Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Federated Hermes, Inc. | FHI | 45.08K | $2.54M |
 Amphenol Corporation | APH | 45.24K | $7.53M |
 APA Corporation | APA | 45.27K | $1.49M |
 Eversource Energy | ES | 45.52K | $3.36M |
 Shopify Inc. | SHOP | 46.32K | $5.29M |
 Artisan Partners Asset Management Inc. | APAM | 46.9K | $1.64M |
 Boston Scientific Corporation | BSX | 47.76K | $2.08M |
 Microsoft Corporation | MSFT | 48.56K | $17.9M |
 Eos Energy Enterprises, Inc. | EOSE | 48.92K | $297.95K |
 Cactus, Inc. | WHD | 50.95K | $2.53M |
 Sunrun Inc. | RUN | 51.22K | $690.47K |
 SM Energy Company | SM | 51.35K | $1.34M |
 Cencora, Inc. | COR | 51.75K | $14.57M |
 Peloton Interactive, Inc. | PTON | 53.8K | $310.41K |
 Exxon Mobil Corporation | XOM | 54.37K | $7.4M |
 Helmerich & Payne, Inc. | HP | 54.38K | $1.81M |
 Mobileye Global Inc. | MBLY | 54.65K | $453.58K |
 Knight-Swift Transportation Holdings Inc. | KNX | 55.47K | $4.34M |
 Ingersoll Rand Inc. | IR | 55.77K | $4.52M |
 Iamgold Corporation | IAG | 56.07K | $893.82K |