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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 16 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HUBB HUBBELL INC Industrials 19,391.0 $10.1M 0.05% NEW $523.20 -10.2%
302 RMD RESMED INC Healthcare 52,028.0 $10.1M 0.05% NEW $194.88 +18.8%
303 CPRT COPART INC Industrials 358,756.0 $10.1M 0.05% NEW $28.19 +19.9%
304 CFG CITIZENS FINL GROUP INC Financial Services 143,584.0 $10.1M 0.05% NEW $70.07 -0.3%
305 VICI VICI PPTYS INC Real Estate 378,133.0 $10.0M 0.05% NEW $26.55 -0.2%
306 RPRX ROYALTY PHARMA PLC Healthcare 178,150.0 $10.0M 0.05% NEW $56.07 +9.3%
307 BRO BROWN & BROWN INC Financial Services 155,393.0 $10.0M 0.05% NEW $64.15 +13.7%
308 MKL MARKEL GROUP INC Financial Services 5,082.0 $9.9M 0.05% NEW $1953.01 -8.1%
309 CCI CROWN CASTLE INC Real Estate 129,225.0 $9.8M 0.05% NEW $75.73 -0.3%
310 KVUE KENVUE INC Consumer Defensive 511,773.0 $9.8M 0.05% NEW $19.11 -0.3%
311 STT STATE STR CORP Financial Services 57,466.0 $9.7M 0.05% NEW $169.60 +10.3%
312 TW TRADEWEB MKTS INC Financial Services 97,159.0 $9.7M 0.05% NEW $99.66 +7.4%
313 WDAY WORKDAY INC Technology 78,057.0 $9.6M 0.05% NEW $122.42 +63.4%
314 RF REGIONS FINANCIAL CORP NEW Financial Services 315,333.0 $9.5M 0.05% NEW $30.20 +0.7%
315 RBLX ROBLOX CORP Technology 174,950.0 $9.5M 0.04% NEW $54.38 -29.4%
316 CCK CROWN HLDGS INC Consumer Cyclical 85,000.0 $9.5M 0.04% NEW $111.82 +6.8%
317 J JACOBS SOLUTIONS INC Industrials 75,200.0 $9.5M 0.04% NEW $126.00 +19.1%
318 NTRS NORTHERN TR CORP Financial Services 53,345.0 $9.3M 0.04% NEW $173.84 +5.8%
319 SBAC SBA COMMUNICATIONS CORP Real Estate 52,256.0 $9.2M 0.04% NEW $176.46 +3.5%
320 HBAN HUNTINGTON BANCSHARES INC Financial Services 519,913.0 $9.2M 0.04% NEW $17.73 -3.9%
Page 16 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%