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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 3 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN Amgen Inc Healthcare 113,340.0 $37.1M 0.22% -3K -2.3% $327.31 -0.3%
42 ADP Automatic Data Processing Inc Industrials 139,500.0 $35.9M 0.21% -9K -6.1% $257.23 -16.6%
43 TJX TJX Cos Inc/The Consumer Cyclical 233,300.0 $35.8M 0.21% -85K -26.7% $153.61 -4.1%
44 TT Trane Technologies PLC Industrials 90,260.0 $35.1M 0.21% -1K -1.1% $389.20 +23.8%
45 ETN Eaton Corp PLC Industrials 110,000.0 $35.0M 0.21% -2K -2.0% $318.51 +28.1%
46 NEE NextEra Energy Inc Utilities 429,400.0 $34.5M 0.20% -15K -3.4% $80.28 +19.2%
47 MMM 3M Co Industrials 213,154.0 $34.1M 0.20% -6K -2.6% $160.10 -9.4%
48 TXN Texas Instruments Inc Technology 195,600.0 $33.9M 0.20% -3K -1.4% $173.49 +76.6%
49 HWM Howmet Aerospace Inc Industrials 164,900.0 $33.8M 0.20% -3K -1.6% $205.02 +32.9%
50 CMI Cummins Inc Industrials 65,180.0 $33.3M 0.20% -760.0 -1.1% $510.45 +40.4%
51 HOOD Robinhood Markets Inc Financial Services 286,600.0 $32.4M 0.19% -12K -4.0% $113.10 -28.6%
52 GILD Gilead Sciences Inc Healthcare 262,000.0 $32.2M 0.19% -6K -2.4% $122.74 +7.6%
53 COF Capital One Financial Corp Financial Services 132,394.0 $32.1M 0.19% -4K -2.7% $242.36 -23.3%
54 AMT American Tower Corp Real Estate 180,700.0 $31.7M 0.19% -8K -4.3% $175.57 -2.8%
55 PFE Pfizer Inc Healthcare 1,249,000.0 $31.1M 0.18% -131K -9.5% $24.90 +3.4%
56 DHR Danaher Corp Healthcare 134,522.0 $30.8M 0.18% -4K -2.8% $228.92 -28.1%
57 WDC Western Digital Corp Technology 169,300.0 $29.2M 0.17% -35K -17.2% $172.27 +183.9%
58 PLD Prologis Inc Real Estate 224,223.0 $28.6M 0.17% -10K -4.1% $127.66 +11.7%
59 ADI Analog Devices Inc Technology 104,800.0 $28.4M 0.17% -4K -3.3% $271.20 +53.9%
60 UNP Union Pacific Corp Industrials 122,300.0 $28.3M 0.17% -4K -3.0% $231.32 +16.4%
Page 3 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%