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Portfolio (Quarterly) Guide ↗

STOREBRAND ASSET MANAGEMENT AS

· CIK 0001685676
13F Portfolio $37.2B AUM 776 positions Filed May 20, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 776 New
Page 13 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DOV DOVER CORP Industrials 134,176.0 $26.2M 0.07% NEW $195.24 +16.0%
242 FERG FERGUSON ENTERPRISES INC Industrials 117,068.0 $26.1M 0.07% NEW $222.63 +7.1%
243 NDAQ NASDAQ INC Financial Services 267,674.0 $26.0M 0.07% NEW $97.13 -11.9%
244 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 400,773.0 $25.8M 0.07% NEW $64.31 +49.3%
245 EOG EOG RES INC Energy 242,594.0 $25.5M 0.07% NEW $105.01 +26.7%
246 NKE NIKE INC Consumer Cyclical 399,854.0 $25.5M 0.07% NEW $63.71 -28.5%
247 DLTR DOLLAR TREE INC Consumer Defensive 206,775.0 $25.4M 0.07% NEW $123.01 -11.6%
248 CVNA CARVANA CO Consumer Cyclical 59,284.0 $25.0M 0.07% NEW $422.02 -84.7%
249 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 534,736.0 $25.0M 0.07% NEW $46.68 -15.3%
250 REGN REGENERON PHARMACEUTICALS Healthcare 32,137.0 $24.8M 0.07% NEW $771.87 -20.2%
251 DGX QUEST DIAGNOSTICS INC Healthcare 142,908.0 $24.8M 0.07% NEW $173.53 +14.2%
252 SNOW SNOWFLAKE INC Technology 113,044.0 $24.8M 0.07% NEW $219.36 +8.3%
253 MOS MOSAIC CO NEW Basic Materials 1,015,900.0 $24.5M 0.07% NEW $24.09 -6.5%
254 UPS UNITED PARCEL SERVICE INC Industrials 242,962.0 $24.1M 0.07% NEW $99.19 +8.6%
255 PSA PUBLIC STORAGE OPER CO Real Estate 92,452.0 $24.0M 0.06% NEW $259.50 +22.4%
256 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 72,877.0 $23.9M 0.06% NEW $328.60 -20.8%
257 SE SEA LTD Consumer Cyclical 186,620.0 $23.8M 0.06% NEW $127.57 -27.6%
258 ADI ANALOG DEVICES INC Technology 87,740.0 $23.8M 0.06% NEW $271.20 +56.5%
259 VRSK VERISK ANALYTICS INC Industrials 105,437.0 $23.6M 0.06% NEW $223.69 -20.0%
260 CF CF INDS HLDGS INC Basic Materials 301,885.0 $23.3M 0.06% NEW $77.34 +37.4%
Page 13 of 39  ·  776 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 34.3%
Financial Services 15.8%
Communication Services 11.1%
Consumer Cyclical 10.9%
Healthcare 9.3%
Industrials 8.4%
Consumer Defensive 3.9%
Real Estate 2.7%
Basic Materials 1.7%
Utilities 1.1%