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Portfolio (Quarterly) Guide ↗

National Pension Service

· CIK 0001608046
13F Portfolio $155.1B AUM 552 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 352 Added 141 Reduced 29 Exited
Page 15 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 199,437.0 $17.2M 0.01% +6K +3.2% $86.09 +17.3%
282 NU NU HLDGS LTD Financial Services 1,225,677.0 $16.4M 0.01% +354K +40.6% $13.36 +9.1%
283 JBHT HUNT J B TRANS SVCS INC Industrials 50,778.0 $14.7M 0.01% +2K +5.0% $289.43 -4.8%
284 KEY KEYCORP Financial Services 627,750.0 $14.5M 0.01% +14K +2.2% $23.05 -5.1%
285 TXT TEXTRON INC Industrials 156,358.0 $14.3M 0.01% +9K +6.1% $91.73 -9.6%
286 SNA SNAP ON INC Industrials 34,361.0 $13.8M 0.01% +2K +5.2% $402.40 -2.2%
287 KHC KRAFT HEINZ CO Consumer Defensive 488,460.0 $11.5M 0.01% +28K +6.2% $23.62 +8.3%
288 DECK DECKERS OUTDOOR CORP Consumer Cyclical 114,926.0 $11.4M 0.01% +3K +2.8% $99.29 -7.7%
289 BALL BALL CORP Consumer Cyclical 152,525.0 $9.5M 0.01% +17K +12.4% $62.40 +2.0%
290 L LOEWS CORP Financial Services 76,983.0 $8.7M 0.01% +8K +12.3% $113.21 -3.0%
291 NVR NVR INC Consumer Cyclical 1,270.0 $8.7M 0.01% +322.0 +34.0% $6813.40 -6.6%
292 BAP CREDICORP LTD Financial Services 17,398.0 $6.8M 0.00% +491.0 +2.9% $389.58 -2.7%
293 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 65,302.0 $6.5M 0.00% +12K +23.6% $100.07 +7.9%
294 GEN GEN DIGITAL INC Technology 257,971.0 $6.4M 0.00% +185K +254.6% $24.89 +16.3%
295 DAL DELTA AIR LINES INC Industrials 66,813.0 $6.3M 0.00% +11K +20.3% $93.66 -12.0%
296 OKTA OKTA INC Technology 43,893.0 $6.0M 0.00% +8K +23.2% $136.45 -1.0%
297 UAL UNITED AIRLS HLDGS INC Industrials 43,781.0 $6.0M 0.00% +14K +45.0% $135.99 -16.8%
298 FFIV F5 INC Technology 14,091.0 $5.9M 0.00% +1K +10.5% $415.96 -7.6%
299 SMURFIT WESTROCK PLC 117,534.0 $5.4M 0.00% +22K +23.6% $46.26
300 FNF FIDELITY NATL FINL INC Financial Services 112,189.0 $5.3M 0.00% +85K +314.2% $47.16 +0.3%
Page 15 of 18  ·  352 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 40.4%
Financial Services 10.5%
Consumer Cyclical 9.8%
Healthcare 9.3%
Industrials 8.3%
Communication Services 7.8%
Consumer Defensive 4.7%
Energy 3.2%
Utilities 2.5%
Real Estate 1.8%