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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 13 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LULU Lululemon Athletica Inc Consumer Cyclical 21,800.0 $4.5M 0.03% -42K -66.1% $207.81 -41.7%
242 STLD Steel Dynamics Inc Basic Materials 26,600.0 $4.5M 0.03% -3K -9.8% $169.45 +38.5%
243 LH Labcorp Holdings Inc Healthcare 17,740.0 $4.5M 0.03% -760.0 -4.1% $250.88 +1.3%
244 DOC Healthpeak Properties Inc Real Estate 275,200.0 $4.4M 0.03% -141K -33.9% $16.08 +21.6%
245 TDY Teledyne Technologies Inc Technology 8,660.0 $4.4M 0.03% -240.0 -2.7% $510.73 +25.0%
246 PSTG Pure Storage Inc Technology 66,000.0 $4.4M 0.03% -1K -1.9% $67.01 +30.3%
247 PHM PulteGroup Inc Consumer Cyclical 37,600.0 $4.4M 0.03% -52K -58.2% $117.26 -2.9%
248 WST West Pharmaceutical Services I Healthcare 15,980.0 $4.4M 0.03% -120.0 -0.8% $275.14 +9.1%
249 ON ON Semiconductor Corp Technology 79,600.0 $4.3M 0.03% -8K -9.0% $54.15 +118.6%
250 Liberty Media Corp-Liberty For 43,600.0 $4.3M 0.03% -1K -2.7% $98.51
251 BRO Brown & Brown Inc Financial Services 53,700.0 $4.3M 0.03% -5K -8.2% $79.70 -29.4%
252 PNR Pentair PLC Industrials 40,500.0 $4.2M 0.03% -1K -2.9% $104.14 -28.1%
253 RB Global Inc 40,600.0 $4.2M 0.03% -700.0 -1.7% $103.09
254 ILMN Illumina Inc Healthcare 31,000.0 $4.1M 0.02% -2K -5.2% $131.16 +9.2%
255 VRSN VeriSign Inc Technology 16,720.0 $4.1M 0.02% -280.0 -1.6% $242.95 +20.6%
256 BURL Burlington Stores Inc Consumer Cyclical 13,620.0 $3.9M 0.02% -280.0 -2.0% $288.85 +1.6%
257 MKL Markel Group Inc Financial Services 1,830.0 $3.9M 0.02% -60.0 -3.2% $2149.65 -14.1%
258 LEN Lennar Corp Consumer Cyclical 37,747.0 $3.9M 0.02% -4K -9.7% $102.80 -17.1%
259 TECK Teck Resources Ltd Basic Materials 80,200.0 $3.8M 0.02% -7K -8.0% $47.94 +36.4%
260 STZ Constellation Brands Inc Consumer Defensive 27,200.0 $3.8M 0.02% -2K -5.2% $137.96 +1.9%
Page 13 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%