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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 20 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TEAM Atlassian Corp Technology 36,000.0 $5.8M 0.04% -700.0 -1.9% $162.14 -43.6%
382 ADM Archer-Daniels-Midland Co Consumer Defensive 101,300.0 $5.8M 0.04% -4K -3.3% $57.49 +38.1%
383 UHS Universal Health Services Inc Healthcare 26,700.0 $5.8M 0.04% +17K +181.1% $218.02 -25.7%
384 ODFL Old Dominion Freight Line Inc Industrials 37,100.0 $5.8M 0.04% -3K -6.8% $156.80 +27.6%
385 EXR Extra Space Storage Inc Real Estate 43,400.0 $5.7M 0.03% -2K -3.6% $130.22 +5.5%
386 CFG Citizens Financial Group Inc Financial Services 96,000.0 $5.6M 0.03% -3K -3.0% $58.41 +3.1%
387 Emera Inc 113,400.0 $5.6M 0.03% NEW $49.35
388 VLTO Veralto Corp Industrials 55,808.0 $5.6M 0.03% -12K -17.8% $99.78 -13.9%
389 CSGP CoStar Group Inc Real Estate 82,400.0 $5.5M 0.03% -3K -3.3% $67.24 -50.3%
390 EFX Equifax Inc Industrials 25,320.0 $5.5M 0.03% -580.0 -2.2% $216.98 -25.3%
391 IONQ IonQ Inc Technology 122,312.0 $5.5M 0.03% NEW $44.87 +8.6%
392 GLPI Gaming and Leisure Properties Real Estate 120,800.0 $5.4M 0.03% +19K +18.8% $44.69 +5.7%
393 IP International Paper Co Consumer Cyclical 135,950.0 $5.4M 0.03% +12K +9.7% $39.39 -25.1%
394 KHC Kraft Heinz Co/The Consumer Defensive 219,700.0 $5.3M 0.03% -4K -1.8% $24.25 -4.9%
395 HUBB Hubbell Inc Industrials 11,980.0 $5.3M 0.03% -4K -23.7% $444.11 +4.5%
396 NI NiSource Inc Utilities 126,100.0 $5.3M 0.03% -65K -34.1% $41.76 +11.8%
397 WAT Waters Corp Healthcare 13,820.0 $5.2M 0.03% -680.0 -4.7% $379.83 -13.2%
398 PAYC Paycom Software Inc Technology 32,900.0 $5.2M 0.03% -1K -4.1% $159.36 -11.7%
399 Smurfit WestRock PLC 135,400.0 $5.2M 0.03% +7K +5.1% $38.67
400 AFRM Affirm Holdings Inc Technology 70,300.0 $5.2M 0.03% -23K -24.6% $74.43 -14.7%
Page 20 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%