Fulcrum Asset Management LLP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Fulcrum Asset Management LLP disclosed 181 US equity positions worth $350.5m in its Q2 2025 13F filing. The largest position was NVDA at 10.2% of the reported book, followed by MSFT and AMZN.
What did Fulcrum Asset Management LLP own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORP | Technology | 10.2% | $35.9m | 227,356 | – | |
| 2 | MSFT MICROSOFT CORP COMP | Technology | 8.5% | $29.9m | 60,181 | – | |
| 3 | AMZN AMAZON.COM INC COMP | Consumer Cyclical | 5.1% | $17.7m | 80,753 | – | |
| 4 | AVGO BROADCOM INC COMP | Technology | 4.5% | $15.7m | 57,038 | – | |
| 5 | JPM JPMORGAN CHASE & CO | Financial Services | 3.2% | $11.3m | 38,959 | – | |
| 6 | V VISA INC-CLASS A SHARES | Financial Services | 2.6% | $9.0m | 25,246 | – | |
| 7 | RSG REPUBLIC SERVICES INC | Industrials | 2.4% | $8.5m | 34,284 | – | |
| 8 | GOOGL ALPHABET INC-CL A | Communication Services | 2.4% | $8.4m | 47,473 | – | |
| 9 | MA MASTERCARD INC - A | Financial Services | 2.2% | $7.6m | 13,504 | – | |
| 10 | BKR BAKER HUGHES CO COMP | Energy | 2.1% | $7.4m | 193,647 | – | |
| 11 | GOOG ALPHABET IN-CL C | Communication Services | 2.1% | $7.2m | 40,660 | – | |
| 12 | PGR PROGRESSIVE CORP COMP | Financial Services | 1.6% | $5.8m | 21,653 | – | |
| 13 | TRV TRAVELERS COS INC/THE | Financial Services | 1.4% | $5.0m | 18,620 | – | |
| 14 | SLB SLB LTD | Energy | 1.4% | $4.9m | 146,388 | – | |
| 15 | FISV FISERV INC COMP | 1.3% | $4.6m | 26,877 | – | ||
| 16 | WCN WASTE CONNECTIONS INC | Industrials | 1.3% | $4.5m | 24,015 | – | |
| 17 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.3% | $4.4m | 40,804 | – | |
| 18 | WM WASTE MANAGEMENT INC | Industrials | 1.2% | $4.4m | 19,045 | – | |
| 19 | AWK AMERICAN WATER WORKS CO INC COMP | Utilities | 1.2% | $4.3m | 30,568 | – | |
| 20 | UNH UNITEDHEALTH GROUP INC COMP | Healthcare | 1.2% | $4.1m | 13,079 | – | |
| 21 | NEE NEXTERA ENERGY INC COMP | Utilities | 1.2% | $4.1m | 58,395 | – | |
| 22 | ES EVERSOURCE ENERGY COMP | Utilities | 1.2% | $4.1m | 63,662 | – | |
| 23 | PANW PALO ALTO NETWORKS INC COMP | Technology | 1.1% | $4.0m | 19,513 | – | |
| 24 | AME AMETEK INC COMP | Industrials | 1.1% | $4.0m | 22,064 | – | |
| 25 | IBKR INTERACTIVE BROKERS GRO-CL A COMP | Financial Services | 1.1% | $3.8m | 67,872 | – | |
| 26 | CMG CHIPOTLE MEXICAN GRILL INC COMP | Consumer Cyclical | 1.1% | $3.7m | 66,753 | – | |
| 27 | CI CIGNA CORP | Healthcare | 1.0% | $3.6m | 11,026 | – | |
| 28 | MU MICRON TECHNOLOGY INC COMP | Technology | 1.0% | $3.6m | 28,841 | – | |
| 29 | ADSK AUTODESK INC COMP | Technology | 1.0% | $3.5m | 11,278 | – | |
| 30 | SPGI S&P GLOBAL INC | Financial Services | 1.0% | $3.5m | 6,550 | – | |
| 31 | CPAY CORPAY INC COMP | 1.0% | $3.5m | 10,402 | – | ||
| 32 | JNJ JOHNSON & JOHNSON | Healthcare | 1.0% | $3.4m | 22,413 | – | |
| 33 | TMO THERMO FISHER SCIENTIFIC INC COMP | Healthcare | 1.0% | $3.3m | 8,261 | – | |
| 34 | AEE AMEREN CORPORATION COMP | Utilities | 0.8% | $3.0m | 30,996 | – | |
| 35 | ELV ELEVANCE HEALTH INC COMP | Healthcare | 0.8% | $2.9m | 7,510 | – | |
| 36 | ED CONSOLIDATED EDISON INC COMP | Utilities | 0.8% | $2.9m | 28,852 | – | |
| 37 | BAC BANK OF AMERICA CORP | Financial Services | 0.8% | $2.7m | 57,149 | – | |
| 38 | ARES ARES MANAGEMENT CORP - A COMP | Financial Services | 0.8% | $2.6m | 15,282 | – | |
| 39 | MS MORGAN STANLEY COMP | Financial Services | 0.7% | $2.6m | 18,564 | – | |
| 40 | TTWO TAKE-TWO INTERACTIVE SOFTWRE COMP | Communication Services | 0.7% | $2.5m | 10,379 | – | |
| 41 | AJG ARTHUR J GALLAGHER & CO COMP | Financial Services | 0.7% | $2.5m | 7,774 | – | |
| 42 | AMAT APPLIED MATERIALS INC COMP | Technology | 0.7% | $2.4m | 13,358 | – | |
| 43 | ATR APTARGROUP INC COMP | Healthcare | 0.7% | $2.4m | 15,313 | – | |
| 44 | CLH CLEAN HARBORS INC | Industrials | 0.7% | $2.4m | 10,226 | – | |
| 45 | TJX TJX COMPANIES INC | Consumer Cyclical | 0.6% | $2.1m | 17,364 | – | |
| 46 | WEX WEX INC COMP | Technology | 0.6% | $2.1m | 14,453 | – | |
| 47 | PEP PEPSICO INC | Consumer Defensive | 0.6% | $2.0m | 15,310 | – | |
| 48 | CRM SALESFORCE.COM INC | Technology | 0.6% | $1.9m | 7,124 | – | |
| 49 | MRK MERCK & CO. INC. COMP | Healthcare | 0.5% | $1.9m | 24,049 | – | |
| 50 | AMD ADVANCED MICRO DEVICES COMP | Technology | 0.5% | $1.8m | 13,017 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.