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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 17 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KDP Keurig Dr Pepper Inc Consumer Defensive 278,100.0 $7.8M 0.05% +4K +1.6% $28.01 +5.1%
322 GEHC GE HealthCare Technologies Inc Healthcare 94,575.0 $7.8M 0.05% -4K -3.7% $82.02 -25.0%
323 CPRT Copart Inc Industrials 196,600.0 $7.7M 0.05% -5K -2.6% $39.15 -14.6%
324 MLM Martin Marietta Materials Inc Basic Materials 12,320.0 $7.7M 0.05% -280.0 -2.2% $622.66 -10.7%
325 VMC Vulcan Materials Co Basic Materials 26,880.0 $7.7M 0.05% -720.0 -2.6% $285.22 -6.6%
326 VEEV Veeva Systems Inc Healthcare 34,280.0 $7.7M 0.05% -10K -22.4% $223.23 -26.6%
327 MCHP Microchip Technology Inc Technology 120,000.0 $7.6M 0.05% +1K +1.0% $63.72 +45.6%
328 FLEX Flex Ltd Technology 126,400.0 $7.6M 0.05% NEW $60.42 +114.7%
329 CTSH Cognizant Technology Solutions Technology 91,958.0 $7.6M 0.04% -6K -6.5% $83.00 -38.1%
330 NTRS Northern Trust Corp Financial Services 55,800.0 $7.6M 0.04% +14K +33.8% $136.59 +21.0%
331 DHI DR Horton Inc Consumer Cyclical 52,900.0 $7.6M 0.04% -3K -5.7% $144.03 -4.5%
332 RPM RPM International Inc Basic Materials 72,900.0 $7.6M 0.04% $104.00 -6.6%
333 Z Zillow Group Inc Communication Services 111,000.0 $7.6M 0.04% +76K +212.7% $68.22 -45.5%
334 Entergy Corp 81,700.0 $7.6M 0.04% -2K -2.2% $92.43
335 PTC PTC Inc Technology 43,300.0 $7.5M 0.04% +17K +62.2% $174.21 -17.3%
336 KVUE Kenvue Inc Consumer Defensive 436,875.0 $7.5M 0.04% +8K +1.9% $17.25 -0.4%
337 ED Consolidated Edison Inc Utilities 75,000.0 $7.4M 0.04% -3K -4.3% $99.32 +7.2%
338 FIX Comfort Systems USA Inc Industrials 7,920.0 $7.4M 0.04% NEW $933.29 +98.7%
339 MDB MongoDB Inc Technology 17,520.0 $7.4M 0.04% $419.69 -21.4%
340 ACM AECOM Industrials 77,100.0 $7.3M 0.04% -8K -9.2% $95.33 -25.3%
Page 17 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%