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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 6 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NDSN Nordson Corp Industrials 77,819.0 $23.5M 0.05% -21K -21.5% $301.69 +10.1%
102 DOV Dover Corp Industrials 104,477.0 $23.4M 0.05% -2K -2.0% $224.28 -10.0%
103 APOS Apollo Global Management Inc 193,990.0 $23.0M 0.04% -4K -2.3% $118.31
104 KVUE Kenvue Inc Consumer Defensive 1,199,267.0 $22.9M 0.04% -50K -4.0% $19.11 -0.3%
105 PSA Public Storage Real Estate 71,623.0 $22.8M 0.04% -3K -3.8% $318.31 +1.3%
106 MKL Markel Group Inc Financial Services 11,565.0 $22.6M 0.04% -164.0 -1.4% $1953.01 -8.1%
107 HUBB Hubbell Inc Industrials 42,883.0 $22.4M 0.04% -20K -32.3% $523.20 -10.2%
108 NOC Northrop Grumman Corp Industrials 43,308.0 $22.1M 0.04% -2K -5.2% $509.31 +8.2%
109 MSCI MSCI Inc Financial Services 39,161.0 $21.9M 0.04% -882.0 -2.2% $560.04 +0.6%
110 RJF Raymond James Financial Inc Financial Services 141,545.0 $21.5M 0.04% -17K -10.7% $152.03 +15.2%
111 KKR KKR & Co Inc 232,368.0 $21.3M 0.04% -2K -1.0% $91.78
112 TWLO Twilio Inc Communication Services 101,848.0 $21.0M 0.04% -5K -4.5% $206.33 +9.2%
113 STRL Sterling Infrastructure Inc Industrials 24,940.0 $20.9M 0.04% -22K -46.3% $839.36 -38.4%
114 PAYX Paychex Inc Industrials 211,446.0 $20.8M 0.04% -88K -29.3% $98.33 +26.6%
115 IRM Iron Mountain Inc Real Estate 160,962.0 $20.3M 0.04% -3K -1.9% $126.31 -3.4%
116 ZTS Zoetis Inc Healthcare 277,326.0 $19.9M 0.04% -22K -7.2% $71.86 +8.2%
117 CARR Carrier Global Corp Industrials 269,950.0 $19.8M 0.04% -24K -8.3% $73.35 -17.7%
118 Q Qnity Electronics Inc Technology 120,789.0 $19.7M 0.04% -26K -17.7% $163.31 -21.1%
119 PYPL PayPal Holdings Inc Financial Services 451,928.0 $19.5M 0.04% -18K -3.8% $43.18 +42.5%
120 ALNY Alnylam Pharmaceuticals Inc Healthcare 64,555.0 $19.4M 0.04% -1K -2.1% $301.03 -21.5%
Page 6 of 15  ·  288 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%