Institutional filer · SEC 13F · Q3 2025
Fulcrum Asset Management LLP
The reported 13F portfolio of Fulcrum Asset Management LLP (CIK 1353395) - top holdings, how concentrated the book is, and what changed last quarter.
- $355.7M
- Reported book
- 177
- Positions
- #128
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Fulcrum Asset Management LLP ranks #128 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $355.7M across 177 positions, a moderately concentrated portfolio.
- $355.7M
- reported 13F value
- 177
- disclosed positions
- 11.6%
- in NVIDIA CORP
- #128
- of 360 filers
Top-5 share 33.5% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Fulcrum Asset Management LLP ranks #128 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Fulcrum Asset Management LLP sits by disclosed position count
Fulcrum Asset Management LLP reports 177 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Fulcrum Asset Management LLP vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
177 121st of 360 higher than 239 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Fulcrum Asset Management LLP reports $0.36B across 177 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1353395 · Q3 2025 $356M book
BOOK-MID · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #128/360
- POS-FOCUS 177 names
- CONC-HEAVY 33% top-5
- LEAD-HEAVY 11.6% top
- PHOTO-FINISH LANDAAS & /WI /ADV
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Photo-finish peer on reported book: LANDAAS & CO /WI /ADV
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Fulcrum Asset Management LLP
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$355.7M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | NVIDIA CORP | $41.2M | 11.6% |
| 2 | MICROSOFT CORP COMP | $30.3M | 8.5% |
| 3 | BROADCOM INC COMP | $18.4M | 5.2% |
| 4 | AMAZON.COM INC COMP | $17.3M | 4.8% |
| 5 | JPMORGAN CHASE & CO | $12.0M | 3.4% |
| 6 | ALPHABET INC-CL A | $11.2M | 3.2% |
| 7 | ALPHABET IN-CL C | $9.6M | 2.7% |
| 8 | VISA INC-CLASS A SHARES | $8.4M | 2.4% |
| 9 | MASTERCARD INC - A | $7.5M | 2.1% |
| 10 | BAKER HUGHES CO COMP | $6.6M | 1.9% |
| 11 | SLB LTD | $6.1M | 1.7% |
| 12 | AMERICAN WATER WORKS CO INC COMP | $6.1M | 1.7% |
| 13 | NEXTERA ENERGY INC COMP | $6.0M | 1.7% |
| 14 | MICRON TECHNOLOGY INC COMP | $5.7M | 1.6% |
| 15 | PROGRESSIVE CORP COMP | $5.2M | 1.5% |
| 16 | TRAVELERS COS INC/THE | $5.1M | 1.4% |
| 17 | EVERSOURCE ENERGY COMP | $4.9M | 1.4% |
| 18 | INTERACTIVE BROKERS GRO-CL A COMP | $4.5M | 1.3% |
| 19 | WASTE CONNECTIONS INC | $4.2M | 1.2% |
| 20 | JOHNSON & JOHNSON | $4.0M | 1.1% |
| 21 | AMETEK INC COMP | $4.0M | 1.1% |
| 22 | THERMO FISHER SCIENTIFIC INC COMP | $3.9M | 1.1% |
| 23 | BOSTON SCIENTIFIC CORP | $3.9M | 1.1% |
| 24 | PALO ALTO NETWORKS INC COMP | $3.9M | 1.1% |
| 25 | AMEREN CORPORATION COMP | $3.6M | 1.0% |
Latest Quarter Trades · Q3 2025
New positions (177)
Frequently Asked Questions
- How big is Fulcrum Asset Management LLP's 13F portfolio?
- Fulcrum Asset Management LLP reports $355.7M of long US-equity positions across 177 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Fulcrum Asset Management LLP sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Fulcrum Asset Management LLP ranks #128 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Fulcrum Asset Management LLP's largest position?
- Fulcrum Asset Management LLP's largest reported position is NVIDIA CORP at $41.2M, about 11.6% of its reported book as of Q3 2025.
- What did Fulcrum Asset Management LLP trade last quarter?
- In its Q3 2025 filing, Fulcrum Asset Management LLP opened 177 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Fulcrum Asset Management LLP: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($355.7M here).
Similar holding count
Nearest filers by number of disclosed positions (177 here).
Using this filing
- The rankings sort every tracked filer the same way Fulcrum Asset Management LLP was placed above, so you can see exactly how the rest of the field compares. View the rankings
- LANDAAS & CO /WI /ADV reported the nearest book value ($361.2M) this quarter, a useful scale comparison for Fulcrum Asset Management LLP. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.