Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Avnet, Inc. | AVT | 3.55K | $310.74K |
 Ulta Beauty, Inc. | ULTA | 3.52K | $1.62M |
 Analog Devices, Inc. | ADI | 3.51K | $1.38M |
 McDonald's Corporation | MCD | 3.5K | $935.93K |
 Vulcan Materials Company | VMC | 3.5K | $1.06M |
 Valmont Industries, Inc. | VMI | 3.5K | $2M |
 Amkor Technology, Inc. | AMKR | 3.48K | $286.63K |
 South Bow Corporation | SOBO | 3.47K | $121.97K |
 Herc Holdings Inc. | HRI | 3.44K | $503.82K |
 Celestica Inc. | CLS | 3.44K | $1.18M |
 Hamilton Lane Incorporated | HLNE | 3.42K | $256.57K |
 Azenta, Inc. | AZTA | 3.4K | $86.63K |
 Alliance Laundry Holdings Inc. | ALH | 3.36K | $88.44K |
 Hubbell Incorporated | HUBB | 3.34K | $1.72M |
 CNX Resources Corporation | CNX | 3.34K | $111.25K |
 Sempra | SRE | 3.33K | $312.72K |
 First Solar, Inc. | FSLR | 3.32K | $772.43K |
 Adobe Inc. | ADBE | 3.28K | $677.71K |
 Curtiss-Wright Corporation | CW | 3.28K | $2.42M |
 Hilton Grand Vacations Inc. | HGV | 3.27K | $176.08K |