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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 18 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FIS FIDELITY NATL INFORMATION SV Technology 204,605.0 $13.6M 0.04% NEW $66.46 -42.0%
342 CMC COMMERCIAL METALS CO Basic Materials 196,144.0 $13.6M 0.04% NEW $69.22 +5.8%
343 OKE ONEOK INC NEW Energy 184,185.0 $13.5M 0.04% NEW $73.50 +16.4%
344 ODFL OLD DOMINION FREIGHT LINE IN Industrials 85,967.0 $13.5M 0.04% NEW $156.80 +39.3%
345 AGNC AGNC INVT CORP Real Estate 1,256,581.0 $13.5M 0.04% NEW $10.72 -3.9%
346 KVUE KENVUE INC Consumer Defensive 777,514.0 $13.4M 0.04% NEW $17.25 +4.4%
347 BSAC BANCO SANTANDER CHILE NEW Financial Services 424,519.0 $13.2M 0.04% NEW $31.11 +5.5%
348 FOX FOX CORP Communication Services 201,680.0 $13.1M 0.04% NEW $64.93 -28.0%
349 EFX EQUIFAX INC Industrials 60,276.0 $13.1M 0.04% NEW $216.98 -28.6%
350 PTC PTC INC Technology 74,834.0 $13.0M 0.04% NEW $174.21 -32.9%
351 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 226,204.0 $13.0M 0.04% NEW $57.49 +33.1%
352 BLOCK INC 199,115.0 $13.0M 0.04% NEW $65.09
353 ITRI ITRON INC Technology 138,465.0 $12.9M 0.04% NEW $92.86 -14.6%
354 NTRS NORTHERN TR CORP Financial Services 93,597.0 $12.8M 0.03% NEW $136.59 +28.1%
355 CNH INDL N V 1,360,038.0 $12.5M 0.03% NEW $9.22
356 SNA SNAP ON INC Industrials 36,196.0 $12.5M 0.03% NEW $344.60 +10.6%
357 CHRW C H ROBINSON WORLDWIDE INC Industrials 76,815.0 $12.3M 0.03% NEW $160.76 +15.2%
358 APTIV PLC 162,020.0 $12.3M 0.03% NEW $76.09
359 IRM IRON MTN INC DEL Real Estate 146,811.0 $12.2M 0.03% NEW $82.95 +51.2%
360 CHKP CHECK POINT SOFTWARE TECH LT Technology 64,928.0 $12.0M 0.03% NEW $185.56 -34.3%
Page 18 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%