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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 12 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FDX FedEx Corp Industrials 44,500.0 $12.9M 0.08% -2K -5.3% $288.86 +28.0%
222 VICI VICI Properties Inc Real Estate 456,700.0 $12.8M 0.08% -72K -13.6% $28.12 +1.4%
223 NSC Norfolk Southern Corp Industrials 44,160.0 $12.7M 0.08% -2K -4.4% $288.72 +10.9%
224 CHRW CH Robinson Worldwide Inc Industrials 78,800.0 $12.7M 0.08% -2K -2.6% $160.76 +5.6%
225 Canadian Pacific Kansas City L 171,400.0 $12.6M 0.07% -11K -5.9% $73.72
226 STE STERIS PLC Healthcare 49,600.0 $12.6M 0.07% -15K -23.7% $253.52 -16.0%
227 VRT Vertiv Holdings Co Industrials 77,411.0 $12.5M 0.07% -2K -2.4% $162.01 +109.7%
228 AEP American Electric Power Co Inc Utilities 108,700.0 $12.5M 0.07% -142K -56.6% $115.31 +11.8%
229 SRE Sempra Utilities 141,300.0 $12.5M 0.07% -10K -6.9% $88.29 +2.2%
230 CBOE Cboe Global Markets Inc Financial Services 49,600.0 $12.4M 0.07% -700.0 -1.4% $251.00 +44.6%
231 O Realty Income Corp Real Estate 220,600.0 $12.4M 0.07% +10K +4.9% $56.37 +9.5%
232 HUM Humana Inc Healthcare 48,200.0 $12.3M 0.07% +22K +84.7% $256.13 +19.5%
233 ROST Ross Stores Inc Consumer Cyclical 68,229.0 $12.3M 0.07% -14K -16.6% $180.14 +17.2%
234 ABNB Airbnb Inc Consumer Cyclical 90,300.0 $12.3M 0.07% -2K -2.6% $135.72 -3.4%
235 EQR Equity Residential Real Estate 192,500.0 $12.1M 0.07% +46K +31.1% $63.04 +3.8%
236 DOV Dover Corp Industrials 61,800.0 $12.1M 0.07% -8K -12.1% $195.24 +8.0%
237 D Dominion Energy Inc Utilities 205,200.0 $12.0M 0.07% +4K +1.8% $58.59 +15.3%
238 AZO AutoZone Inc Consumer Cyclical 3,490.0 $11.8M 0.07% -110.0 -3.1% $3391.50 -1.3%
239 CVNA Carvana Co Consumer Cyclical 27,860.0 $11.8M 0.07% +2K +5.9% $422.02 -84.4%
240 WPM Wheaton Precious Metals Corp Basic Materials 98,700.0 $11.6M 0.07% -2K -2.2% $117.72 +10.0%
Page 12 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%