Stock Taper

FULCRUM ASSET MANAGEMENT LLP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Blackstone Mortgage Trust, Inc.BXMT1.67K$29.09K
Sterling Infrastructure, Inc.STRL1.66K$1.35M
Arrow Electronics, Inc.ARW1.63K$349.26K
Jackson Financial Inc.JXN1.57K$164.5K
The Estée Lauder Companies Inc.EL1.56K$123.98K
Biogen Inc.BIIB1.55K$334.91K
Universal Health Services, Inc.UHS1.54K$227K
PVH Corp.PVH1.54K$112.87K
First Industrial Realty Trust, Inc.FR1.53K$97.02K
Voya Financial, Inc.VOYA1.52K$138.47K
NNN REIT, Inc.NNN1.51K$71.66K
Teradyne, Inc.TER1.51K$700.37K
Madison Square Garden Entertainment Corp.MSGE1.5K$121.59K
United Airlines Holdings, Inc.UAL1.45K$196.57K
The Home Depot, Inc.HD1.43K$500.96K
Norfolk Southern CorporationNSC1.42K$449.64K
The Goldman Sachs Group, Inc.GS1.42K$1.44M
Pediatrix Medical Group, Inc.MD1.41K$34.81K
Diodes IncorporatedDIOD1.38K$143.4K
Rexford Industrial Realty, Inc.REXR1.37K$46.85K