Portföy farkı
PFA Pension, Forsikringsaktieselskab
Q1 2026 ⇄ Q2 2026
+62Eklendi
−24Kaldırıldı
200Yeniden boyutlandırıldı
3Değişmedi
Eklendi (Q2 2026)
Kaldırıldı (içinde tutuluyordu Q1 2026)
| Menkul kıymet | Önceki değer | O zamanki hisseler |
|---|---|---|
| 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 |
Yeniden boyutlandırılan pozisyonlar
| Menkul kıymet | Q1 2026 hisseler | Q2 2026 hisseler | Değişim |
|---|---|---|---|
| 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% |
Seçilen iki çeyrek arasında ham hisse adedi karşılaştırması (raporlandığı şekliyle; uzak çeyrekler arasındaki bölünmeler burada ayarlanmaz — yönetici sayfasındaki çeyreklik değişim sekmeleri bölünme açısından ayarlanmıştır). Yalnızca eşleştirilmiş tickerları olan adi hisse senedi pozisyonları.
Kaynak: Her iki anlık görüntü de yöneticinin ayrıştırılmış 13F bilgi tablolarından (en son kabul edilmiş versiyonlar) alınmıştır.
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