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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 9 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EMR EMERSON ELEC CO Industrials 175,417.0 $25.1M 0.12% NEW $143.15 +10.1%
162 CIEN CIENA CORP Technology 50,630.0 $24.8M 0.12% NEW $490.56 -24.2%
163 CMCSA COMCAST CORP NEW Communication Services 1,011,215.0 $24.8M 0.12% NEW $24.55 +10.1%
164 NSC NORFOLK SOUTHN CORP Industrials 78,032.0 $24.5M 0.12% NEW $314.59 +12.2%
165 FAST FASTENAL CO Industrials 510,385.0 $24.5M 0.12% NEW $48.03 +6.8%
166 PNC PNC FINL SVCS GROUP INC Financial Services 98,933.0 $24.4M 0.12% NEW $246.22 -1.0%
167 EW EDWARDS LIFESCIENCES CORP Healthcare 266,335.0 $24.1M 0.12% NEW $90.46 +0.0%
168 GWW WW GRAINGER INC Industrials 17,591.0 $23.9M 0.11% NEW $1360.40 -2.8%
169 BK BANK NEW YORK MELLON CORP Financial Services 165,427.0 $23.9M 0.11% NEW $144.61 -0.6%
170 ADSK AUTODESK INC Technology 122,542.0 $23.8M 0.11% NEW $194.42 +30.9%
171 NI NISOURCE INC Utilities 493,050.0 $23.4M 0.11% NEW $47.55 -14.1%
172 HSY HERSHEY CO Consumer Defensive 131,919.0 $23.1M 0.11% NEW $175.45 +8.3%
173 SHW SHERWIN WILLIAMS CO Basic Materials 66,953.0 $23.1M 0.11% NEW $344.32 +0.7%
174 MDT MEDTRONIC PLC Healthcare 293,866.0 $23.0M 0.11% NEW $78.23 +18.8%
175 BX BLACKSTONE INC Financial Services 194,922.0 $22.9M 0.11% NEW $117.67 +22.1%
176 SPG SIMON PPTY GROUP INC NEW Real Estate 101,417.0 $22.7M 0.11% NEW $223.65 -1.3%
177 CTAS CINTAS CORP Industrials 132,126.0 $22.5M 0.11% NEW $170.08 +21.9%
178 AJG GALLAGHER ARTHUR J & CO Financial Services 96,714.0 $22.2M 0.11% NEW $229.57 +18.5%
179 ODFL OLD DOMINION FREIGHT LINE IN Industrials 101,488.0 $22.0M 0.10% NEW $216.60 -7.0%
180 JCI JOHNSON CONTROLS INTERNATION Industrials 149,888.0 $21.9M 0.10% NEW $146.11 -2.1%
Page 9 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%