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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 27 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 MKTX MARKETAXESS HLDGS INC Financial Services 44.0 $5K NEW $113.50 +42.8%
522 DAL DELTA AIR LINES INC Industrials 50.0 $5K NEW $93.66 -12.0%
523 GDDY GODADDY INC Technology 43.0 $4K NEW $84.86 +14.4%
524 BROWN FORMAN CORP 51.0 $1K NEW $26.65
525 NLOP NET LEASE OFFICE PROPERTIES Real Estate 1.0 $11.0 NEW $11.00 +5.5%
Page 27 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%