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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 25 of 39  ·  762 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 KIM KIMCO REALTY CORP Real Estate 227,456.0 $5.8M 0.01% -31K -12.1% $25.35 -5.2%
482 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 66,426.0 $5.7M 0.01% -27K -28.9% $86.09 +17.3%
483 LIBERTY MEDIA CORP DEL 59,697.0 $5.7M 0.01% +8K +14.6% $95.14
484 BKD BROOKDALE SR LIVING INC Healthcare 352,000.0 $5.7M 0.01% $16.09 -26.7%
485 ITUB ITAU UNIBANCO HLDG S A Financial Services 690,386.0 $5.6M 0.01% -157K -18.5% $8.17 -8.4%
486 WTRG ESSENTIAL UTILS INC Utilities 145,577.0 $5.6M 0.01% -59K -29.0% $38.31 +4.9%
487 BZ KANZHUN LIMITED Industrials 430,320.0 $5.5M 0.01% +91K +26.8% $12.87 +23.9%
488 EXPAND ENERGY CORPORATION 60,724.0 $5.5M 0.01% -14K -18.6% $91.19
489 EFX EQUIFAX INC Industrials 34,222.0 $5.4M 0.01% -26K -43.2% $158.72 +21.4%
490 SUI SUN CMNTYS INC Real Estate 45,124.0 $5.4M 0.01% -4K -8.3% $119.91 +1.5%
491 CHT CHUNGHWA TELECOM CO LTD Communication Services 121,297.0 $5.4M 0.01% +1K +1.0% $44.26 -2.0%
492 DXCM DEXCOM INC Healthcare 79,422.0 $5.3M 0.01% +5K +6.8% $67.35 +37.1%
493 SSNC SS&C TECH HLDGS Technology 85,468.0 $5.3M 0.01% $62.05 +33.7%
494 MAA MID-AMER APT CMNTYS INC Real Estate 38,133.0 $5.3M 0.01% -4K -8.7% $138.94 -5.5%
495 TASK TASKUS INC Technology 1,125,000.0 $5.3M 0.01% +604K +115.8% $4.68 +70.9%
496 IONQ IONQ INC Technology 98,775.0 $5.3M 0.01% +91K +1163.8% $53.26 -15.8%
497 CAG CONAGRA BRANDS INC Consumer Defensive 390,522.0 $5.3M 0.01% -27K -6.5% $13.46 +22.2%
498 OC OWENS CORNING NEW Industrials 32,742.0 $5.2M 0.01% -9K -21.0% $158.96 -6.9%
499 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 189,858.0 $5.1M 0.01% $26.86 +6.4%
500 AFG AMERICAN FINANCIAL GROUP INC Financial Services 35,581.0 $5.0M 0.01% -10K -21.4% $139.94 +2.7%
Page 25 of 39  ·  762 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%