DOSSIER · 13F-HR · Q1 2026

Fulcrum Asset Management LLP

Fulcrum Asset LLP's family office based in Boston, MA $662M in tracked AUM across 220 positions as of Q1 2026.

FA
Fulcrum Asset LLP·Boston, MA·Family Office
CIK 0001353395 · last filed Mar 31, 2026
Total AUM
$662M
11.0%
vs prior
Holdings
220
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Fulcrum Asset Management LLP
Portfolio Overview

Fulcrum Asset Management LLP reported a total portfolio value of $181.34 million as of September 30, 2025, representing a growth of 6.5% from the previous quarter's $170.34 million. The portfolio consists of 83 holdings, indicating a concentrated investment strategy. The firm manages a relatively focused portfolio, with the top 10 positions accounting for approximately 66.4% of the tot...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$49M297K7.4%
02
MSFT
MICROSOFT CORP COMP
$25M70K3.8%
03
DAR
DARLING INGREDIENTS INC
$22M366K3.3%
04
AMZN
AMAZON.COM INC COMP
$21M106K3.2%
05
AVGO
BROADCOM INC COMP
$21M72K3.2%
06
HAL
HALLIBURTON CO COMP
$20M512K3.0%
07
SLB
SLB LTD
$17M338K2.6%
08
GOOG
ALPHABET IN-CL C
$17M64K2.6%
09
WM
WASTE MANAGEMENT INC
$16M71K2.5%
10
GOOGL
ALPHABET INC-CL A
$14M50K2.1%

Filing history

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