STOREBRAND ASSET MANAGEMENT AS
Q2 2026 13F filing
Updated 29 days ago762 disclosed positions worth $40.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $2.8B | 13.76M | 6.78% | — |
| 2 | A AAPL APPLE INC | $2.4B | 8.32M | 5.93% | — |
| 3 | M MSFT MICROSOFT CORP | $1.5B | 4.07M | 3.73% | — |
| 4 | A AMZN AMAZON COM INC | $1.4B | 5.87M | 3.45% | — |
| 5 | G GOOGN ALPHABET INC | $1.2B | 3.42M | 3.01% | — |
| 6 | G GOOGN ALPHABET INC | $1.1B | 2.97M | 2.59% | — |
| 7 | A AVGO BROADCOM INC | $929.7M | 2.46M | 2.29% | — |
| 8 | M MU MICRON TECHNOLOGY INC | $690.8M | 598.5K | 1.70% | — |
| 9 | M META META PLATFORMS INC | $668.5M | 1.19M | 1.65% | — |
| 10 | T TSLA TESLA INC | $657M | 1.56M | 1.62% | — |
| 11 | V V VISA INC | $615.1M | 1.79M | 1.51% | — |
| 12 | L LLY ELI LILLY & CO | $565.8M | 471.7K | 1.39% | — |
| 13 | J JPM-PM JPMORGAN CHASE & CO | $562.5M | 1.72M | 1.39% | — |
| 14 | A AMD ADVANCED MICRO DEVICES INC | $500.3M | 861.2K | 1.23% | — |
| 15 | M MA MASTERCARD INCORPORATED | $389.3M | 757.9K | 0.96% | — |
| 16 | A AMAT APPLIED MATLS INC | $368.2M | 509.3K | 0.91% | — |
| 17 | L LRCX LAM RESEARCH CORP | $366.1M | 844.8K | 0.90% | — |
| 18 | C CSCO CISCO SYS INC | $345.5M | 2.94M | 0.85% | — |
| 19 | I INTC INTEL CORP | $318.4M | 2.28M | 0.78% | — |
| 20 | W WM WASTE MGMT INC DEL | $309.3M | 1.39M | 0.76% | — |
| 21 | P PANW PALO ALTO NETWORKS INC | $295.3M | 866.0K | 0.73% | — |
| 22 | P PWR QUANTA SVCS INC | $284.9M | 395.7K | 0.70% | — |
| 23 | K KLAC KLA CORP | $280.5M | 929.8K | 0.69% | — |
| 24 | A ABBV ABBVIE INC | $271.4M | 1.08M | 0.67% | — |
| 25 | B BAC-PS BANK OF AMER CORP | $266.1M | 4.67M | 0.66% | — |
| 26 | A ABT ABBOTT LABORATORIES | $259.5M | 2.86M | 0.64% | — |
| 27 | K KO COCA COLA CO | $256.1M | 3.15M | 0.63% | — |
| 28 | P PG PROCTER & GAMBLE CO | $247.6M | 1.69M | 0.61% | — |
| 29 | G GS-PD GOLDMAN SACHS GROUP INC | $236M | 233.4K | 0.58% | — |
| 30 | C C-PR CITIGROUP INC | $224.3M | 1.60M | 0.55% | — |
| 31 | M MRK MERCK & CO INC | $216.6M | 1.69M | 0.53% | — |
| 32 | C CRWD CROWDSTRIKE HLDGS INC | $209.9M | 275.0K | 0.52% | — |
| 33 | L LIN LINDE PLC | $196.7M | 379.1K | 0.48% | — |
| 34 | U UNH UNITEDHEALTH GROUP INC | $191.4M | 460.6K | 0.47% | — |
| 35 | W WDC WESTERN DIGITAL CORP | $190.6M | 298.4K | 0.47% | — |
| 36 | M MCO MOODYS CORP | $186.1M | 411.0K | 0.46% | — |
| 37 | H HD HOME DEPOT INC | $182.6M | 517.7K | 0.45% | — |
| 38 | D DELL DELL TECHNOLOGIES INC | $181.8M | 421.4K | 0.45% | — |
| 39 | G GLW CORNING INC | $180.8M | 707.7K | 0.45% | — |
| 40 | W WELL WELLTOWER INC | $179.5M | 791.0K | 0.44% | — |
| 41 | N NFLX NETFLIX INC. | $174.7M | 2.45M | 0.43% | — |
| 42 | M MS-PP MORGAN STANLEY | $174.3M | 833.8K | 0.43% | — |
| 43 | S STX SEAGATE TECHNOLOGY HLDNGS PL | $170.6M | 176.8K | 0.42% | — |
| 44 | V VZ VERIZON COMMUNICATIONS INC | $166.9M | 3.94M | 0.41% | — |
| 45 | M MRSH MARSH & MCLENNAN COS INC | $162.5M | 974.7K | 0.40% | — |
| 46 | M MSCI MSCI INC | $161M | 287.5K | 0.40% | — |
| 47 | R RSG REPUBLIC SVCS INC | $158.9M | 745.7K | 0.39% | — |
| 48 | A AWK AMERICAN WTR WKS CO INC NEW | $154.2M | 1.17M | 0.38% | — |
| 49 | D DE DEERE & CO | $149.9M | 236.3K | 0.37% | — |
| 50 | T TXN TEXAS INSTRS INC | $149.3M | 501.1K | 0.37% | — |