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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 6 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ON ON SEMICONDUCTOR CORP Technology 242,500.0 $22.9M 0.06% -74K -23.3% $94.54 -21.5%
102 IDXX IDEXX LABS INC Healthcare 42,986.0 $22.6M 0.06% -5K -9.9% $526.44 +5.8%
103 STLD STEEL DYNAMICS INC Basic Materials 91,704.0 $21.0M 0.05% -131K -58.9% $229.46 -0.3%
104 DAL DELTA AIR LINES INC Industrials 213,741.0 $20.0M 0.05% -5K -2.2% $93.66 -12.0%
105 NRG NRG ENERGY INC Utilities 133,156.0 $19.4M 0.05% -59K -30.7% $146.06 -22.6%
106 GDDY GODADDY INC Technology 213,242.0 $18.1M 0.05% -115K -35.0% $84.88 +14.4%
107 MET METLIFE INC Financial Services 173,654.0 $14.7M 0.04% -766K -81.5% $84.61 +11.5%
108 RPRX ROYALTY PHARMA PLC Healthcare 261,865.0 $14.7M 0.04% -857K -76.6% $56.07 +9.3%
109 COIN COINBASE GLOBAL INC Financial Services 94,295.0 $13.8M 0.04% -21K -18.3% $146.19 +27.6%
110 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 157,736.0 $13.7M 0.04% -111K -41.3% $87.04 +7.8%
111 HST HOST HOTELS & RESORTS INC Real Estate 532,320.0 $12.6M 0.03% -149K -21.9% $23.71 -2.1%
112 PSTG EVERPURE INC 82,926.0 $6.5M 0.02% -148K -64.2% $78.79
113 REGCO REGENCY CTRS CORP 74,716.0 $6.0M 0.01% -735K -90.8% $79.74
114 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 142,026.0 $4.8M 0.01% -718K -83.5% $34.00 +8.5%
115 DVA DAVITA INC Healthcare 21,692.0 $4.8M 0.01% -10K -31.7% $222.48 -21.9%
116 ENS ENERSYS Industrials 16,712.0 $3.9M 0.01% -15K -47.3% $233.82 -18.8%
117 STRL STERLING INFRASTRUCTURE INC Industrials 4,465.0 $3.7M 0.01% -2K -30.4% $839.36 -38.4%
118 PCG PG&E CORP Utilities 187,835.0 $3.2M 0.01% -11K -5.3% $16.82 +4.6%
119 PHM PULTE GROUP INC Consumer Cyclical 21,668.0 $3.0M 0.01% -323K -93.7% $137.21 -6.0%
120 FTDR FRONTDOOR INC Consumer Cyclical 35,055.0 $2.7M 0.01% -15K -30.3% $77.59 +6.4%
Page 6 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%