Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 XPO Logistics, Inc. | XPO | 10.07K | $2.08M |
 TPG Inc. | TPG | 10.16K | $397.15K |
 BWX Technologies, Inc. | BWXT | 10.33K | $1.96M |
 Waste Management, Inc. | WM | 10.55K | $2.36M |
 Rivian Automotive, Inc. | RIVN | 10.56K | $177.51K |
 Costco Wholesale Corporation | COST | 10.78K | $10.2M |
 ArcBest Corp | ARCB | 10.78K | $1.57M |
 Williams-Sonoma, Inc. | WSM | 10.9K | $2.62M |
 Allison Transmission Holdings, Inc. | ALSN | 10.94K | $1.26M |
 Las Vegas Sands Corp. | LVS | 10.94K | $507.38K |
 Insulet Corp. | PODD | 10.94K | $1.73M |
 Hewlett Packard Enterprise Company | HPE | 11K | $488.42K |
 Darden Restaurants, Inc. | DRI | 11.08K | $2.28M |
 Applied Digital Corp. | APLD | 11.24K | $424.61K |
 Sirius XM Holdings Inc. | SIRI | 11.4K | $333.39K |
 Ross Stores, Inc. | ROST | 11.43K | $2.39M |
 Advanced Micro Devices, Inc. | AMD | 11.49K | $6.2M |
 Palantir Technologies Inc. | PLTR | 11.55K | $1.34M |
 The Procter & Gamble Company | PG | 11.58K | $1.72M |
 Agnico Eagle Mines Limited | AEM | 11.59K | $1.78M |