPANIES-CL A COMP(EL)1,4471,405-421281490.04%+21
CONFLUENT INC-CLASS A COMP01,740+1,7400520.01%+52
KLA CORP COMP(KLAC)805711-948688840.25%+16
CASELLA WASTE SYSTEMS INC-A COMP(CWST)02,793+2,79302800.08%+280
CANADIAN NATL RAILWAY CO COMP(CNI)02,998+2,99802980.08%+298
GENESIS ENERGY L.P. COMP(GEL)10,13711,683+1,5461691840.05%+15
BROADCOM INC COMP(AVGO)55,66652,526-3,14018,36518,3765.11%+11
SEMRUSH HOLDINGS INC-A COMP
CL A COM
02,328+2,3280280.01%+28
CSX CORP(CSX)11,86011,86004214320.12%+11
FIRST INDUSTRIAL REALTY TR(FR)1,5311,531079890.02%+10
CENTENE CORP COMP(CNC)01,871+1,8710770.02%+77
EASTGROUP PROPERTIES INC(EGP)434434073790.02%+5
ZOETIS INC(ZTS)03,114+3,11403940.11%+394
TERRENO REALTY CORP(TRNO)1,3321,332076800.02%+4
ZETA GLOBAL HOLDINGS CORP-A COMP(ZETA)04,224+4,2240880.02%+88
STAG INDUSTRIAL INC(STAG)1,9681,968069730.02%+4
Q2 HOLDINGS INC COMP(QTWO)01,255+1,2550920.03%+92
INDEPENDENCE REALTY TRUST IN COMP(IRT)896896015160.00%+1
JAMF HOLDING CORP COMP0529+529070.00%+7
CAMDEN PROPERTY TRUST(CPT)301301032330.01%+1
SPRINKLR INC-A COMP(CXM)02,770+2,7700220.01%+22
SBA COMMUNICATIONS CORP(SBAC)0168+1680330.01%+33
EQUITY LIFESTYLE PROPERTIES(ELS)552552034340.01%0
MID-AMERICA APARTMENT COMM(MAA)330330046460.01%0
UDR INC(UDR)801801030300.01%-0
ESSEX PROPERTY TRUST INC(ESS)8888024230.01%-0
EQUITY RESIDENTIAL(EQR)417417027260.01%-1
NATIONAL STORAGE AFFILIATES COMP380380011110.00%-1
TOAST INC-CLASS A COMP(TOST)03,092+3,09201120.03%+112
SUN COMMUNITIES INC(SUI)211211027260.01%-1
TOLL BROTHERS INC COMP(TOL)487487067670.02%-1
DYNATRACE INC COMP(DT)0298+2980130.00%+13
EQUINIX INC(EQIX)114114089880.02%-2
AVALONBAY COMMUNITIES INC189189037350.01%-2
MERITAGE HOMES CORP(MTH)311311023210.01%-2
REXFORD INDUSTRIAL REALTY IN(REXR)1,3701,370056540.02%-2
LGI HOMES INC(LGIH)263263014110.00%-2
AMERICAN HOMES 4 RENT- A(AMH)02,282+2,2820740.02%+74
CUBESMART COMP(CUBE)548548022200.01%-2
VOYA FINANCIAL INC(VOYA)1,3871,347-401041010.03%-3
MICROCHIP TECHNOLOGY INC COMP(MCHP)01,957+1,95701270.04%+127
TRI POINTE GROUP INC
COM
1,3081,308044420.01%-3
INVITATION HOMES INC(INVH)02,274+2,2740640.02%+64
EXTRA SPACE STORAGE INC COMP(EXR)364364051480.01%-3
MSCI INC COMP(MSCI)01,869+1,86901,0880.30%+1,088
SYNOPSYS INC COMP(SNPS)109106-354500.01%-3
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