Fulcrum Asset Management LLP Hedge Fund

CIK: 0001353395 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 24, 2025

Total Value ($000): $282,940 (100.0% shares, 0.0% debt)

Holdings (124)

NVDA NVIDIA CORPORATION 5.8%
Value ($000) $16,442 Shares 196,153 Est. Cost Unrealized
MSFT MICROSOFT CORP 5.8%
Value ($000) $16,428 Shares 56,441 Est. Cost Unrealized
ELV ELEVANCE HEALTH INC 4.1%
Value ($000) $11,622 Shares 31,942 Est. Cost Unrealized
AMZN AMAZON COM INC 3.9%
Value ($000) $11,172 Shares 75,733 Est. Cost Unrealized
CI THE CIGNA GROUP 3.7%
Value ($000) $10,498 Shares 38,299 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 2.6%
Value ($000) $7,413 Shares 17,393 Est. Cost Unrealized
RSG REPUBLIC SVCS INC 2.5%
Value ($000) $7,134 Shares 36,658 Est. Cost Unrealized
AWK AMERICAN WTR WKS CO INC NEW 2.5%
Value ($000) $7,021 Shares 59,734 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO. 2.5%
Value ($000) $6,950 Shares 36,538 Est. Cost Unrealized
BKR BAKER HUGHES COMPANY 2.3%
Value ($000) $6,578 Shares 183,885 Est. Cost Unrealized
MOH MOLINA HEALTHCARE INC 2.3%
Value ($000) $6,471 Shares 23,188 Est. Cost Unrealized
V VISA INC 2.3%
Value ($000) $6,434 Shares 23,677 Est. Cost Unrealized
AVGO BROADCOM INC 2.2%
Value ($000) $6,167 Shares 47,914 Est. Cost Unrealized
CNC CENTENE CORP DEL 2.2%
Value ($000) $6,150 Shares 119,739 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $5,780 Shares 104,175 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 1.9%
Value ($000) $5,382 Shares 12,664 Est. Cost Unrealized
GOOGL ALPHABET INC 1.9%
Value ($000) $5,338 Shares 110,528 Est. Cost Unrealized
SLB SCHLUMBERGER LTD 1.7%
Value ($000) $4,687 Shares 137,927 Est. Cost Unrealized
GOOG ALPHABET INC 1.6%
Value ($000) $4,619 Shares 94,474 Est. Cost Unrealized
PGR PROGRESSIVE CORP 1.6%
Value ($000) $4,453 Shares 20,284 Est. Cost Unrealized
FISV FISERV INC 1.5%
Value ($000) $4,316 Shares 25,205 Est. Cost Unrealized
WM WASTE MGMT INC DEL 1.4%
Value ($000) $4,031 Shares 21,407 Est. Cost Unrealized
PNW PINNACLE WEST CAP CORP 1.3%
Value ($000) $3,764 Shares 46,675 Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC 1.3%
Value ($000) $3,581 Shares 17,463 Est. Cost Unrealized
ES EVERSOURCE ENERGY 1.2%
Value ($000) $3,440 Shares 74,475 Est. Cost Unrealized
ED CONSOLIDATED EDISON INC 1.2%
Value ($000) $3,432 Shares 41,318 Est. Cost Unrealized
WCN WASTE CONNECTIONS INC 1.2%
Value ($000) $3,316 Shares 23,055 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 1.1%
Value ($000) $3,223 Shares 79,515 Est. Cost Unrealized
AEE AMEREN CORP 1.1%
Value ($000) $3,143 Shares 39,098 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 1.1%
Value ($000) $2,993 Shares 38,268 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $2,989 Shares 7,747 Est. Cost Unrealized
AME AMETEK INC 1.0%
Value ($000) $2,735 Shares 20,598 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,703 Shares 21,019 Est. Cost Unrealized
CPAY CORPAY INC 0.9%
Value ($000) $2,638 Shares 9,756 Est. Cost Unrealized
AEP AMERICAN ELEC PWR CO INC 0.9%
Value ($000) $2,459 Shares 26,574 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.9%
Value ($000) $2,421 Shares 18,302 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.9%
Value ($000) $2,420 Shares 6,142 Est. Cost Unrealized
LNT ALLIANT ENERGY CORP 0.8%
Value ($000) $2,320 Shares 42,579 Est. Cost Unrealized
CLH CLEAN HARBORS INC 0.8%
Value ($000) $2,226 Shares 13,427 Est. Cost Unrealized
ADSK AUTODESK INC 0.8%
Value ($000) $2,147 Shares 10,577 Est. Cost Unrealized
WEC WEC ENERGY GROUP INC 0.7%
Value ($000) $2,064 Shares 22,366 Est. Cost Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.7%
Value ($000) $2,043 Shares 66,357 Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.7%
Value ($000) $1,951 Shares 7,289 Est. Cost Unrealized
EVRG EVERGY INC 0.7%
Value ($000) $1,950 Shares 33,398 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.6%
Value ($000) $1,761 Shares 26,632 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.6%
Value ($000) $1,734 Shares 53,597 Est. Cost Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $1,665 Shares 14,309 Est. Cost Unrealized
ATR APTARGROUP INC 0.6%
Value ($000) $1,652 Shares 14,361 Est. Cost Unrealized
WEX WEX INC 0.6%
Value ($000) $1,650 Shares 13,555 Est. Cost Unrealized
MS MORGAN STANLEY 0.6%
Value ($000) $1,575 Shares 17,409 Est. Cost Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $1,570 Shares 22,554 Est. Cost Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.6%
Value ($000) $1,564 Shares 9,735 Est. Cost Unrealized
ARES ARES MANAGEMENT CORPORATION 0.5%
Value ($000) $1,550 Shares 14,590 Est. Cost Unrealized
TJX TJX COS INC NEW 0.5%
Value ($000) $1,538 Shares 16,282 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.5%
Value ($000) $1,410 Shares 12,527 Est. Cost Unrealized
CRM SALESFORCE INC 0.5%
Value ($000) $1,390 Shares 6,682 Est. Cost Unrealized
TOST TOAST INC 0.4%
Value ($000) $1,258 Shares 291,996 Est. Cost Unrealized
DHI D R HORTON INC 0.4%
Value ($000) $1,253 Shares 12,836 Est. Cost Unrealized
GFL GFL ENVIRONMENTAL INC 0.4%
Value ($000) $1,249 Shares 41,728 Est. Cost Unrealized
SRE SEMPRA 0.4%
Value ($000) $1,237 Shares 22,357 Est. Cost Unrealized
QTWO Q2 HLDGS INC 0.4%
Value ($000) $1,230 Shares 20,567 Est. Cost Unrealized
HLX HELIX ENERGY SOLUTIONS GRP I 0.4%
Value ($000) $1,066 Shares 149,236 Est. Cost Unrealized
OKTA OKTA INC 0.4%
Value ($000) $1,042 Shares 19,454 Est. Cost Unrealized
OKE ONEOK INC NEW 0.4%
Value ($000) $1,039 Shares 15,762 Est. Cost Unrealized
LEN LENNAR CORP 0.4%
Value ($000) $1,036 Shares 28,426 Est. Cost Unrealized
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $973 Shares 11,381 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $972 Shares 12,207 Est. Cost Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $965 Shares 3,245 Est. Cost Unrealized
TRGP TARGA RES CORP 0.3%
Value ($000) $947 Shares 7,116 Est. Cost Unrealized
NTNX NUTANIX INC 0.3%
Value ($000) $934 Shares 17,897 Est. Cost Unrealized
ALKT ALKAMI TECHNOLOGY INC 0.3%
Value ($000) $864 Shares 43,999 Est. Cost Unrealized
VERX VERTEX INC 0.3%
Value ($000) $829 Shares 658,016 Est. Cost Unrealized
MSCI MSCI INC 0.3%
Value ($000) $813 Shares 1,855 Est. Cost Unrealized
HUM HUMANA INC 0.3%
Value ($000) $805 Shares 3,624 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $789 Shares 22,420 Est. Cost Unrealized
T AT&T INC 0.3%
Value ($000) $782 Shares 35,642 Est. Cost Unrealized
ZETA ZETA GLOBAL HOLDINGS CORP 0.2%
Value ($000) $703 Shares 196,183 Est. Cost Unrealized
PTC PTC INC 0.2%
Value ($000) $670 Shares 5,577 Est. Cost Unrealized
INTU INTUIT 0.2%
Value ($000) $669 Shares 1,405 Est. Cost Unrealized
WFG WEST FRASER TIMBER CO LTD 0.2%
Value ($000) $659 Shares 11,574 Est. Cost Unrealized
OII OCEANEERING INTL INC 0.2%
Value ($000) $653 Shares 38,587 Est. Cost Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $612 Shares 991 Est. Cost Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $607 Shares 20,657 Est. Cost Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $607 Shares 15,295 Est. Cost Unrealized
TDW TIDEWATER INC NEW 0.2%
Value ($000) $601 Shares 16,558 Est. Cost Unrealized
TMUS T-MOBILE US INC 0.2%
Value ($000) $577 Shares 2,789 Est. Cost Unrealized
CWST CASELLA WASTE SYS INC 0.2%
Value ($000) $536 Shares 6,825 Est. Cost Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $530 Shares 2,931 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $517 Shares 10,926 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $505 Shares 2,132 Est. Cost Unrealized
CFLT CONFLUENT INC 0.2%
Value ($000) $500 Shares 211,948 Est. Cost Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $493 Shares 2,925 Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $486 Shares 2,568 Est. Cost Unrealized
PSA PUBLIC STORAGE OPER CO 0.2%
Value ($000) $482 Shares 2,107 Est. Cost Unrealized
MPLX MPLX LP 0.2%
Value ($000) $468 Shares 13,172 Est. Cost Unrealized
PLD PROLOGIS INC. 0.2%
Value ($000) $453 Shares 5,334 Est. Cost Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $453 Shares 23,921 Est. Cost Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $419 Shares 2,664 Est. Cost Unrealized
KLAC KLA CORP 0.1%
Value ($000) $396 Shares 765 Est. Cost Unrealized
AM ANTERO MIDSTREAM CORP 0.1%
Value ($000) $393 Shares 32,915 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $391 Shares 6,944 Est. Cost Unrealized
CME CME GROUP INC 0.1%
Value ($000) $365 Shares 1,777 Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $340 Shares 6,729 Est. Cost Unrealized
CCJ CAMECO CORP 0.1%
Value ($000) $318 Shares 11,297 Est. Cost Unrealized
NKE NIKE INC 0.1%
Value ($000) $308 Shares 7,774 Est. Cost Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $306 Shares 13,514 Est. Cost Unrealized
CXM SPRINKLR INC 0.1%
Value ($000) $284 Shares 584,064 Est. Cost Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $273 Shares 2,495 Est. Cost Unrealized
SEMR SEMRUSH HLDGS INC 0.1%
Value ($000) $267 Shares 114,778 Est. Cost Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $257 Shares 10,131 Est. Cost Unrealized
CSX CSX CORP 0.1%
Value ($000) $251 Shares 12,790 Est. Cost Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $248 Shares 3,327 Est. Cost Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $243 Shares 5,812 Est. Cost Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $243 Shares 18,284 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $241 Shares 1,531 Est. Cost Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $232 Shares 831 Est. Cost Unrealized
VALE VALE S A 0.1%
Value ($000) $228 Shares 34,061 Est. Cost Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $214 Shares 1,333 Est. Cost Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $210 Shares 3,233 Est. Cost Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $185 Shares 18,736 Est. Cost Unrealized
NXE NEXGEN ENERGY LTD 0.1%
Value ($000) $180 Shares 58,751 Est. Cost Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $77 Shares 23,384 Est. Cost Unrealized
DNN DENISON MINES CORP 0.0%
Value ($000) $71 Shares 79,869 Est. Cost Unrealized
UUUU ENERGY FUELS INC 0.0%
Value ($000) $31 Shares 12,202 Est. Cost Unrealized