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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 2 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV AbbVie Inc Healthcare 447,362.0 $102.2M 0.61% +11K +2.5% $228.49 -7.9%
22 HD Home Depot Inc/The Consumer Cyclical 279,020.0 $96.0M 0.57% +26K +10.5% $344.10 -11.6%
23 ORCL Oracle Corp Technology 476,660.0 $92.9M 0.55% +46K +10.6% $194.91 +0.4%
24 BAC Bank of America Corp Financial Services 1,687,100.0 $92.8M 0.55% -69K -3.9% $55.00 -9.5%
25 GE General Electric Co Industrials 294,685.0 $90.8M 0.54% $308.03 -5.4%
26 PG Procter & Gamble Co/The Consumer Defensive 631,700.0 $90.5M 0.54% +51K +8.8% $143.31 -0.4%
27 GS Goldman Sachs Group Inc/The Financial Services 99,800.0 $87.7M 0.52% +4K +3.6% $879.00 +10.2%
28 MU Micron Technology Inc Technology 301,200.0 $86.0M 0.51% +62K +25.7% $285.41 +171.9%
29 AMD Advanced Micro Devices Inc Technology 398,461.0 $85.3M 0.51% +14K +3.7% $214.16 +98.0%
30 MRK Merck & Co Inc Healthcare 792,700.0 $83.4M 0.50% -39K -4.7% $105.26 +7.7%
31 CRM Salesforce Inc Technology 307,247.0 $81.4M 0.48% -4K -1.3% $264.91 -36.7%
32 LRCX Lam Research Corp Technology 424,900.0 $72.7M 0.43% -39K -8.4% $171.18 +74.8%
33 UNH UnitedHealth Group Inc Healthcare 218,460.0 $72.1M 0.43% $330.11 +20.9%
34 CSCO Cisco Systems Inc Technology 926,400.0 $71.4M 0.42% -69K -7.0% $77.03 +50.0%
35 ABT Abbott Laboratories Healthcare 557,100.0 $69.8M 0.42% -6K -1.1% $125.29 -32.6%
36 WFC Wells Fargo & Co Financial Services 741,100.0 $69.1M 0.41% -20K -2.6% $93.20 -20.8%
37 DIS Walt Disney Co/The Communication Services 591,600.0 $67.3M 0.40% +120K +25.5% $113.77 -7.3%
38 KO Coca-Cola Co/The Consumer Defensive 961,500.0 $67.2M 0.40% -26K -2.6% $69.91 +15.1%
39 IBM IBM Technology 220,400.0 $65.3M 0.39% $296.21 -26.3%
40 AXP American Express Co Financial Services 169,580.0 $62.7M 0.37% +2K +0.9% $369.95 -15.3%
Page 2 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%