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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 6 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JBL Jabil Inc Technology 69,681.0 $15.9M 0.10% -2K -2.1% $228.02 +49.1%
102 GM General Motors Co Consumer Cyclical 193,100.0 $15.7M 0.09% -6K -2.9% $81.32 -9.2%
103 HCA HCA Healthcare Inc Healthcare 33,420.0 $15.6M 0.09% -24K -42.2% $466.86 -9.1%
104 MRVL Marvell Technology Inc Technology 181,800.0 $15.4M 0.09% -4K -2.4% $84.98 +109.9%
105 TDG TransDigm Group Inc Industrials 11,430.0 $15.2M 0.09% -370.0 -3.1% $1329.85 -12.2%
106 EMR Emerson Electric Co Industrials 112,700.0 $15.0M 0.09% -5K -3.9% $132.72 -0.3%
107 GLW Corning Inc Technology 169,600.0 $14.9M 0.09% -1K -0.8% $87.56 +118.1%
108 MDLZ Mondelez International Inc Consumer Defensive 274,500.0 $14.8M 0.09% -5K -1.8% $53.83 +13.3%
109 MFC Manulife Financial Corp Financial Services 405,700.0 $14.8M 0.09% -360K -47.0% $36.36 +4.2%
110 WSM Williams-Sonoma Inc Consumer Cyclical 82,200.0 $14.7M 0.09% -1K -1.6% $178.59 -5.7%
111 MAR Marriott International Inc/MD Consumer Cyclical 46,300.0 $14.4M 0.09% -2K -3.7% $310.24 +14.6%
112 WBD Warner Bros Discovery Inc Communication Services 494,369.0 $14.2M 0.09% -3K -0.6% $28.82 -6.5%
113 TFC Truist Financial Corp Financial Services 288,400.0 $14.2M 0.09% -11K -3.7% $49.21 -4.6%
114 TEL TE Connectivity PLC Technology 61,700.0 $14.0M 0.08% -77K -55.6% $227.51 -10.7%
115 AJG Arthur J Gallagher & Co Financial Services 53,760.0 $13.9M 0.08% -15K -21.8% $258.79 -22.4%
116 TSCO Tractor Supply Co Consumer Cyclical 272,600.0 $13.6M 0.08% -26K -8.7% $50.01 -37.6%
117 PWR Quanta Services Inc Industrials 31,840.0 $13.4M 0.08% -1K -3.5% $422.06 +78.8%
118 EA Electronic Arts Inc Communication Services 65,700.0 $13.4M 0.08% -43K -39.6% $204.33 -1.8%
119 LVS Las Vegas Sands Corp Consumer Cyclical 203,900.0 $13.3M 0.08% -32K -13.5% $65.09 -21.9%
120 CSX CSX Corp Industrials 365,800.0 $13.3M 0.08% -8K -2.2% $36.25 +26.2%
Page 6 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%