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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 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LRCX LAM RESEARCH CORP Technology 926,200.0 $401.4M 1.02% -56K -5.7% $433.33 -27.5%
2 GEV GE VERNOVA INC Utilities 160,026.0 $188.0M 0.48% -5K -2.8% $1174.86 -18.6%
3 LIN LINDE PLC Basic Materials 348,745.0 $181.0M 0.46% -48K -12.1% $518.94 -6.0%
4 MRK MERCK & CO INC Healthcare 1,341,298.0 $172.4M 0.44% -127K -8.6% $128.50 +18.7%
5 WDC WESTERN DIGITAL CORP Technology 264,071.0 $168.7M 0.43% -55K -17.1% $638.72 -28.1%
6 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 153,812.0 $148.4M 0.38% -3K -1.8% $965.00 -11.9%
7 C CITIGROUP INC Financial Services 1,043,363.0 $146.0M 0.37% -165K -13.6% $139.96 -5.9%
8 PNC PNC FINL SVCS GROUP INC Financial Services 527,691.0 $129.9M 0.33% -18K -3.2% $246.22 -1.3%
9 GLW CORNING INC Technology 503,729.0 $128.7M 0.33% -9K -1.8% $255.43 -41.4%
10 BKR BAKER HUGHES COMPANY Energy 2,194,527.0 $121.8M 0.31% -386K -14.9% $55.50 +12.3%
11 QCOM QUALCOMM INC Technology 643,052.0 $118.8M 0.30% -49K -7.0% $184.79 -13.0%
12 ECL ECOLAB INC Basic Materials 425,245.0 $118.5M 0.30% -3K -0.8% $278.61 +1.1%
13 DELL DELL TECHNOLOGIES INC Technology 272,473.0 $117.6M 0.30% -34K -11.2% $431.46 +2.4%
14 WFC WELLS FARGO & CO Financial Services 1,408,144.0 $116.4M 0.29% -433K -23.5% $82.64 +1.5%
15 KO COCA COLA CO Consumer Defensive 1,373,789.0 $111.6M 0.28% -1000K -42.1% $81.27 +12.1%
16 EXC EXELON CORP Utilities 2,324,269.0 $108.4M 0.28% -339K -12.7% $46.62 -6.1%
17 BAP CREDICORP LTD Financial Services 275,797.0 $107.4M 0.27% -34K -10.9% $389.58 -2.7%
18 HAL HALLIBURTON CO Energy 3,076,122.0 $104.4M 0.27% -332K -9.7% $33.95 +4.1%
19 NEE NEXTERA ENERGY INC Utilities 1,168,197.0 $102.5M 0.26% -137K -10.5% $87.77 -4.7%
20 MCD MCDONALDS CORP Consumer Cyclical 367,327.0 $99.3M 0.25% -11K -2.9% $270.31 +0.2%
Page 1 of 8  ·  159 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%