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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 21 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SSNC SS&C TECH HLDGS Technology 85,507.0 $5.3M 0.03% NEW $62.05 +33.7%
402 ESS ESSEX PPTY TR INC Real Estate 18,048.0 $5.3M 0.03% NEW $291.59 -0.9%
403 FNF FIDELITY NATL FINL INC Financial Services 111,419.0 $5.3M 0.03% NEW $47.16 +0.3%
404 AER AERCAP HOLDINGS NV Industrials 35,891.0 $5.2M 0.03% NEW $145.78 +0.3%
405 EL LAUDER ESTEE COS INC Consumer Defensive 66,227.0 $5.2M 0.03% NEW $78.95 +29.1%
406 TRU TRANSUNION Industrials 72,317.0 $5.2M 0.03% NEW $72.14 +17.3%
407 GPN GLOBAL PMTS INC Industrials 71,860.0 $5.2M 0.03% NEW $72.56 +28.8%
408 EQR EQUITY RESIDENTIAL Real Estate 76,516.0 $5.2M 0.03% NEW $67.93 -6.3%
409 WSO WATSCO INC Industrials 12,419.0 $5.2M 0.03% NEW $416.73 -25.1%
410 KHC KRAFT HEINZ CO Consumer Defensive 218,911.0 $5.2M 0.03% NEW $23.62 +8.3%
411 LII LENNOX INTL INC Industrials 8,994.0 $5.2M 0.03% NEW $572.95 -29.7%
412 XEL XCEL ENERGY INC Utilities 63,500.0 $5.1M 0.02% NEW $80.30 -5.0%
413 LVS LAS VEGAS SANDS CORP Consumer Cyclical 108,113.0 $5.0M 0.02% NEW $46.19 +1.8%
414 PINNACLE FINL PARTNERS INC 49,430.0 $5.0M 0.02% NEW $100.88
415 LULU LULULEMON ATHLETICA INC Consumer Cyclical 43,200.0 $4.9M 0.02% NEW $114.18 +6.0%
416 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 60,350.0 $4.9M 0.02% NEW $81.16 -10.5%
417 DKS DICKS SPORTING GOODS INC Consumer Cyclical 21,550.0 $4.9M 0.02% NEW $226.81 -19.2%
418 TEAM ATLASSIAN CORPORATION Technology 62,000.0 $4.8M 0.02% NEW $77.79 +120.9%
419 IREN IREN LIMITED Financial Services 104,200.0 $4.8M 0.02% NEW $45.73 -8.4%
420 BBY BEST BUY INC Consumer Cyclical 62,772.0 $4.8M 0.02% NEW $75.88 +13.2%
Page 21 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%