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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 27 of 62  ·  1,235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FCNCA First Citizens BancShares Inc/NC Financial Services 1,735.0 $3.3M 0.01% +59.0 +3.5% $1884.66 +5.5%
522 CRDO Credo Technology Group Holding Ltd Technology 34,818.0 $3.3M 0.01% +5K +15.8% $93.87 +132.5%
523 MDLN Medline Inc. Healthcare 72,650.0 $3.2M 0.01% -35K -32.5% $44.50 -18.8%
524 AVY Avery Dennison Corp Industrials 18,673.0 $3.2M 0.01% +2K +9.9% $172.68 -7.4%
525 INCY Incyte Corp Healthcare 34,157.0 $3.2M 0.01% +1K +3.4% $94.12 +3.1%
526 TYL Tyler Technologies Inc Technology 9,289.0 $3.2M 0.01% +130.0 +1.4% $342.38 -11.7%
527 KIM Kimco Realty Corp Real Estate 141,079.0 $3.2M 0.01% +10K +7.8% $22.47 +9.2%
528 BFLY Butterfly Network Inc Healthcare 780,335.0 $3.2M 0.01% $4.04 +13.0%
529 WPC WP Carey Inc Real Estate 46,211.0 $3.1M 0.01% +7K +18.5% $67.96 +9.5%
530 MAA Mid-America Apartment Communities Inc Real Estate 25,495.0 $3.1M 0.01% +4K +17.9% $122.12 +7.5%
531 RPM RPM International Inc Basic Materials 31,293.0 $3.1M 0.01% +5K +20.5% $99.40 +7.2%
532 Aptiv PLC 44,408.0 $3.1M 0.01% +4K +9.9% $69.44
533 RGLD Royal Gold Inc Basic Materials 12,100.0 $3.1M 0.01% +11K +988.1% $254.49 -13.1%
534 KOPN Kopin Corp Technology 1,364,621.0 $3.1M 0.01% +70K +5.4% $2.25 +152.0%
535 INVH Invitation Homes Inc Real Estate 123,461.0 $3.1M 0.01% +8K +6.8% $24.85 +18.5%
536 TW Tradeweb Markets Inc Financial Services 26,021.0 $3.1M 0.01% +5K +21.6% $117.66 -14.5%
537 ZS Zscaler Inc Technology 21,697.0 $3.0M 0.01% +1K +5.1% $140.29 -9.6%
538 GPC Genuine Parts Co Consumer Cyclical 28,757.0 $3.0M 0.01% +1K +4.8% $105.75 -6.0%
539 ALAB Astera Labs Inc Technology 27,660.0 $3.0M 0.01% +2K +7.2% $109.60 +190.9%
540 ATI ATI Inc Industrials 20,789.0 $3.0M 0.01% +19K +959.6% $145.46 +16.8%
Page 27 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%