StockDriftsStockDriftsTop 50 Fulcrum Asset Management LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 7.41% | 297.0K | $49.1M | +36.24%(+79.02K) | $146.23(+61.21%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COMP | 3.81% | 70.3K | $25.2M | +18.96%(+11.20K) | $436.78(-6.26%) | 2026-03-31 | |
| DAR | DARLING INGREDIENTS INC | 3.34% | 365.7K | $22.1M | new | $48.92(+28.32%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC COMP | 3.23% | 106.4K | $21.4M | +26.29%(+22.15K) | $209.89(+27.32%) | 2026-03-31 | |
| AVGO | BROADCOM INC COMP | 3.19% | 72.0K | $21.1M | +36.98%(+19.42K) | $250.69(+75.43%) | 2026-03-31 | |
| HAL | HALLIBURTON CO COMP | 3.04% | 511.9K | $20.1M | new | $33.63(+22.80%) | 2026-03-31 | |
| SLB | SLB LTD | 2.63% | 337.7K | $17.4M | +339.45%(+260.85K) | $43.13(+29.26%) | 2026-03-31 | |
| GOOG | ALPHABET IN-CL C | 2.62% | 63.5K | $17.3M | +44.78%(+19.64K) | $215.64(+84.18%) | 2026-03-31 | |
| WM | WASTE MANAGEMENT INC | 2.47% | 71.0K | $16.3M | +369.05%(+55.87K) | $225.52(-2.97%) | 2026-03-31 | |
| GOOGL | ALPHABET INC-CL A | 2.08% | 50.3K | $13.8M | +12.22%(+5.48K) | $179.98(+122.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.03% | +26.09% |
| Top 20 Holdings Unweighted | +6.67% | +21.37% |
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