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Portfolio (Quarterly) Guide ↗

AMF Tjanstepension AB

· CIK 0001553562
13F Portfolio $15.1B AUM 117 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 70 Added 20 Reduced 14 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ATO ATMOS ENERGY CORP Utilities 105,704.0 $19.5M 0.13% +3K +3.0% $184.72 -7.9%
62 ES EVERSOURCE ENERGY Utilities 251,833.0 $17.4M 0.12% +7K +2.8% $69.28 +0.4%
63 APP APPLOVIN CORP Technology 43,658.0 $17.4M 0.12% +5K +11.6% $398.00 +18.0%
64 SCI SERVICE CORP INTL Consumer Cyclical 99,465.0 $8.2M 0.05% +10K +10.9% $82.51 -12.0%
65 WELL WELLTOWER INC Real Estate 37,040.0 $7.3M 0.05% +11K +39.7% $197.71 +4.5%
66 NXT NEXTPOWER INC Technology 59,117.0 $7.1M 0.05% +13K +27.0% $120.55 +4.4%
67 ITT ITT INC Industrials 33,048.0 $6.3M 0.04% +8K +31.8% $190.53 +3.3%
68 NU NU HLDGS LTD Financial Services 340,508.0 $4.9M 0.03% +18K +5.5% $14.37 -11.6%
69 APH AMPHENOL CORP Technology 30,362.0 $3.8M 0.03% +24K +372.0% $126.35 +29.8%
70 YUMC YUM CHINA HLDGS INC Consumer Cyclical 44,506.0 $2.2M 0.01% +6K +16.8% $48.78 -12.0%
Page 4 of 4  ·  70 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 34.5%
Financial Services 15.2%
Communication Services 11.7%
Consumer Cyclical 11.1%
Healthcare 7.8%
Industrials 5.9%
Real Estate 3.5%
Basic Materials 3.5%
Consumer Defensive 3.1%
Utilities 2.7%