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Portfolio (Quarterly) Guide ↗

AMF Tjanstepension AB

· CIK 0001553562
13F Portfolio $16.1B AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New
Page 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMD ADVANCED MICRO DEVICES INC Technology 20,504.0 $4.4M 0.03% NEW $214.16 +172.0%
102 ITT ITT INC Industrials 25,082.0 $4.4M 0.03% NEW $173.51 +13.1%
103 HD HOME DEPOT INC Consumer Cyclical 12,443.0 $4.3M 0.03% NEW $344.10 +2.7%
104 ACGL ARCH CAP GROUP LTD Financial Services 43,035.0 $4.1M 0.03% NEW $95.92 +1.8%
105 NXT NEXTPOWER INC Technology 46,535.0 $4.1M 0.03% NEW $87.11 +36.9%
106 ONTO ONTO INNOVATION INC Technology 24,738.0 $3.9M 0.02% NEW $157.86 +141.6%
107 APTIV PLC 48,875.0 $3.7M 0.02% NEW $76.09
108 POLESTAR AUTOMOTIVE HLDG UK 158,333.0 $3.4M 0.02% NEW $21.37
109 LRCX LAM RESEARCH CORP Technology 17,916.0 $3.1M 0.02% NEW $171.18 +154.8%
110 MCK MCKESSON CORP Healthcare 2,523.0 $2.1M 0.01% NEW $820.29 -7.8%
111 VRNS VARONIS SYS INC Technology 59,070.0 $1.9M 0.01% NEW $32.80 +27.3%
112 YUMC YUM CHINA HLDGS INC Consumer Cyclical 38,100.0 $1.8M 0.01% NEW $47.74 -14.6%
113 MRK MERCK & CO INC Healthcare 15,947.0 $1.7M 0.01% NEW $105.26 +21.9%
114 PRU PRUDENTIAL FINL INC Financial Services 14,827.0 $1.7M 0.01% NEW $112.88 -4.3%
115 EIX EDISON INTL Utilities 24,208.0 $1.5M 0.01% NEW $60.02 +25.0%
116 IDXX IDEXX LABS INC Healthcare 2,092.0 $1.4M 0.01% NEW $676.53 -22.3%
117 AMT AMERICAN TOWER CORP NEW Real Estate 6,880.0 $1.2M 0.01% NEW $175.57 -6.2%
118 BAP CREDICORP LTD Financial Services 3,400.0 $976K 0.01% NEW $287.00 +35.1%
119 ZTS ZOETIS INC Healthcare 7,481.0 $941K 0.01% NEW $125.82 -42.8%
120 A AGILENT TECHNOLOGIES INC Healthcare 6,424.0 $874K 0.01% NEW $136.07 -2.1%
Page 6 of 7  ·  123 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 34.2%
Financial Services 15.3%
Communication Services 11.7%
Consumer Cyclical 11.3%
Healthcare 8.3%
Industrials 6.2%
Real Estate 3.0%
Consumer Defensive 3.0%
Basic Materials 2.9%
Utilities 2.3%