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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 3 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ZTS Zoetis Inc Healthcare 213,400.0 $26.8M 0.16% +14K +7.1% $125.82 -40.5%
42 Fortinet Inc 313,900.0 $24.9M 0.15% +80K +34.3% $79.41
43 BK Bank of New York Mellon Corp/T Financial Services 210,400.0 $24.4M 0.15% +24K +12.6% $116.09 +16.3%
44 AFL Aflac Inc Financial Services 221,500.0 $24.4M 0.15% +113K +104.2% $110.27 +6.5%
45 MET MetLife Inc Financial Services 301,500.0 $23.8M 0.14% +2K +0.5% $78.94 +1.3%
46 HIG Hartford Insurance Group Inc/T Financial Services 170,300.0 $23.5M 0.14% +7K +4.2% $137.80 -2.5%
47 TRV Travelers Cos Inc/The Financial Services 78,620.0 $22.8M 0.14% +26K +50.3% $290.06 +4.0%
48 CI Cigna Group/The Healthcare 80,600.0 $22.2M 0.13% +1K +1.4% $275.23 +3.6%
49 GWW WW Grainger Inc Industrials 21,540.0 $21.7M 0.13% +5K +26.7% $1009.05 +25.7%
50 KMB Kimberly-Clark Corp Consumer Defensive 210,400.0 $21.2M 0.13% +26K +14.3% $100.89 -4.0%
51 NET Cloudflare Inc Technology 106,100.0 $20.9M 0.12% +39K +58.4% $197.15 +1.1%
52 KR Kroger Co/The Consumer Defensive 332,900.0 $20.8M 0.12% +200K +150.5% $62.48 +6.6%
53 CBRE CBRE Group Inc Real Estate 129,200.0 $20.8M 0.12% +66K +102.8% $160.79 -19.5%
54 CCL Carnival Corp Consumer Cyclical 676,200.0 $20.7M 0.12% +326K +92.9% $30.54 -18.7%
55 RMD ResMed Inc Healthcare 83,920.0 $20.2M 0.12% +4K +4.6% $240.87 -16.0%
56 VRSK Verisk Analytics Inc Industrials 88,660.0 $19.8M 0.12% +6K +7.6% $223.69 -26.1%
57 SYY Sysco Corp Consumer Defensive 262,200.0 $19.3M 0.12% +159K +154.3% $73.69 -1.1%
58 SYF Synchrony Financial Financial Services 228,900.0 $19.1M 0.11% +16K +7.7% $83.43 -15.1%
59 BN Brookfield Corp Financial Services 412,350.0 $19.0M 0.11% +131K +46.4% $45.97 -0.4%
60 Block Inc 290,500.0 $18.9M 0.11% +6K +2.2% $65.09
Page 3 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%