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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 14 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GPN GLOBAL PMTS INC Industrials 382,895.0 $25.8M 0.02% +321K +519.9% $67.30 -5.5%
262 ZS ZSCALER INC Technology 181,905.0 $25.5M 0.02% +2K +1.2% $140.29 -13.0%
263 FLUTTER ENTMT PLC 247,794.0 $25.3M 0.02% +4K +1.6% $101.95
264 TYL TYLER TECHNOLOGIES INC Technology 70,122.0 $24.0M 0.02% +3K +3.8% $342.38 -11.5%
265 NTAP NETAPP INC Technology 220,073.0 $22.5M 0.02% +39K +21.6% $102.39 +57.6%
266 PDD PDD HOLDINGS INC Consumer Cyclical 210,155.0 $21.5M 0.02% +13K +6.8% $102.18 -20.0%
267 TEAM ATLASSIAN CORPORATION Technology 292,681.0 $20.0M 0.01% +12K +4.3% $68.25 +36.9%
268 LVS LAS VEGAS SANDS CORP Consumer Cyclical 359,812.0 $19.4M 0.01% +303K +536.7% $53.88 -4.4%
269 TSN TYSON FOODS INC Consumer Defensive 279,580.0 $17.9M 0.01% +17K +6.4% $64.07 -10.9%
270 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 193,238.0 $17.5M 0.01% +104K +117.6% $90.42 -1.7%
271 CTRA COTERRA ENERGY INC Energy 457,744.0 $16.1M 0.01% +167K +57.3% $35.14 -7.3%
272 ILMN ILLUMINA INC Healthcare 106,684.0 $13.1M 0.01% +52K +94.4% $123.26 +26.7%
273 EXPD EXPEDITORS INTL WASH INC Industrials 90,741.0 $13.0M 0.01% +23K +34.4% $143.23 +14.1%
274 TXT TEXTRON INC Industrials 147,404.0 $12.9M 0.01% +49K +49.4% $87.56 +4.5%
275 KEY KEYCORP Financial Services 614,211.0 $12.3M 0.01% +373K +155.0% $20.05 +8.6%
276 FTV FORTIVE CORP Technology 214,533.0 $11.9M 0.01% +186K +654.4% $55.28 +11.5%
277 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 131,469.0 $11.8M 0.01% +108K +455.1% $90.11 +17.0%
278 DECK DECKERS OUTDOOR CORP Consumer Cyclical 111,753.0 $11.2M 0.01% +38K +51.9% $100.09 +10.9%
279 JBHT HUNT J B TRANS SVCS INC Industrials 48,381.0 $10.3M 0.01% +42K +659.8% $211.90 +32.6%
280 CHRW C H ROBINSON WORLDWIDE IN Industrials 56,716.0 $9.4M 0.01% +48K +534.1% $166.07 +13.3%
Page 14 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%