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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 2 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WFC Wells Fargo & Co Financial Services 741,100.0 $69.1M 0.41% -20K -2.6% $93.20 -20.8%
22 KO Coca-Cola Co/The Consumer Defensive 961,500.0 $67.2M 0.40% -26K -2.6% $69.91 +15.1%
23 INTU Intuit Inc Technology 93,720.0 $62.1M 0.37% -1K -1.1% $662.42 -42.9%
24 GEV GE Vernova Inc Utilities 83,251.0 $54.4M 0.32% -12K -12.7% $653.57 +66.9%
25 AMAT Applied Materials Inc Technology 209,800.0 $53.9M 0.32% -5K -2.4% $256.99 +69.9%
26 KLAC KLA Corp Technology 43,920.0 $53.4M 0.32% -680.0 -1.5% $1215.08 +55.8%
27 RY Royal Bank of Canada Financial Services 312,200.0 $53.3M 0.32% -3K -0.9% $170.70 +5.4%
28 VZ Verizon Communications Inc Communication Services 1,194,750.0 $48.7M 0.29% -295K -19.8% $40.73 +15.5%
29 MCD McDonald's Corp Consumer Cyclical 158,780.0 $48.5M 0.29% -24K -13.3% $305.63 -10.0%
30 ISRG Intuitive Surgical Inc Healthcare 85,680.0 $48.5M 0.29% -6K -6.8% $566.36 -24.4%
31 MS Morgan Stanley Financial Services 252,763.0 $44.9M 0.27% -7K -2.6% $177.53 +9.6%
32 ACN Accenture PLC Technology 163,029.0 $43.7M 0.26% -20K -11.0% $268.30 -37.1%
33 SPGI S&P Global Inc Financial Services 83,625.0 $43.7M 0.26% -660.0 -0.8% $522.59 -22.7%
34 SHOP Shopify Inc Technology 269,100.0 $43.4M 0.26% -13K -4.7% $161.23 -39.6%
35 LIN Linde PLC Basic Materials 100,440.0 $42.8M 0.26% -7K -6.7% $426.39 +20.0%
36 SCHW Charles Schwab Corp/The Financial Services 413,901.0 $41.4M 0.25% -52K -11.2% $99.91 -10.5%
37 CEG Constellation Energy Corp Utilities 116,780.0 $41.3M 0.25% -4K -3.5% $353.27 -24.4%
38 ADBE Adobe Inc Technology 111,740.0 $39.1M 0.23% -13K -10.3% $349.99 -29.3%
39 QCOM QUALCOMM Inc Technology 224,100.0 $38.3M 0.23% -144K -39.1% $171.05 +17.0%
40 T AT&T Inc Communication Services 1,542,100.0 $38.3M 0.23% -112K -6.8% $24.84 -0.7%
Page 2 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%