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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 11 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 STX Seagate Technology Holdings PL Technology 53,000.0 $14.6M 0.09% +7K +15.0% $275.39 +169.0%
202 MAR Marriott International Inc/MD Consumer Cyclical 46,300.0 $14.4M 0.09% -2K -3.7% $310.24 +15.8%
203 NTAP NetApp Inc Technology 133,400.0 $14.3M 0.09% $107.09 +12.6%
204 WBD Warner Bros Discovery Inc Communication Services 494,369.0 $14.2M 0.09% -3K -0.6% $28.82 -6.4%
205 TFC Truist Financial Corp Financial Services 288,400.0 $14.2M 0.09% -11K -3.7% $49.21 -4.4%
206 TEL TE Connectivity PLC Technology 61,700.0 $14.0M 0.08% -77K -55.6% $227.51 -11.9%
207 PFG Principal Financial Group Inc Financial Services 157,900.0 $13.9M 0.08% $88.21 +16.1%
208 AJG Arthur J Gallagher & Co Financial Services 53,760.0 $13.9M 0.08% -15K -21.8% $258.79 -21.4%
209 TSCO Tractor Supply Co Consumer Cyclical 272,600.0 $13.6M 0.08% -26K -8.7% $50.01 -36.6%
210 DRI Darden Restaurants Inc Consumer Cyclical 73,900.0 $13.6M 0.08% +37K +100.3% $184.02 +5.3%
211 PWR Quanta Services Inc Industrials 31,840.0 $13.4M 0.08% -1K -3.5% $422.06 +71.3%
212 EA Electronic Arts Inc Communication Services 65,700.0 $13.4M 0.08% -43K -39.6% $204.33 -1.6%
213 APOS Apollo Global Management Inc Financial Services 92,400.0 $13.4M 0.08% +4K +4.5% $144.76 -82.2%
214 EXPD Expeditors International of Wa Industrials 89,600.0 $13.4M 0.08% +40K +81.4% $149.01 +5.2%
215 LVS Las Vegas Sands Corp Consumer Cyclical 203,900.0 $13.3M 0.08% -32K -13.5% $65.09 -22.9%
216 CSX CSX Corp Industrials 365,800.0 $13.3M 0.08% -8K -2.2% $36.25 +27.4%
217 PODD Insulet Corp Healthcare 46,220.0 $13.1M 0.08% +16K +53.5% $284.24 -46.4%
218 SBAC SBA Communications Corp Real Estate 67,300.0 $13.0M 0.08% -2K -2.5% $193.43 +5.1%
219 SPG Simon Property Group Inc Real Estate 70,300.0 $13.0M 0.08% -4K -4.9% $185.11 +8.3%
220 MTD Mettler-Toledo International I Healthcare 9,260.0 $12.9M 0.08% +4K +85.2% $1394.19 -22.9%
Page 11 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%