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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 6 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AEM Agnico Eagle Mines Ltd Basic Materials 173,800.0 $29.5M 0.18% +67K +62.6% $169.80 +5.5%
102 WDC Western Digital Corp Technology 169,300.0 $29.2M 0.17% -35K -17.2% $172.27 +179.8%
103 ITW Illinois Tool Works Inc Industrials 117,080.0 $28.8M 0.17% +6K +5.7% $246.30 +0.6%
104 PLD Prologis Inc Real Estate 224,223.0 $28.6M 0.17% -10K -4.1% $127.66 +10.1%
105 ADI Analog Devices Inc Technology 104,800.0 $28.4M 0.17% -4K -3.3% $271.20 +54.3%
106 UNP Union Pacific Corp Industrials 122,300.0 $28.3M 0.17% -4K -3.0% $231.32 +17.0%
107 ADSK Autodesk Inc Technology 94,800.0 $28.1M 0.17% +16K +19.6% $296.01 -17.7%
108 Cencora Inc 82,110.0 $27.7M 0.17% -9K -9.6% $337.75
109 CRH PLC 221,353.0 $27.6M 0.17% -83K -27.3% $124.80
110 CL Colgate-Palmolive Co Consumer Defensive 348,200.0 $27.5M 0.16% +2K +0.6% $79.02 +13.8%
111 EQIX Equinix Inc Real Estate 35,440.0 $27.2M 0.16% -860.0 -2.4% $766.16 +38.3%
112 PANW Palo Alto Networks Inc Technology 145,900.0 $26.9M 0.16% $184.20 +31.8%
113 ZTS Zoetis Inc Healthcare 213,400.0 $26.8M 0.16% +14K +7.1% $125.82 -41.0%
114 MDT Medtronic PLC Healthcare 271,000.0 $26.0M 0.15% -90K -25.0% $96.06 -20.7%
115 ALL Allstate Corp/The Financial Services 124,900.0 $26.0M 0.15% $208.15 +4.4%
116 DE Deere & Co Industrials 53,700.0 $25.0M 0.15% -1K -2.5% $465.57 +20.7%
117 Fortinet Inc 313,900.0 $24.9M 0.15% +80K +34.3% $79.41
118 CRWD Crowdstrike Holdings Inc Technology 53,080.0 $24.9M 0.15% -620.0 -1.1% $468.76 +26.7%
119 BX Blackstone Inc Financial Services 160,300.0 $24.7M 0.15% -20K -10.9% $154.14 -24.1%
120 RCL Royal Caribbean Cruises Ltd Consumer Cyclical 88,080.0 $24.6M 0.15% -2K -1.7% $278.92 -6.7%
Page 6 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%