مقارنة المحفظة
PFA Pension, Forsikringsaktieselskab
Q1 2026 ⇄ Q2 2026
+62تمت الإضافة
−24محذوف
200تمت إعادة الحجم
3دون تغيير
تمت الإضافة (Q2 2026)
محذوف (كان محتفظًا به في Q1 2026)
| الورقة المالية | القيمة السابقة | الأسهم آنذاك |
|---|---|---|
| EMN EASTMAN CHEM CO | $47.25M | 619.10K |
| KMB KIMBERLY-CLARK CORP | $46.44M | 481.34K |
| TAP MOLSON COORS BEVERAGE… | $44.80M | 1.04M |
| SEIC SEI INVTS CO | $40.75M | 519.31K |
| EQH EQUITABLE HLDGS INC | $37.96M | 1.02M |
| AIZ ASSURANT INC | $32.56M | 149.49K |
| TRMB TRIMBLE INC | $15.49M | 237.52K |
| SOLS SOLSTICE ADVANCED… | $14.15M | 185.84K |
| DT DYNATRACE INC | $13.01M | 351.91K |
| LEN LENNAR CORP | $10.00M | 115.11K |
| DOCU DOCUSIGN INC | $9.80M | 206.65K |
| PAYC PAYCOM SOFTWARE INC | $6.34M | 52.18K |
| IOT SAMSARA INC | $5.37M | 169.51K |
| AFRM AFFIRM HLDGS INC | $4.90M | 106.84K |
| GRAB GRAB HOLDINGS LIMITED | $4.65M | 1.27M |
| VSNT VERSANT MEDIA GROUP… | $4.39M | 118.59K |
| CCI CROWN CASTLE INC | $4.14M | 50.97K |
| UAL UNITED AIRLS HLDGS INC | $1.96M | 21.26K |
| CHWY CHEWY INC | $1.95M | 72.30K |
| ULS UL SOLUTIONS INC | $1.90M | 22.12K |
| AU ANGLOGOLD ASHANTI PLC | $1.89M | 19.40K |
| AER AERCAP HOLDINGS NV | $1.89M | 13.76K |
| PRI PRIMERICA INC | $1.85M | 7.39K |
| MNST MONSTER BEVERAGE CORP… | $1.73M | 23.88K |
مراكز أُعيد حجمها
| الورقة المالية | Q1 2026 الأسهم | Q2 2026 الأسهم | التغيير |
|---|---|---|---|
| HIG HARTFORD INSURANCE… | 13.85K | 575.20K | +4053.4% |
| BKNG BOOKING HOLDINGS INC | 19.35K | 526.87K | +2622.6% |
| GWW WW GRAINGER INC | 1.73K | 41.67K | +2304.8% |
| AON AON PLC | 6.77K | 145.12K | +2043.9% |
| ITW ILLINOIS TOOL WKS INC | 24.45K | 353.26K | +1345.1% |
| INCY INCYTE CORP | 19.90K | 252.51K | +1168.9% |
| GEN GEN DIGITAL INC | 159.31K | 1.80M | +1027.1% |
| KLAC KLA CORP | 95.46K | 943.97K | +888.9% |
| WTW WILLIS TOWERS WATSON… | 18.54K | 174.30K | +840.4% |
| ROST ROSS STORES INC | 32.05K | 295.10K | +820.8% |
| KIM KIMCO REALTY CORP | 362.94K | 3.07M | +744.8% |
| WELL WELLTOWER INC | 39.24K | 254.76K | +549.3% |
| CVNA CARVANA CO | 64.26K | 320.62K | +399.0% |
| JCI JOHNSON CONTROLS… | 55.68K | 269.81K | +384.6% |
| PODD INSULET CORP | 39.63K | 149.33K | +276.9% |
| HSY HERSHEY CO | 90.30K | 318.28K | +252.5% |
| MTB M & T BK CORP | 86.81K | 293.10K | +237.6% |
| AIG AMERICAN INTL GROUP INC | 147.45K | 479.85K | +225.4% |
| VEEV VEEVA SYS INC | 46.98K | 151.69K | +222.8% |
| FIS FIDELITY NATL… | 258.34K | 770.26K | +198.2% |
| DG DOLLAR GEN CORP | 92.63K | 253.14K | +173.3% |
| LULU LULULEMON ATHLETICA INC | 70.11K | 169.61K | +141.9% |
| CINF CINCINNATI FINL CORP | 198.46K | 464.08K | +133.8% |
| CBOE CBOE GLOBAL MKTS INC | 83.63K | 193.01K | +130.8% |
| CPAY CORPAY INC | 45.23K | 102.60K | +126.8% |
| EWBC EAST WEST BANCORP INC | 19.42K | 43.01K | +121.5% |
| AME AMETEK INC | 272.48K | 548.96K | +101.5% |
| APTV APTIV PLC | 138.23K | 277.92K | +101.0% |
| PKG PACKAGING CORP AMER | 361.47K | 447 | -99.9% |
| WRB BERKLEY W R CORP | 791.29K | 2.14K | -99.7% |
| RS RELIANCE INC | 196.35K | 574 | -99.7% |
| DHI D R HORTON INC | 228.51K | 690 | -99.7% |
| CNC CENTENE CORP DEL | 621.98K | 2.06K | -99.7% |
| HLT HILTON WORLDWIDE HLDGS… | 299.46K | 1.02K | -99.7% |
| DXCM DEXCOM INC | 345.04K | 1.19K | -99.7% |
| BRO BROWN & BROWN INC | 575.88K | 2.27K | -99.6% |
| VRSN VERISIGN INC | 139.19K | 583 | -99.6% |
| CHRW C H ROBINSON WORLDWIDE… | 197.05K | 832 | -99.6% |
| PLD PROLOGIS INC. | 755.73K | 3.37K | -99.6% |
| LPLA LPL FINL HLDGS INC | 114.85K | 535 | -99.5% |
| HPQ HP INC | 1.39M | 6.69K | -99.5% |
| OTIS OTIS WORLDWIDE CORP | 557.80K | 2.72K | -99.5% |
| RSG REPUBLIC SVCS INC | 385.44K | 2.51K | -99.3% |
| BG BUNGE GLOBAL SA | 281.10K | 1.85K | -99.3% |
| MDLZ MONDELEZ INTL INC | 1.24M | 8.30K | -99.3% |
| PCAR PACCAR INC | 554.69K | 3.73K | -99.3% |
| ALNY ALNYLAM PHARMACEUTICALS… | 59.70K | 434 | -99.3% |
| DHR DANAHER CORP DEL | 300.68K | 2.21K | -99.3% |
| INSM INSMED INC | 114.79K | 1.01K | -99.1% |
| HPE HEWLETT PACKARD… | 698.54K | 6.75K | -99.0% |
| PANW PALO ALTO NETWORKS INC | 365.42K | 3.60K | -99.0% |
| DOV DOVER CORP | 125.47K | 1.43K | -98.9% |
| KKR KKR & CO INC | 215.46K | 2.69K | -98.8% |
| HUM HUMANA INC | 34.79K | 489 | -98.6% |
| WSO WATSCO INC | 19.03K | 359 | -98.1% |
| TXT TEXTRON INC | 190.94K | 3.97K | -97.9% |
| FLTR.L FLUTTER ENTMT PLC | 35.16K | 775 | -97.8% |
| HUBS HUBSPOT INC | 41.78K | 81.55K | +95.2% |
| PHM PULTE GROUP INC | 344.86K | 21.67K | -93.7% |
| PINS PINTEREST INC | 1.16M | 98.57K | -91.5% |
| REG REGENCY CTRS CORP | 810.03K | 74.72K | -90.8% |
| EA ELECTRONIC ARTS INC | 75.06K | 141.50K | +88.5% |
| CMG CHIPOTLE MEXICAN GRILL… | 859.78K | 142.03K | -83.5% |
| MET METLIFE INC | 939.94K | 173.65K | -81.5% |
| CDW CDW CORP | 158.12K | 284.25K | +79.8% |
| F FORD MTR CO | 2.13M | 3.80M | +78.2% |
| TTD THE TRADE DESK INC | 449.12K | 797.24K | +77.5% |
| RPRX ROYALTY PHARMA PLC | 1.12M | 261.87K | -76.6% |
| ACGL ARCH CAP GROUP LTD | 302.18K | 525.28K | +73.8% |
| GPN GLOBAL PMTS INC | 287.71K | 493.91K | +71.7% |
| LVS LAS VEGAS SANDS CORP | 125.46K | 36.11K | -71.2% |
| MSCI MSCI INC | 46.55K | 79.20K | +70.1% |
| KVUE KENVUE INC | 1.73M | 2.87M | +66.5% |
| ULTA ULTA BEAUTY INC | 41.42K | 68.60K | +65.6% |
| P EVERPURE INC | 231.39K | 82.93K | -64.2% |
| CB CHUBB LIMITED | 249.97K | 405.31K | +62.1% |
| FI FISERV INC | 294.34K | 476.49K | +61.9% |
| ROK ROCKWELL AUTOMATION INC | 120.69K | 194.99K | +61.6% |
| CBRE CBRE GROUP INC | 431.90K | 176.00K | -59.2% |
| LYB LYONDELLBASELL… | 140.59K | 223.85K | +59.2% |
| STLD STEEL DYNAMICS INC | 223.02K | 91.70K | -58.9% |
| MEDP MEDPACE HLDGS INC | 11.59K | 4.86K | -58.1% |
| TEL TE CONNECTIVITY PLC | 190.83K | 301.32K | +57.9% |
| CRDO CREDO TECHNOLOGY GROUP… | 84.10K | 127.93K | +52.1% |
| EQIX EQUINIX INC | 89.48K | 43.20K | -51.7% |
| TT TRANE TECHNOLOGIES PLC | 172.18K | 84.22K | -51.1% |
| OMC OMNICOM GROUP INC | 660.78K | 323.71K | -51.0% |
| HON HONEYWELL INTL INC | 473.25K | 236.31K | -50.1% |
| ZBRA ZEBRA TECHNOLOGIES… | 100.22K | 149.90K | +49.6% |
| PG PROCTER & GAMBLE CO | 1.32M | 667.20K | -49.5% |
| ORLY OREILLY AUTOMOTIVE INC | 622.63K | 319.45K | -48.7% |
| EXPD EXPEDITORS INTL WASH INC | 387.95K | 200.94K | -48.2% |
| ENS ENERSYS | 31.71K | 16.71K | -47.3% |
| FLEX FLEX LTD | 443.56K | 648.10K | +46.1% |
| ADBE ADOBE INC | 246.15K | 354.50K | +44.0% |
| FERG FERGUSON ENTERPRISES INC | 281.34K | 162.28K | -42.3% |
| KO COCA COLA CO | 2.37M | 1.37M | -42.1% |
| IBKR INTERACTIVE BROKERS… | 268.85K | 157.74K | -41.3% |
| LOW LOWES COS INC | 315.41K | 186.49K | -40.9% |
| RDDT REDDIT INC | 54.60K | 76.82K | +40.7% |
| HWM HOWMET AEROSPACE INC | 414.71K | 252.83K | -39.0% |
| FICO FAIR ISAAC CORP | 12.97K | 17.93K | +38.3% |
| MELI MERCADOLIBRE INC | 32.70K | 20.22K | -38.1% |
| SYK STRYKER CORPORATION | 265.02K | 164.33K | -38.0% |
| WM WASTE MGMT INC DEL | 467.98K | 291.81K | -37.6% |
| BLK BLACKROCK INC | 85.35K | 53.31K | -37.5% |
| PAYX PAYCHEX INC | 668.70K | 418.43K | -37.4% |
| CTVA CORTEVA INC | 1.15M | 719.26K | -37.3% |
| WAB WABTEC | 385.37K | 241.81K | -37.3% |
| TPR TAPESTRY INC | 221.86K | 304.36K | +37.2% |
| ELV ELEVANCE HEALTH INC… | 187.37K | 118.35K | -36.8% |
| BX BLACKSTONE INC | 406.54K | 258.64K | -36.4% |
| DASH DOORDASH INC | 206.24K | 131.42K | -36.3% |
| NOW SERVICENOW INC | 587.30K | 793.47K | +35.1% |
| THC TENET HEALTHCARE CORP | 8.17K | 11.04K | +35.1% |
| GDDY GODADDY INC | 328.18K | 213.24K | -35.0% |
| SNA SNAP ON INC | 199.48K | 132.07K | -33.8% |
| NUE NUCOR CORP | 249.56K | 166.60K | -33.2% |
| CMI CUMMINS INC | 179.49K | 120.16K | -33.1% |
| BMY BRISTOL-MYERS SQUIBB CO | 1.60M | 2.11M | +32.5% |
مقارنة خام لأعداد الأسهم بين الربعين المحدَّدين (كما أُبلغ عنها؛ لا تُعدَّل عمليات التجزئة بين الأرباع البعيدة هنا؛ أما تبويبات التغيير الربعي في صفحة المدير فمعدَّلة للتجزئة). المراكز في الأسهم العادية ذات التيكرات المعيَّنة فحسب.
المصدر: كلا اللقطتين مستقاتان من جداول معلومات تقارير 13F المُحلَّلة للمدير (أحدث النسخ المقبولة).
← العودة إلى سجل المدير