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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 8 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ROST ROSS STORES INC Consumer Cyclical 295,102.0 $62.8M 0.16% +263K +820.8% $212.85 +12.3%
142 MCK MCKESSON CORP Healthcare 83,031.0 $62.7M 0.16% +9K +12.4% $755.60 +13.7%
143 SPG SIMON PPTY GROUP INC NEW Real Estate 280,396.0 $62.7M 0.16% -2K -0.6% $223.65 -2.4%
144 JBL JABIL INC Technology 160,898.0 $62.0M 0.16% -11K -6.6% $385.48 -18.7%
145 DUPONT DE NEMOURS INC 455,982.0 $61.8M 0.16% NEW $135.64
146 ANNALY CAPITAL MANAGEMENT IN 2,748,669.0 $61.5M 0.16% -15K -0.6% $22.36
147 CTVA CORTEVA INC Basic Materials 719,257.0 $60.9M 0.15% -429K -37.4% $84.69 -3.4%
148 TEL TE CONNECTIVITY PLC Technology 301,317.0 $60.7M 0.15% +110K +57.9% $201.61 +1.0%
149 O REALTY INCOME CORP Real Estate 965,934.0 $59.8M 0.15% NEW $61.96 +1.0%
150 SBUX STARBUCKS CORP Consumer Cyclical 580,685.0 $59.3M 0.15% -121K -17.2% $102.19 +4.8%
151 CME CME GROUP INC Financial Services 267,161.0 $59.0M 0.15% +3K +1.2% $220.83 +24.5%
152 UPS UNITED PARCEL SVCS INC Industrials 545,339.0 $58.6M 0.15% +27K +5.2% $107.50 -5.1%
153 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 472,069.0 $58.1M 0.15% -24K -4.9% $123.11 +31.0%
154 FIX COMFORT SYS USA INC Industrials 29,238.0 $57.9M 0.15% +6K +25.5% $1981.92 -16.5%
155 EME EMCOR GROUP INC Industrials 69,802.0 $57.9M 0.15% -31K -30.7% $829.88 -6.4%
156 WELL WELLTOWER INC Real Estate 254,757.0 $57.8M 0.15% +216K +549.3% $226.97 +5.4%
157 MDT MEDTRONIC PLC Healthcare 735,493.0 $57.5M 0.15% -173K -19.0% $78.23 +19.3%
158 TMUS T-MOBILE US INC Communication Services 342,664.0 $57.5M 0.15% $167.73 +9.1%
159 RPM RPM INTL INC Basic Materials 515,840.0 $57.3M 0.15% $111.15 -2.3%
160 MKL MARKEL GROUP INC Financial Services 29,293.0 $57.2M 0.14% NEW $1952.99 -8.1%
Page 8 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%