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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 23 of 28  ·  550 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 WST West Pharmaceutical Services I Healthcare 16,100.0 $4.2M 0.03% NEW $262.33 +15.5%
442 BBY Best Buy Co Inc Consumer Cyclical 55,500.0 $4.2M 0.03% NEW $75.62 -23.5%
443 CCEP Coca-Cola Europacific Partners Consumer Defensive 46,200.0 $4.2M 0.03% NEW $90.41 +2.2%
444 PKG Packaging Corp of America Consumer Cyclical 19,000.0 $4.1M 0.03% NEW $217.93 -2.7%
445 LNT Alliant Energy Corp Utilities 61,100.0 $4.1M 0.02% NEW $67.41 +5.2%
446 STLD Steel Dynamics Inc Basic Materials 29,500.0 $4.1M 0.02% NEW $139.43 +64.5%
447 EL Estee Lauder Cos Inc/The Consumer Defensive 46,190.0 $4.1M 0.02% NEW $88.12 -8.9%
448 CHD Church & Dwight Co Inc Consumer Defensive 46,200.0 $4.0M 0.02% NEW $87.63 +10.4%
449 CDW CDW Corp/DE Technology 25,000.0 $4.0M 0.02% NEW $159.28 -34.7%
450 HEICO Corp 15,500.0 $3.9M 0.02% NEW $254.09
451 NVR NVR Inc Consumer Cyclical 490.0 $3.9M 0.02% NEW $8034.66 -30.8%
452 AER AerCap Holdings NV Industrials 32,400.0 $3.9M 0.02% NEW $121.00 +15.5%
453 ZM Zoom Communications Inc Technology 47,500.0 $3.9M 0.02% NEW $82.50 +21.4%
454 STZ Constellation Brands Inc Consumer Defensive 28,700.0 $3.9M 0.02% NEW $134.67 +5.7%
455 ARE Alexandria Real Estate Equitie Real Estate 46,100.0 $3.8M 0.02% NEW $83.34 -44.0%
456 TECK Teck Resources Ltd Basic Materials 87,200.0 $3.8M 0.02% NEW $43.88 +39.8%
457 TRU TransUnion Industrials 44,900.0 $3.8M 0.02% NEW $83.78 -20.9%
458 SNA Snap-on Inc Industrials 10,700.0 $3.7M 0.02% NEW $346.53 +3.8%
459 Corpay Inc 12,800.0 $3.7M 0.02% NEW $288.06
460 MKL Markel Group Inc Financial Services 1,890.0 $3.6M 0.02% NEW $1911.36 -3.5%
Page 23 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%