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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 5 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 O Realty Income Corp Real Estate 220,600.0 $12.4M 0.07% +10K +4.9% $56.37 +9.9%
82 HUM Humana Inc Healthcare 48,200.0 $12.3M 0.07% +22K +84.7% $256.13 +17.7%
83 EQR Equity Residential Real Estate 192,500.0 $12.1M 0.07% +46K +31.1% $63.04 +3.1%
84 D Dominion Energy Inc Utilities 205,200.0 $12.0M 0.07% +4K +1.8% $58.59 +7.5%
85 CVNA Carvana Co Consumer Cyclical 27,860.0 $11.8M 0.07% +2K +5.9% $422.02 -83.5%
86 VST Vistra Corp Utilities 71,700.0 $11.6M 0.07% +25K +54.5% $161.33 -12.0%
87 HSY Hershey Co/The Consumer Defensive 60,400.0 $11.0M 0.07% +29K +93.0% $181.98 +4.6%
88 FAST Fastenal Co Industrials 257,100.0 $10.3M 0.06% +8K +3.0% $40.13 +9.6%
89 PINS Pinterest Inc Communication Services 397,400.0 $10.3M 0.06% +151K +61.2% $25.89 -26.5%
90 LII Lennox International Inc Industrials 21,180.0 $10.3M 0.06% +780.0 +3.8% $485.58 +5.9%
91 PPG PPG Industries Inc Basic Materials 100,100.0 $10.3M 0.06% +1K +1.0% $102.46 +3.4%
92 RBLX ROBLOX Corp Technology 123,900.0 $10.0M 0.06% +2K +1.3% $81.03 -46.0%
93 ZS Zscaler Inc Technology 44,440.0 $10.0M 0.06% +22K +97.5% $224.92 -31.7%
94 FOXA Fox Corp Communication Services 136,700.0 $10.0M 0.06% +2K +1.5% $73.07 -10.6%
95 WEC WEC Energy Group Inc Utilities 94,000.0 $9.9M 0.06% +13K +16.3% $105.46 +5.9%
96 TGT Target Corp Consumer Defensive 101,100.0 $9.9M 0.06% +600.0 +0.6% $97.75 +25.9%
97 HUBS HubSpot Inc Technology 24,620.0 $9.9M 0.06% +5K +28.2% $401.30 -54.3%
98 LYV Live Nation Entertainment Inc Communication Services 69,200.0 $9.9M 0.06% +35K +104.7% $142.50 +19.3%
99 PAYX Paychex Inc Industrials 87,400.0 $9.8M 0.06% +6K +6.7% $112.18 -20.8%
100 NDAQ Nasdaq Inc Financial Services 100,500.0 $9.8M 0.06% +6K +5.8% $97.13 -6.4%
Page 5 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%