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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 23 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PKG Packaging Corp of America Consumer Cyclical 19,300.0 $4.0M 0.02% +300.0 +1.6% $206.23 +2.2%
442 Nebius Group NV 47,500.0 $4.0M 0.02% NEW $83.71
443 CNC Centene Corp Healthcare 96,300.0 $4.0M 0.02% $41.15 +41.5%
444 CHD Church & Dwight Co Inc Consumer Defensive 47,100.0 $3.9M 0.02% +900.0 +1.9% $83.85 +14.2%
445 BURL Burlington Stores Inc Consumer Cyclical 13,620.0 $3.9M 0.02% -280.0 -2.0% $288.85 -1.0%
446 MKL Markel Group Inc Financial Services 1,830.0 $3.9M 0.02% -60.0 -3.2% $2149.65 -13.2%
447 LEN Lennar Corp Consumer Cyclical 37,747.0 $3.9M 0.02% -4K -9.7% $102.80 -18.5%
448 ARE Alexandria Real Estate Equitie Real Estate 78,800.0 $3.9M 0.02% +33K +70.9% $48.94 -6.3%
449 TECK Teck Resources Ltd Basic Materials 80,200.0 $3.8M 0.02% -7K -8.0% $47.94 +25.7%
450 SNA Snap-on Inc Industrials 10,980.0 $3.8M 0.02% +280.0 +2.6% $344.60 +5.5%
451 STZ Constellation Brands Inc Consumer Defensive 27,200.0 $3.8M 0.02% -2K -5.2% $137.96 +7.0%
452 TRU TransUnion Industrials 43,500.0 $3.7M 0.02% -1K -3.1% $85.75 -20.0%
453 KIM Kimco Realty Corp Real Estate 182,100.0 $3.7M 0.02% +24K +15.6% $20.27 +15.8%
454 DGX Quest Diagnostics Inc Healthcare 21,000.0 $3.6M 0.02% -4K -17.0% $173.53 +9.4%
455 FTV Fortive Corp Technology 65,700.0 $3.6M 0.02% +600.0 +0.9% $55.21 +6.9%
456 BBY Best Buy Co Inc Consumer Cyclical 54,100.0 $3.6M 0.02% -1K -2.5% $66.93 -11.4%
457 GDDY GoDaddy Inc Technology 29,000.0 $3.6M 0.02% -2K -7.6% $124.08 -26.3%
458 Corpay Inc 11,880.0 $3.6M 0.02% -920.0 -7.2% $300.93
459 CMS CMS Energy Corp Utilities 50,800.0 $3.6M 0.02% -24K -32.0% $69.93 +3.1%
460 TTD Trade Desk Inc/The Technology 93,000.0 $3.5M 0.02% -3K -3.3% $37.96 -41.3%
Page 23 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%