Fulcrum Asset Management LLP Reduced Holdings in Q3 2025

Fulcrum Asset Management LLP

  • $361 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSCI
Msci Inc.

Financial Services
-54
- 2.73%
$526.48 - $588.0 $28.4K - $31.8K
1.92K $1.09B
JAMF
Jamf Holding Corp.

Technology
-3.19K
- 85.76%
$7.14 - $11.56 $22.7K - $36.8K
529 $5.66M
BMY
Bristol Myers Squibb CO

Healthcare
-314
- 2.7%
$43.31 - $48.98 $13.6K - $15.4K
11.3K $511M
PSA
Public Storage

Real Estate
-58
- 2.59%
$271.94 - $298.09 $15.8K - $17.3K
2.18K $630M
UNP
Union Pacific Corp

Industrials
-174
- 6.58%
$214.91 - $237.16 $37.4K - $41.3K
2.47K $584M
CME
Cme Group Inc.

Financial Services
-50
- 2.64%
$258.83 - $287.1 $12.9K - $14.4K
1.84K $498M
NKE
Nike, Inc.

Consumer Cyclical
-181
- 2.71%
$69.24 - $79.24 $12.5K - $14.3K
6.49K $453M
MCHP
Microchip Technology Inc

Technology
-56
- 2.7%
$60.95 - $75.26 $3.41K - $4.21K
2.02K $129M
TMUS
T Mobile Us, Inc.

Communication Services
-81
- 2.72%
$226.02 - $259.01 $18.3K - $21K
2.89K $693M
VZ
Verizon Communications Inc

Communication Services
-647
- 2.71%
$40.84 - $45.06 $26.4K - $29.2K
23.3K $1.02B
ADSK
Autodesk, Inc.

Technology
-305
- 2.7%
N/A
11K $3.49B
BAH
Booz Allen Hamilton Holding Corp

Industrials
-21
- 2.57%
$97.53 - $115.95 $2.05K - $2.43K
795 $79.5M
BR
Broadridge Financial Solutions, Inc.

Technology
-12
- 2.37%
$233.75 - $266.89 $2.81K - $3.2K
494 $118M
VOYA
Voya Financial, Inc.

Financial Services
-39
- 2.73%
$67.31 - $77.62 $2.63K - $3.03K
1.39K $104M
CSX
Csx Corp

Industrials
-834
- 6.57%
$32.05 - $36.52 $26.7K - $30.5K
11.9K $421M
EL
Estee Lauder Companies Inc

Consumer Defensive
-39
- 2.62%
$83.65 - $95.26 $3.26K - $3.72K
1.45K $128M
ALL
Allstate Corp

Financial Services
-39
- 2.74%
$192.0 - $214.65 $7.49K - $8.37K
1.38K $297M
VALE
Vale S.A.

Basic Materials
-1.96K
- 5.78%
$9.53 - $10.95 $18.7K - $21.4K
31.9K $346M
KBH
Kb Home

Consumer Cyclical
-40
- 1.68%
$52.78 - $67.97 $2.11K - $2.72K
2.34K $149M
PHM
Pultegroup Inc

Consumer Cyclical
-25
- 1.71%
$108.0 - $141.42 $2.7K - $3.54K
1.44K $190M
PLD
Prologis, Inc.

Real Estate
-142
- 2.51%
$104.08 - $115.35 $14.8K - $16.4K
5.51K $631M
NSC
Norfolk Southern Corp

Industrials
-100
- 6.58%
$259.49 - $300.41 $25.9K - $30K
1.42K $427M
AME
Ametek Inc

Industrials
-582
- 2.64%
$176.44 - $192.03 $103K - $112K
21.5K $4.04B
MRK
Merck & Co., Inc.

Healthcare
-650
- 2.7%
$77.6 - $87.37 $50.4K - $56.8K
23.4K $1.96B
PEP
Pepsico Inc

Consumer Defensive
-414
- 2.7%
$133.81 - $152.16 $55.4K - $63K
14.9K $2.09B
LOW
Lowes Companies Inc

Consumer Cyclical
-84
- 2.69%
$215.01 - $273.02 $18.1K - $22.9K
3.04K $764M
TRV
Travelers Companies, Inc.

Financial Services
-503
- 2.7%
$250.62 - $279.43 $126K - $141K
18.1K $5.06B
TTWO
Take Two Interactive Software Inc

Communication Services
-279
- 2.69%
$217.37 - $259.96 $60.6K - $72.5K
10.1K $2.61B
NEM
Newmont Corp

Basic Materials
-104
- 2.73%
$57.35 - $85.25 $5.96K - $8.87K
3.71K $313M
WEX
Wex Inc.

Technology
-390
- 2.7%
$149.2 - $176.26 $58.2K - $68.7K
14.1K $2.22B
KLAC
Kla Corp

Technology
-22
- 2.66%
$843.9 - $1078.6 $18.6K - $23.7K
805 $868M
OII
Oceaneering International Inc

Energy
-1.11K
- 2.7%
$20.47 - $25.66 $22.8K - $28.5K
40K $992M
PTC
Ptc Inc.

Technology
-161
- 2.71%
$173.07 - $216.53 $27.9K - $34.9K
5.79K $1.17B
LEN
Lennar Corp

Consumer Cyclical
-330
- 2.65%
$107.73 - $142.4 $35.6K - $47K
12.1K $1.53B
BAC
Bank Of America Corp

Financial Services
-1.55K
- 2.7%
$44.92 - $52.42 $69.4K - $81K
55.6K $2.87B
AMD
Advanced Micro Devices Inc

Technology
-352
- 2.7%
$134.8 - $184.42 $47.4K - $64.9K
12.7K $2.05B
AMAT
Applied Materials Inc

Technology
-362
- 2.71%
$156.25 - $204.95 $56.6K - $74.2K
13K $2.66B
Lam Research Corp Comp
-201
- 2.71%
N/A
7.2K $965M
MS
Morgan Stanley

Financial Services
-502
- 2.7%
$139.09 - $161.16 $69.8K - $80.9K
18.1K $2.87B
SRE
Sempra Energy

Utilities
-644
- 2.7%
$74.14 - $89.98 $47.7K - $57.9K
23.2K $2.09B
TJX
Tjx Companies Inc

Consumer Cyclical
-469
- 2.7%
$121.35 - $144.54 $56.9K - $67.8K
16.9K $2.44B
MSFT
Microsoft Corp

Technology
-1.63K
- 2.7%
$491.09 - $535.64 $799K - $871K
58.6K $30.3B
DHI
Horton D R Inc

Consumer Cyclical
-353
- 2.59%
$129.82 - $184.04 $45.8K - $65K
13.3K $2.25B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-222
- 2.69%
$404.94 - $499.99 $89.9K - $111K
8.04K $3.9B
JNJ
Johnson & Johnson

Healthcare
-606
- 2.7%
$155.17 - $185.42 $94K - $112K
21.8K $4.04B
JPM
Jpmorgan Chase & CO

Financial Services
-1.05K
- 2.7%
$282.78 - $316.06 $298K - $333K
37.9K $12B
IBKR
Interactive Brokers Group, Inc.

Financial Services
-1.83K
- 2.7%
$56.32 - $68.81 $103K - $126K
66K $4.54B
GOOG
Alphabet Inc.

Communication Services
-1.1K
- 2.71%
$175.16 - $255.24 $193K - $281K
39.6K $9.63B
AVGO
Broadcom Inc.

Technology
-1.37K
- 2.41%
$264.74 - $369.57 $363K - $507K
55.7K $18.4B
Activity Summary
Buys All Purchases 18 New Holdings 0 Increased Positions 18 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fulcrum Asset Management LLP Portfolio

Follow Fulcrum Asset Management LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Asset Management LLP, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Asset Management LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email