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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 7 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SBAC SBA Communications Corp Real Estate 67,300.0 $13.0M 0.08% -2K -2.5% $193.43 +3.9%
122 SPG Simon Property Group Inc Real Estate 70,300.0 $13.0M 0.08% -4K -4.9% $185.11 +8.1%
123 FDX FedEx Corp Industrials 44,500.0 $12.9M 0.08% -2K -5.3% $288.86 +27.7%
124 VICI VICI Properties Inc Real Estate 456,700.0 $12.8M 0.08% -72K -13.6% $28.12 -0.4%
125 NSC Norfolk Southern Corp Industrials 44,160.0 $12.7M 0.08% -2K -4.4% $288.72 +9.9%
126 CHRW CH Robinson Worldwide Inc Industrials 78,800.0 $12.7M 0.08% -2K -2.6% $160.76 +2.2%
127 Canadian Pacific Kansas City L 171,400.0 $12.6M 0.07% -11K -5.9% $73.72
128 STE STERIS PLC Healthcare 49,600.0 $12.6M 0.07% -15K -23.7% $253.52 -16.1%
129 VRT Vertiv Holdings Co Industrials 77,411.0 $12.5M 0.07% -2K -2.4% $162.01 +120.8%
130 AEP American Electric Power Co Inc Utilities 108,700.0 $12.5M 0.07% -142K -56.6% $115.31 +9.2%
131 SRE Sempra Utilities 141,300.0 $12.5M 0.07% -10K -6.9% $88.29 +2.7%
132 CBOE Cboe Global Markets Inc Financial Services 49,600.0 $12.4M 0.07% -700.0 -1.4% $251.00 +44.8%
133 ROST Ross Stores Inc Consumer Cyclical 68,229.0 $12.3M 0.07% -14K -16.6% $180.14 +18.2%
134 ABNB Airbnb Inc Consumer Cyclical 90,300.0 $12.3M 0.07% -2K -2.6% $135.72 -2.0%
135 DOV Dover Corp Industrials 61,800.0 $12.1M 0.07% -8K -12.1% $195.24 +7.9%
136 AZO AutoZone Inc Consumer Cyclical 3,490.0 $11.8M 0.07% -110.0 -3.1% $3391.50 -2.6%
137 WPM Wheaton Precious Metals Corp Basic Materials 98,700.0 $11.6M 0.07% -2K -2.2% $117.72 +12.6%
138 PCAR PACCAR Inc Industrials 105,400.0 $11.5M 0.07% -2K -2.3% $109.51 +0.8%
139 F Ford Motor Co Consumer Cyclical 868,200.0 $11.4M 0.07% -31K -3.5% $13.12 +2.0%
140 URI United Rentals Inc Industrials 14,040.0 $11.4M 0.07% -360.0 -2.5% $809.32 +18.6%
Page 7 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%