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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 9 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XEL Xcel Energy Inc Utilities 127,000.0 $9.4M 0.06% -11K -7.7% $73.86 +8.4%
162 AME AMETEK Inc Industrials 45,200.0 $9.3M 0.06% -1K -2.6% $205.31 +11.0%
163 CTVA Corteva Inc Basic Materials 137,900.0 $9.2M 0.06% -5K -3.5% $67.03 +24.3%
164 A Agilent Technologies Inc Healthcare 67,500.0 $9.2M 0.06% -11K -13.9% $136.07 -17.9%
165 WCN Waste Connections Inc Industrials 51,700.0 $9.1M 0.05% -1K -1.9% $175.36 -11.7%
166 Annaly Capital Management Inc 405,000.0 $9.1M 0.05% -10K -2.5% $22.36
167 ROP Roper Technologies Inc Industrials 20,220.0 $9.0M 0.05% -480.0 -2.3% $445.13 -28.6%
168 AVY Avery Dennison Corp Industrials 49,000.0 $8.9M 0.05% -2K -3.2% $181.88 -14.1%
169 FICO Fair Isaac Corp Technology 5,080.0 $8.6M 0.05% -220.0 -4.2% $1690.62 -36.3%
170 CARR Carrier Global Corp Industrials 162,300.0 $8.6M 0.05% -8K -4.6% $52.84 +22.4%
171 DELL Dell Technologies Inc Technology 67,900.0 $8.5M 0.05% -1K -1.9% $125.88 +96.9%
172 DPZ Domino's Pizza Inc Consumer Cyclical 20,440.0 $8.5M 0.05% -560.0 -2.7% $416.82 -27.1%
173 MKC McCormick & Co Inc/MD Consumer Defensive 124,900.0 $8.5M 0.05% -37K -22.8% $68.11 -31.7%
174 STT State Street Corp Financial Services 65,900.0 $8.5M 0.05% -3K -4.8% $129.01 +19.2%
175 YUM Yum! Brands Inc Consumer Cyclical 56,100.0 $8.5M 0.05% -2K -2.6% $151.28 -0.4%
176 MSTR Strategy Inc Technology 55,820.0 $8.5M 0.05% -480.0 -0.8% $151.95 +23.0%
177 PSA Public Storage Real Estate 32,000.0 $8.3M 0.05% -2K -5.3% $259.50 +16.8%
178 FISV Fiserv Inc Technology 123,100.0 $8.3M 0.05% -16K -11.6% $67.17 -20.4%
179 TOST Toast Inc Technology 231,800.0 $8.2M 0.05% -65K -21.9% $35.51 -35.0%
180 FNV Franco-Nevada Corp Basic Materials 38,700.0 $8.0M 0.05% -18K -32.3% $207.56 +14.7%
Page 9 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%