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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 20 of 37  ·  731 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HRL Hormel Foods Corp Consumer Defensive 274,219.0 $6.5M 0.02% NEW $23.70 -11.9%
382 SYF Synchrony Financial Financial Services 77,736.0 $6.5M 0.02% NEW $83.43 -13.8%
383 THC Tenet Healthcare Corp Healthcare 32,580.0 $6.5M 0.02% NEW $198.72 -11.2%
384 Klarna Group PLC 223,572.0 $6.5M 0.02% NEW $28.88
385 MTB M&T Bank Corp Financial Services 32,009.0 $6.4M 0.02% NEW $201.48 +6.8%
386 PNR Pentair PLC Industrials 61,824.0 $6.4M 0.02% NEW $104.14 -29.4%
387 CIEN Ciena Corp Technology 27,527.0 $6.4M 0.02% NEW $233.87 +157.6%
388 TEVA Teva Pharmaceutical-Sp Adr Healthcare 205,464.0 $6.4M 0.02% NEW $31.21 +10.9%
389 OWL Blue Owl Capital Inc Financial Services 422,491.0 $6.3M 0.02% NEW $14.94 -32.4%
390 CCL Carnival Corp Consumer Cyclical 205,873.0 $6.3M 0.02% NEW $30.54 -12.5%
391 AVAV AeroVironment Inc Industrials 25,853.0 $6.3M 0.02% NEW $241.89 -24.7%
392 TER Teradyne Inc Technology 32,301.0 $6.3M 0.02% NEW $193.56 +101.0%
393 SMCI Super Micro Computer Inc Technology 213,036.0 $6.2M 0.02% NEW $29.27 +26.8%
394 MTD Mettler-Toledo International Inc Healthcare 4,423.0 $6.2M 0.02% NEW $1394.19 -21.0%
395 DG Dollar General Corp Consumer Defensive 46,285.0 $6.1M 0.02% NEW $132.77 -22.0%
396 BR Broadridge Financial Solutions Inc Technology 27,455.0 $6.1M 0.02% NEW $223.17 -34.2%
397 EOSE Eos Energy Enterprises Inc Industrials 530,534.0 $6.1M 0.02% NEW $11.46 -23.8%
398 FITB Fifth Third Bancorp Financial Services 129,056.0 $6.0M 0.02% NEW $46.81 +6.4%
399 MKL Markel Group Inc Financial Services 2,810.0 $6.0M 0.02% NEW $2149.65 -13.5%
400 RIVN Rivian Automotive Inc Consumer Cyclical 305,764.0 $6.0M 0.02% NEW $19.71 -27.0%
Page 20 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%