Fulcrum Asset Management LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Fulcrum Asset Management LLP disclosed 1027 US equity positions worth $1.0bn in its Q2 2026 13F filing. The largest position was NVDA at 4.5% of the reported book, followed by AAPL and MU. Against the Q1 2026 filing, it opened 27 new positions, added to 9 and reduced 14 among the top 50 holdings.
What did Fulcrum Asset Management LLP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORP | Technology | 4.5% | $45.3m | 232,336 | -22% | reduced |
| 2 | AAPL APPLE INC | Technology | 3.3% | $33.0m | 117,131 | – | new |
| 3 | MU MICRON TECHNOLOGY INC COMP | Technology | 2.4% | $23.7m | 20,696 | -4% | reduced |
| 4 | AMZN AMAZON.COM INC COMP | Consumer Cyclical | 2.0% | $20.4m | 84,971 | -20% | reduced |
| 5 | MSFT MICROSOFT CORP COMP | Technology | 1.8% | $17.9m | 48,559 | -31% | reduced |
| 6 | WMT WALMART INC | Consumer Defensive | 1.8% | $17.8m | 155,672 | – | new |
| 7 | CAH CARDINAL HEALTH INC COMP | Healthcare | 1.7% | $16.6m | 70,116 | – | new |
| 8 | AVGO BROADCOM INC COMP | Technology | 1.6% | $15.9m | 42,754 | -41% | reduced |
| 9 | GOOG ALPHABET IN-CL C | Communication Services | 1.6% | $15.7m | 44,571 | -30% | reduced |
| 10 | MCK MCKESSON CORP | Healthcare | 1.5% | $15.5m | 20,716 | – | new |
| 11 | META META PLATFORMS INC | Communication Services | 1.5% | $15.3m | 27,270 | – | new |
| 12 | COR CENCORA INC COMP | Healthcare | 1.5% | $14.6m | 51,748 | – | new |
| 13 | IMCR IMMUNOCORE HOLDINGS PLC-ADR COMP | Healthcare | 1.4% | $14.3m | 470,025 | – | new |
| 14 | GOOGL ALPHABET INC-CL A | Communication Services | 1.3% | $13.3m | 37,652 | -25% | reduced |
| 15 | LLY ELI LILLY & CO COMP | Healthcare | 1.1% | $10.7m | 8,675 | – | new |
| 16 | COST COSTCO WHOLESALE CORP | Consumer Defensive | 1.0% | $10.2m | 10,779 | – | new |
| 17 | PWR QUANTA SERVICES INC COMP | Industrials | 1.0% | $9.9m | 13,896 | – | new |
| 18 | TSLA TESLA INC COMP | Consumer Cyclical | 1.0% | $9.8m | 23,815 | – | new |
| 19 | GEV GE VERNOVA INC COMP | Industrials | 0.9% | $9.5m | 8,624 | – | new |
| 20 | FTNT FORTINET INC COMP | Technology | 0.9% | $8.8m | 56,540 | – | new |
| 21 | APH AMPHENOL CORP-CL A COMP | Technology | 0.8% | $7.5m | 45,241 | -15% | reduced |
| 22 | EXMOC EXXON MOBIL CORP COMP | 0.7% | $7.4m | 54,371 | – | new | |
| 23 | SLB SLB LTD | Energy | 0.7% | $7.4m | 159,459 | -53% | reduced |
| 24 | CAT CATERPILLAR INC | Industrials | 0.7% | $7.4m | 7,158 | – | new |
| 25 | KR KROGER CO COMP | Consumer Defensive | 0.7% | $7.2m | 128,703 | – | new |
| 26 | HWM HOWMET AEROSPACE INC COMP | Industrials | 0.7% | $7.1m | 26,546 | – | new |
| 27 | WWD WOODWARD INC COMP | Industrials | 0.7% | $6.9m | 16,194 | – | new |
| 28 | ANET ARISTA NETWORKS INC COMP | Technology | 0.7% | $6.9m | 41,760 | – | new |
| 29 | MNST MONSTER BEVERAGE CORP COMP | Consumer Defensive | 0.7% | $6.5m | 66,932 | – | new |
| 30 | RSG REPUBLIC SERVICES INC | Industrials | 0.6% | $6.4m | 29,873 | -50% | reduced |
| 31 | JPMORGAN CHASE & CO | 0.6% | $6.4m | 448,500,000 | – | new | |
| 32 | AXP AMERICAN EXPRESS CO | Financial Services | 0.6% | $6.3m | 18,607 | – | new |
| 33 | AMD ADVANCED MICRO DEVICES COMP | Technology | 0.6% | $6.2m | 11,489 | -15% | reduced |
| 34 | BKR BAKER HUGHES CO COMP | Energy | 0.6% | $6.0m | 106,609 | 21% | added |
| 35 | ABT ABBOTT LABORATORIES COMP | Healthcare | 0.6% | $5.9m | 63,409 | – | new |
| 36 | TSM TAIWAN SEMICONDUCTOR-SP ADR COMP | Technology | 0.6% | $5.9m | 12,902 | – | new |
| 37 | MS MORGAN STANLEY COMP | Financial Services | 0.6% | $5.7m | 27,158 | 53% | added |
| 38 | CTVA CORTEVA INC COMP | Basic Materials | 0.6% | $5.7m | 68,091 | 140% | added |
| 39 | AJG ARTHUR J GALLAGHER & CO COMP | Financial Services | 0.6% | $5.6m | 24,583 | 225% | added |
| 40 | CVX CHEVRON CORP COMP | Energy | 0.6% | $5.6m | 32,955 | 55% | added |
| 41 | PLD PROLOGIS INC | Real Estate | 0.5% | $5.4m | 38,983 | 585% | added |
| 42 | NEE NEXTERA ENERGY INC COMP | Utilities | 0.5% | $5.4m | 60,762 | -58% | reduced |
| 43 | JNJ JOHNSON & JOHNSON | Healthcare | 0.5% | $5.4m | 20,815 | -9% | reduced |
| 44 | VRT VERTIV HOLDINGS CO COMP | Industrials | 0.5% | $5.3m | 17,377 | – | new |
| 45 | SHOP SHOPIFY INC - CLASS A COMP | Technology | 0.5% | $5.3m | 46,316 | – | new |
| 46 | TRV TRAVELERS COS INC/THE | Financial Services | 0.5% | $5.1m | 15,488 | – | new |
| 47 | IBKR INTERACTIVE BROKERS GRO-CL A COMP | Financial Services | 0.5% | $5.1m | 58,186 | -16% | reduced |
| 48 | BAC BANK OF AMERICA CORP | Financial Services | 0.5% | $5.1m | 87,717 | 57% | added |
| 49 | OKTA OKTA INC COMP | Technology | 0.5% | $5.0m | 37,982 | 1695% | added |
| 50 | CMG CHIPOTLE MEXICAN GRILL INC COMP | Consumer Cyclical | 0.5% | $5.0m | 150,823 | 132% | added |
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.