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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 23 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CASY CASEYS GEN STORES INC Consumer Cyclical 4,680.0 $3.7M 0.02% NEW $794.79 +5.2%
442 COOPER COS INC 51,120.0 $3.7M 0.02% NEW $71.71
443 PCG PG&E CORP Utilities 211,200.0 $3.6M 0.02% NEW $16.82 +4.6%
444 ERIE ERIE INDTY CO Financial Services 14,296.0 $3.4M 0.02% NEW $239.75 +10.5%
445 GPC GENUINE PARTS CO Consumer Cyclical 28,762.0 $3.4M 0.02% NEW $117.98 +13.5%
446 FTV FORTIVE CORP Technology 55,169.0 $3.4M 0.02% NEW $61.09 -1.7%
447 VERSIGENT LTD 77,293.0 $3.2M 0.02% NEW $42.01
448 CNH INDL N V 287,733.0 $3.2M 0.01% NEW $11.23
449 CG CARLYLE GROUP INC Financial Services 74,836.0 $3.2M 0.01% NEW $42.11 +17.2%
450 IP INTERNATIONAL PAPER CO Consumer Cyclical 81,975.0 $3.1M 0.01% NEW $38.10 +8.9%
451 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 39,009.0 $3.1M 0.01% NEW $79.22 +6.4%
452 INVH INVITATION HOMES INC Real Estate 102,033.0 $3.1M 0.01% NEW $30.21 -0.3%
453 NWSA NEWS CORP NEW Communication Services 122,276.0 $3.0M 0.01% NEW $24.83 +22.4%
454 CHTR CHARTER COMMUNICATIONS INC Communication Services 21,349.0 $3.0M 0.01% NEW $142.21 +5.6%
455 NDSN NORDSON CORP Industrials 9,468.0 $2.9M 0.01% NEW $301.69 +10.1%
456 CRCL CIRCLE INTERNET GROUP INC Financial Services 45,100.0 $2.8M 0.01% NEW $62.63 +40.5%
457 FOXA FOX CORP Communication Services 53,238.0 $2.8M 0.01% NEW $52.16 +31.4%
458 CNP CENTERPOINT ENERGY INC Utilities 61,450.0 $2.7M 0.01% NEW $44.04 -12.0%
459 ES EVERSOURCE ENERGY Utilities 36,950.0 $2.7M 0.01% NEW $72.27 -2.9%
460 PODD INSULET CORP Healthcare 17,308.0 $2.6M 0.01% NEW $152.25 -2.7%
Page 23 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%