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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 10 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ES Eversource Energy Utilities 243,900.0 $16.4M 0.10% +132K +118.5% $67.33 +1.1%
182 AVB AvalonBay Communities Inc Real Estate 90,300.0 $16.4M 0.10% +12K +14.9% $181.31 +2.1%
183 EIX Edison International Utilities 271,800.0 $16.3M 0.10% +125K +84.9% $60.02 +15.2%
184 ORLY O'Reilly Automotive Inc Consumer Cyclical 177,900.0 $16.2M 0.10% -6K -3.1% $91.21 +0.6%
185 FERG Ferguson Enterprises Inc Industrials 71,900.0 $16.0M 0.10% +28K +63.8% $222.63 -1.2%
186 NKE NIKE Inc Consumer Cyclical 250,500.0 $16.0M 0.10% $63.71 -33.2%
187 JBL Jabil Inc Technology 69,681.0 $15.9M 0.10% -2K -2.1% $228.02 +48.6%
188 GM General Motors Co Consumer Cyclical 193,100.0 $15.7M 0.09% -6K -2.9% $81.32 -10.1%
189 HCA HCA Healthcare Inc Healthcare 33,420.0 $15.6M 0.09% -24K -42.2% $466.86 -9.4%
190 MRVL Marvell Technology Inc Technology 181,800.0 $15.4M 0.09% -4K -2.4% $84.98 +98.8%
191 DLTR Dollar Tree Inc Consumer Defensive 124,900.0 $15.4M 0.09% +31K +33.3% $123.01 -25.8%
192 TDG TransDigm Group Inc Industrials 11,430.0 $15.2M 0.09% -370.0 -3.1% $1329.85 -11.1%
193 EMR Emerson Electric Co Industrials 112,700.0 $15.0M 0.09% -5K -3.9% $132.72 -0.4%
194 SNOW Snowflake Inc Technology 68,000.0 $14.9M 0.09% $219.36 -25.1%
195 GLW Corning Inc Technology 169,600.0 $14.9M 0.09% -1K -0.8% $87.56 +103.9%
196 DTE DTE Energy Co Utilities 115,100.0 $14.8M 0.09% +52K +81.5% $128.98 +9.6%
197 MDLZ Mondelez International Inc Consumer Defensive 274,500.0 $14.8M 0.09% -5K -1.8% $53.83 +14.5%
198 MFC Manulife Financial Corp Financial Services 405,700.0 $14.8M 0.09% -360K -47.0% $36.36 +5.1%
199 NXPI NXP Semiconductors NV Technology 67,800.0 $14.7M 0.09% +11K +20.0% $217.06 +34.4%
200 WSM Williams-Sonoma Inc Consumer Cyclical 82,200.0 $14.7M 0.09% -1K -1.6% $178.59 -5.3%
Page 10 of 28  ·  551 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%