Filing analysis
Storebrand Asset Management As
13F-HR · period Q2 2026 · filed Aug 12, 2026
$40.61BReported 13F value
762Positions
+22New
333Increased
293Reduced
−30Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| JNJ Johnson & Johnson | $86.93M | 0.2% |
| TRI Thomson Reuters Corporation | $76.99M | 0.2% |
| AMKR Amkor Technology, Inc. | $18.09M | 0.0% |
| BTSG BrightSpring Health Services… | $16.76M | 0.0% |
| TTMI TTM Technologies, Inc. | $15.71M | 0.0% |
| OPCH Option Care Health, Inc. | $14.08M | 0.0% |
| FCFS FirstCash Holdings, Inc | $13.24M | 0.0% |
| FDXF FedEx Freight Holding… | $11.16M | 0.0% |
| DY Dycom Industries, Inc. | $10.97M | 0.0% |
| VGNT Versigent PLC | $9.95M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▲ Add | +1.0% | $690.84M |
| AAPL Apple Inc. | ▲ Add | +3.3% | $2.41B |
| AMD Advanced Micro Devices, Inc. | ▲ Add | +1.6% | $500.29M |
| NVDA NVIDIA Corporation | ▼ Trim | -1.1% | $2.75B |
| GOOGL Alphabet Inc. | ▼ Trim | -0.2% | $1.22B |
| INTC Intel Corp. | ▲ Add | +3.1% | $318.42M |
| AMZN Amazon.com, Inc. | ▲ Add | +1.5% | $1.40B |
| AMAT Applied Materials, Inc. | ▼ Trim | -2.4% | $368.24M |
| LRCX Lam Research Corporation | ▼ Trim | -6.5% | $366.06M |
| GOOG Alphabet Inc. | ▼ Trim | -4.4% | $1.05B |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.