Fulcrum Asset Management LLP holds a diversified book of 1027 stocks worth $1.0B as of Q2 2026 (disclosed Aug 18, 2026, a ~49-day 13F lag). This quarter they opened Apple Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 5% of the equity book. Cloning the disclosed picks since 2025 would be +29% (+28.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 20.0 points over this window.
Growth of $10,000 cloning Fulcrum Asset Management LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~49 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Fulcrum Asset Management LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 79 / 80 | $2.5T |
| STATE STREET CORP | 79 / 80 | $1.7T |
| GEODE CAPITAL MANAGEMENT, LLC | 79 / 80 | $919.3B |
| FMR LLC | 79 / 80 | $911.7B |
| JPMORGAN CHASE & CO | 79 / 80 | $547.2B |
| MORGAN STANLEY | 79 / 80 | $539.7B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 79 / 80 | $433.7B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $323.9B |
Ranked by how many of Fulcrum Asset Management LLP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp EQUITY | $45.3M | 232.3K | 4.5% | ▼−22% Reduced · −65K sh | |
| 2 | Apple Inc EQUITY | $33.0M | 117.1K | 3.3% | ▲New New position | |
| 3 | Micron Technology Inc Comp EQUITY | $23.7M | 20.7K | 2.4% | ▼−3.6% Reduced · −773 sh | |
| 4 | Amazon.com Inc Comp EQUITY | $20.4M | 85.0K | 2.0% | ▼−20% Reduced · −21K sh | |
| 5 | Microsoft Corp Comp EQUITY | $17.9M | 48.6K | 1.8% | ▼−31% Reduced · −22K sh | |
| 6 | Walmart Inc EQUITY | $17.8M | 155.7K | 1.8% | ▲New New position | |
| 7 | Cardinal Health Inc Comp EQUITY | $16.6M | 70.1K | 1.7% | ▲New New position | |
| 8 | Broadcom Inc Comp EQUITY | $15.9M | 42.8K | 1.6% | ▼−41% Reduced · −29K sh | |
| 9 | Alphabet In-CL C EQUITY | $15.7M | 44.6K | 1.6% | ▼−30% Reduced · −19K sh | |
| 10 | McKesson Corp Comp EQUITY | $15.5M | 20.7K | 1.5% | ▲New New position | |
| 11 | Meta Platforms Inc EQUITY | $15.3M | 27.3K | 1.5% | ▲New New position | |
| 12 | Cencora Inc Comp EQUITY | $14.6M | 51.7K | 1.5% | ▲New New position | |
| 13 | Immunocore Holdings PLC-ADR Comp EQUITY | $14.3M | 470.0K | 1.4% | ▲New New position | |
| 14 | Alphabet Inc-CL A EQUITY | $13.3M | 37.7K | 1.3% | ▼−25% Reduced · −13K sh | |
| 15 | Eli Lilly & Co Comp EQUITY | $10.7M | 8.7K | 1.1% | ▲New New position | |
| 16 | Costco Wholesale Corp EQUITY | $10.2M | 10.8K | 1.0% | ▲New New position | |
| 17 | Quanta Services Inc Comp EQUITY | $9.9M | 13.9K | 1.0% | ▲New New position | |
| 18 | Tesla Inc Comp EQUITY | $9.8M | 23.8K | 1.0% | ▲New New position | |
| 19 | Ge Vernova Inc Comp EQUITY | $9.5M | 8.6K | 0.9% | ▲New New position | |
| 20 | Fortinet Inc Comp EQUITY | $8.8M | 56.5K | 0.9% | ▲New New position | |
| 21 | Amphenol Corp-CL A Comp EQUITY | $7.5M | 45.2K | 0.8% | ▼−15% Reduced · −8K sh | |
| 22 | Exxon Mobil Corp Comp EQUITY | $7.4M | 54.4K | 0.7% | ▲New New position | |
| 23 | SLB Ltd EQUITY | $7.4M | 159.5K | 0.7% | ▼−53% Reduced · −178K sh | |
| 24 | Caterpillar Inc EQUITY | $7.4M | 7.2K | 0.7% | ▲New New position | |
| 25 | Kroger Co Comp EQUITY | $7.2M | 128.7K | 0.7% | ▲New New position | |
| 26 | Howmet Aerospace Inc Comp EQUITY | $7.1M | 26.5K | 0.7% | ▲New New position | |
| 27 | Woodward Inc Comp EQUITY | $6.9M | 16.2K | 0.7% | ▲New New position | |
| 28 | Arista Networks Inc Comp EQUITY | $6.9M | 41.8K | 0.7% | ▲New New position | |
| 29 | Monster Beverage Corp Comp EQUITY | $6.5M | 66.9K | 0.7% | ▲New New position | |
| 30 | Republic Services Inc Comp EQUITY | $6.4M | 29.9K | 0.6% | ▼−50% Reduced · −30K sh | |
| 31 | JPMorgan Chase & Co CORP_BOND | $6.4M | 448.50M | 0.6% | ▲New New position | |
| 32 | American Express Co EQUITY | $6.3M | 18.6K | 0.6% | ▲New New position | |
| 33 | Advanced Micro Devices Comp EQUITY | $6.2M | 11.5K | 0.6% | ▼−15% Reduced · −2K sh | |
| 34 | Baker Hughes Co Comp EQUITY | $6.0M | 106.6K | 0.6% | ▲+21% Added · +19K sh | |
| 35 | Abbott Laboratories Comp EQUITY | $5.9M | 63.4K | 0.6% | ▲New New position | |
| 36 | Taiwan Semiconductor-SP ADR Comp EQUITY | $5.9M | 12.9K | 0.6% | ▲New New position | |
| 37 | Morgan Stanley Comp EQUITY | $5.7M | 27.2K | 0.6% | ▲+53% Added · +9K sh | |
| 38 | Corteva Inc Comp EQUITY | $5.7M | 68.1K | 0.6% | ▲+140% Added · +40K sh | |
| 39 | Arthur J Gallagher & Co Comp EQUITY | $5.6M | 24.6K | 0.6% | ▲+225% Added · +17K sh | |
| 40 | Chevron Corp Comp EQUITY | $5.6M | 33.0K | 0.6% | ▲+55% Added · +12K sh | |
| 41 | Prologis Inc EQUITY | $5.4M | 39.0K | 0.5% | ▲+585% Added · +33K sh | |
| 42 | NextEra Energy Inc Comp EQUITY | $5.4M | 60.8K | 0.5% | ▼−58% Reduced · −84K sh | |
| 43 | Johnson & Johnson EQUITY | $5.4M | 20.8K | 0.5% | ▼−9.0% Reduced · −2K sh | |
| 44 | Vertiv Holdings Co Comp EQUITY | $5.3M | 17.4K | 0.5% | ▲New New position | |
| 45 | Shopify Inc - Class A Comp EQUITY | $5.3M | 46.3K | 0.5% | ▲New New position | |
| 46 | Travelers Cos Inc EQUITY | $5.1M | 15.5K | 0.5% | ▲New New position | |
| 47 | Interactive Brokers Gro-CL A Comp EQUITY | $5.1M | 58.2K | 0.5% | ▼−16% Reduced · −11K sh | |
| 48 | Bank Of America Corp EQUITY | $5.1M | 87.7K | 0.5% | ▲+57% Added · +32K sh | |
| 49 | Okta Inc Comp EQUITY | $5.0M | 38.0K | 0.5% | ▲18× Added · +36K sh | |
| 50 | Chipotle Mexican Grill Inc Comp EQUITY | $5.0M | 150.8K | 0.5% | ▲+132% Added · +86K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1353395/holdings"
Use Arkolith to show Fulcrum Asset Management LLP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 18, 2026 | 1,037 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 220 | $661.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 182 | $359.4M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Nov 24, 2025 | 178 | $360.7M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Nov 24, 2025 | 183 | $350.5M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.