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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 9 of 28  ·  551 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CDNS Cadence Design Systems Inc Technology 60,080.0 $18.8M 0.11% $312.58 +8.2%
162 JCI Johnson Controls International Industrials 156,500.0 $18.7M 0.11% +10K +7.0% $119.75 +14.7%
163 CM CIBC Financial Services 204,600.0 $18.6M 0.11% -22K -9.5% $90.78 +23.6%
164 SLF Sun Life Financial Inc Financial Services 296,300.0 $18.5M 0.11% -100K -25.1% $62.51 +16.5%
165 USB US Bancorp Financial Services 346,800.0 $18.5M 0.11% -6K -1.6% $53.36 +0.2%
166 ALNY Alnylam Pharmaceuticals Inc Healthcare 46,420.0 $18.5M 0.11% +19K +66.4% $397.65 -26.0%
167 DASH DoorDash Inc Communication Services 81,260.0 $18.4M 0.11% +4K +5.3% $226.48 -28.2%
168 EME EMCOR Group Inc Industrials 30,021.0 $18.4M 0.11% -560.0 -1.8% $611.79 +43.4%
169 PNC PNC Financial Services Group I Financial Services 85,900.0 $17.9M 0.11% -2K -1.9% $208.73 +2.4%
170 WM Waste Management Inc Industrials 79,700.0 $17.5M 0.10% -2K -2.1% $219.71 +1.4%
171 BR Broadridge Financial Solutions Technology 78,400.0 $17.5M 0.10% +600.0 +0.8% $223.17 -33.0%
172 RJF Raymond James Financial Inc Financial Services 106,200.0 $17.1M 0.10% +44K +71.3% $160.59 -3.8%
173 DXCM Dexcom Inc Healthcare 255,300.0 $16.9M 0.10% +156K +157.6% $66.37 -1.9%
174 AON Aon PLC Financial Services 47,960.0 $16.9M 0.10% $352.88 -8.3%
175 UPS United Parcel Service Inc Industrials 168,700.0 $16.7M 0.10% -35K -17.2% $99.19 -3.7%
176 CTAS Cintas Corp Industrials 88,900.0 $16.7M 0.10% -30K -25.3% $188.07 -7.2%
177 AXON Axon Enterprise Inc Industrials 29,260.0 $16.6M 0.10% +13K +81.7% $567.93 -30.9%
178 KKR KKR & Co Inc Financial Services 129,600.0 $16.5M 0.10% -5K -3.8% $127.48 -24.7%
179 REGN Regeneron Pharmaceuticals Inc Healthcare 21,380.0 $16.5M 0.10% -520.0 -2.4% $771.87 -18.4%
180 B Barrick Mining Corp Basic Materials 377,544.0 $16.5M 0.10% -84K -18.3% $43.62 -9.4%
Page 9 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%