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Portfolio (Quarterly) Guide ↗

National Pension Service

· CIK 0001608046
13F Portfolio $131.7B AUM 562 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 341 Added 150 Reduced 19 Exited
Page 12 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 INSM INSMED INC Healthcare 311,881.0 $51.0M 0.04% +31K +11.2% $163.52 -42.4%
222 FIS FIDELITY NATL INFORMATION SV Technology 1,084,486.0 $50.9M 0.04% +157K +17.0% $46.91 -15.7%
223 PPG PPG INDS INC Basic Materials 475,630.0 $50.8M 0.04% +52K +12.2% $106.88 +5.6%
224 LH LABCORP HOLDINGS INC Healthcare 189,636.0 $50.6M 0.04% +19K +11.1% $266.81 -1.8%
225 OTIS OTIS WORLDWIDE CORP Industrials 652,801.0 $50.3M 0.04% +37K +6.0% $77.08 -9.7%
226 RF REGIONS FINANCIAL CORP NEW Financial Services 1,921,734.0 $50.2M 0.04% +112K +6.2% $26.12 +9.3%
227 WAT WATERS CORP Healthcare 167,373.0 $49.8M 0.04% +59K +54.2% $297.80 +22.0%
228 FE FIRSTENERGY CORP Utilities 982,586.0 $49.8M 0.04% +53K +5.7% $50.66 -9.8%
229 WEC WEC ENERGY GROUP INC Utilities 425,027.0 $49.2M 0.04% +18K +4.5% $115.77 -3.9%
230 ES EVERSOURCE ENERGY Utilities 701,007.0 $48.6M 0.04% +128K +22.3% $69.28 -1.7%
231 CPRT COPART INC Industrials 1,436,642.0 $47.7M 0.04% +9K +0.7% $33.20 -7.0%
232 GIS GENERAL MILLS INC Consumer Defensive 1,256,271.0 $46.8M 0.04% +242K +23.8% $37.22 -11.0%
233 RJF RAYMOND JAMES FINL INC Financial Services 322,301.0 $46.7M 0.04% +28K +9.6% $144.79 +3.7%
234 FSLR FIRST SOLAR INC Energy 235,405.0 $46.4M 0.04% +25K +11.8% $197.26 +39.6%
235 LYV LIVE NATION ENTERTAINMENT IN Communication Services 303,997.0 $46.4M 0.04% +5K +1.5% $152.51 +4.6%
236 NTRA NATERA INC Healthcare 230,479.0 $46.1M 0.04% +13K +5.8% $199.99 +6.7%
237 ATO ATMOS ENERGY CORP Utilities 244,687.0 $45.2M 0.03% +23K +10.4% $184.72 -9.1%
238 RKLB ROCKET LAB CORP Industrials 691,386.0 $44.4M 0.03% +48K +7.5% $64.22 +77.0%
239 DTE DTE ENERGY CO Utilities 300,986.0 $44.0M 0.03% +13K +4.4% $146.22 -2.1%
240 AEE AMEREN CORP Utilities 390,234.0 $42.9M 0.03% +19K +5.1% $109.92 -2.5%
Page 12 of 18  ·  341 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 34.1%
Communication Services 11.0%
Financial Services 10.8%
Consumer Cyclical 10.0%
Healthcare 9.7%
Industrials 8.4%
Consumer Defensive 5.4%
Energy 4.2%
Utilities 2.7%
Real Estate 1.9%