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Portfolio (Quarterly) Guide ↗

FORSTA AP-FONDEN

· CIK 0001603328
13F Portfolio $16.8B AUM 551 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 19 New 168 Added 320 Reduced 18 Exited
Page 2 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BLK Blackrock Inc Financial Services 42,630.0 $45.6M 0.27% +7K +19.8% $1070.34 +1.1%
22 WELL Welltower Inc Real Estate 242,600.0 $45.0M 0.27% +14K +6.0% $185.61 +17.3%
23 APH Amphenol Corp Technology 316,500.0 $42.8M 0.26% +4K +1.1% $135.14 -7.5%
24 MCK McKesson Corp Healthcare 48,447.0 $39.7M 0.24% +9K +23.4% $820.29 -8.9%
25 NOW ServiceNow Inc Technology 257,600.0 $39.5M 0.23% +206K +399.2% $153.19 -40.9%
26 TMUS T-Mobile US Inc Communication Services 187,600.0 $38.1M 0.23% +16K +9.0% $203.04 -7.3%
27 SO Southern Co/The Utilities 415,300.0 $36.2M 0.22% +81K +24.1% $87.20 +7.4%
28 MELI MercadoLibre Inc Consumer Cyclical 17,900.0 $36.1M 0.21% +400.0 +2.3% $2014.26 -20.2%
29 BSX Boston Scientific Corp Healthcare 375,200.0 $35.8M 0.21% +9K +2.5% $95.35 -44.8%
30 INTC Intel Corp Technology 954,246.0 $35.2M 0.21% +17K +1.8% $36.90 +214.2%
31 MCO Moody's Corp Financial Services 67,660.0 $34.6M 0.21% +5K +7.9% $510.85 -15.3%
32 ELV Elevance Health Inc Healthcare 95,220.0 $33.4M 0.20% +8K +8.6% $350.55 +13.2%
33 PH Parker-Hannifin Corp Industrials 36,580.0 $32.2M 0.19% +3K +8.2% $878.96 +0.2%
34 SYK Stryker Corp Healthcare 90,393.0 $31.8M 0.19% +840.0 +0.9% $351.47 -13.1%
35 SHW Sherwin-Williams Co/The Basic Materials 97,380.0 $31.6M 0.19% +5K +4.9% $324.03 -4.6%
36 ECL Ecolab Inc Basic Materials 116,440.0 $30.6M 0.18% +3K +2.3% $262.52 -5.2%
37 AEM Agnico Eagle Mines Ltd Basic Materials 173,800.0 $29.5M 0.18% +67K +62.6% $169.80 +6.2%
38 ITW Illinois Tool Works Inc Industrials 117,080.0 $28.8M 0.17% +6K +5.7% $246.30 +1.8%
39 ADSK Autodesk Inc Technology 94,800.0 $28.1M 0.17% +16K +19.6% $296.01 -20.1%
40 CL Colgate-Palmolive Co Consumer Defensive 348,200.0 $27.5M 0.16% +2K +0.6% $79.02 +11.5%
Page 2 of 9  ·  168 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.9%
Communication Services 16.1%
Financial Services 12.9%
Consumer Cyclical 10.2%
Healthcare 9.2%
Industrials 6.0%
Consumer Defensive 4.2%
Utilities 2.4%
Real Estate 2.1%
Basic Materials 2.0%