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Portfolio (Quarterly) Guide ↗

Danica Pension, Livsforsikringsaktieselskab

· CIK 0002096095
13F Portfolio $6.3B AUM 187 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 109 Added 47 Reduced 1 Exited
Page 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VZ VERIZON COMMUNICATIONS INC Communication Services 288,504.0 $12.2M 0.20% +47K +19.6% $42.34 +18.7%
62 ISRG INTUITIVE SURGICAL INC Healthcare 30,661.0 $12.2M 0.20% +2K +6.5% $397.68 -6.5%
63 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 127,817.0 $11.8M 0.19% +7K +5.9% $92.09 -1.9%
64 CARR CARRIER GLOBAL CORPORATION Industrials 158,533.0 $11.6M 0.19% +9K +6.3% $73.35 -20.2%
65 CME CME GROUP INC Financial Services 52,331.0 $11.6M 0.18% +2K +4.5% $220.83 +25.6%
66 ED CONSOLIDATED EDISON INC Utilities 101,578.0 $11.2M 0.18% +16K +19.0% $110.63 -3.2%
67 ZS ZSCALER INC Technology 79,573.0 $11.2M 0.18% +7K +10.0% $141.15 +19.3%
68 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 33,636.0 $11.1M 0.18% +2K +6.0% $330.46 -0.3%
69 KDP KEURIG DR PEPPER INC Consumer Defensive 335,043.0 $11.0M 0.17% +21K +6.6% $32.73 -2.7%
70 PCAR PACCAR INC Industrials 90,088.0 $10.8M 0.17% +10K +12.2% $120.12 +7.6%
71 BX BLACKSTONE INC Financial Services 91,257.0 $10.7M 0.17% +5K +6.1% $117.67 +21.9%
72 ECL ECOLAB INC Basic Materials 38,226.0 $10.7M 0.17% +5K +15.8% $278.61 +3.9%
73 MET METLIFE INC Financial Services 123,704.0 $10.5M 0.17% +7K +6.0% $84.61 +13.3%
74 GM GENERAL MTRS CO Consumer Cyclical 134,736.0 $10.4M 0.17% +8K +6.2% $77.08 +11.3%
75 CMCSA COMCAST CORP NEW Communication Services 414,444.0 $10.2M 0.16% +67K +19.3% $24.55 +10.4%
76 MELI MERCADOLIBRE INC Consumer Cyclical 5,959.0 $10.1M 0.16% +347.0 +6.2% $1697.39 +17.7%
77 NTRS NORTHERN TR CORP Financial Services 57,416.0 $10.0M 0.16% +3K +5.8% $173.84 +7.5%
78 BMY BRISTOL-MYERS SQUIBB CO Healthcare 165,023.0 $9.5M 0.15% +10K +6.2% $57.62 +17.9%
79 KKR KKR & CO INC 101,864.0 $9.3M 0.15% +6K +6.0% $91.78
80 PAYX PAYCHEX INC Industrials 93,127.0 $9.2M 0.15% +5K +6.2% $98.33 +27.1%
Page 4 of 6  ·  109 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 44.2%
Financial Services 12.0%
Healthcare 10.5%
Consumer Cyclical 9.9%
Industrials 7.1%
Communication Services 5.7%
Consumer Defensive 5.0%
Utilities 3.1%
Real Estate 1.1%
Basic Materials 0.8%