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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 7 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BAH Booz Allen Hamilton Holding Co Industrials 81,600.0 $6.9M 0.04% +2K +1.9% $84.36 -13.9%
122 TU TELUS Corp Communication Services 508,200.0 $6.7M 0.04% +172K +51.3% $13.17 -6.0%
123 SOFI SoFi Technologies Inc Financial Services 254,100.0 $6.7M 0.04% +17K +7.0% $26.18 -38.8%
124 RKLB Rocket Lab Corp Industrials 93,632.0 $6.5M 0.04% +700.0 +0.8% $69.76 +90.0%
125 TER Teradyne Inc Technology 33,000.0 $6.4M 0.04% +900.0 +2.8% $193.56 +84.2%
126 HBAN Huntington Bancshares Inc/OH Financial Services 362,100.0 $6.3M 0.04% +25K +7.5% $17.35 -10.6%
127 WRB W R Berkley Corp Financial Services 87,650.0 $6.1M 0.04% +16K +23.2% $70.12 -5.8%
128 UHS Universal Health Services Inc Healthcare 26,700.0 $5.8M 0.04% +17K +181.1% $218.02 -21.7%
129 GLPI Gaming and Leisure Properties Real Estate 120,800.0 $5.4M 0.03% +19K +18.8% $44.69 +4.9%
130 IP International Paper Co Consumer Cyclical 135,950.0 $5.4M 0.03% +12K +9.7% $39.39 -19.8%
131 Smurfit WestRock PLC 135,400.0 $5.2M 0.03% +7K +5.1% $38.67
132 HRL Hormel Foods Corp Consumer Defensive 216,600.0 $5.1M 0.03% +13K +6.3% $23.70 -15.6%
133 Brookfield Asset Management Lt 96,800.0 $5.1M 0.03% +4K +3.8% $52.45
134 BIIB Biogen Inc Healthcare 27,300.0 $4.8M 0.03% +2K +8.3% $175.99 +9.6%
135 AER AerCap Holdings NV Industrials 32,800.0 $4.7M 0.03% +400.0 +1.2% $143.76 -2.8%
136 HPQ HP Inc Technology 210,800.0 $4.7M 0.03% +2K +0.7% $22.28 -6.8%
137 DOW Dow Inc Basic Materials 196,600.0 $4.6M 0.03% +3K +1.4% $23.38 +65.9%
138 Aptiv PLC 60,100.0 $4.6M 0.03% +18K +44.5% $76.09
139 ZM Zoom Communications Inc Technology 49,100.0 $4.2M 0.03% +2K +3.4% $86.29 +13.8%
140 GPC Genuine Parts Co Consumer Cyclical 34,400.0 $4.2M 0.03% +3K +8.2% $122.96 -21.0%
Page 7 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%