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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 4 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 Cencora Inc 82,110.0 $27.7M 0.17% -9K -9.6% $337.75
62 CRH PLC 221,353.0 $27.6M 0.17% -83K -27.3% $124.80
63 EQIX Equinix Inc Real Estate 35,440.0 $27.2M 0.16% -860.0 -2.4% $766.16 +40.9%
64 MDT Medtronic PLC Healthcare 271,000.0 $26.0M 0.15% -90K -25.0% $96.06 -19.9%
65 DE Deere & Co Industrials 53,700.0 $25.0M 0.15% -1K -2.5% $465.57 +23.4%
66 CRWD Crowdstrike Holdings Inc Technology 53,080.0 $24.9M 0.15% -620.0 -1.1% $468.76 +23.7%
67 BX Blackstone Inc Financial Services 160,300.0 $24.7M 0.15% -20K -10.9% $154.14 -23.5%
68 RCL Royal Caribbean Cruises Ltd Consumer Cyclical 88,080.0 $24.6M 0.15% -2K -1.7% $278.92 -4.9%
69 MRSH Marsh & McLennan Cos Inc Financial Services 131,700.0 $24.4M 0.15% -12K -8.7% $185.52 -13.7%
70 IDXX IDEXX Laboratories Inc Healthcare 35,920.0 $24.3M 0.14% -2K -6.5% $676.53 -21.2%
71 VRTX Vertex Pharmaceuticals Inc Healthcare 53,480.0 $24.2M 0.14% -2K -2.8% $453.36 -0.7%
72 BMY Bristol-Myers Squibb Co Healthcare 436,400.0 $23.5M 0.14% -7K -1.6% $53.94 +5.7%
73 BMO Bank of Montreal Financial Services 180,600.0 $23.5M 0.14% -34K -15.8% $130.04 +17.3%
74 CB Chubb Ltd Financial Services 74,920.0 $23.4M 0.14% -1K -1.8% $312.12 +3.9%
75 MPWR Monolithic Power Systems Inc Technology 25,720.0 $23.3M 0.14% -2K -6.8% $906.36 +78.1%
76 CMCSA Comcast Corp Communication Services 777,928.0 $23.3M 0.14% -256K -24.8% $29.89 -17.2%
77 AMP Ameriprise Financial Inc Financial Services 46,660.0 $22.9M 0.14% -2K -4.2% $490.34 -4.1%
78 BNS Bank of Nova Scotia/The Financial Services 301,500.0 $22.3M 0.13% -64K -17.5% $73.85 +4.4%
79 KGC Kinross Gold Corp Basic Materials 783,400.0 $22.1M 0.13% -12K -1.4% $28.20 +9.5%
80 CVS CVS Health Corp Healthcare 270,500.0 $21.5M 0.13% -6K -2.3% $79.36 +22.4%
Page 4 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%