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CIK: 0001353395
Total reported value
$1.0B
$1.0B
16 檔
1.7%
At the close of Q2 2024, Fulcrum Asset Management LLP disclosed equity holdings valued at approximately $1.0B, spread across 16 reported holdings.
During Q2 2024, Fulcrum Asset Management LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KBH | Kb Home | Stock-Consumer Disc | 11.86% | — | +354.40% | |
| 2 | CLH | Clean Harbors Inc | Stock-Industrials | 10.90% | -0.46% | -74.84% | |
| 3 | SLB | Slb LTD | Stock-Energy | 10.12% | -1.89% | — | |
| 4 | WCN | Waste Connections Inc | Stock-Industrials | 9.90% | -0.78% | — | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 8.77% | -0.30% | — | |
| 6 | EQIX | Equinix Inc | Stock-Real Estate | 8.62% | -0.01% | +181.32% | |
| 7 | SPGI | S&p Global Inc | Stock-Financials | 6.95% | -0.16% | +351.65% | |
| 8 | BSX | Boston Scientific CORP | Stock-Healthcare | 6.00% | -0.20% | +197.04% | |
| 9 | WFG | West Fraser Timber Co LTD | Stock-Other | 5.59% | — | — | |
| 10 | HUM | Humana Inc | Stock-Healthcare | 4.84% | +0.01% | +449.89% | |
| 11 | VOYA | Voya Financial Inc | Stock-Financials | 4.42% | — | — | |
| 12 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 3.59% | — | -9.57% | |
| 13 | LGIH | Lgi Homes Inc | Stock-Other | 3.36% | +0.01% | +249.46% | |
| 14 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.83% | -0.05% | +73.53% | |
| 15 | O | Realty Income CORP | Stock-Real Estate | 1.28% | -0.02% | — | |
| 16 | CSX | Csx CORP | Stock-Industrials | 0.97% | -0.01% | -89.70% |
According to official SEC Form 13F filings, Fulcrum Asset Management LLP reported a total U.S. public equity portfolio value of $1.0B across 16 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including KBH, CLH, SLB) accounted for 1.7% of total reported equity market value during Q2 2024.
During Q2 2024, Fulcrum Asset Management LLP's top holdings by market value included KBH (11.9%)、CLH (10.9%)、SLB (10.1%). The largest single position, KBH, represented 11.9% of total portfolio value.
In Q2 2024, Fulcrum Asset Management LLP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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