Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Analog Devices, Inc. | ADI | 3.51K | $1.38M |
 Ulta Beauty, Inc. | ULTA | 3.52K | $1.62M |
 Avnet, Inc. | AVT | 3.55K | $310.74K |
 KB Home | KBH | 3.57K | $223.69K |
 Global Payments Inc. | GPN | 3.64K | $258.74K |
 EverQuote, Inc. | EVER | 3.64K | $84.92K |
 Ecolab Inc. | ECL | 3.65K | $1.02M |
 Kilroy Realty Corporation | KRC | 3.68K | $141.31K |
 Celsius Holdings, Inc. | CELH | 3.69K | $109.95K |
 Archer Aviation Inc. | ACHR | 3.72K | $17.39K |
 PG&E Corporation | PCG | 3.8K | $65.44K |
 Sociedad Química y Minera de Chile S.A. | SQM | 3.8K | $265.54K |
 Par Pacific Holdings, Inc. | PARR | 3.87K | $219.43K |
 Penguin Solutions, Inc. | PENG | 3.89K | $264.15K |
 Kinetik Holdings Inc. | KNTK | 3.89K | $192.15K |
 AdaptHealth Corp. | AHCO | 3.9K | $39.86K |
 NuScale Power Corporation | SMR | 3.96K | $40.61K |
 AXT, Inc. | AXTI | 3.96K | $282.84K |
 Clearway Energy, Inc. | CWEN | 3.97K | $139.52K |
 Silicon Motion Technology Corporation | SIMO | 4.02K | $1.33M |