Fund Holdings — Fulcrum Asset Management LLP

Total Portfolio Value
$537.34M
Total Bought
$194.94M
Total Sold
$34.25M
Net Transaction
+$160.69M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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NVIDIA CORP0218,004+218,004040,8847.61%+40,884
MICROSOFT CORP COMP(ORCL)059,070+59,070028,7955.36%+28,795
BROADCOM INC COMP(CCZ)052,526+52,526018,3763.42%+18,376
MASTERCARD INC - A012,762+12,76207,3691.37%+7,369
NEXTERA ENERGY INC COMP0112,133+112,13305,5511.03%+5,551
PLAINS ALL AMER PIPELINE LP COMP(MCK)042,744+42,74405,1040.95%+5,104
THERMO FISHER SCIENTIFIC INC COMP(PODD)07,808+7,80804,5560.85%+4,556
JOHNSON & JOHNSON(RYTM)021,179+21,17904,3820.82%+4,382
EVERSOURCE ENERGY COMP(BX)063,336+63,33604,2780.80%+4,278
ALPHABET IN-CL C(GOOG)39,56043,867+4,3079,63513,7982.57%+4,164
CONSOLIDATED EDISON INC COMP(TU)040,754+40,75404,0710.76%+4,071
WASTE MANAGEMENT INC(ROP)015,139+15,13903,3630.63%+3,363
AUTODESK INC COMP(EXP)010,657+10,65703,1920.59%+3,192
MICRON TECHNOLOGY INC COMP(MU)34,07029,257-4,8135,7018,5611.59%+2,861
ALPHABET INC-CL A(GOOG)46,19044,861-1,32911,22914,0802.62%+2,851
ADVANCED MICRO DEVICES COMP(COST)013,078+13,07802,8160.52%+2,816
TJX COMPANIES INC(ICE)016,409+16,40902,5490.47%+2,549
TAKE-TWO INTERACTIVE SOFTWRE COMP(INTA)09,809+9,80902,5300.47%+2,530
MERCK & CO. INC. COMP022,726+22,72602,4100.45%+2,410
AMAZON.COM INC COMP(AMZN)78,57284,275+5,70317,25219,5963.65%+2,344
CIGNA CORP(VRSK)07,485+7,48502,0690.39%+2,069
WEX INC COMP(RBLX)013,658+13,65802,0660.38%+2,066
ROYAL BANK OF CANADA COMP(RY)011,835+11,83502,0180.38%+2,018
AMPHENOL CORP-CL A COMP(WPC)014,574+14,57401,9850.37%+1,985
ARTHUR J GALLAGHER & CO COMP(SHOP)07,346+7,34601,9230.36%+1,923
DR HORTON INC(CNX)012,932+12,93201,8820.35%+1,882
SALESFORCE.COM INC(TYL)06,731+6,73101,7900.33%+1,790
APTARGROUP INC COMP(VKTX)014,471+14,47101,7760.33%+1,776
ELEVANCE HEALTH INC COMP(VITL)04,780+4,78001,6670.31%+1,667
CHIPOTLE MEXICAN GRILL INC COMP(TTD)044,060+44,06001,6320.30%+1,632
FISERV INC COMP(SMPL)025,398+25,39801,6200.30%+1,620
TARGA RESOURCES CORP COMP(TSM)08,673+8,67301,6100.30%+1,610
ONEOK INC COMP(MNST)019,325+19,32501,4270.27%+1,427
LENNAR CORP-A(PCOR)011,790+11,79001,2250.23%+1,225
EVERGY INC COMP(BLK)015,681+15,68101,1480.21%+1,148
CHURCH & DWIGHT CO INC COMP(TSLA)011,509+11,50909720.18%+972
VERIZON COMMUNICATIONS INC COMP(SO)022,589+22,58909190.17%+919
AGNICO EAGLE MINES LTD COMP(AEM)05,350+5,35009190.17%+919
AT&T INC COMP(META)035,911+35,91108910.17%+891
MPLX LP COMP016,052+16,05208610.16%+861
KINROSS GOLD CORP COMP(KGC)026,970+26,97007720.14%+772
ADVANCED MICRO DEVICES COMP(AMD)12,66513,078+4132,0492,8160.52%+767
PROLOGIS INC(WMT)05,369+5,36906930.13%+693
GFL ENVIRONMENTAL INC-SUB VT COMP(APO)015,070+15,07006590.12%+659
THERMO FISHER SCIENTIFIC INC COMP(TMO)8,0397,808-2313,8994,5560.85%+657
APPLIED MATERIALS INC COMP12,99612,622-3742,6613,2810.61%+621
BRISTOL-MYERS SQUIBB CO(VRT)011,010+11,01005970.11%+597
UNION PACIFIC CORP(GS)02,476+2,47605770.11%+577
AUTOMATIC DATA PROCESSING(EQT)02,147+2,14705570.10%+557
CONSOLIDATED EDISON INC COMP(ED)34,97140,754+5,7833,5154,0710.76%+556
PUBLIC STORAGE COMP(VMC)02,121+2,12105540.10%+554
ENTERPRISE PRODUCTS PARTNERS COMP(SFM)016,733+16,73305370.10%+537
AMEREN CORPORATION COMP(AEE)34,50340,774+6,2713,6014,1080.76%+506
CME GROUP INC COMP(CSCO)01,791+1,79104940.09%+494
CORTEVA INC COMP(CAH)07,255+7,25504890.09%+489
MERCK & CO. INC. COMP(MRK)23,39922,726-6731,9642,4100.45%+446
FREEPORT-MCMORAN INC COMP(APP)08,620+8,62004430.08%+443
NORFOLK SOUTHERN CORP(NFLX)01,420+1,42004120.08%+412
AMPHENOL CORP-CL A COMP12,80514,574+1,7691,5851,9850.37%+400
NIKE INC -CL B COMP(NLOP)06,304+6,30403860.07%+386
VALE SA-SP ADR COMP(SBUX)028,982+28,98203800.07%+380
NEWMONT GOLDCORP CORP COMP(NTST)03,600+3,60003670.07%+367
TARGA RESOURCES CORP COMP(TRGP)7,5248,673+1,1491,2611,6100.30%+349
JOHNSON & JOHNSON(JNJ)21,80721,179-6284,0434,3820.82%+339
IAMGOLD CORP COMP(SAFE)020,066+20,06603360.06%+336
IAMGOLD CORP COMP(IAG)020,066+20,06603360.06%+336
ENERGY TRANSFER LP COMP(BLDR)018,664+18,66403090.06%+309
CANADIAN NATL RAILWAY CO COMP(UBER)02,998+2,99802980.06%+298
MORGAN STANLEY COMP(MS)18,06217,542-5202,8713,1410.58%+270
WEC ENERGY GROUP INC COMP(WEC)13,40916,889+3,4801,5371,7920.33%+255
LAM RESEARCH CORP COMP(LRCX)7,2046,996-2089651,2160.23%+251
AMETEK INC COMP21,48220,703-7794,0394,2860.80%+248
URANIUM ENERGY CORP COMP(GFI)019,405+19,40502280.04%+228
WORKDAY INC-CLASS A COMP(RIO)01,050+1,05002280.04%+228
ONEOK INC COMP(OKE)16,65419,325+2,6711,2151,4270.27%+211
NVR INC COMP028+2802050.04%+205
DENISON MINES CORP COMP(TLN)066,311+66,31101760.03%+176
MPLX LP COMP(MPLX)13,92816,052+2,1246968610.16%+165
S&P GLOBAL INC(SPGI)6,3726,189-1833,1013,2660.61%+165
NEW GOLD INC COMP018,592+18,59201640.03%+164
SALESFORCE.COM INC(CRM)6,9316,731-2001,6431,7900.33%+147
IDEXX LABORATORIES INC(IDXX)8851,037+1525657080.13%+142
GILDAN ACTIVEWEAR INC COMP(GIL)02,225+2,22501390.03%+139
KB HOME(AKAM)02,302+2,30201310.02%+131
QUIMICA Y MINERA CHIL-SP ADR COMP(SQM)3,2453,801+5561392620.05%+123
BANK OF AMERICA CORP55,60454,004-1,6002,8692,9850.56%+117
ECOLAB INC(ECL)3,1163,652+5368539660.18%+113
TOAST INC-CLASS A COMP(IR)03,092+3,09201120.02%+112
ENBRIDGE INC COMP(ENB)21,84225,174+3,3321,1021,2100.23%+107
TJX COMPANIES INC(TJX)16,89516,409-4862,4422,5490.47%+107
CENTRUS ENERGY CORP-CLASS A COMP(CELH)0428+42801060.02%+106
VOYA FINANCIAL INC(GEV)01,347+1,34701010.02%+101
ARES MANAGEMENT CORP - A COMP(ARES)15,27815,561+2832,4432,5400.47%+97
WILLIAMS COS INC COMP(WMB)16,17218,639+2,4671,0241,1210.21%+97
KINDER MORGAN INC COMP(KMI)25,29329,151+3,8587168040.15%+88
ENTERPRISE PRODUCTS PARTNERS COMP(EPD)14,41316,733+2,3204515370.10%+87
TRAVELERS COS INC/THE(TRV)18,11717,596-5215,0595,1450.96%+86
BRISTOL-MYERS SQUIBB CO(BMY)11,33611,010-3265115970.11%+86
MOSAIC CO/THE COMP03,529+3,5290850.02%+85
CORPAY INC COMP(CPAY)10,1229,831-2912,9162,9990.56%+84
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Fulcrum Asset Management LLP — 13F Holdings — Q4 2025 | TickerTrail