Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Builders FirstSource, Inc. | BLDR | 22.82K | $2.07M |
 Crescent Energy Company | CRGY | 22.68K | $226.78K |
 California Resources Corp | CRC | 22.45K | $1.18M |
 Plains All American Pipeline, L.P. | PAA | 22.28K | $492.88K |
 Santacruz Silver Mining Ltd. | SCZM | 22.12K | $143.32K |
 Netflix, Inc. | NFLX | 21.45K | $1.58M |
 American Water Works Company, Inc. | AWK | 21.38K | $2.83M |
 NCR Voyix Corporation | VYX | 21.11K | $168.69K |
 Johnson & Johnson | JNJ | 20.82K | $5.38M |
 Cisco Systems, Inc. | CSCO | 20.81K | $2.45M |
 Frontier Group Holdings, Inc. | ULCC | 20.78K | $155.84K |
 Flagstar Financial, Inc. | FLG | 20.76K | $310.6K |
 McKesson Corporation | MCK | 20.72K | $15.49M |
 Micron Technology, Inc. | MU | 20.7K | $23.7M |
 AAR Corp. | AIR | 20.63K | $2.93M |
 The Mosaic Company | MOS | 20.55K | $461.25K |
 Verizon Communications Inc. | VZ | 20.3K | $895.19K |
 Precigen, Inc. | PGEN | 20.25K | $119.9K |
 Airbnb, Inc. | ABNB | 20.08K | $2.95M |
 C.H. Robinson Worldwide, Inc. | CHRW | 20K | $3.69M |