Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 LGI Homes, Inc. | LGIH | 2.18K | $138.06K |
 Beazer Homes USA, Inc. | BZH | 2.17K | $63.55K |
 Spyre Therapeutics, Inc. | SYRE | 2.11K | $190.6K |
 Ameresco, Inc. | AMRC | 2.1K | $55.9K |
 Grupo Aeroportuario del Pacífico, S.A.B. de C.V. | PAC | 2.07K | $527.19K |
 Sandisk Corporation | SNDK | 2.01K | $4.13M |
 STAG Industrial, Inc. | STAG | 1.97K | $77.07K |
 Vertex, Inc. | VERX | 1.97K | $22.42K |
 Automatic Data Processing, Inc. | ADP | 1.9K | $426.32K |
 Booz Allen Hamilton Holding Corporation | BAH | 1.89K | $117.11K |
 Thermo Fisher Scientific Inc. | TMO | 1.86K | $943.97K |
 Omnicom Group Inc. | OMC | 1.86K | $137.51K |
 CONMED Corporation | CNMD | 1.84K | $63.31K |
 MSCI Inc. | MSCI | 1.83K | $1.02M |
 Phillips 66 | PSX | 1.8K | $313.12K |
 Insight Enterprises, Inc. | NSIT | 1.78K | $214.09K |
 Teledyne Technologies Incorporated | TDY | 1.77K | $1.13M |
 Amphastar Pharmaceuticals, Inc. | AMPH | 1.75K | $36.24K |
 CME Group Inc. | CME | 1.75K | $381.64K |
 Martin Marietta Materials, Inc. | MLM | 1.69K | $984.02K |