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Portfolio (Quarterly) Guide ↗

DNB Asset Management AS

· CIK 0001456670
13F Portfolio $28.0B AUM 1,235 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 527 New 503 Added 181 Reduced 23 Exited
Page 11 of 62  ·  1,235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CSX CSX Corp Industrials 432,751.0 $17.8M 0.06% +40K +10.2% $41.05 +10.9%
202 PNC PNC Financial Services Group Inc Financial Services 85,364.0 $17.8M 0.06% +5K +6.4% $208.09 +5.4%
203 USB US Bancorp Financial Services 341,459.0 $17.8M 0.06% +33K +10.6% $52.01 +5.4%
204 FSLR First Solar Inc Energy 89,910.0 $17.7M 0.06% +7K +8.9% $197.26 +30.7%
205 SLB SLB Ltd Energy 344,647.0 $17.7M 0.06% +31K +9.9% $51.39 +11.5%
206 RSG Republic Services Inc Industrials 80,706.0 $17.7M 0.06% +30K +58.0% $219.02 -4.6%
207 AMT American Tower Corp Real Estate 101,972.0 $17.6M 0.06% -18K -15.3% $172.58 +6.5%
208 TGT Target Corp Consumer Defensive 145,052.0 $17.6M 0.06% -23K -13.9% $121.20 +3.6%
209 CTSH Cognizant Technology Solutions Corp Technology 284,948.0 $17.5M 0.06% +121K +73.7% $61.35 -14.0%
210 KDP Keurig Dr Pepper Inc Consumer Defensive 660,972.0 $17.4M 0.06% +26K +4.0% $26.33 +10.6%
211 ADM Archer-Daniels-Midland Co Consumer Defensive 239,092.0 $17.4M 0.06% +94K +64.6% $72.69 +6.6%
212 AME AMETEK Inc Industrials 80,562.0 $17.3M 0.06% +5K +6.9% $214.36 +4.7%
213 VLO Valero Energy Corp Energy 69,638.0 $17.2M 0.06% +6K +9.6% $247.08 -0.0%
214 SBLK Star Bulk Carriers Corp Industrials 743,785.0 $17.1M 0.06% -73K -9.0% $22.96 +15.0%
215 SATS EchoStar Corp Technology 145,469.0 $17.0M 0.06% +117K +408.4% $117.07 +6.1%
216 MPC Marathon Petroleum Corp Energy 69,578.0 $17.0M 0.06% +8K +12.2% $244.18 +4.3%
217 PSX Phillips 66 Energy 92,980.0 $16.9M 0.06% +8K +9.3% $182.18 -2.5%
218 CDNS Cadence Design Systems Inc Technology 60,193.0 $16.7M 0.06% +4K +6.8% $277.87 +34.4%
219 SNPS Synopsys Inc Technology 41,838.0 $16.6M 0.06% -29K -41.2% $396.48 +32.3%
220 ROL Rollins Inc Consumer Cyclical 309,511.0 $16.5M 0.06% +240K +348.0% $53.41 +0.1%
Page 11 of 62  ·  1,235 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 37.4%
Communication Services 13.3%
Financial Services 12.3%
Consumer Cyclical 10.9%
Healthcare 7.6%
Industrials 6.8%
Consumer Defensive 3.5%
Energy 3.3%
Utilities 2.4%
Basic Materials 1.4%