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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 16 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 UDR UDR Inc Real Estate 62,100.0 $2.3M 0.01% -3K -4.3% $36.68 +1.8%
302 TW Tradeweb Markets Inc Financial Services 20,800.0 $2.2M 0.01% -2K -9.6% $107.54 +2.1%
303 ZBRA Zebra Technologies Corp Technology 8,960.0 $2.2M 0.01% -840.0 -8.6% $242.82 +6.3%
304 DAL Delta Air Lines Inc Industrials 31,300.0 $2.2M 0.01% -200.0 -0.6% $69.40 +3.1%
305 BXP BXP Inc Real Estate 31,300.0 $2.1M 0.01% -17K -34.7% $67.48 -13.3%
306 NDSN Nordson Corp Industrials 8,600.0 $2.1M 0.01% -600.0 -6.5% $240.43 +16.6%
307 STN Stantec Inc Industrials 21,100.0 $2.0M 0.01% -2K -7.5% $94.49 -23.0%
308 GGG Graco Inc Industrials 22,900.0 $1.9M 0.01% -6K -19.9% $81.97 -6.6%
309 UAL United Airlines Holdings Inc Industrials 16,300.0 $1.8M 0.01% -600.0 -3.5% $111.82 -14.1%
310 GFL GFL Environmental Inc Industrials 41,200.0 $1.8M 0.01% -3K -7.2% $43.01 -13.6%
311 NWSA News Corp Communication Services 64,000.0 $1.7M 0.01% -700.0 -1.1% $26.12 +0.5%
312 GIL Gildan Activewear Inc Consumer Cyclical 25,100.0 $1.6M 0.01% -2K -8.1% $62.59 -8.7%
313 BEPC Brookfield Renewable Corp Utilities 39,800.0 $1.5M 0.01% -12K -22.9% $38.41 -5.4%
314 BAX Baxter International Inc Healthcare 76,000.0 $1.5M 0.01% -26K -25.5% $19.11 -9.5%
315 AMH American Homes 4 Rent Real Estate 43,900.0 $1.4M 0.01% -45K -50.5% $32.10 -4.6%
316 ELS Equity LifeStyle Properties In Real Estate 23,200.0 $1.4M 0.01% -16K -40.4% $60.61 +2.2%
317 ERIE Erie Indemnity Co Financial Services 4,580.0 $1.3M 0.01% -120.0 -2.5% $286.65 -25.6%
318 NRG NRG Energy Inc Utilities 7,500.0 $1.2M 0.01% -200.0 -2.6% $159.24 -15.4%
319 ALC Alcon AG Healthcare 108,961.0 -9K -7.3%
320 STLA Stellantis NV Consumer Cyclical 410,479.0 -14K -3.4%
Page 16 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%