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Portfolio (Quarterly) Guide ↗

PFA Pension, Forsikringsaktieselskab

· CIK 0001730073
13F Portfolio $39.4B AUM 419 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 161 Added 159 Reduced 27 Exited
Page 1 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CMS CMS ENERGY CORP Utilities 1,241,557.0 $95.0M 0.24% NEW $76.50 -10.8%
2 USB US BANCORP Financial Services 1,502,308.0 $90.7M 0.23% NEW $60.40 +2.7%
3 CFG CITIZENS FINL GROUP INC Financial Services 1,125,142.0 $78.8M 0.20% NEW $70.07 -0.3%
4 ENTERGY CORP NEW 664,940.0 $76.4M 0.19% NEW $114.86
5 RF REGIONS FINANCIAL CORP NEW Financial Services 2,519,903.0 $76.1M 0.19% NEW $30.20 +0.7%
6 STT STATE STR CORP Financial Services 441,087.0 $74.8M 0.19% NEW $169.60 +10.3%
7 NDSN NORDSON CORP Industrials 220,795.0 $66.6M 0.17% NEW $301.69 +10.1%
8 DUPONT DE NEMOURS INC 455,982.0 $61.8M 0.16% NEW $135.64
9 O REALTY INCOME CORP Real Estate 965,934.0 $59.8M 0.15% NEW $61.96 +1.0%
10 MKL MARKEL GROUP INC Financial Services 29,293.0 $57.2M 0.14% NEW $1952.99 -8.1%
11 KEY KEYCORP Financial Services 2,319,385.0 $53.5M 0.14% NEW $23.05 -5.1%
12 EMR EMERSON ELEC CO Industrials 369,625.0 $52.9M 0.13% NEW $143.15 +9.8%
13 HONEYWELL INTL INC 236,310.0 $52.9M 0.13% NEW $223.90
14 FTV FORTIVE CORP Technology 858,389.0 $52.4M 0.13% NEW $61.09 -1.7%
15 HONEYWELL AEROSPACE INC 236,310.0 $52.2M 0.13% NEW $221.08
16 TDY TELEDYNE TECHNOLOGIES INC Technology 76,734.0 $51.2M 0.13% NEW $666.90 -4.6%
17 GLPI GAMING & LEISURE P Real Estate 1,136,652.0 $50.6M 0.13% NEW $44.53 -2.2%
18 CW CURTISS WRIGHT CORP Industrials 66,173.0 $50.1M 0.13% NEW $757.76 -16.2%
19 BE BLOOM ENERGY CORP Industrials 160,863.0 $48.7M 0.12% NEW $302.70 -33.4%
20 CIEN CIENA CORP Technology 95,495.0 $46.8M 0.12% NEW $490.56 -19.3%
Page 1 of 4  ·  65 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 41.3%
Financial Services 13.6%
Consumer Cyclical 9.2%
Healthcare 9.1%
Industrials 8.2%
Communication Services 8.0%
Consumer Defensive 3.6%
Basic Materials 2.5%
Utilities 2.4%
Real Estate 1.5%