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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 16 of 58  ·  1,158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HUBB Hubbell Inc Industrials 42,883.0 $22.4M 0.04% -20K -32.3% $523.20 -10.2%
302 ALLE Allegion plc Industrials 158,091.0 $22.2M 0.04% +83K +111.2% $140.49 +15.5%
303 OWL Blue Owl Capital Inc Financial Services 2,526,637.0 $22.1M 0.04% +2.4M +2032.5% $8.75 +33.4%
304 NOC Northrop Grumman Corp Industrials 43,308.0 $22.1M 0.04% -2K -5.2% $509.31 +8.2%
305 MSCI MSCI Inc Financial Services 39,161.0 $21.9M 0.04% -882.0 -2.2% $560.04 +0.6%
306 VTR Ventas Inc Real Estate 246,402.0 $21.9M 0.04% +2K +0.8% $88.80 +4.8%
307 FSLR First Solar Inc Energy 92,572.0 $21.8M 0.04% +2K +2.2% $235.96 -9.2%
308 CFG Citizens Financial Group Inc Financial Services 309,483.0 $21.7M 0.04% +18K +6.1% $70.07 -0.3%
309 RJF Raymond James Financial Inc Financial Services 141,545.0 $21.5M 0.04% -17K -10.7% $152.03 +15.2%
310 KKR KKR & Co Inc 232,368.0 $21.3M 0.04% -2K -1.0% $91.78
311 TWLO Twilio Inc Communication Services 101,848.0 $21.0M 0.04% -5K -4.5% $206.33 +9.2%
312 STRL Sterling Infrastructure Inc Industrials 24,940.0 $20.9M 0.04% -22K -46.3% $839.36 -38.4%
313 KHC Kraft Heinz Co/The Consumer Defensive 881,070.0 $20.8M 0.04% +184K +26.5% $23.62 +8.3%
314 PAYX Paychex Inc Industrials 211,446.0 $20.8M 0.04% -88K -29.3% $98.33 +26.6%
315 CVNA Carvana Co Consumer Cyclical 311,655.0 $20.5M 0.04% +251K +415.4% $65.82 +6.2%
316 CSTM Constellium SE Basic Materials 642,706.0 $20.5M 0.04% +247K +62.5% $31.87 -15.2%
317 IRM Iron Mountain Inc Real Estate 160,962.0 $20.3M 0.04% -3K -1.9% $126.31 -3.4%
318 RPM RPM International Inc Basic Materials 181,054.0 $20.1M 0.04% +8K +4.6% $111.15 -2.3%
319 Honeywell International Inc 89,393.0 $20.0M 0.04% NEW $223.90
320 EQR Equity Residential Real Estate 293,901.0 $20.0M 0.04% +32K +12.1% $67.93 -6.3%
Page 16 of 58  ·  1,158 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%