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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 5 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SBUX Starbucks Corp Consumer Cyclical 239,700.0 $20.2M 0.12% -5K -2.1% $84.21 +26.4%
82 EXC Exelon Corp Utilities 456,500.0 $19.9M 0.12% -100K -17.9% $43.59 +1.9%
83 CME CME Group Inc Financial Services 72,780.0 $19.9M 0.12% -2K -2.8% $273.08 +9.4%
84 CLS Celestica Inc Technology 67,000.0 $19.8M 0.12% -10K -12.4% $296.20 +21.1%
85 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 68,800.0 $19.8M 0.12% -19K -21.7% $287.25 +10.2%
86 DUK Duke Energy Corp Utilities 167,300.0 $19.6M 0.12% -37K -18.3% $117.21 +6.1%
87 ICE Intercontinental Exchange Inc Financial Services 120,100.0 $19.5M 0.12% -61K -33.7% $161.96 -3.9%
88 CAH Cardinal Health Inc Healthcare 93,000.0 $19.1M 0.11% -51K -35.5% $205.50 -5.0%
89 CM CIBC Financial Services 204,600.0 $18.6M 0.11% -22K -9.5% $90.78 +22.6%
90 SLF Sun Life Financial Inc Financial Services 296,300.0 $18.5M 0.11% -100K -25.1% $62.51 +14.6%
91 USB US Bancorp Financial Services 346,800.0 $18.5M 0.11% -6K -1.6% $53.36 +0.1%
92 EME EMCOR Group Inc Industrials 30,021.0 $18.4M 0.11% -560.0 -1.8% $611.79 +52.0%
93 PNC PNC Financial Services Group I Financial Services 85,900.0 $17.9M 0.11% -2K -1.9% $208.73 +2.3%
94 WM Waste Management Inc Industrials 79,700.0 $17.5M 0.10% -2K -2.1% $219.71 -0.4%
95 UPS United Parcel Service Inc Industrials 168,700.0 $16.7M 0.10% -35K -17.2% $99.19 -0.8%
96 CTAS Cintas Corp Industrials 88,900.0 $16.7M 0.10% -30K -25.3% $188.07 -11.8%
97 KKR KKR & Co Inc Financial Services 129,600.0 $16.5M 0.10% -5K -3.8% $127.48 -21.9%
98 REGN Regeneron Pharmaceuticals Inc Healthcare 21,380.0 $16.5M 0.10% -520.0 -2.4% $771.87 -7.6%
99 B Barrick Mining Corp Basic Materials 377,544.0 $16.5M 0.10% -84K -18.3% $43.62 -6.9%
100 ORLY O'Reilly Automotive Inc Consumer Cyclical 177,900.0 $16.2M 0.10% -6K -3.1% $91.21 -1.7%
Page 5 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%