Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 West Pharmaceutical Services, Inc. | WST | 32 | $11.35K |
 PHINIA Inc. | PHIN | 32 | $2.6K |
 NVR, Inc. | NVR | 32 | $218.27K |
 Winnebago Industries, Inc. | WGO | 33 | $1.04K |
 RLI Corp. | RLI | 34 | $1.99K |
 Huntington Ingalls Industries, Inc. | HII | 34 | $9.43K |
 ABM Industries Inc. | ABM | 34 | $1.52K |
 The Chemours Company | CC | 34 | $689 |
 Gibraltar Industries, Inc. | ROCK | 34 | $1.52K |
 Northern Oil and Gas, Inc. | NOG | 34 | $604 |
 Kimberly-Clark Corporation | KMB | 36 | $3.96K |
 Broadstone Net Lease, Inc. | BNL | 36 | $762 |
 Paycom Software, Inc. | PAYC | 36 | $4.58K |
 Varonis Systems, Inc. | VRNS | 37 | $1.49K |
 PBF Energy Inc. | PBF | 38 | $1.76K |
 Freshpet, Inc. | FRPT | 38 | $2.3K |
 Church & Dwight Co., Inc. | CHD | 38 | $3.72K |
 Archer-Daniels-Midland Company | ADM | 39 | $3K |
 Upbound Group, Inc. | UPBD | 40 | $834 |
 Pebblebrook Hotel Trust | PEB | 40 | $774 |