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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 15 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ULTA ULTA BEAUTY INC Consumer Cyclical 25,305.0 $11.4M 0.06% NEW $450.98 +15.6%
282 NDAQ NASDAQ INC Financial Services 143,565.0 $11.3M 0.05% NEW $78.82 +24.6%
283 TYL TYLER TECHNOLOGIES INC Technology 38,540.0 $11.3M 0.05% NEW $292.46 +19.9%
284 SE SEA LTD Consumer Cyclical 115,373.0 $11.1M 0.05% NEW $95.83 +22.6%
285 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 126,600.0 $11.0M 0.05% NEW $87.04 +7.8%
286 DXCM DEXCOM INC Healthcare 162,594.0 $11.0M 0.05% NEW $67.35 +37.1%
287 BDX BECTON DICKINSON & CO Healthcare 71,971.0 $10.9M 0.05% NEW $151.33 +26.9%
288 DOV DOVER CORP Industrials 48,515.0 $10.9M 0.05% NEW $224.28 -10.0%
289 SNA SNAP ON INC Industrials 27,020.0 $10.9M 0.05% NEW $402.40 -2.2%
290 CRH PLC 101,277.0 $10.8M 0.05% NEW $107.00
291 VEEV VEEVA SYS INC Healthcare 60,509.0 $10.7M 0.05% NEW $177.47 +39.7%
292 TROW PRICE T ROWE GROUP INC Financial Services 94,177.0 $10.7M 0.05% NEW $113.69 -1.9%
293 CVNA CARVANA CO Consumer Cyclical 161,550.0 $10.6M 0.05% NEW $65.82 +6.2%
294 WST WEST PHARMACEUTICAL SVSC INC Healthcare 29,600.0 $10.6M 0.05% NEW $359.00 -1.6%
295 RVMD REVOLUTION MEDICINES INC Healthcare 56,300.0 $10.5M 0.05% NEW $187.28 +11.8%
296 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 42,169.0 $10.5M 0.05% NEW $249.98 -4.1%
297 IRM IRON MTN INC DEL Real Estate 83,421.0 $10.5M 0.05% NEW $126.31 -3.4%
298 BR BROADRIDGE FINL SOLUTIONS IN Technology 76,342.0 $10.5M 0.05% NEW $136.95 +33.0%
299 KMB KIMBERLY-CLARK CORP Consumer Defensive 93,696.0 $10.3M 0.05% NEW $109.77 -0.4%
300 GEN GEN DIGITAL INC Technology 412,231.0 $10.3M 0.05% NEW $24.89 +16.2%
Page 15 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%