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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 4 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACN Accenture PLC Technology 163,029.0 $43.7M 0.26% -20K -11.0% $268.30 -34.9%
62 SPGI S&P Global Inc Financial Services 83,625.0 $43.7M 0.26% -660.0 -0.8% $522.59 -20.2%
63 SHOP Shopify Inc Technology 269,100.0 $43.4M 0.26% -13K -4.7% $161.23 -37.1%
64 LIN Linde PLC Basic Materials 100,440.0 $42.8M 0.26% -7K -6.7% $426.39 +20.2%
65 APH Amphenol Corp Technology 316,500.0 $42.8M 0.26% +4K +1.1% $135.14 -9.9%
66 SCHW Charles Schwab Corp/The Financial Services 413,901.0 $41.4M 0.25% -52K -11.2% $99.91 -7.5%
67 CEG Constellation Energy Corp Utilities 116,780.0 $41.3M 0.25% -4K -3.5% $353.27 -25.9%
68 MCK McKesson Corp Healthcare 48,447.0 $39.7M 0.24% +9K +23.4% $820.29 -5.6%
69 NOW ServiceNow Inc Technology 257,600.0 $39.5M 0.23% +206K +399.2% $153.19 -33.3%
70 ADBE Adobe Inc Technology 111,740.0 $39.1M 0.23% -13K -10.3% $349.99 -27.7%
71 QCOM QUALCOMM Inc Technology 224,100.0 $38.3M 0.23% -144K -39.1% $171.05 +16.6%
72 T AT&T Inc Communication Services 1,542,100.0 $38.3M 0.23% -112K -6.8% $24.84 -1.5%
73 TMUS T-Mobile US Inc Communication Services 187,600.0 $38.1M 0.23% +16K +9.0% $203.04 -6.6%
74 AMGN Amgen Inc Healthcare 113,340.0 $37.1M 0.22% -3K -2.3% $327.31 -1.1%
75 SO Southern Co/The Utilities 415,300.0 $36.2M 0.22% +81K +24.1% $87.20 +6.7%
76 MELI MercadoLibre Inc Consumer Cyclical 17,900.0 $36.1M 0.21% +400.0 +2.3% $2014.26 -22.4%
77 ADP Automatic Data Processing Inc Industrials 139,500.0 $35.9M 0.21% -9K -6.1% $257.23 -13.9%
78 TJX TJX Cos Inc/The Consumer Cyclical 233,300.0 $35.8M 0.21% -85K -26.7% $153.61 -2.3%
79 BSX Boston Scientific Corp Healthcare 375,200.0 $35.8M 0.21% +9K +2.5% $95.35 -42.5%
80 TD Toronto-Dominion Bank/The Financial Services 376,900.0 $35.6M 0.21% $94.37 +14.6%
Page 4 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%