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Portfolio (Quarterly) Guide ↗

DNB Asset Management AS

· CIK 0001456670
13F Portfolio $28.7B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 731 New
Page 11 of 37  ·  731 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EWBC East West Bancorp Inc Financial Services 152,561.0 $17.1M 0.06% NEW $112.39 +9.5%
202 MCO Moody's Corp Financial Services 33,340.0 $17.0M 0.06% NEW $510.85 -12.1%
203 FERG Ferguson Enterprises Inc Industrials 76,469.0 $17.0M 0.06% NEW $222.63 +0.3%
204 DLR Digital Realty Trust Inc Real Estate 109,266.0 $16.9M 0.06% NEW $154.71 +24.1%
205 ORLY O'Reilly Automotive Inc Consumer Cyclical 184,783.0 $16.9M 0.06% NEW $91.21 +0.6%
206 BK Bank of New York Mellon Corp Financial Services 145,157.0 $16.9M 0.06% NEW $116.09 +19.9%
207 PNC PNC Financial Services Group Inc Financial Services 80,214.0 $16.7M 0.06% NEW $208.73 +5.0%
208 XYL Xylem Inc/NY Industrials 122,820.0 $16.7M 0.06% NEW $136.18 -20.2%
209 TFC Truist Financial Corp Financial Services 339,357.0 $16.7M 0.06% NEW $49.21 -1.7%
210 NET Cloudflare Inc Technology 84,301.0 $16.6M 0.06% NEW $197.15 +9.6%
211 DASH DoorDash Inc Communication Services 73,081.0 $16.6M 0.06% NEW $226.48 -29.2%
212 PODD Insulet Corp Healthcare 58,161.0 $16.5M 0.06% NEW $284.24 -45.5%
213 USB US Bancorp Financial Services 308,608.0 $16.5M 0.06% NEW $53.36 +2.8%
214 TGT Target Corp Consumer Defensive 168,423.0 $16.5M 0.06% NEW $97.75 +28.5%
215 HOOD Robinhood Markets Inc Financial Services 144,143.0 $16.3M 0.06% NEW $113.10 -34.9%
216 SBLK Star Bulk Carriers Corp Industrials 817,099.0 $15.7M 0.06% NEW $19.22 +37.4%
217 MNST Monster Beverage Corp Consumer Defensive 202,642.0 $15.5M 0.05% NEW $76.67 +13.2%
218 AME AMETEK Inc Industrials 75,388.0 $15.5M 0.05% NEW $205.31 +9.4%
219 URI United Rentals Inc Industrials 19,015.0 $15.4M 0.05% NEW $809.32 +16.0%
220 PAYX Paychex Inc Industrials 135,227.0 $15.2M 0.05% NEW $112.18 -13.5%
Page 11 of 37  ·  731 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 39.6%
Communication Services 14.4%
Financial Services 13.7%
Consumer Cyclical 10.7%
Healthcare 7.7%
Industrials 5.3%
Consumer Defensive 3.1%
Utilities 1.9%
Energy 1.8%
Real Estate 1.0%