Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 UWM Holdings Corporation | UWMC | 90.69K | $190.44K |
 NexGen Energy Ltd. | NXE | 91.15K | $855.84K |
 Harmony Gold Mining Company Limited | HMY | 95.53K | $1.45M |
 Franklin Resources, Inc. | BEN | 96.57K | $3.2M |
 Kosmos Energy Ltd. | KOS | 100.44K | $208.91K |
 Liberty Energy Inc. | LBRT | 100.53K | $2.64M |
 Baker Hughes Company | BKR | 106.61K | $6M |
 NOV Inc. | NOV | 109.99K | $2.03M |
 Hecla Mining Company | HL | 114.28K | $1.76M |
 Apple Inc. | AAPL | 117.13K | $33M |
 AMC Entertainment Holdings, Inc. | AMC | 123.66K | $251.03K |
 The Kroger Co. | KR | 128.7K | $7.2M |
 Halliburton Company | HAL | 133.34K | $4.55M |
 ProPetro Holding Corp. | PUMP | 138.75K | $2.05M |
 First Majestic Silver Corp. | AG | 146.83K | $2.47M |
 Chipotle Mexican Grill, Inc. | CMG | 150.82K | $4.97M |
 Ford Motor Company | F | 153.97K | $2.16M |
 Walmart Inc. | WMT | 155.67K | $17.84M |
 Slb N.V. | SLB | 159.46K | $7.4M |
 Patterson-UTI Energy, Inc. | PTEN | 173.12K | $1.65M |