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Portfolio (Quarterly) Guide ↗

DANSKE BANK A/S

· CIK 0000800177
13F Portfolio $41.5B AUM 2,101 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 336 Added 612 Reduced 441 Exited
Page 9 of 17  ·  336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FFIV F5 Inc Technology 65,038.0 $18.8M 0.04% +5K +8.3% $289.33 +36.9%
162 AER AerCap Holdings NV Industrials 135,589.0 $18.6M 0.04% +28K +26.1% $137.18 -1.1%
163 INSM Insmed Inc Healthcare 111,058.0 $18.2M 0.04% +800.0 +0.7% $163.52 -42.4%
164 ENS EnerSys Industrials 103,149.0 $17.9M 0.04% +30K +41.0% $173.72 +31.5%
165 PPG PPG Industries Inc Basic Materials 166,760.0 $17.8M 0.04% +17K +11.2% $106.88 +5.6%
166 Block Inc 296,010.0 $17.8M 0.04% +11K +3.8% $60.18
167 CNC Centene Corp Healthcare 536,614.0 $17.6M 0.04% +274K +104.0% $32.74 +98.6%
168 WDAY Workday Inc Technology 133,444.0 $17.3M 0.04% +2K +1.9% $129.92 +10.7%
169 REGCO Regency Centers Corp Real Estate 227,912.0 $17.2M 0.04% +31K +16.0% $75.66 -70.9%
170 RPM RPM International Inc Basic Materials 173,154.0 $17.2M 0.04% +6K +3.4% $99.40 +5.2%
171 DHI DR Horton Inc Consumer Cyclical 122,768.0 $16.8M 0.04% +10K +8.9% $137.22 +5.1%
172 IRM Iron Mountain Inc Real Estate 164,162.0 $16.8M 0.04% +2K +1.1% $102.14 +20.9%
173 HSY Hershey Co/The Consumer Defensive 79,172.0 $16.5M 0.04% +900.0 +1.1% $207.89 -15.4%
174 MLM Martin Marietta Materials Inc Basic Materials 27,758.0 $16.3M 0.04% +2K +6.9% $588.68 -5.9%
175 CW Curtiss-Wright Corp Industrials 23,873.0 $16.3M 0.04% +23K +5264.7% $681.12 +5.9%
176 RKLB Rocket Lab Corp Industrials 250,677.0 $16.1M 0.04% +8K +3.1% $64.22 +77.0%
177 STZ Constellation Brands Inc Consumer Defensive 105,011.0 $15.8M 0.04% +25K +31.8% $150.00 -6.1%
178 AXS Axis Capital Holdings Ltd Financial Services 154,920.0 $15.7M 0.04% +30K +23.8% $101.41 -5.1%
179 KHC Kraft Heinz Co/The Consumer Defensive 696,570.0 $15.7M 0.04% +18K +2.7% $22.49 +3.8%
180 PNR Pentair PLC Industrials 179,205.0 $15.6M 0.04% +3K +1.6% $87.11 -16.5%
Page 9 of 17  ·  336 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 35.5%
Financial Services 12.3%
Consumer Cyclical 10.9%
Communication Services 10.4%
Healthcare 10.1%
Industrials 8.1%
Consumer Defensive 4.7%
Basic Materials 2.3%
Real Estate 2.1%
Utilities 1.9%