PFA Pension, Forsikringsaktieselskab quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, PFA Pension, Forsikringsaktieselskab opened 65 positions, added to 167, reduced 181, sold out of 25 and left 3 unchanged. The largest increase in value was MU (+$563,393,056); the largest decrease was HONZZZZ (-$106,969,285).
- LRCX: Country of operation United States; Class COM NEW; Shares 2026-03-31 982,050; Shares 2026-06-30 926,200.
- AMZN: Country of operation United States; Class COM; Shares 2026-03-31 5,374,012; Shares 2026-06-30 5,373,533.
- PLD: Country of operation United States; Class COM; Shares 2026-03-31 755,733; Shares 2026-06-30 3,372.
- PG: Country of operation United States; Class COM; Shares 2026-03-31 1,320,983; Shares 2026-06-30 667,198.
Two Form 13F-HR filings compared (SEC CIK 1730073): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 982,050 | 926,200 | -55,850 | $209,824,902 | $401,350,272 | +$191,525,370 |
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AMZN
AMAZON COM INC | United States | COM | 5,374,012 | 5,373,533 | -479 | $1,119,245,392 | $1,280,727,942 | +$161,482,550 |
|---|
PLD
PROLOGIS INC. | United States | COM | 755,733 | 3,372 | -752,361 | $99,892,805 | $456,805 | -$99,436,000 |
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PG
PROCTER & GAMBLE CO | United States | COM | 1,320,983 | 667,198 | -653,785 | $190,802,807 | $97,837,902 | -$92,964,905 |
|---|
HLT
HILTON WORLDWIDE HLDGS INC | United States | COM | 299,458 | 1,025 | -298,433 | $91,059,292 | $338,722 | -$90,720,570 |
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STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 156,607 | 153,812 | -2,795 | $61,352,223 | $148,428,816 | +$87,076,593 |
|---|
RSG
REPUBLIC SVCS INC | United States | COM | 385,445 | 2,509 | -382,936 | $84,420,223 | $534,618 | -$83,885,605 |
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WDC
WESTERN DIGITAL CORP | United States | COM | 318,651 | 264,071 | -54,580 | $86,191,819 | $168,667,494 | +$82,475,675 |
|---|
PKG
PACKAGING CORP AMER | United States | COM | 361,466 | 447 | -361,019 | $76,710,242 | $106,511 | -$76,603,731 |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 1,243,154 | 8,297 | -1,234,857 | $71,655,402 | $479,898 | -$71,175,504 |
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KO
COCA COLA CO | United States | COM | 2,373,412 | 1,373,789 | -999,623 | $180,497,990 | $111,647,803 | -$68,850,187 |
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DELL
DELL TECHNOLOGIES INC | United States | CL C | 306,839 | 272,473 | -34,366 | $50,361,463 | $117,561,373 | +$67,199,910 |
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PCAR
PACCAR INC | United States | COM | 554,693 | 3,734 | -550,959 | $64,067,017 | $448,528 | -$63,618,489 |
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RS
RELIANCE INC | United States | COM | 196,351 | 574 | -195,777 | $59,675,069 | $214,446 | -$59,460,623 |
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GLW
CORNING INC | United States | COM | 512,724 | 503,729 | -8,995 | $69,715,034 | $128,667,508 | +$58,952,474 |
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GE
GE AEROSPACE | United States | COM NEW | 650,323 | 650,047 | -276 | $184,542,244 | $242,941,887 | +$58,399,643 |
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PANW
PALO ALTO NETWORKS INC | United States | COM | 365,421 | 3,596 | -361,825 | $58,584,250 | $1,226,308 | -$57,357,942 |
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DHR
DANAHER CORP DEL | United States | COM | 300,680 | 2,207 | -298,473 | $57,008,930 | $420,389 | -$56,588,541 |
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REG
REGENCY CTRS CORP | United States | COM | 810,029 | 74,716 | -735,313 | $61,286,760 | $5,957,854 | -$55,328,906 |
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WRB
BERKLEY W R CORP | United States | COM | 791,287 | 2,144 | -789,143 | $52,446,510 | $151,216 | -$52,295,294 |
|---|
MET
METLIFE INC | United States | COM | 939,942 | 173,654 | -766,288 | $66,472,665 | $14,692,865 | -$51,779,800 |
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GEV
GE VERNOVA INC | United States | COM | 164,704 | 160,026 | -4,678 | $143,770,459 | $188,007,938 | +$44,237,479 |
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OTIS
OTIS WORLDWIDE CORP | United States | COM | 557,796 | 2,719 | -555,077 | $42,994,904 | $194,680 | -$42,800,224 |
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EQIX
EQUINIX INC | United States | COM | 89,481 | 43,198 | -46,283 | $87,713,073 | $45,029,040 | -$42,684,033 |
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WM
WASTE MGMT INC DEL | United States | COM | 467,975 | 291,810 | -176,165 | $107,535,979 | $65,038,531 | -$42,497,448 |
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RPRX
ROYALTY PHARMA PLC | United States | SHS CLASS A | 1,118,911 | 261,865 | -857,046 | $53,674,161 | $14,682,771 | -$38,991,390 |
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PHM
PULTE GROUP INC | United States | COM | 344,862 | 21,668 | -323,194 | $40,559,246 | $2,973,001 | -$37,586,245 |
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BRO
BROWN & BROWN INC | United States | COM | 575,878 | 2,267 | -573,611 | $37,553,028 | $145,428 | -$37,407,600 |
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BKR
BAKER HUGHES COMPANY | United States | CL A | 2,580,263 | 2,194,527 | -385,736 | $157,525,085 | $121,796,256 | -$35,728,829 |
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BG
BUNGE GLOBAL SA | Switzerland | COM SHS | 281,096 | 1,852 | -279,244 | $35,755,474 | $197,664 | -$35,557,810 |
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SYK
STRYKER CORPORATION | United States | COM | 265,023 | 164,326 | -100,697 | $87,083,930 | $51,736,373 | -$35,347,557 |
|---|
CTVA
CORTEVA INC | United States | COM | 1,148,024 | 719,257 | -428,767 | $96,101,057 | $60,913,885 | -$35,187,172 |
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CBRE
CBRE GROUP INC | United States | CL A | 431,899 | 175,999 | -255,900 | $58,504,976 | $23,705,335 | -$34,799,641 |
|---|
VRSN
VERISIGN INC | United States | COM | 139,193 | 583 | -138,610 | $34,569,903 | $146,659 | -$34,423,244 |
|---|
LPLA
LPL FINL HLDGS INC | United States | COM | 114,846 | 535 | -114,311 | $34,549,142 | $150,699 | -$34,398,443 |
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LOW
LOWES COS INC | United States | COM | 315,408 | 186,487 | -128,921 | $74,524,696 | $41,118,617 | -$33,406,079 |
|---|
CTSH
COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 960,330 | 677,981 | -282,349 | $58,916,227 | $26,258,217 | -$32,658,010 |
|---|
CHRW
C H ROBINSON WORLDWIDE IN | United States | COM NEW | 197,054 | 832 | -196,222 | $32,724,801 | $156,699 | -$32,568,102 |
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TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 220,719 | 151,824 | -68,895 | $108,489,953 | $76,118,289 | -$32,371,664 |
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BAC
BANK OF AMER CORP | United States | COM | 3,872,414 | 3,870,171 | -2,243 | $188,780,182 | $220,522,366 | +$31,742,184 |
|---|
DHI
D R HORTON INC | United States | COM | 228,515 | 690 | -227,825 | $31,356,841 | $112,387 | -$31,244,454 |
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WAB
WABTEC | United States | COM | 385,374 | 241,811 | -143,563 | $96,308,890 | $65,192,189 | -$31,116,701 |
|---|
BLK
BLACKROCK INC | United States | COM | 85,351 | 53,306 | -32,045 | $82,083,171 | $51,257,176 | -$30,825,995 |
|---|
TT
TRANE TECHNOLOGIES PLC | | SHS | 172,183 | 84,224 | -87,959 | $71,755,644 | $41,367,379 | -$30,388,265 |
|---|
WFC
WELLS FARGO & CO | United States | COM | 1,840,662 | 1,408,144 | -432,518 | $146,535,100 | $116,368,983 | -$30,166,117 |
|---|
QCOM
QUALCOMM INC | United States | COM | 691,853 | 643,052 | -48,801 | $89,096,768 | $118,829,647 | +$29,732,879 |
|---|
HAL
HALLIBURTON CO | United States | COM | 3,408,103 | 3,076,122 | -331,981 | $132,881,949 | $104,434,343 | -$28,447,606 |
|---|
ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 622,632 | 319,454 | -303,178 | $57,475,120 | $29,418,482 | -$28,056,638 |
|---|
HWM
HOWMET AEROSPACE INC | United States | COM | 414,715 | 252,828 | -161,887 | $95,575,231 | $67,975,343 | -$27,599,888 |
|---|
FERG
FERGUSON ENTERPRISES INC | | COMMON STOCK NEW | 281,343 | 162,281 | -119,062 | $65,625,955 | $38,514,121 | -$27,111,834 |
|---|
HPQ
HP INC | United States | COM | 1,392,972 | 6,686 | -1,386,286 | $26,758,996 | $146,691 | -$26,612,305 |
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OMC
OMNICOM GROUP INC | United States | COM | 660,779 | 323,712 | -337,067 | $49,763,241 | $23,575,926 | -$26,187,315 |
|---|
ATO
ATMOS ENERGY CORP | United States | COM | 668,040 | 565,963 | -102,077 | $123,400,304 | $97,498,524 | -$25,901,780 |
|---|
DOV
DOVER CORP | United States | COM | 125,474 | 1,427 | -124,047 | $26,155,120 | $320,048 | -$25,835,072 |
|---|
ABT
ABBOTT LABORATORIES | United States | COM | 925,994 | 769,596 | -156,398 | $95,071,767 | $69,833,170 | -$25,238,597 |
|---|
BSX
BOSTON SCIENTIFIC CORP | United States | COM | 925,491 | 803,745 | -121,746 | $58,074,578 | $34,303,843 | -$23,770,735 |
|---|
EXPD
EXPEDITORS INTL WASH INC | United States | COM | 387,953 | 200,940 | -187,013 | $55,566,512 | $32,749,171 | -$22,817,341 |
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CMG
CHIPOTLE MEXICAN GRILL INC | United States | COM | 859,776 | 142,026 | -717,750 | $27,521,438 | $4,828,884 | -$22,692,554 |
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MELI
MERCADOLIBRE INC | | COM | 32,695 | 20,223 | -12,472 | $56,529,983 | $34,327,093 | -$22,202,890 |
|---|
EXC
EXELON CORP | United States | COM | 2,662,807 | 2,324,269 | -338,538 | $130,530,796 | $108,357,400 | -$22,173,396 |
|---|
DXCM
DEXCOM INC | United States | COM | 345,035 | 1,191 | -343,844 | $21,668,211 | $80,214 | -$21,587,997 |
|---|
MDT
MEDTRONIC PLC | Ireland | SHS | 908,213 | 735,493 | -172,720 | $78,696,675 | $57,537,582 | -$21,159,093 |
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KR
KROGER CO | United States | COM | 652,321 | 480,758 | -171,563 | $47,201,975 | $26,696,517 | -$20,505,458 |
|---|
PAYX
PAYCHEX INC | United States | COM | 668,703 | 418,426 | -250,277 | $61,600,909 | $41,143,876 | -$20,457,033 |
|---|
NI
NISOURCE INC | United States | COM | 2,400,019 | 1,928,014 | -472,005 | $111,984,875 | $91,677,069 | -$20,307,806 |
|---|
CNC
CENTENE CORP DEL | United States | COM | 621,978 | 2,059 | -619,919 | $20,363,547 | $132,167 | -$20,231,380 |
|---|
PFE
PFIZER INC | United States | COM | 3,071,444 | 2,742,119 | -329,325 | $86,246,138 | $66,030,231 | -$20,215,907 |
|---|
ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 496,372 | 472,069 | -24,303 | $78,069,422 | $58,116,471 | -$19,952,951 |
|---|
HUBB
HUBBELL INC | United States | COM | 146,809 | 99,579 | -47,230 | $72,045,010 | $52,099,935 | -$19,945,075 |
|---|
KKR
KKR & CO INC | United States | COM | 215,457 | 2,693 | -212,764 | $19,929,745 | $247,164 | -$19,682,581 |
|---|
ALNY
ALNYLAM PHARMACEUTICALS INC | United States | COM | 59,700 | 434 | -59,266 | $19,752,801 | $130,647 | -$19,622,154 |
|---|
SNA
SNAP ON INC | United States | COM | 199,477 | 132,075 | -67,402 | $72,454,154 | $53,147,043 | -$19,307,111 |
|---|
PINS
PINTEREST INC | United States | CL A | 1,164,572 | 98,567 | -1,066,005 | $21,358,253 | $2,072,864 | -$19,285,389 |
|---|
ETN
EATON CORP PLC | | SHS | 305,393 | 211,233 | -94,160 | $109,229,963 | $90,010,623 | -$19,219,340 |
|---|
STLD
STEEL DYNAMICS INC | United States | COM | 223,020 | 91,704 | -131,316 | $40,143,591 | $21,042,443 | -$19,101,148 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 1,305,502 | 1,168,197 | -137,305 | $121,255,000 | $102,532,638 | -$18,722,362 |
|---|
INSM
INSMED INC | United States | COM PAR $.01 | 114,788 | 1,008 | -113,780 | $18,770,141 | $107,473 | -$18,662,668 |
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CF
CF INDUSTRIES HOLD | United States | COM | 434,309 | 350,242 | -84,067 | $56,390,627 | $37,917,239 | -$18,473,388 |
|---|
MCD
MCDONALDS CORP | United States | COM | 378,296 | 367,327 | -10,969 | $117,570,543 | $99,292,098 | -$18,278,445 |
|---|
DDOG
DATADOG INC | United States | CL A COM | 166,137 | 141,940 | -24,197 | $19,612,521 | $36,955,598 | +$17,343,077 |
|---|
EME
EMCOR GROUP INC | United States | COM | 100,777 | 69,802 | -30,975 | $74,404,676 | $57,927,435 | -$16,477,241 |
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PNC
PNC FINL SVCS GROUP INC | United States | COM | 545,268 | 527,691 | -17,577 | $113,464,725 | $129,927,991 | +$16,463,266 |
|---|
TXT
TEXTRON INC | United States | COM | 190,939 | 3,971 | -186,968 | $16,718,618 | $364,260 | -$16,354,358 |
|---|
HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 698,545 | 6,749 | -691,796 | $16,632,346 | $304,447 | -$16,327,899 |
|---|
BX
BLACKSTONE INC | United States | COM | 406,539 | 258,640 | -147,899 | $46,747,898 | $30,434,186 | -$16,313,712 |
|---|
JBL
JABIL INC | United States | COM | 172,215 | 160,898 | -11,317 | $45,745,547 | $62,022,784 | +$16,277,237 |
|---|
ACM
AECOM | United States | COM | 697,347 | 618,067 | -79,280 | $59,148,969 | $43,141,108 | -$16,007,861 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 396,863 | 348,745 | -48,118 | $196,748,590 | $180,977,896 | -$15,770,694 |
|---|
TDG
TRANSDIGM GROUP INC | United States | COM | 68,332 | 47,672 | -20,660 | $79,193,844 | $63,501,191 | -$15,692,653 |
|---|
AMT
AMERICAN TOWER CORP | United States | COM | 294,273 | 215,362 | -78,911 | $50,785,603 | $35,226,785 | -$15,558,818 |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 3,307,815 | 3,245,087 | -62,728 | $94,967,367 | $79,666,895 | -$15,300,472 |
|---|
REGN
REGENERON PHARMACEUTICALS | United States | COM | 92,856 | 90,710 | -2,146 | $71,744,388 | $56,561,245 | -$15,183,143 |
|---|
CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 147,110 | 147,087 | -23 | $40,877,432 | $55,204,509 | +$14,327,077 |
|---|
UNP
UNION PAC CORP | United States | COM | 446,533 | 347,033 | -99,500 | $108,337,809 | $94,393,050 | -$13,944,759 |
|---|
TROW
PRICE T ROWE GROUP INC | United States | COM | 588,513 | 588,318 | -195 | $53,048,539 | $66,885,887 | +$13,837,348 |
|---|
VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 134,996 | 93,959 | -41,037 | $60,280,932 | $46,672,373 | -$13,608,559 |
|---|
FAST
FASTENAL CO | United States | COM | 1,448,334 | 1,119,469 | -328,865 | $67,202,682 | $53,768,083 | -$13,434,599 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 679,966 | 677,815 | -2,151 | $325,839,699 | $339,171,931 | +$13,332,232 |
|---|
URI
UNITED RENTALS INC | United States | COM | 70,767 | 57,032 | -13,735 | $51,557,876 | $64,611,312 | +$13,053,436 |
|---|
GM
GENERAL MTRS CO | United States | COM | 1,127,881 | 921,434 | -206,447 | $84,027,142 | $71,024,136 | -$13,003,006 |
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