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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 28 of 39  ·  762 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 RKT ROCKET COS INC Financial Services 227,607.0 $3.6M 0.01% -21K -8.5% $15.75 -11.6%
542 IP INTERNATIONAL PAPER CO Consumer Cyclical 93,989.0 $3.6M 0.01% -112K -54.4% $38.10 +8.9%
543 GRAB GRAB HOLDINGS LIMITED Technology 939,464.0 $3.5M 0.01% +12K +1.3% $3.77 -7.7%
544 AA ALCOA CORP Basic Materials 67,551.0 $3.5M 0.01% -2K -2.4% $52.14 -0.6%
545 MAC MACERICH CO Real Estate 135,635.0 $3.4M 0.01% +16K +13.7% $25.19 -3.2%
546 BIIB BIOGEN INC Healthcare 15,812.0 $3.4M 0.01% +12K +290.6% $216.06 +0.3%
547 NVT NVENT ELEC PLC Industrials 20,038.0 $3.4M 0.01% $169.61 -10.4%
548 PPG PPG INDS INC Basic Materials 27,930.0 $3.4M 0.01% -4K -13.5% $121.29 -6.3%
549 SEDG SOLAREDGE TECHNOLOGIES INC Energy 57,311.0 $3.3M 0.01% -20K -26.0% $58.44 -47.2%
550 JXN JACKSON FINANCIAL INC Financial Services 32,444.0 $3.3M 0.01% $102.39 +26.8%
551 NWPX NWPX INFRASTRUCTURE INC Industrials 21,875.0 $3.3M 0.01% -828.0 -3.6% $149.94 -26.6%
552 IQVIA HLDGS INC 16,857.0 $3.3M 0.01% -3K -17.0% $193.22
553 FISV FISERV INC Technology 65,849.0 $3.2M 0.01% -66K -50.0% $49.05 +7.2%
554 AWR AMER STATES WTR CO Utilities 39,027.0 $3.2M 0.01% +11K +39.5% $82.63 +7.3%
555 IRT INDEPENDENCE RLTY TR INC Real Estate 191,894.0 $3.2M 0.01% -1K -0.6% $16.69 -0.6%
556 PLPC PREFORMED LINE PRODS CO Industrials 7,585.0 $3.1M 0.01% +408.0 +5.7% $410.56 +4.6%
557 MOD MODINE MFG CO Consumer Cyclical 11,406.0 $3.0M 0.01% -8K -41.2% $267.02 -26.0%
558 PAYC PAYCOM SOFTWARE INC Technology 24,211.0 $3.0M 0.01% -2K -9.3% $125.68 +82.3%
559 UMH UMH PPTYS INC Real Estate 198,900.0 $3.0M 0.01% -34K -14.7% $15.14 +9.0%
560 TCOM TRIP COM GROUP LTD Consumer Cyclical 75,180.0 $3.0M 0.01% -12K -14.2% $39.84 +15.7%
Page 28 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%