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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 24 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 RIVN Rivian Automotive Inc Consumer Cyclical 177,000.0 $3.5M 0.02% -900.0 -0.5% $19.71 -32.5%
462 OMC Omnicom Group Inc Communication Services 43,200.0 $3.5M 0.02% +1K +3.4% $80.75 -9.6%
463 HEICO Corp 13,780.0 $3.5M 0.02% -2K -11.1% $252.43
464 RKT Rocket Cos Inc Financial Services 178,971.0 $3.5M 0.02% NEW $19.36 -32.3%
465 IFF IFF Basic Materials 51,200.0 $3.5M 0.02% -90K -63.9% $67.39 +10.0%
466 Cooper Cos Inc/The 42,000.0 $3.4M 0.02% +2K +5.5% $81.96
467 CCEP Coca-Cola Europacific Partners Consumer Defensive 37,900.0 $3.4M 0.02% -8K -18.0% $90.70 +0.7%
468 Q Qnity Electronics Inc Technology 41,950.0 $3.4M 0.02% NEW $81.65 +82.2%
469 ROL Rollins Inc Consumer Cyclical 57,000.0 $3.4M 0.02% -400.0 -0.7% $60.02 -9.4%
470 SMCI Super Micro Computer Inc Technology 114,400.0 $3.3M 0.02% +4K +4.0% $29.27 +3.4%
471 REGCO Regency Centers Corp Real Estate 48,500.0 $3.3M 0.02% +5K +11.2% $69.03 -67.9%
472 AGI Alamos Gold Inc Basic Materials 85,600.0 $3.3M 0.02% -1K -1.5% $38.66 +4.2%
473 MGA Magna International Inc Consumer Cyclical 62,000.0 $3.3M 0.02% -83K -57.3% $53.38 +12.1%
474 DKNG DraftKings Inc Consumer Cyclical 95,700.0 $3.3M 0.02% $34.46 -25.2%
475 SATS EchoStar Corp Technology 30,158.0 $3.3M 0.02% NEW $108.70 +27.6%
476 CHTR Charter Communications Inc Communication Services 15,680.0 $3.3M 0.02% -2K -9.9% $208.75 -30.5%
477 ZBH Zimmer Biomet Holdings Inc Healthcare 36,400.0 $3.3M 0.02% +800.0 +2.2% $89.92 -5.5%
478 INCY Incyte Corp Healthcare 32,900.0 $3.2M 0.02% +400.0 +1.2% $98.77 -3.9%
479 WY Weyerhaeuser Co Real Estate 135,600.0 $3.2M 0.02% -900.0 -0.7% $23.69 -3.1%
480 CDW CDW Corp/DE Technology 23,200.0 $3.2M 0.02% -2K -7.2% $136.20 -24.3%
Page 24 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%