Fulcrum Asset Management LLP Portfolio Holdings by Sector
Fulcrum Asset Management LLP
- $130 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO MU AMD 4 stocks |
$23.5 Million
18.26% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW WEX ADBE TOST NTNX CFLT 7 stocks |
$15.3 Million
11.91% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG WM WCN CLH GFL CWST 6 stocks |
$8.78 Million
6.84% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR SLB HLX TDW OII 5 stocks |
$7.35 Million
5.73% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$6.78 Million
5.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
AEE NEE ES LNT PNW ED AEP WEC 9 stocks |
$6.73 Million
5.24% of portfolio
|
9
|
- |
9
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA PYPL 3 stocks |
$6.54 Million
5.09% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV CNC MOH 5 stocks |
$5.98 Million
4.66% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$5.96 Million
4.64% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$5.36 Million
4.17% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
ADSK CRM INTU QTWO NOW PTC ALKT VERX 11 stocks |
$4.74 Million
3.69% of portfolio
|
11
|
- |
11
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR TRV 2 stocks |
$4.12 Million
3.21% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK BMY 3 stocks |
$2.25 Million
1.75% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$1.86 Million
1.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV 1 stocks |
$1.77 Million
1.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MSCI 2 stocks |
$1.76 Million
1.37% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX 1 stocks |
$1.68 Million
1.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$1.63 Million
1.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME 1 stocks |
$1.49 Million
1.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$1.38 Million
1.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$1.28 Million
1.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC 2 stocks |
$1.19 Million
0.93% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC 2 stocks |
$1.18 Million
0.92% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM KGC IAG NGD 4 stocks |
$1.17 Million
0.91% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ TMUS 3 stocks |
$1.09 Million
0.85% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$964,843
0.75% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ATR 1 stocks |
$916,993
0.71% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$820,838
0.64% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$776,263
0.6% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARES 1 stocks |
$735,927
0.57% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$691,477
0.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$645,760
0.5% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CHD 1 stocks |
$449,506
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$444,341
0.35% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
WFG 1 stocks |
$311,088
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$268,000
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$265,357
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE 1 stocks |
$209,136
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Uranium | Energy
NXE DNN 2 stocks |
$118,504
0.09% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|