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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 10 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 Flutter Entertainment PLC 36,460.0 $7.8M 0.05% -51K -58.3% $215.04
182 GEHC GE HealthCare Technologies Inc Healthcare 94,575.0 $7.8M 0.05% -4K -3.7% $82.02 -25.6%
183 CPRT Copart Inc Industrials 196,600.0 $7.7M 0.05% -5K -2.6% $39.15 -16.6%
184 MLM Martin Marietta Materials Inc Basic Materials 12,320.0 $7.7M 0.05% -280.0 -2.2% $622.66 -10.3%
185 VMC Vulcan Materials Co Basic Materials 26,880.0 $7.7M 0.05% -720.0 -2.6% $285.22 -5.9%
186 VEEV Veeva Systems Inc Healthcare 34,280.0 $7.7M 0.05% -10K -22.4% $223.23 -28.6%
187 CTSH Cognizant Technology Solutions Technology 91,958.0 $7.6M 0.04% -6K -6.5% $83.00 -42.8%
188 DHI DR Horton Inc Consumer Cyclical 52,900.0 $7.6M 0.04% -3K -5.7% $144.03 -4.6%
189 Entergy Corp 81,700.0 $7.6M 0.04% -2K -2.2% $92.43
190 ED Consolidated Edison Inc Utilities 75,000.0 $7.4M 0.04% -3K -4.3% $99.32 +7.2%
191 ACM AECOM Industrials 77,100.0 $7.3M 0.04% -8K -9.2% $95.33 -25.9%
192 XYL Xylem Inc/NY Industrials 53,800.0 $7.3M 0.04% -23K -29.9% $136.18 -20.5%
193 FTS Fortis Inc/Canada Utilities 139,700.0 $7.3M 0.04% -9K -6.0% $52.06 +6.1%
194 NUE Nucor Corp Basic Materials 43,800.0 $7.1M 0.04% -3K -6.8% $163.11 +39.6%
195 JKHY Jack Henry & Associates Inc Technology 38,800.0 $7.1M 0.04% -4K -10.4% $182.48 -25.9%
196 KEYS Keysight Technologies Inc Technology 34,800.0 $7.1M 0.04% -3K -8.7% $203.19 +72.8%
197 EXPE Expedia Group Inc Consumer Cyclical 24,900.0 $7.1M 0.04% -900.0 -3.5% $283.31 -24.5%
198 FIS Fidelity National Information Technology 105,800.0 $7.0M 0.04% -197K -65.1% $66.46 -36.7%
199 PCG PG&E Corp Utilities 422,400.0 $6.8M 0.04% -3K -0.7% $16.07 +1.2%
200 VTR Ventas Inc Real Estate 86,500.0 $6.7M 0.04% -68K -44.0% $77.38 +13.9%
Page 10 of 16  ·  320 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%