Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Porch Group, Inc. | PRCH | 7.04K | $102.75K |
 Bill.com Holdings, Inc. | BILL | 6.95K | $249.57K |
 SPX Technologies, Inc. | SPXC | 6.94K | $1.65M |
 D.R. Horton, Inc. | DHI | 6.81K | $1.12M |
 QuidelOrtho Corporation | QDEL | 6.71K | $122.29K |
 Chimera Investment Corporation | CIM | 6.64K | $90.93K |
 RLJ Lodging Trust | RLJ | 6.58K | $77.91K |
 Clean Harbors, Inc. | CLH | 6.57K | $1.97M |
 Corning Inc | GLW | 6.56K | $1.68M |
 Cigna Corporation | CI | 6.53K | $1.82M |
 Sally Beauty Holdings, Inc. | SBH | 6.5K | $92.66K |
 Marriott International, Inc. | MAR | 6.5K | $2.44M |
 RTX Corporation | RTX | 6.46K | $1.21M |
 W. P. Carey Inc. | WPC | 6.45K | $473.93K |
 Apollo Commercial Real Estate Finance, Inc. | ARI | 6.3K | $66.3K |
 Apollo Global Management, Inc. | APO | 6.2K | $712.06K |
 MFA Financial, Inc. | MFA | 6.19K | $61.13K |
 Palo Alto Networks, Inc. | PANW | 6.13K | $2.04M |
 Energizer Holdings, Inc. | ENR | 6.13K | $132.79K |
 Hilton Worldwide Holdings Inc. | HLT | 6.11K | $2.03M |