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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 11 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 OTIS Otis Worldwide Corp Industrials 76,200.0 $6.7M 0.04% -69K -47.6% $87.35 -16.4%
202 GRMN Garmin Ltd Technology 32,800.0 $6.7M 0.04% -500.0 -1.5% $202.85 +15.6%
203 ACGL Arch Capital Group Ltd Financial Services 68,700.0 $6.6M 0.04% -3K -4.7% $95.92 -2.0%
204 Ingersoll Rand Inc 82,600.0 $6.5M 0.04% -6K -6.5% $79.22
205 NTR Nutrien Ltd Basic Materials 105,100.0 $6.5M 0.04% -6K -5.4% $61.81 +14.8%
206 NTRA Natera Inc Healthcare 27,700.0 $6.3M 0.04% -16K -37.0% $229.09 -14.0%
207 MTB M&T Bank Corp Financial Services 31,000.0 $6.2M 0.04% -2K -5.2% $201.48 +2.1%
208 GIS General Mills Inc Consumer Defensive 132,600.0 $6.2M 0.04% -4K -3.2% $46.50 -28.8%
209 LYB LyondellBasell Industries NV Basic Materials 140,800.0 $6.1M 0.04% -7K -4.5% $43.30 +69.2%
210 FOX Fox Corp Communication Services 93,800.0 $6.1M 0.04% -1K -1.1% $64.93 -9.7%
211 FFIV F5 Inc Technology 23,600.0 $6.0M 0.04% -10K -30.0% $255.26 +42.8%
212 IBKR Interactive Brokers Group Inc Financial Services 93,600.0 $6.0M 0.04% -2K -1.7% $64.31 +37.3%
213 LPLA LPL Financial Holdings Inc Financial Services 16,520.0 $5.9M 0.04% -880.0 -5.1% $357.17 -16.5%
214 DG Dollar General Corp Consumer Defensive 44,300.0 $5.9M 0.04% -700.0 -1.6% $132.77 -20.9%
215 ULTA Ulta Beauty Inc Consumer Cyclical 9,720.0 $5.9M 0.04% -280.0 -2.8% $605.01 -17.6%
216 TPR Tapestry Inc Consumer Cyclical 45,800.0 $5.9M 0.04% -1K -2.4% $127.77 +1.9%
217 TEAM Atlassian Corp Technology 36,000.0 $5.8M 0.04% -700.0 -1.9% $162.14 -50.1%
218 ADM Archer-Daniels-Midland Co Consumer Defensive 101,300.0 $5.8M 0.04% -4K -3.3% $57.49 +39.9%
219 ODFL Old Dominion Freight Line Inc Industrials 37,100.0 $5.8M 0.04% -3K -6.8% $156.80 +26.8%
220 EXR Extra Space Storage Inc Real Estate 43,400.0 $5.7M 0.03% -2K -3.6% $130.22 +9.2%
Page 11 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%