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Portfolio (Quarterly) Guide ↗

DANSKE BANK A/S

· CIK 0000800177
13F Portfolio $50.6B AUM 2,039 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 57 New 352 Added 288 Reduced 78 Exited
Page 2 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TXN Texas Instruments Inc Technology 909,035.0 $271.0M 0.54% +185K +25.5% $298.07 -11.3%
22 CAT Caterpillar Inc Industrials 244,864.0 $260.8M 0.52% +36K +17.1% $1064.90 -22.3%
23 MA Mastercard Inc Financial Services 498,109.0 $255.8M 0.51% +47K +10.3% $513.60 +13.1%
24 BAC Bank of America Corp Financial Services 4,469,195.0 $254.7M 0.50% +542K +13.8% $56.98 +8.3%
25 C Citigroup Inc Financial Services 1,815,137.0 $254.0M 0.50% +819K +82.3% $139.96 -5.9%
26 CB Chubb Ltd Financial Services 709,677.0 $241.8M 0.48% +9K +1.3% $340.74 +0.1%
27 BK Bank of New York Mellon Corp/The Financial Services 1,642,402.0 $237.5M 0.47% +833K +102.9% $144.61 -0.6%
28 GEV GE Vernova Inc Utilities 198,552.0 $233.3M 0.46% +7K +3.7% $1174.86 -18.6%
29 MRVL Marvell Technology Inc Technology 753,132.0 $224.4M 0.44% +33K +4.5% $297.89 -20.4%
30 APH Amphenol Corp Technology 1,271,184.0 $224.1M 0.44% +75K +6.3% $176.32 -11.0%
31 NFLX Netflix Inc Communication Services 2,901,740.0 $207.2M 0.41% +17K +0.6% $71.40 +11.5%
32 ORCL Oracle Corp Technology 1,288,461.0 $188.8M 0.37% +14K +1.1% $146.55 -0.1%
33 MS Morgan Stanley Financial Services 864,011.0 $180.6M 0.36% +15K +1.8% $209.04 +2.5%
34 OXY Occidental Petroleum Corp Energy 3,587,419.0 $174.2M 0.34% +3.5M +9370.5% $48.57 +26.2%
35 ISRG Intuitive Surgical Inc Healthcare 413,411.0 $164.4M 0.33% +118K +40.1% $397.68 -4.7%
36 TechnipFMC PLC 2,470,922.0 $163.8M 0.32% +1.3M +113.3% $66.30
37 IBM International Business Machines Corp Technology 568,252.0 $159.8M 0.32% +39K +7.4% $281.21 -16.2%
38 PEP PepsiCo Inc Consumer Defensive 1,175,464.0 $159.2M 0.32% +165K +16.3% $135.40 +6.0%
39 WM Waste Management Inc Industrials 661,098.0 $147.3M 0.29% +13K +1.9% $222.88 +0.5%
40 ANET Arista Networks Inc Technology 824,943.0 $140.1M 0.28% +30K +3.7% $169.88 +11.0%
Page 2 of 18  ·  352 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.5%
Financial Services 11.7%
Consumer Cyclical 10.9%
Healthcare 9.7%
Communication Services 8.1%
Industrials 7.9%
Consumer Defensive 4.3%
Basic Materials 2.0%
Real Estate 1.9%
Utilities 1.9%