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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 8 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KMB Kimberly-Clark Corp Consumer Defensive 210,400.0 $21.2M 0.13% +26K +14.3% $100.89 -4.3%
142 NET Cloudflare Inc Technology 106,100.0 $20.9M 0.12% +39K +58.4% $197.15 +2.3%
143 KR Kroger Co/The Consumer Defensive 332,900.0 $20.8M 0.12% +200K +150.5% $62.48 +9.3%
144 CBRE CBRE Group Inc Real Estate 129,200.0 $20.8M 0.12% +66K +102.8% $160.79 -20.3%
145 CCL Carnival Corp Consumer Cyclical 676,200.0 $20.7M 0.12% +326K +92.9% $30.54 -21.8%
146 RMD ResMed Inc Healthcare 83,920.0 $20.2M 0.12% +4K +4.6% $240.87 -15.2%
147 SBUX Starbucks Corp Consumer Cyclical 239,700.0 $20.2M 0.12% -5K -2.1% $84.21 +26.6%
148 EXC Exelon Corp Utilities 456,500.0 $19.9M 0.12% -100K -17.9% $43.59 +0.9%
149 CME CME Group Inc Financial Services 72,780.0 $19.9M 0.12% -2K -2.8% $273.08 +10.7%
150 CLS Celestica Inc Technology 67,000.0 $19.8M 0.12% -10K -12.4% $296.20 +14.5%
151 VRSK Verisk Analytics Inc Industrials 88,660.0 $19.8M 0.12% +6K +7.6% $223.69 -23.3%
152 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 68,800.0 $19.8M 0.12% -19K -21.7% $287.25 +10.8%
153 DUK Duke Energy Corp Utilities 167,300.0 $19.6M 0.12% -37K -18.3% $117.21 +4.8%
154 ICE Intercontinental Exchange Inc Financial Services 120,100.0 $19.5M 0.12% -61K -33.7% $161.96 -3.7%
155 SYY Sysco Corp Consumer Defensive 262,200.0 $19.3M 0.12% +159K +154.3% $73.69 -0.2%
156 CAH Cardinal Health Inc Healthcare 93,000.0 $19.1M 0.11% -51K -35.5% $205.50 -2.5%
157 SYF Synchrony Financial Financial Services 228,900.0 $19.1M 0.11% +16K +7.7% $83.43 -14.8%
158 BN Brookfield Corp Financial Services 412,350.0 $19.0M 0.11% +131K +46.4% $45.97 -3.7%
159 SNPS Synopsys Inc Technology 40,295.0 $18.9M 0.11% $469.72 +6.1%
160 Block Inc 290,500.0 $18.9M 0.11% +6K +2.2% $65.09
Page 8 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%