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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 13 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VST Vistra Corp Utilities 71,700.0 $11.6M 0.07% +25K +54.5% $161.33 -15.2%
242 PCAR PACCAR Inc Industrials 105,400.0 $11.5M 0.07% -2K -2.3% $109.51 +2.0%
243 APD Air Products and Chemicals Inc Basic Materials 46,660.0 $11.5M 0.07% $247.02 +18.1%
244 F Ford Motor Co Consumer Cyclical 868,200.0 $11.4M 0.07% -31K -3.5% $13.12 -0.7%
245 URI United Rentals Inc Industrials 14,040.0 $11.4M 0.07% -360.0 -2.5% $809.32 +16.7%
246 TRMB Trimble Inc Technology 145,000.0 $11.4M 0.07% -13K -8.4% $78.35 -29.8%
247 PAAS Pan American Silver Corp Basic Materials 217,500.0 $11.3M 0.07% -12K -5.3% $51.91 +6.3%
248 MNST Monster Beverage Corp Consumer Defensive 146,900.0 $11.3M 0.07% -3K -1.9% $76.67 +15.5%
249 DLR Digital Realty Trust Inc Real Estate 72,100.0 $11.2M 0.07% -2K -2.3% $154.71 +21.8%
250 BDX Becton Dickinson & Co Healthcare 56,800.0 $11.0M 0.07% -17K -23.2% $194.07 -24.3%
251 TWLO Twilio Inc Communication Services 77,400.0 $11.0M 0.07% -24K -23.6% $142.24 +39.0%
252 HSY Hershey Co/The Consumer Defensive 60,400.0 $11.0M 0.07% +29K +93.0% $181.98 +5.4%
253 PYPL PayPal Holdings Inc Financial Services 186,900.0 $10.9M 0.07% -5K -2.5% $58.38 -24.0%
254 ATO Atmos Energy Corp Utilities 65,000.0 $10.9M 0.07% -15K -18.4% $167.63 +6.0%
255 EW Edwards Lifesciences Corp Healthcare 126,200.0 $10.8M 0.06% -3K -2.2% $85.25 -3.4%
256 WAB Westinghouse Air Brake Technol Industrials 49,800.0 $10.6M 0.06% -35K -41.0% $213.45 +21.9%
257 PRU Prudential Financial Inc Financial Services 94,000.0 $10.6M 0.06% -5K -5.0% $112.88 -8.8%
258 CMG Chipotle Mexican Grill Inc Consumer Cyclical 280,300.0 $10.4M 0.06% -8K -2.9% $37.00 -10.7%
259 DECK Deckers Outdoor Corp Consumer Cyclical 99,900.0 $10.4M 0.06% -2K -1.6% $103.67 -8.7%
260 FAST Fastenal Co Industrials 257,100.0 $10.3M 0.06% +8K +3.0% $40.13 +9.6%
Page 13 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%