Storebrand Asset Management As

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed June 17, 2026), Storebrand Asset Management As reported 826 stock positions worth $32.9 billion. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Nvidia (NVDA, 5.7%) and Microsoft (MSFT, 5.5%). Compared with Q3 2024, it opened 16 new positions, sold out of 52, added to 339 and reduced 370. The biggest buy was Amazon.com (AMZN, shares +145%) and the biggest sale Skechers USA Class A (SKX, shares −91%).

Most Recent 13F
Q2 2026
Location
LYSAKER, Q8
CIK
0001685676
Portfolio Value
$32.9B (Q4 2024)
SEC Filing
0001685676-26-000012 ↗ filed Jun 17, 2026

Holdings Value

0$10.0B$20.0B$30.0B$40.0B$50.0B Q1 2024: $29.3B Q1 2024 Q2 2024: $30.1B Q2 2024 Q3 2024: $31.7B Q3 2024 Q4 2024: $32.9B $32.9B Q4 2024 Q1 2025: $30.8B Q1 2025 Q2 2025: $34.5B Q2 2025 Q3 2025: $37.8B Q3 2025 Q4 2025: $37.2B Q4 2025 Q1 2026: $34.8B Q1 2026 Q2 2026: $40.6B Q2 2026

Holdings 826 stocks · $32.9B

AAPL Apple Inc. 6.35% 8,339,353 $2.1B Add +5.3%
NVDA Nvidia Corp. 5.68% 13,909,124 $1.9B Add +0.8%
MSFT Microsoft Corp. 5.47% 4,265,354 $1.8B Add +2.7%
AMZN Amazon.com Inc. 3.71% 5,558,593 $1.2B Add +145.3%
GOOG Alphabet Inc. Class C 2.24% 3,868,261 $736.7M Reduce -3.9%
META Meta Platforms Inc. Class A 2.22% 1,249,867 $731.8M Add +0.5%
GOOGL Alphabet Inc. Class A 2.03% 3,528,046 $667.9M Add +4.7%
TSLA Tesla Inc. 1.87% 1,525,504 $616.1M Add +151.8%
JPM JPMorgan Chase & Co. 1.78% 2,439,608 $584.8M Add +1.5%
AVGO Broadcom Inc. 1.75% 2,475,716 $574.0M Reduce -3.8%
V Visa Inc. Class A 1.69% 1,756,950 $555.3M Add +0.0%
MA Mastercard Inc. Class A 1.30% 809,375 $426.2M Add +0.0%
HD Home Depot Inc. 1.09% 921,105 $358.3M Reduce -2.9%
ABT Abbott Laboratories 1.08% 3,143,623 $355.6M Add +1.5%
LLY Eli Lilly & Co. 1.07% 455,514 $351.7M Reduce -1.1%
UNH Unitedhealth Group Inc. 0.87% 562,792 $284.7M Add +3.3%
MCO Moody's Corp. 0.81% 564,523 $267.2M Add +3.1%
PG The Procter & Gamble Co. 0.77% 1,510,062 $253.2M Add +3.8%
MRSH Marsh & McLennan Cos 0.76% 1,171,869 $248.9M Add +6.4%
ICE Intercontinental Exchange Inc. 0.68% 1,501,979 $223.8M Add +1.4%
NFLX Netflix Inc. 0.66% 244,542 $218.0M Add +1.1%
ACN Accenture PLC Class A 0.63% 590,273 $207.7M Reduce -14.5%
CRM Salesforce Inc. 0.61% 601,857 $201.2M Add +1.9%
MSCI MSCI Inc. 0.60% 327,598 $196.6M Add +6.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.59% 4,433,477 $194.9M Reduce -0.2%
WCN Waste Connections Inc. 0.59% 1,126,905 $193.4M Add +11.7%
CSCO Cisco Systems Inc. 0.56% 3,139,154 $185.8M Reduce -0.7%
ABBV Abbvie Inc. 0.56% 1,045,687 $185.8M Add +4.8%
MRK Merck & Co. Inc. 0.54% 1,799,091 $179.0M Add +4.5%
ORCL Oracle Corp. 0.52% 1,017,143 $169.5M Reduce -1.4%
PEP Pepsico Inc. 0.51% 1,108,625 $168.6M Add +4.3%
KO The Coca-Cola Co. 0.47% 2,460,784 $153.2M Reduce -18.0%
PANW Palo Alto Networks Inc. 0.46% 831,967 $151.4M Reduce -3.9%
NOW ServiceNow Inc. 0.46% 141,961 $150.5M Add +6.0%
BRO Brown & Brown Inc. 0.44% 1,422,801 $145.2M Reduce -0.2%
AMT American Tower Corp. 0.44% 783,086 $143.6M Add +13.2%
T AT&T Inc. 0.43% 6,221,833 $141.7M Add +8.6%
LIN Linde PLC 0.43% 334,553 $140.1M Reduce -9.2%
GS Goldman Sachs Group Inc. 0.41% 235,518 $134.9M Reduce -1.7%
VZ Verizon Communications Inc. 0.39% 3,197,385 $127.9M Add +5.8%
BSX Boston Scientific Corp. 0.39% 1,426,562 $127.4M Add +9.6%
PWR Quanta Services Inc. 0.38% 399,649 $126.3M Add +0.6%
MCD McDonald's Corp. 0.38% 433,072 $125.5M Reduce -13.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.38% 1,116,091 $124.3M Add +4.4%
SPGI S&P Global Inc. 0.37% 245,784 $122.4M Add +4.6%
ADBE Adobe Inc. 0.36% 269,037 $119.6M Add +2.4%
TMO Thermo Fisher Scientific Inc. 0.36% 229,781 $119.5M Add +2.8%
BKNG Booking Holdings Inc. 0.36% 24,011 $119.3M Reduce -5.3%
C Citigroup Inc. 0.36% 1,693,353 $119.2M Reduce -10.2%
AXP American Express Co. 0.36% 399,372 $118.5M Add +2.0%
INTU Intuit Inc. 0.36% 186,924 $117.5M Reduce -22.0%
RCL Royal Caribbean Cruises Ltd. 0.35% 503,224 $116.1M Reduce -12.6%
PFE Pfizer Inc. 0.35% 4,365,069 $115.8M Add +6.4%
AMAT Applied Materials Inc. 0.34% 695,851 $113.2M Reduce -14.4%
PGR Progressive Corp. 0.34% 466,045 $111.7M Add +10.4%
CB Chubb Ltd. 0.34% 402,562 $111.2M Reduce -2.3%
WFC Wells Fargo & Co. 0.34% 1,575,216 $110.6M Add +49.4%
QCOM Qualcomm Inc. 0.33% 715,236 $109.9M Reduce -5.8%
ISRG Intuitive Surgical Inc. 0.33% 208,155 $108.6M Reduce -8.2%
ADSK Autodesk Inc. 0.33% 367,054 $108.5M Reduce -11.6%
TMUS T-Mobile US Inc. 0.33% 490,312 $108.2M Add +2.8%
CRWD CrowdStrike Holdings Inc. Class A 0.33% 313,648 $107.3M Reduce -24.6%
AWK American Water Works Co. Inc. 0.32% 836,985 $104.2M Add +7.1%
AMD Advanced Micro Devices 0.31% 854,265 $103.2M Reduce -2.0%
MS Morgan Stanley 0.30% 790,123 $99.3M Add +0.8%
RSG Republic Services Inc. 0.30% 491,299 $98.8M Reduce -9.2%
FISV Fiserv Inc. 0.30% 478,299 $98.3M Reduce -0.4%
CAT Caterpillar Inc. 0.30% 268,404 $97.4M Reduce -5.2%
DHR Danaher Corp. 0.29% 418,255 $96.0M Add +1.0%
ADP Automatic Data Processing 0.29% 320,626 $93.9M Add +12.8%
CMCSA Comcast Corp. Class A 0.28% 2,471,294 $92.7M Add +3.1%
BDX Becton Dickinson and Co. 0.28% 406,651 $92.3M Reduce -10.1%
WM Waste Management Inc. 0.27% 442,090 $89.2M Reduce -19.3%
CDNS Cadence Design SYS Inc. 0.27% 296,777 $89.2M Reduce -32.9%
EQIX Equinix Inc. 0.27% 94,022 $88.7M Add +1.1%
BMY Bristol-Myers Squibb Co. 0.27% 1,564,497 $88.5M Add +15.5%
TXN Texas Instruments Inc. 0.26% 456,932 $85.7M Reduce -9.9%
MDLZ Mondelez International Inc. Class A 0.25% 1,393,586 $83.2M Add +7.9%
PLD Prologis Inc. 0.25% 785,988 $83.1M Add +4.9%
DE Deere & Co. 0.25% 195,225 $82.7M Add +3.7%
COR Cencora Inc. 0.25% 362,908 $81.5M Add +0.5%
MCK McKesson Corp. 0.25% 141,696 $80.8M Reduce -23.5%
CL Colgate-Palmolive Co. 0.24% 879,342 $79.9M Reduce -12.7%
SYK Stryker Corp. 0.24% 218,809 $78.8M Add +4.9%
UBER Uber Technologies Inc. 0.24% 1,297,769 $78.3M Reduce -3.8%
ANET Arista Networks Inc. 0.24% 705,042 $77.9M Reduce -16.1%
AMGN Amgen Inc. 0.24% 298,975 $77.9M Add +1.4%
BRK.B Berkshire Hathaway Inc. Class B 0.23% 166,673 $75.5M Add +8.9%
BLK BlackRock Inc. 0.23% 73,363 $75.2M Add +12.1%
MELI MercadoLibre Inc. 0.23% 43,681 $74.3M Reduce -19.0%
SYY Sysco Corp. 0.22% 962,750 $73.6M Add +5.6%
GILD Gilead Sciences Inc. 0.22% 795,065 $73.4M Add +27.6%
XYL Xylem Inc. 0.22% 616,144 $71.5M Add +2.1%
LOW Lowe's Cos Inc. 0.21% 283,361 $69.9M Reduce -11.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.21% 570,507 $68.9M Reduce -4.5%
AIG American International Group 0.21% 927,657 $67.5M Reduce -9.9%
MDT Medtronic PLC 0.20% 829,231 $66.2M Add +1.2%
GIS General Mills Inc. 0.20% 1,036,945 $66.1M Add +11.7%
HUBB Hubbell Inc. 0.20% 154,596 $64.8M Reduce -13.5%
JCI Johnson Controls Internation 0.20% 818,972 $64.6M Reduce -9.1%

Show all 826 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $357K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 9,378$258KNo change
VAL.WS Valaris Ltd. -CW28 *W EXP 04/29/202 14,322$99KNo change

Total filed on the 13F, all lines: $32.9B.

Portfolio Sells Q3 2024 → Q4 2024

SKX Skechers USA Inc. Class A Reduce -91.3% 0.04% −0.43
NEM Newmont Corp. Sold out 0.00% −0.26
LLY Eli Lilly & Co. Reduce -1.1% 1.07% −0.22
KO The Coca-Cola Co. Reduce -18.0% 0.47% −0.21
AMAT Applied Materials Inc. Reduce -14.4% 0.34% −0.17
ACN Accenture PLC Class A Reduce -14.5% 0.63% −0.14
AMD Advanced Micro Devices Reduce -2.0% 0.31% −0.14
LIN Linde PLC Reduce -9.2% 0.43% −0.13
MELI MercadoLibre Inc. Reduce -19.0% 0.23% −0.12
HD Home Depot Inc. Reduce -2.9% 1.09% −0.12
ELV Elevance Health Inc. Reduce -8.6% 0.20% −0.12
INTU Intuit Inc. Reduce -22.0% 0.36% −0.11
CDNS Cadence Design SYS Inc. Reduce -32.9% 0.27% −0.11
SNPS Synopsys Inc. Reduce -39.4% 0.12% −0.10
MCD McDonald's Corp. Reduce -13.2% 0.38% −0.10
NUE Nucor Corp. Reduce -33.7% 0.09% −0.09
WM Waste Management Inc. Reduce -19.3% 0.27% −0.09
CL Colgate-Palmolive Co. Reduce -12.7% 0.24% −0.09
KLAC KLA Corp. Reduce -21.1% 0.14% −0.09
REGN Regeneron Pharmaceuticals Reduce -14.9% 0.11% −0.08
UNP Union Pacific Corp. Sold out 0.00% −0.08
UBER Uber Technologies Inc. Reduce -3.8% 0.24% −0.08
LRCX Lam Research Corp. Reduce -19.7% 0.17% −0.08
WY Weyerhaeuser Co. Reduce -43.2% 0.06% −0.07
QCOM Qualcomm Inc. Reduce -5.8% 0.33% −0.07
TXN Texas Instruments Inc. Reduce -9.9% 0.26% −0.07
BDX Becton Dickinson and Co. Reduce -10.1% 0.28% −0.06
HSY The Hershey Co. Reduce -28.3% 0.10% −0.06
ARRY Array Technologies Inc. Reduce -85.8% 0.01% −0.06
LOW Lowe's Cos Inc. Reduce -11.0% 0.21% −0.06
CI The Cigna Group Reduce -2.0% 0.18% −0.06
EBAY eBay Inc. Reduce -17.6% 0.18% −0.06
MU Micron Technology Inc. Reduce -6.0% 0.16% −0.06
OC Owens Corning Reduce -24.3% 0.13% −0.06
STLD Steel Dynamics Inc. Reduce -11.0% 0.19% −0.05
URI United Rentals Inc. Reduce -20.5% 0.11% −0.05
CAT Caterpillar Inc. Reduce -5.2% 0.30% −0.05
WTS Watts Water Technologies-A Reduce -39.3% 0.07% −0.05
YUM Yum! Brands Inc. Reduce -44.5% 0.05% −0.05
POOL Pool Corp. Reduce -45.5% 0.05% −0.05
ABNB Airbnb Inc. Class A Reduce -36.4% 0.08% −0.05
HUBB Hubbell Inc. Reduce -13.5% 0.20% −0.04
GPC Genuine Parts Co. Reduce -22.9% 0.07% −0.04
HCA HCA Healthcare Inc. Reduce -0.6% 0.10% −0.04
JKS Jinkosolar Holding Co.-ADR Reduce -31.6% 0.07% −0.04
MCK McKesson Corp. Reduce -23.5% 0.25% −0.04
GWW WW Grainger Inc. Reduce -24.3% 0.12% −0.04
FHN First Horizon Corp. Sold out 0.00% −0.04
CHKP Check Point Software Tech Reduce -29.0% 0.08% −0.04
PHM Pultegroup Inc. Reduce -9.1% 0.08% −0.04

Portfolio Buys Q3 2024 → Q4 2024

AMZN Amazon.com Inc. Add +145.3% 3.71% +2.38
TSLA Tesla Inc. Add +151.8% 1.87% +1.37
AAPL Apple Inc. Add +5.3% 6.35% +0.53
NVDA Nvidia Corp. Add +0.8% 5.68% +0.40
GOOGL Alphabet Inc. Class A Add +4.7% 2.03% +0.27
JPM JPMorgan Chase & Co. Add +1.5% 1.78% +0.18
TRI Thomson Reuters Corp. New 0.18% +0.18
V Visa Inc. Class A Add +0.0% 1.69% +0.17
WFC Wells Fargo & Co. Add +49.4% 0.34% +0.15
NFLX Netflix Inc. Add +1.1% 0.66% +0.12
CRM Salesforce Inc. Add +1.9% 0.61% +0.10
WELL Welltower Inc. Add +106.2% 0.19% +0.09
NOW ServiceNow Inc. Add +6.0% 0.46% +0.08
FTNT Fortinet Inc. Add +79.7% 0.13% +0.07
APP AppLovin Corp. Class A Add +10.0% 0.11% +0.07
GILD Gilead Sciences Inc. Add +27.6% 0.22% +0.06
SPOT Spotify Technology SA New 0.06% +0.06
MMM 3M Co. Add +59.3% 0.18% +0.06
DIS The Walt Disney Co. Add +4.4% 0.38% +0.05
K Kellanova Add +67.6% 0.13% +0.05
MRVL Marvell Technology Inc. Add +11.6% 0.13% +0.05
COIN Coinbase Global Inc. Class A Add +73.5% 0.09% +0.05
BMY Bristol-Myers Squibb Co. Add +15.5% 0.27% +0.05
MSTR Strategy Inc. Add +23.1% 0.09% +0.05
CARR Carrier Global Corp. Add +270.5% 0.07% +0.05
TYL Tyler Technologies Inc. Add +298.9% 0.06% +0.05
MS Morgan Stanley Add +0.8% 0.30% +0.04
BSX Boston Scientific Corp. Add +9.6% 0.39% +0.04
BX Blackstone Inc. Add +22.6% 0.17% +0.04
APO Apollo Global Management Inc. Add +12.0% 0.14% +0.04
TEAM Atlassian Corp. Class A Add +74.9% 0.07% +0.04
ADP Automatic Data Processing Add +12.8% 0.29% +0.04
MA Mastercard Inc. Class A Add +0.0% 1.30% +0.04
ORLY O'reilly Automotive Inc. Add +34.7% 0.14% +0.03
SCHW Schwab (charles) Corp. Add +15.1% 0.16% +0.03
TWLO Twilio Inc. Class A Add +183.4% 0.04% +0.03
T AT&T Inc. Add +8.6% 0.43% +0.03
ALL Allstate Corp. Add +38.4% 0.13% +0.03
BLK BlackRock Inc. Add +12.1% 0.23% +0.03
MSCI MSCI Inc. Add +6.1% 0.60% +0.03
CMI Cummins Inc. Add +32.3% 0.11% +0.03
EXPE Expedia Group Inc. Add +85.9% 0.05% +0.03
BNY Bank of New York Mellon Corp. Add +29.3% 0.12% +0.03
PPC Pilgrim's Pride Corp. New 0.03% +0.03
ACI Albertsons Cos Inc. Class A Add +184.7% 0.04% +0.03
SYF Synchrony Financial Add +20.0% 0.08% +0.03
CVNA Carvana Co. Add +16585.7% 0.03% +0.03
SE Sea Ltd.-ADR Add +72.6% 0.06% +0.03
ZBRA Zebra Technologies Corp. Class A Add +463.5% 0.03% +0.03
SMCI Super Micro Computer Inc. New 0.03% +0.03

Options Activity Q3 2024 → Q4 2024

QQQ Invesco QQQ Trust Series 1 put Sold out 20,000 $130Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 760$40.6BNVDA, AAPL, MSFT, AMZN, GOOGL
Q1 2026 771$34.8BNVDA, AAPL, MSFT, AMZN, GOOGL
Q4 2025 775$37.2BNVDA, AAPL, MSFT, AMZN, GOOGL
Q3 2025 810$37.8BNVDA, MSFT, AAPL, AMZN, META
Q2 2025 812$34.5BMSFT, NVDA, AAPL, AMZN, META
Q1 2025 824$30.8BAAPL, MSFT, NVDA, AMZN, META
Q4 2024 826$32.9BAAPL, NVDA, MSFT, AMZN, GOOG
Q3 2024 862$31.7BAAPL, MSFT, NVDA, META, GOOG
Q2 2024 860$30.1BMSFT, NVDA, AAPL, GOOG, GOOGL
Q1 2024 864$29.3BMSFT, AAPL, NVDA, GOOG, META