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Portfolio (Quarterly) Guide ↗

Danica Pension, Livsforsikringsaktieselskab

· CIK 0002096095
13F Portfolio $5.3B AUM 166 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 86 New 17 Added 57 Reduced 2 Exited
Page 1 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BA BOEING CO Industrials 283,098.0 $56.3M 1.06% NEW $199.03 +11.9%
2 LLY ELI LILLY & CO Healthcare 58,464.0 $53.8M 1.01% NEW $919.77 +19.4%
3 BERKSHIRE HATHAWAY INC DEL 103,993.0 $49.8M 0.93% NEW $479.20
4 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 471,946.0 $44.3M 0.83% NEW $93.87 +189.6%
5 JNJ JOHNSON & JOHNSON Healthcare 173,448.0 $42.4M 0.80% NEW $244.44 -6.6%
6 TSLA TESLA INC Consumer Cyclical 109,260.0 $40.6M 0.76% NEW $371.75 +7.7%
7 AMD ADVANCED MICRO DEVICES INC Technology 188,431.0 $38.3M 0.72% NEW $203.43 +164.2%
8 IQVIA HLDGS INC 211,164.0 $36.0M 0.68% NEW $170.54
9 BROS DUTCH BROS INC Consumer Cyclical 662,638.0 $33.6M 0.63% NEW $50.66 +39.6%
10 MCD MCDONALDS CORP Consumer Cyclical 102,941.0 $32.0M 0.60% NEW $310.79 -10.4%
11 PG PROCTER & GAMBLE CO Consumer Defensive 193,140.0 $27.9M 0.52% NEW $144.44 +4.1%
12 V VISA INC Financial Services 91,717.0 $27.7M 0.52% NEW $302.24 +8.3%
13 COF CAPITAL ONE FINL CORP Financial Services 140,097.0 $25.6M 0.48% NEW $182.43 +10.5%
14 NFLX NETFLIX INC. Communication Services 263,531.0 $25.3M 0.47% NEW $96.15 -19.5%
15 PLTR PALANTIR TECHNOLOGIES INC Technology 159,953.0 $23.4M 0.44% NEW $146.28 -12.2%
16 RY ROYAL BK CDA Financial Services 97,084.0 $21.8M 0.41% NEW $224.88 -10.4%
17 EFX EQUIFAX INC Industrials 107,942.0 $19.4M 0.36% NEW $180.07 -14.5%
18 AEM AGNICO EAGLE MINES LTD Basic Materials 68,790.0 $19.4M 0.36% NEW $282.37 -41.0%
19 TD TORONTO DOMINION BK ONT Financial Services 147,262.0 $19.1M 0.36% NEW $129.92 -8.2%
20 ABBV ABBVIE INC Healthcare 86,880.0 $18.9M 0.35% NEW $217.49 -0.4%
Page 1 of 5  ·  86 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 37.8%
Financial Services 12.5%
Healthcare 11.6%
Communication Services 10.5%
Consumer Cyclical 9.7%
Industrials 6.5%
Consumer Defensive 6.3%
Utilities 3.6%
Real Estate 1.0%
Basic Materials 0.5%