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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 7 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DHI DR Horton Inc Consumer Cyclical 119,133.0 $19.4M 0.04% -4K -3.0% $162.88 -8.9%
122 PPG PPG Industries Inc Basic Materials 157,360.0 $19.1M 0.04% -9K -5.6% $121.29 -6.3%
123 VMC Vulcan Materials Co Basic Materials 63,403.0 $18.7M 0.04% -8K -11.1% $295.01 -6.4%
124 WTW Willis Towers Watson PLC Financial Services 71,469.0 $18.7M 0.04% -17K -19.5% $261.37 +30.8%
125 Everest Group Ltd 52,232.0 $18.7M 0.04% -1K -2.2% $357.23
126 TPR Tapestry Inc Consumer Cyclical 125,900.0 $18.4M 0.04% -2K -1.2% $146.38 -11.1%
127 WRB W R Berkley Corp Financial Services 260,160.0 $18.3M 0.04% -12K -4.4% $70.53 -2.7%
128 SE Sea Ltd Consumer Cyclical 186,536.0 $17.9M 0.04% -10K -5.1% $95.83 +22.6%
129 PLMR Palomar Holdings Inc Financial Services 137,878.0 $17.4M 0.03% -56K -28.9% $126.39 +2.9%
130 RMD ResMed Inc Healthcare 88,341.0 $17.2M 0.03% -19K -18.0% $194.88 +18.8%
131 KMB Kimberly-Clark Corp Consumer Defensive 156,778.0 $17.2M 0.03% -145K -48.1% $109.77 -0.4%
132 LHX L3Harris Technologies Inc Industrials 58,068.0 $16.9M 0.03% -5K -7.2% $290.59 -8.2%
133 OTIS Otis Worldwide Corp Industrials 232,894.0 $16.7M 0.03% -12K -4.7% $71.60 -0.2%
134 Ingersoll Rand Inc 201,404.0 $16.5M 0.03% -48K -19.2% $81.99
135 FTV Fortive Corp Technology 267,842.0 $16.4M 0.03% -56K -17.3% $61.09 -1.7%
136 CNC Centene Corp Healthcare 253,698.0 $16.3M 0.03% -283K -52.7% $64.19 +1.3%
137 CCI Crown Castle Inc Real Estate 207,467.0 $15.7M 0.03% -8K -3.6% $75.73 -0.3%
138 MLM Martin Marietta Materials Inc Basic Materials 27,198.0 $15.7M 0.03% -560.0 -2.0% $576.70 -7.2%
139 FISV Fiserv Inc Technology 318,290.0 $15.6M 0.03% -2K -0.8% $49.05 +7.2%
140 FCNCA First Citizens BancShares Inc/NC Financial Services 7,327.0 $15.2M 0.03% -2K -20.2% $2080.79 +4.9%
Page 7 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%