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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 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GE GE AEROSPACE Industrials 69,564.0 $26.0M 0.41% +4K +6.4% $373.73 -6.5%
62 TRMB TRIMBLE INC Technology 502,817.0 $25.7M 0.41% +132K +35.6% $51.18 +16.1%
63 MRK MERCK & CO INC Healthcare 198,763.0 $25.5M 0.41% +9K +4.5% $128.50 +21.7%
64 AZO AUTOZONE INC Consumer Cyclical 7,963.0 $25.4M 0.41% -1K -13.4% $3195.94 -5.3%
65 OXY OCCIDENTAL PETE CORP Energy 523,258.0 $25.4M 0.41% NEW $48.57 +20.3%
66 GLW CORNING INC Technology 98,598.0 $25.2M 0.40% +5K +5.4% $255.43 -42.4%
67 LRCX LAM RESEARCH CORP Technology 58,037.0 $25.1M 0.40% +3K +6.3% $433.33 -27.4%
68 ABBV ABBVIE INC Healthcare 93,612.0 $23.6M 0.38% +7K +7.8% $251.64 +5.6%
69 SPGI S&P GLOBAL INC Financial Services 56,535.0 $23.0M 0.37% -8K -12.1% $407.26 +6.3%
70 CSCO CISCO SYS INC Technology 195,996.0 $23.0M 0.37% +11K +6.0% $117.46 -5.4%
71 TXN TEXAS INSTRS INC Technology 75,946.0 $22.6M 0.36% +4K +6.0% $298.07 -12.8%
72 ALLY ALLY FINL INC Financial Services 477,879.0 $22.0M 0.35% -160K -25.1% $45.95 -7.3%
73 GS GOLDMAN SACHS GROUP INC Financial Services 21,556.0 $21.8M 0.35% +1K +5.7% $1011.37 +4.7%
74 PG PROCTER & GAMBLE CO Consumer Defensive 148,161.0 $21.7M 0.35% -45K -23.3% $146.64 -0.8%
75 HONEYWELL INTL INC 96,805.0 $21.7M 0.35% NEW $223.90
76 HONEYWELL AEROSPACE INC 96,805.0 $21.4M 0.34% NEW $221.08
77 SSNC SS&C TECH HLDGS Technology 341,786.0 $21.2M 0.34% +142K +70.9% $62.05 +33.7%
78 MCD MCDONALDS CORP Consumer Cyclical 77,830.0 $21.0M 0.34% -25K -24.4% $270.31 -0.8%
79 OWL BLUE OWL CAPITAL INC Financial Services 2,362,278.0 $20.7M 0.33% +956K +68.0% $8.75 +34.7%
80 RRX REGAL REXNORD CORPORATION Industrials 86,000.0 $20.5M 0.33% NEW $238.19 -31.9%
Page 4 of 10  ·  184 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%