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Portfolio (Quarterly) Guide ↗

STOREBRAND ASSET MANAGEMENT AS

· CIK 0001685676
13F Portfolio $40.6B AUM 762 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 44 New 267 Added 361 Reduced 58 Exited
Page 8 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DVN DEVON ENERGY CORP NEW Energy 579,970.0 $24.0M 0.06% +325K +127.1% $41.32 +18.8%
142 GEN GEN DIGITAL INC Technology 924,725.0 $23.0M 0.06% +122K +15.2% $24.89 +16.2%
143 ECL ECOLAB INC Basic Materials 82,134.0 $22.9M 0.06% +5K +6.1% $278.61 +1.1%
144 ODFL OLD DOMINION FREIGHT LINE IN Industrials 104,147.0 $22.6M 0.06% +18K +21.1% $216.60 -4.7%
145 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 574,969.0 $22.4M 0.06% +40K +7.5% $38.96 +10.2%
146 SNA SNAP ON INC Industrials 55,463.0 $22.3M 0.06% +19K +53.2% $402.40 -2.2%
147 BR BROADRIDGE FINL SOLUTIONS IN Technology 162,652.0 $22.3M 0.06% +71K +76.9% $136.95 +33.0%
148 RS RELIANCE INC Basic Materials 59,547.0 $22.2M 0.06% +9K +17.1% $373.60 +3.8%
149 ED CONSOLIDATED EDISON INC Utilities 200,439.0 $22.2M 0.06% +30K +17.5% $110.63 -3.9%
150 CBOE CBOE GLOBAL MKTS INC Financial Services 91,167.0 $22.1M 0.05% +6K +7.2% $242.67 +23.9%
151 BBD BANCO BRADESCO S A Financial Services 6,162,116.0 $21.4M 0.05% +6.0M +2944.6% $3.47 -10.4%
152 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 198,253.0 $21.4M 0.05% +31K +18.7% $107.78 +2.8%
153 PNC PNC FINL SVCS GROUP INC Financial Services 84,630.0 $20.8M 0.05% +6K +7.8% $246.22 -1.3%
154 OKE ONEOK INC NEW Energy 239,214.0 $20.8M 0.05% +55K +29.9% $86.94 +7.3%
155 KEYS KEYSIGHT TECHNOLOGIES INC Technology 59,155.0 $20.7M 0.05% +38K +181.9% $350.07 -9.7%
156 ULTA ULTA BEAUTY INC Consumer Cyclical 44,136.0 $19.9M 0.05% +18K +66.2% $450.98 +15.6%
157 CHD CHURCH & DWIGHT CO INC Consumer Defensive 205,240.0 $19.9M 0.05% +15K +8.0% $96.88 +2.0%
158 KVUE KENVUE INC Consumer Defensive 1,005,594.0 $19.2M 0.05% +228K +29.3% $19.11 -0.3%
159 SLB SLB LIMITED Energy 406,905.0 $18.9M 0.05% +118K +40.7% $46.49 +15.9%
160 CNH INDL N V 1,679,826.0 $18.9M 0.05% +320K +23.5% $11.23
Page 8 of 14  ·  267 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 38.2%
Financial Services 14.2%
Industrials 9.6%
Healthcare 9.4%
Consumer Cyclical 9.4%
Communication Services 7.7%
Consumer Defensive 4.1%
Real Estate 2.8%
Basic Materials 2.2%
Energy 1.3%