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13F holdings

STOREBRAND ASSET MANAGEMENT AS portfolio

Managed by . 773 reported positions worth $34.8B as of 2026-03-31, filed with the SEC on 2026-05-05. Parsed from the filing itself, not a reseller.

$34.8B
Book value
773
Positions
33%
Top 10 weight
+0
New this quarter
-0
Exited
134 days
Age today
How old this actually is

Every position on this page is a snapshot of 2026-03-31. It was already 35 days old on 2026-05-05, the day it first became public. Today it is 134 days old.

That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.

What changed

Positions opened and closed

This is the earliest 13F we hold for this manager, so there is nothing to compare it against. That is an absence of data, not a quarter in which nothing changed.

The book

Largest 150 of 773 holdings

TickerIssuerValueShares% of bookShares Δ
NVDANVIDIA CORPORATION$2.4B13,909,0836.97%
AAPLAPPLE INC$2.0B8,051,4975.87%
MSFTMICROSOFT CORP$1.5B4,069,3634.33%
AMZNAMAZON COM INC$1.2B5,787,9263.46%
GOOGLALPHABET INC$985.0M3,425,3682.83%
GOOGALPHABET INC$891.6M3,108,1562.56%
AVGOBROADCOM INC$780.1M2,520,4882.24%
METAMETA PLATFORMS INC$665.7M1,163,5141.91%
TSLATESLA INC$571.7M1,537,8571.64%
VVISA INC$534.9M1,769,9271.54%
JPMJPMORGAN CHASE & CO$496.2M1,686,8951.43%
LLYELI LILLY & CO$429.4M466,8361.23%
MAMASTERCARD INCORPORATED$378.5M757,5141.09%
WMWASTE MGMT INC DEL$306.4M1,333,3640.88%
ABTABBOTT LABORATORIES$284.2M2,768,1290.82%
CSCOCISCO SYS INC$247.0M3,183,8840.71%
PWRQUANTA SVCS INC$246.7M449,2980.71%
PGPROCTER & GAMBLE CO$242.3M1,677,2050.70%
KOCOCA COLA CO$240.7M3,165,3720.69%
ABBVABBVIE INC$226.6M1,041,9470.65%
NFLXNETFLIX INC.$225.9M2,349,1090.65%
BACBANK AMERICA CORP$225.1M4,616,9660.65%
MRKMERCK & CO INC$210.4M1,748,7620.60%
GSGOLDMAN SACHS GROUP INC$208.3M246,1740.60%
MUMICRON TECHNOLOGY INC$200.2M592,7310.58%
LRCXLAM RESEARCH CORP$193.0M903,2660.55%
CCITIGROUP INC$190.5M1,679,3090.55%
VZVERIZON COMMUNICATIONS INC$189.9M3,783,3900.55%
LINLINDE PLC$189.2M381,6610.54%
MCOMOODYS CORP$179.7M411,8940.52%
PANWPALO ALTO NETWORKS INC$179.2M1,117,4780.51%
AMATAPPLIED MATLS INC$178.3M521,6620.51%
AMDADVANCED MICRO DEVICES INC$172.5M848,1010.50%
HDHOME DEPOT INC$170.0M516,8780.49%
TAT&T INC$167.8M5,787,7360.48%
MSCIMSCI INC$164.3M304,7560.47%
MRSHMARSH & MCLENNAN COS INC$163.5M942,4730.47%
PEPPEPSICO INC$161.7M1,041,5560.46%
ICEINTERCONTINENTAL EXCHANGE IN$158.3M1,006,6540.46%
WELLWELLTOWER INC$155.5M786,6050.45%
AWKAMERICAN WTR WKS CO INC NEW$150.5M1,105,5620.43%
RSGREPUBLIC SVCS INC$147.9M675,1750.43%
MCDMCDONALDS CORP$143.5M461,7410.41%
WFCWELLS FARGO & CO$142.2M1,786,7160.41%
CRWDCROWDSTRIKE HLDGS INC$140.2M359,2120.40%
KLACKLA CORP$140.2M95,1860.40%
AMTAMERICAN TOWER CORP$137.7M797,6020.40%
MSMORGAN STANLEY$137.6M835,9050.40%
PFEPFIZER INC$136.6M4,864,3090.39%
ORCLORACLE CORP$133.3M906,1800.38%
GILDGILEAD SCIENCES INC$132.7M952,1560.38%
CBCHUBB LTD SWITZ$132.5M406,6380.38%
DEDEERE & CO$128.3M227,7400.37%
CMECME GROUP INC$124.5M421,4080.36%
GLWCORNING INC$121.5M893,8220.35%
UNHUNITEDHEALTH GROUP INC$119.1M440,3120.34%
BRK/BBERKSHIRE HATHAWAY INC DEL$117.8M245,7670.34%
MCKMCKESSON CORP$116.7M134,8040.34%
CORCENCORA INC$116.0M369,1980.33%
CRMSALESFORCE INC$115.3M617,6220.33%
AXPAMERICAN EXPRESS CO$112.9M373,2660.32%
JCIJOHNSON CONTROLS INTERNATION$112.5M859,4480.32%
CDNSCADENCE DESIGN SYSTEM INC$110.6M397,8870.32%
ADSKAUTODESK INC$110.3M460,8800.32%
TMUST-MOBILE US INC$109.2M520,1510.31%
AMGNAMGEN INC$109.2M310,4670.31%
HWMHOWMET AEROSPACE INC$108.8M472,2620.31%
BNYBANK NEW YORK MELLON CORP$107.2M903,5930.31%
WCNWASTE CONNECTIONS INC$106.8M657,7280.31%
DISDISNEY WALT CO$104.5M1,083,8070.30%
TMOTHERMO FISHER SCIENTIFIC INC$103.6M210,7510.30%
BMYBRISTOL-MYERS SQUIBB CO$101.9M1,680,0320.29%
ROYAL CARIBBEAN GROUPROYAL CARIBBEAN GROUP$101.2M367,8160.29%
UBERUBER TECHNOLOGIES INC$99.7M1,385,9740.29%
ISRGINTUITIVE SURGICAL INC$98.0M212,4860.28%
PLDPROLOGIS INC.$97.8M740,2130.28%
INTCINTEL CORP$97.6M2,211,8440.28%
WDCWESTERN DIGITAL CORP$96.6M356,9530.28%
CTVACORTEVA INC$96.2M1,149,1930.28%
TJXTJX COS INC NEW$94.6M592,2350.27%
HUBBHUBBELL INC$94.5M192,5000.27%
COSTCOSTCO WHOLESALE CORPORATION$94.0M94,3770.27%
SCHWSCHWAB CHARLES CORP$93.7M997,1450.27%
ANETARISTA NETWORKS INC$93.7M763,1740.27%
STLDSTEEL DYNAMICS INC$93.3M518,4220.27%
TXNTEXAS INSTRS INC$92.0M473,8400.26%
MDTMEDTRONIC PLC$89.7M1,035,4530.26%
EQIXEQUINIX INC$89.1M90,8720.26%
VRTVERTIV HOLDINGS CO$89.0M355,1670.26%
FIXCOMFORT SYS USA INC$89.0M64,5130.26%
SPGIS&P GLOBAL INC$87.0M204,5870.25%
TRI4EURTHOMSON REUTERS CORP$84.8M941,9740.24%
SYYSYSCO CORP$84.1M1,179,0720.24%
STXSEAGATE TECHNOLOGY HLDNGS PL$83.4M212,7870.24%
BKNGBOOKING HOLDINGS INC$82.9M19,6850.24%
PHPARKER-HANNIFIN CORP$82.6M92,2790.24%
MELIMERCADOLIBRE INC$81.5M47,1340.23%
MDLZMONDELEZ INTL INC$78.7M1,364,5760.23%
ACNACCENTURE PLC IRELAND$78.1M393,7490.22%
NXTNEXTPOWER INC$78.1M647,6060.22%
DELLDELL TECHNOLOGIES INC$78.0M474,9960.22%
MMM3M CO$77.6M534,4820.22%
HIGHARTFORD INSURANCE GROUP INC$76.9M568,8840.22%
COFCAPITAL ONE FINL CORP$76.4M418,9600.22%
CVSCVS HEALTH CORP$76.1M1,059,3830.22%
SYKSTRYKER CORPORATION$75.8M230,6240.22%
INTUINTUIT$75.4M174,3140.22%
BSXBOSTON SCIENTIFIC CORP$75.1M1,196,9790.22%
AFLAFLAC INC$74.1M674,9780.21%
TGTTARGET CORP$73.7M608,0940.21%
TRVTRAVELERS COMPANIES INC$73.6M252,3360.21%
XYLXYLEM INC$73.4M614,5980.21%
TELTE CONNECTIVITY PLC$73.3M350,8450.21%
TSMTAIWAN SEMICONDUCTOR MANUFAC$71.2M210,5360.20%
QCOMQUALCOMM INC$70.5M547,4680.20%
BLKBLACKROCK INC$70.4M73,2000.20%
CAHCARDINAL HEALTH INC$70.3M332,8080.20%
PGRPROGRESSIVE CORP$70.3M354,4760.20%
CMICUMMINS INC$69.7M129,4590.20%
VTRVENTAS INC$68.6M839,2400.20%
EMEEMCOR GROUP INC$68.5M92,7600.20%
ADPAUTOMATIC DATA PROCESSING IN$68.2M335,7750.20%
FSLRFIRST SOLAR INC$68.1M345,0240.20%
PCARPACCAR INC$66.6M576,7910.19%
CMCSACOMCAST CORP NEW$66.5M2,316,7400.19%
APHAMPHENOL CORP$66.2M524,3100.19%
DHRDANAHER CORP DEL$64.7M341,0820.19%
BDXBECTON DICKINSON & CO$64.2M408,3770.18%
BROBROWN & BROWN INC$61.7M945,7000.18%
TRMBTRIMBLE INC$60.2M922,9290.17%
NOWSERVICENOW INC$59.5M568,9450.17%
SPGSIMON PPTY GROUP INC NEW$59.4M318,6500.17%
HLTHILTON WORLDWIDE HLDGS INC$59.1M194,3010.17%
OREALTY INCOME CORP$56.7M927,5090.16%
APDAIR PRODUCTS AND CHEMICALS I$55.8M192,1940.16%
APPAPPLOVIN CORP$55.7M139,8400.16%
UTHRUNITED THERAPEUTICS CORP DEL$55.6M93,7430.16%
ITWILLINOIS TOOL WKS INC$53.9M207,1620.15%
DARDARLING INGREDIENTS INC$52.9M855,3810.15%
AIGAMERICAN INTL GROUP INC$52.6M699,1780.15%
CLCOLGATE PALMOLIVE CO$52.3M613,8810.15%
TTTRANE TECHNOLOGIES PLC$51.6M123,8340.15%
ALLALLSTATE CORP$51.3M247,5960.15%
TDGTRANSDIGM GROUP INC$50.7M43,7740.15%
FLEXTRONICS INTL LTDFLEXTRONICS INTL LTD$50.5M771,2170.15%
EBAYEBAY INC.$50.0M549,8100.14%
SPOTSPOTIFY TECHNOLOGY S A$50.0M103,0950.14%
ADBEADOBE INC$50.0M205,5220.14%
FDXFEDEX CORP$48.9M137,2780.14%
CITHE CIGNA GROUP$48.7M182,5430.14%

This table is the 150 largest positions by value, out of 773 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.

Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.

Read the original

This page was built from one document: the 2026-03-31 Form 13F info table filed by STOREBRAND ASSET MANAGEMENT AS (CIK 1685676, accession 0001685676-26-000002). Every other 13F site is reading the same file.

If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager

What a 13F cannot show you

A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:

  • No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
  • No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
  • No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
  • Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
  • Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.

Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test

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