Position in AM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$914,553
+$200,961 QoQ
Shares Held
40,112
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AM Over Time
Shares Held
Position Value (USD)
Derivatives in AM
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$592,470
PutShares
32,915
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Fulcrum Asset Management LLP holds $12,094,644 across 18 Oil & Gas Midstream names. AM ranks #7 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
8,673 | $2,174,581 | |
| 2 | OKE |
Oneok Inc /New/
|
19,445 | $1,757,633 | |
| 3 | ENB |
Enbridge Inc
|
25,174 | $1,362,920 | |
| 4 | WMB |
Williams Companies, Inc.
|
18,639 | $1,356,546 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
29,151 | $977,433 | |
| 6 | MPLX |
Mplx LP
|
16,052 | $916,087 | |
| 7 | AM |
Antero Midstream Corp
This page
|
40,112 | $914,553 | |
| 8 | EPD |
Enterprise Products Partners L.P.
|
16,859 | $637,944 |
All Filings in AM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $914,553 | 40,112 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $713,592 | 40,112 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $676,570 | 34,803 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $659,516 | 34,803 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $592,470 | 32,915 | Put | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||