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Portfolio (Quarterly) Guide ↗

FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND

· CIK 0001540880
13F Portfolio $20.9B AUM 525 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 525 New
Page 12 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EME EMCOR GROUP INC Industrials 20,991.0 $17.4M 0.08% NEW $829.88 -6.4%
222 NEBIUS GROUP N.V. 62,534.0 $17.3M 0.08% NEW $276.17
223 WAB WABTEC Industrials 63,893.0 $17.2M 0.08% NEW $269.60 +10.4%
224 WBD WARNER BROS DISCOVERY INC Communication Services 639,485.0 $17.0M 0.08% NEW $26.66 +7.1%
225 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 502,563.0 $17.0M 0.08% NEW $33.88 +10.2%
226 LITE LUMENTUM HLDGS INC Technology 19,700.0 $16.9M 0.08% NEW $858.06 +1.0%
227 APOS APOLLO GLOBAL MGMT INC 138,065.0 $16.3M 0.08% NEW $118.31
228 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 62,298.0 $16.3M 0.08% NEW $261.37 +30.8%
229 HIG HARTFORD INSURANCE GROUP INC Financial Services 122,114.0 $16.2M 0.08% NEW $132.52 +2.7%
230 AMP AMERIPRISE FINL INC Financial Services 35,231.0 $16.2M 0.08% NEW $458.76 +21.1%
231 RKLB ROCKET LAB CORP Industrials 157,616.0 $16.0M 0.08% NEW $101.65 -28.6%
232 HPE HEWLETT PACKARD ENTERPRISE C Technology 351,060.0 $15.8M 0.08% NEW $45.11 +18.5%
233 AWK AMERICAN WTR WKS CO INC NEW Utilities 119,715.0 $15.8M 0.07% NEW $131.58 +2.9%
234 DLR DIGITAL RLTY TR INC Real Estate 87,570.0 $15.7M 0.07% NEW $179.58 +6.1%
235 APTIV PLC 251,809.0 $15.5M 0.07% NEW $61.38
236 WAT WATERS CORP Healthcare 41,120.0 $15.4M 0.07% NEW $375.04 +9.5%
237 GGG GRACO INC Industrials 203,942.0 $15.4M 0.07% NEW $75.61 +6.7%
238 TGT TARGET CORP Consumer Defensive 117,451.0 $15.3M 0.07% NEW $130.61 +26.7%
239 EBAY EBAY INC. Consumer Cyclical 136,874.0 $15.3M 0.07% NEW $111.75 -6.8%
240 WMB WILLIAMS COS INC Energy 203,700.0 $15.1M 0.07% NEW $74.34 -5.2%
Page 12 of 27  ·  525 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 39.6%
Financial Services 12.0%
Healthcare 11.5%
Consumer Cyclical 8.5%
Industrials 8.3%
Communication Services 8.2%
Consumer Defensive 6.0%
Real Estate 1.9%
Utilities 1.7%
Basic Materials 1.5%