Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Union Pacific Corporation | UNP | 2.48K | $676.84K |
 Ziff Davis, Inc. | ZD | 2.49K | $129.77K |
 Innoviva, Inc. | INVA | 2.5K | $57.9K |
 International Paper Company | IP | 2.58K | $98.63K |
 Marsh & McLennan Companies, Inc. | MRSH | 2.61K | $435.28K |
 Synaptics Incorporated | SYNA | 2.66K | $312K |
 PayPal Holdings, Inc. | PYPL | 2.67K | $118.72K |
 Amgen Inc. | AMGN | 2.68K | $964.83K |
 FormFactor, Inc. | FORM | 2.68K | $386.66K |
 Eagle Materials Inc. | EXP | 2.68K | $610.72K |
 FirstEnergy Corp. | FE | 2.73K | $131.2K |
 Alkami Technology, Inc. | ALKT | 2.73K | $46.48K |
 Harmony Biosciences Holdings, Inc. | HRMY | 2.76K | $97.61K |
 Celcuity Inc. | CELC | 2.81K | $287.88K |
 CBIZ, Inc. | CBZ | 2.81K | $91.01K |
 The Progressive Corporation | PGR | 2.83K | $623.08K |
 Roblox Corporation | RBLX | 2.83K | $154.05K |
 TKO Group Holdings, Inc. | TKO | 2.84K | $601.42K |
 Casella Waste Systems, Inc. | CWST | 2.84K | $268.04K |
 MillerKnoll, Inc. | MLKN | 2.88K | $58.88K |