Stock Taper

FULCRUM ASSET MANAGEMENT LLP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Super Micro Computer, Inc.SMCI16.81K$473.31K
Nextdecade CorpNEXT16.75K$123.31K
Hub Group, Inc.HUBG16.58K$729.28K
Danaher CorporationDHR16.46K$3.17M
Nextpower Inc.NXT16.4K$1.81M
Woodward, Inc.WWD16.19K$6.86M
MPLX LpMPLX16.05K$902.44K
BHP Group LimitedBHP16K$1.31M
Ondas Holdings Inc.ONDS15.63K$125.35K
Old Dominion Freight Line, Inc.ODFL15.62K$3.43M
The Travelers Companies, Inc.TRV15.49K$5.14M
Viking Therapeutics, Inc.VKTX15.33K$606.27K
TFI International Inc.TFII15.1K$2.18M
GFL Environmental Inc.GFL15.07K$555.03K
JPMorgan Chase & Co.JPM15.05K$4.96M
Cameco CorporationCCJ14.87K$1.51M
J.B. Hunt Transport Services, Inc.JBHT14.85K$4.28M
Paramount Skydance Corporation Class B Common StockPSKY14.85K$145.78K
Visa Inc.V14.55K$4.97M
Diamondback Energy, Inc.FANG14.51K$2.62M