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Portfolio (Quarterly) Guide ↗

FACTORY MUTUAL INSURANCE CO

· CIK 0000887818
13F Portfolio $8.9B AUM 196 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 96 Added 45 Reduced 12 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRM SALESFORCE INC Technology 3,300.0 $616K 0.01% -35K -91.4% $186.67 -15.2%
42 XLP SELECT SECTOR SPDR TR 5,700.0 $467K 0.01% -331K -98.3% $81.98 +3.3%
43 AEGON LTD 59,398.0 $431K 0.01% -110K -64.9% $7.26
44 TME TENCENT MUSIC ENTMT GROUP Communication Services 34,468.0 $320K 0.00% -34K -50.0% $9.28 -9.6%
45 ADBE ADOBE INC Technology 1,300.0 $316K 0.00% -47K -97.3% $243.08 -16.6%
Page 3 of 3  ·  45 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 36.6%
Financial Services 12.0%
Communication Services 10.3%
Consumer Cyclical 9.9%
Healthcare 9.5%
Industrials 7.7%
Consumer Defensive 6.0%
Energy 4.0%
Basic Materials 1.8%
Real Estate 1.5%