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Portfolio (Quarterly) Guide ↗

FORSTA AP-FONDEN

· CIK 0001603328
13F Portfolio $16.9B AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 550 New
Page 20 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HBAN Huntington Bancshares Inc/OH Financial Services 337,000.0 $5.8M 0.04% NEW $17.27 -10.8%
382 RF Regions Financial Corp Financial Services 220,500.0 $5.8M 0.03% NEW $26.37 +1.1%
383 LPLA LPL Financial Holdings Inc Financial Services 17,400.0 $5.8M 0.03% NEW $332.69 -9.9%
384 FDS FactSet Research Systems Inc Financial Services 20,100.0 $5.8M 0.03% NEW $286.49 -25.8%
385 IP International Paper Co Consumer Cyclical 123,950.0 $5.8M 0.03% NEW $46.40 -34.8%
386 Kellanova 69,700.0 $5.7M 0.03% NEW $82.02
387 HPQ HP Inc Technology 209,300.0 $5.7M 0.03% NEW $27.23 -23.6%
388 PSTG Pure Storage Inc Technology 67,300.0 $5.6M 0.03% NEW $83.81 +4.2%
389 NTRS Northern Trust Corp Financial Services 41,700.0 $5.6M 0.03% NEW $134.60 +21.7%
390 ODFL Old Dominion Freight Line Inc Industrials 39,800.0 $5.6M 0.03% NEW $140.78 +44.3%
391 Thomson Reuters Corp 35,888.0 $5.6M 0.03% NEW $155.31
392 AWK American Water Works Co Inc Utilities 39,800.0 $5.5M 0.03% NEW $139.19 -10.3%
393 IOT Samsara Inc Technology 148,600.0 $5.5M 0.03% NEW $37.25 -20.6%
394 TAP Molson Coors Beverage Co Consumer Defensive 122,100.0 $5.5M 0.03% NEW $45.25 -9.7%
395 LYV Live Nation Entertainment Inc Communication Services 33,800.0 $5.5M 0.03% NEW $163.40 +3.3%
396 EXPE Expedia Group Inc Consumer Cyclical 25,800.0 $5.5M 0.03% NEW $213.75 +1.9%
397 BRO Brown & Brown Inc Financial Services 58,500.0 $5.5M 0.03% NEW $93.79 -37.4%
398 Smurfit WestRock PLC 128,800.0 $5.5M 0.03% NEW $42.57
399 CMS CMS Energy Corp Utilities 74,700.0 $5.5M 0.03% NEW $73.26 -1.5%
400 ULTA Ulta Beauty Inc Consumer Cyclical 10,000.0 $5.5M 0.03% NEW $546.75 -9.6%
Page 20 of 28  ·  550 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 35.0%
Communication Services 16.5%
Financial Services 12.6%
Consumer Cyclical 10.3%
Healthcare 8.4%
Industrials 6.5%
Consumer Defensive 3.9%
Utilities 2.5%
Real Estate 2.1%
Basic Materials 2.0%