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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 15 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 Q QNITY ELECTRONICS INC Technology 80,116.0 $9.2M 0.01% +54K +210.5% $115.38 +25.2%
282 DGX QUEST DIAGNOSTICS INC Healthcare 47,115.0 $9.2M 0.01% +4K +8.5% $195.98 +0.6%
283 BALL BALL CORP Consumer Cyclical 135,681.0 $8.0M 0.01% +38K +39.0% $59.11 -11.0%
284 L LOEWS CORP Financial Services 68,545.0 $7.3M 0.01% +12K +20.2% $106.74 -0.7%
285 INCY INCYTE CORP Healthcare 77,489.0 $7.3M 0.01% +31K +66.7% $94.12 +6.9%
286 DRI DARDEN RESTAURANTS INC Consumer Cyclical 33,809.0 $6.6M 0.01% +26K +307.2% $196.04 -0.0%
287 PTC PTC INC Technology 30,569.0 $4.4M 0.00% +16K +106.1% $142.49 -4.5%
288 PODD INSULET CORP Healthcare 20,370.0 $4.3M 0.00% +16K +408.2% $209.84 -27.8%
289 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 31,352.0 $4.1M 0.00% +3K +10.8% $131.74 +23.8%
290 SCCO SOUTHERN COPPER CORP Basic Materials 23,914.0 $4.1M 0.00% +1K +4.8% $172.06 -0.9%
291 LULU LULULEMON ATHLETICA INC Consumer Cyclical 25,518.0 $3.9M 0.00% +2K +7.5% $153.10 -23.2%
292 CNH INDL N V 337,508.0 $3.7M 0.00% +53K +18.8% $11.00
293 FFIV F5 INC Technology 12,750.0 $3.7M 0.00% +10K +383.7% $289.33 +36.9%
294 ROL ROLLINS INC Consumer Cyclical 64,833.0 $3.5M 0.00% +14K +26.4% $53.41 -12.8%
295 CRWV COREWEAVE INC Technology 40,540.0 $3.1M 0.00% +13K +45.2% $77.47 +32.1%
296 HTHT H WORLD GROUP LTD Consumer Cyclical 62,369.0 $3.1M 0.00% +9K +17.3% $50.29 -12.2%
297 IOT SAMSARA INC Technology 92,404.0 $2.9M 0.00% +80K +653.6% $31.69 +7.5%
298 HUBS HUBSPOT INC Technology 11,863.0 $2.9M 0.00% +5K +74.7% $244.10 -14.7%
299 RS RELIANCE INC Basic Materials 9,495.0 $2.9M 0.00% +2K +23.1% $303.92 +30.4%
300 NWSA NEWS CORP NEW Communication Services 113,159.0 $2.8M 0.00% +91K +420.7% $24.93 +8.5%
Page 15 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%