STOREBRAND ASSET MANAGEMENT AS Q1 2026 Filing

Filed May 20, 2026

Portfolio Value

$6.5T

Holdings

776

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (776 positions)

StockValue
ITWILLINOIS TOOL WKS INC
$50.8M
TRITHOMSON REUTERS CORP
$50.7M
CGNXCOGNEX CORP
$50.6M
T7DTRANSDIGM GROUP INC
$50.5M
AONAON PLC
$50.3M
DASHDOORDASH INC
$50.1M
VRTXVERTEX PHARMACEUTICALS INC
$49.7M
BILLBILL HOLDINGS INC
$49.4M
CBRECBRE GROUP INC
$48.9M
AYIACUITY INC
$48.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$47.9M
GDSGDS HLDGS LTD
$47.8M
ELVELEVANCE HEALTH INC FORMERLY
$47.6M
ALSALLSTATE CORP
$47.5M
NETCLOUDFLARE INC
$47.5M
ETSYETSY INC
$47.5M
CEGCONSTELLATION ENERGY CORP
$46.3M
UTHUNITED THERAPEUTICS CORP DEL
$45.7M
ZLABZAI LAB LTD
$45.5M
CITCINTAS CORP
$44.8M
VMIVALMONT INDS INC
$44.7M
BXBLACKSTONE INC
$43.2M
TTCTORO CO
$42.9M
BMABANCO MACRO SA
$42.2M
PRUPRUDENTIAL FINL INC
$41.5M
APDAIR PRODS & CHEMS INC
$41.0M
NXPINXP SEMICONDUCTORS N V
$40.7M
RHCRH PLC
$40.1M
ROPROPER TECHNOLOGIES INC
$39.8M
AJGGALLAGHER ARTHUR J & CO
$39.4M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$39.4M
MARMARRIOTT INTL INC NEW
$39.1M
LOWLOWES COS INC
$38.6M
EXPEEXPEDIA GROUP INC
$38.4M
ROKROCKWELL AUTOMATION INC
$37.2M
CLFCLEVELAND-CLIFFS INC NEW
$36.1M
JBLJABIL INC
$35.5M
DLODLOCAL LTD
$35.4M
URIUNITED RENTALS INC
$34.2M
NUENUCOR CORP
$34.0M
SPXCSPX TECHNOLOGIES INC
$34.0M
VALVALARIS LTD
$33.8M
EAELECTRONIC ARTS INC
$33.6M
WDAYWORKDAY INC
$32.5M
ABNBAIRBNB INC
$32.5M
AERAERCAP HOLDINGS NV
$31.7M
KKRKKR & CO INC
$31.5M
FFIVF5 INC
$31.4M
HCAHCA HEALTHCARE INC
$31.2M
VSCOVICTORIAS SECRET AND CO
$31.1M
CIGCIA ENERGETICA DE MINAS GERA
$30.8M
LBRDALIBERTY BROADBAND CORP
$30.4M
HNMORMAT TECHNOLOGIES INC
$29.8M
ALNYALNYLAM PHARMACEUTICALS INC
$29.7M
GWWWW GRAINGER INC
$29.3M
APOAPOLLO GLOBAL MGMT INC
$29.2M
FDXFEDEX CORP
$29.2M
KMBKIMBERLY-CLARK CORP
$29.1M
REEVEREST GROUP LTD
$28.7M
PNRPENTAIR PLC
$28.6M
HSYHERSHEY CO
$27.6M
WTSWATTS WATER TECHNOLOGIES INC
$27.0M
PHMPULTE GROUP INC
$26.7M
DGDOLLAR GEN CORP NEW
$26.6M
AZOAUTOZONE INC
$26.4M
DOVDOVER CORP
$26.2M
FERGFERGUSON ENTERPRISES INC
$26.1M
EOGEOG RES INC
$25.5M
DLTRDOLLAR TREE INC
$25.4M
VALVALARIS LTD
$25.2M
CVNACARVANA CO
$25.0M
REGNREGENERON PHARMACEUTICALS
$24.8M
DGXQUEST DIAGNOSTICS INC
$24.8M
SNOWSNOWFLAKE INC
$24.8M
PSAPUBLIC STORAGE OPER CO
$24.0M
WTWWILLIS TOWERS WATSON PLC LTD
$23.9M
FWONALIBERTY MEDIA CORP DEL
$23.9M
SESEA LTD
$23.8M
ADIANALOG DEVICES INC
$23.8M
VRSKVERISK ANALYTICS INC
$23.6M
BMIBADGER METER INC
$23.3M
AVBAVALONBAY CMNTYS INC
$23.1M
AMEAMETEK INC
$22.9M
WMSADVANCED DRAIN SYS INC DEL
$22.5M
ZTSZOETIS INC
$22.3M
MIGASTRATEGY INC
$22.3M
FQIDIGITAL RLTY TR INC
$21.4M
CBOECBOE GLOBAL MKTS INC
$21.4M
TERTERADYNE INC
$21.3M
PAYXPAYCHEX INC
$21.3M
FICOFAIR ISAAC CORP
$21.1M
TPRTAPESTRY INC
$21.1M
BRBROADRIDGE FINL SOLUTIONS IN
$20.5M
ECLECOLAB INC
$20.3M
ARWARROW ELECTRS INC
$19.7M
A4SAMERIPRISE FINL INC
$19.5M
COINCOINBASE GLOBAL INC
$19.4M
ENQENTEGRIS INC
$19.4M
SHWSHERWIN WILLIAMS CO
$19.1M
ATOATMOS ENERGY CORP
$19.0M
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