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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 21 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 KEY KeyCorp Financial Services 250,800.0 $5.2M 0.03% -10K -3.7% $20.64 +2.1%
402 AWK American Water Works Co Inc Utilities 39,600.0 $5.2M 0.03% -200.0 -0.5% $130.50 -4.9%
403 HRL Hormel Foods Corp Consumer Defensive 216,600.0 $5.1M 0.03% +13K +6.3% $23.70 -14.0%
404 Brookfield Asset Management Lt 96,800.0 $5.1M 0.03% +4K +3.8% $52.45
405 RDDT Reddit Inc Communication Services 21,774.0 $5.0M 0.03% -900.0 -4.0% $229.87 -30.8%
406 FNF Fidelity National Financial In Financial Services 90,500.0 $4.9M 0.03% -73K -44.6% $54.59 -9.3%
407 QSR Restaurant Brands Internationa Consumer Cyclical 71,600.0 $4.9M 0.03% -3K -4.3% $68.33 +10.8%
408 FE FirstEnergy Corp Utilities 108,200.0 $4.8M 0.03% -21K -16.4% $44.77 -1.0%
409 BIIB Biogen Inc Healthcare 27,300.0 $4.8M 0.03% +2K +8.3% $175.99 +8.3%
410 Thomson Reuters Corp 35,988.0 $4.8M 0.03% $132.14
411 EL Estee Lauder Cos Inc/The Consumer Defensive 45,190.0 $4.7M 0.03% -1K -2.2% $104.72 -23.6%
412 AER AerCap Holdings NV Industrials 32,800.0 $4.7M 0.03% +400.0 +1.2% $143.76 -5.4%
413 CNP CenterPoint Energy Inc Utilities 122,900.0 $4.7M 0.03% -12K -9.1% $38.34 +8.8%
414 HPQ HP Inc Technology 210,800.0 $4.7M 0.03% +2K +0.7% $22.28 -6.1%
415 CINF Cincinnati Financial Corp Financial Services 28,700.0 $4.7M 0.03% -1K -4.3% $163.32 +2.8%
416 DOW Dow Inc Basic Materials 196,600.0 $4.6M 0.03% +3K +1.4% $23.38 +64.9%
417 Aptiv PLC 60,100.0 $4.6M 0.03% +18K +44.5% $76.09
418 AEE Ameren Corp Utilities 45,700.0 $4.6M 0.03% -11K -19.0% $99.86 +9.2%
419 LULU Lululemon Athletica Inc Consumer Cyclical 21,800.0 $4.5M 0.03% -42K -66.1% $207.81 -42.1%
420 STLD Steel Dynamics Inc Basic Materials 26,600.0 $4.5M 0.03% -3K -9.8% $169.45 +34.9%
Page 21 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%