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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 7 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MRSH Marsh & McLennan Cos Inc Financial Services 131,700.0 $24.4M 0.15% -12K -8.7% $185.52 -9.9%
122 BK Bank of New York Mellon Corp/T Financial Services 210,400.0 $24.4M 0.15% +24K +12.6% $116.09 +18.5%
123 AFL Aflac Inc Financial Services 221,500.0 $24.4M 0.15% +113K +104.2% $110.27 +7.9%
124 IDXX IDEXX Laboratories Inc Healthcare 35,920.0 $24.3M 0.14% -2K -6.5% $676.53 -18.9%
125 VRTX Vertex Pharmaceuticals Inc Healthcare 53,480.0 $24.2M 0.14% -2K -2.8% $453.36 -2.6%
126 MET MetLife Inc Financial Services 301,500.0 $23.8M 0.14% +2K +0.5% $78.94 +3.1%
127 BMY Bristol-Myers Squibb Co Healthcare 436,400.0 $23.5M 0.14% -7K -1.6% $53.94 +7.5%
128 BMO Bank of Montreal Financial Services 180,600.0 $23.5M 0.14% -34K -15.8% $130.04 +18.8%
129 HIG Hartford Insurance Group Inc/T Financial Services 170,300.0 $23.5M 0.14% +7K +4.2% $137.80 -1.7%
130 CB Chubb Ltd Financial Services 74,920.0 $23.4M 0.14% -1K -1.8% $312.12 +6.1%
131 MPWR Monolithic Power Systems Inc Technology 25,720.0 $23.3M 0.14% -2K -6.8% $906.36 +60.9%
132 CMCSA Comcast Corp Communication Services 777,928.0 $23.3M 0.14% -256K -24.8% $29.89 -17.0%
133 NEM Newmont Corp Basic Materials 229,800.0 $22.9M 0.14% $99.85 +5.8%
134 AMP Ameriprise Financial Inc Financial Services 46,660.0 $22.9M 0.14% -2K -4.2% $490.34 -4.0%
135 TRV Travelers Cos Inc/The Financial Services 78,620.0 $22.8M 0.14% +26K +50.3% $290.06 +5.6%
136 BNS Bank of Nova Scotia/The Financial Services 301,500.0 $22.3M 0.13% -64K -17.5% $73.85 +4.7%
137 CI Cigna Group/The Healthcare 80,600.0 $22.2M 0.13% +1K +1.4% $275.23 +5.8%
138 KGC Kinross Gold Corp Basic Materials 783,400.0 $22.1M 0.13% -12K -1.4% $28.20 -1.7%
139 GWW WW Grainger Inc Industrials 21,540.0 $21.7M 0.13% +5K +26.7% $1009.05 +24.3%
140 CVS CVS Health Corp Healthcare 270,500.0 $21.5M 0.13% -6K -2.3% $79.36 +19.6%
Page 7 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%