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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 19 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PHM PULTE GROUP INC Consumer Cyclical 21,668.0 $3.0M 0.01% -323K -93.7% $137.21 -6.0%
362 FTDR FRONTDOOR INC Consumer Cyclical 35,055.0 $2.7M 0.01% -15K -30.3% $77.59 +6.4%
363 EAT BRINKER INTL INC Consumer Cyclical 16,105.0 $2.7M 0.01% -4K -18.5% $168.00 +46.5%
364 MEDP MEDPACE HLDGS INC Healthcare 4,857.0 $2.6M 0.01% -7K -58.1% $529.59 +17.2%
365 FTAI AVIATION LTD 9,071.0 $2.5M 0.01% +786.0 +9.5% $270.53
366 EXEL EXELIXIS INC Healthcare 44,276.0 $2.4M 0.01% -366.0 -0.8% $54.41 -0.6%
367 HALO HALOZYME THERAPEUTICS INC Healthcare 30,684.0 $2.4M 0.01% +2K +6.1% $78.27 +38.2%
368 MAS MASCO CORP Industrials 27,977.0 $2.3M 0.01% -2K -6.5% $81.37 -9.9%
369 KTB KONTOOR BRANDS INC Consumer Cyclical 27,283.0 $2.3M 0.01% $83.34 -1.6%
370 USFD US FOODS HLDG CORP Consumer Defensive 21,680.0 $2.2M 0.01% NEW $102.25 +7.2%
371 CSL CARLISLE COS INC Industrials 6,047.0 $2.2M 0.01% NEW $362.75 +1.4%
372 RL RALPH LAUREN CORP Consumer Cyclical 5,423.0 $2.2M 0.01% -144.0 -2.6% $401.41 -7.2%
373 VRSK VERISK ANALYTICS INC Industrials 12,036.0 $2.2M 0.01% NEW $179.53 +4.4%
374 R RYDER SYS INC Industrials 7,910.0 $2.1M 0.01% NEW $263.77 -5.3%
375 PINS PINTEREST INC Communication Services 98,567.0 $2.1M 0.01% -1.1M -91.5% $21.03 +11.3%
376 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 22,991.0 $2.1M 0.01% +496.0 +2.2% $90.01 +21.1%
377 THC TENET HEALTHCARE CORP Healthcare 11,039.0 $2.1M 0.01% +3K +35.0% $187.08 +50.1%
378 ALLE ALLEGION PLC Industrials 14,430.0 $2.0M 0.01% -4K -21.7% $140.49 +15.5%
379 BYD BOYD GAMING CORP Consumer Cyclical 22,612.0 $2.0M 0.01% $88.33 -8.5%
380 JLL JONES LANG LASALLE INC Real Estate 6,352.0 $2.0M 0.01% NEW $309.95 +25.0%
Page 19 of 21  ·  419 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%