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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 4 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JCI Johnson Controls International Industrials 156,500.0 $18.7M 0.11% +10K +7.0% $119.75 +20.1%
62 ALNY Alnylam Pharmaceuticals Inc Healthcare 46,420.0 $18.5M 0.11% +19K +66.4% $397.65 -27.8%
63 DASH DoorDash Inc Communication Services 81,260.0 $18.4M 0.11% +4K +5.3% $226.48 -32.1%
64 BR Broadridge Financial Solutions Technology 78,400.0 $17.5M 0.10% +600.0 +0.8% $223.17 -34.7%
65 RJF Raymond James Financial Inc Financial Services 106,200.0 $17.1M 0.10% +44K +71.3% $160.59 -3.1%
66 DXCM Dexcom Inc Healthcare 255,300.0 $16.9M 0.10% +156K +157.6% $66.37 -12.9%
67 AXON Axon Enterprise Inc Industrials 29,260.0 $16.6M 0.10% +13K +81.7% $567.93 -31.0%
68 ES Eversource Energy Utilities 243,900.0 $16.4M 0.10% +132K +118.5% $67.33 +2.2%
69 AVB AvalonBay Communities Inc Real Estate 90,300.0 $16.4M 0.10% +12K +14.9% $181.31 -0.3%
70 EIX Edison International Utilities 271,800.0 $16.3M 0.10% +125K +84.9% $60.02 +17.8%
71 FERG Ferguson Enterprises Inc Industrials 71,900.0 $16.0M 0.10% +28K +63.8% $222.63 +4.2%
72 DLTR Dollar Tree Inc Consumer Defensive 124,900.0 $15.4M 0.09% +31K +33.3% $123.01 -26.9%
73 DTE DTE Energy Co Utilities 115,100.0 $14.8M 0.09% +52K +81.5% $128.98 +11.5%
74 NXPI NXP Semiconductors NV Technology 67,800.0 $14.7M 0.09% +11K +20.0% $217.06 +35.5%
75 STX Seagate Technology Holdings PL Technology 53,000.0 $14.6M 0.09% +7K +15.0% $275.39 +192.2%
76 DRI Darden Restaurants Inc Consumer Cyclical 73,900.0 $13.6M 0.08% +37K +100.3% $184.02 +5.8%
77 APOS Apollo Global Management Inc Financial Services 92,400.0 $13.4M 0.08% +4K +4.5% $144.76 -82.1%
78 EXPD Expeditors International of Wa Industrials 89,600.0 $13.4M 0.08% +40K +81.4% $149.01 +3.1%
79 PODD Insulet Corp Healthcare 46,220.0 $13.1M 0.08% +16K +53.5% $284.24 -47.7%
80 MTD Mettler-Toledo International I Healthcare 9,260.0 $12.9M 0.08% +4K +85.2% $1394.19 -25.3%
Page 4 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%