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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 16 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MAS MASCO CORP Industrials 61,285.0 $5.0M 0.00% +1K +2.2% $81.37 -9.4%
302 PTC PTC INC Technology 40,800.0 $4.6M 0.00% +10K +33.5% $113.61 +35.6%
303 HTHT H WORLD GROUP LTD Consumer Cyclical 102,774.0 $4.3M 0.00% +40K +64.8% $41.72 +18.8%
304 RKT ROCKET COS INC Financial Services 271,984.0 $4.3M 0.00% +96K +54.6% $15.75 -10.9%
305 APTIV PLC 63,517.0 $3.9M 0.00% +10K +18.9% $61.38
306 FOXA FOX CORP Communication Services 71,860.0 $3.7M 0.00% +24K +50.6% $52.16 +31.2%
307 WRB BERKLEY W R CORP Financial Services 51,537.0 $3.6M 0.00% +23K +81.4% $70.53 -1.5%
308 NI NISOURCE INC Utilities 74,156.0 $3.5M 0.00% +30K +68.3% $47.55 -12.2%
309 XP XP INC Financial Services 207,699.0 $3.4M 0.00% +101K +94.1% $16.26 -1.6%
310 BUNGE GLOBAL SA 31,461.0 $3.4M 0.00% +23K +267.7% $106.73
311 CMS CMS ENERGY CORP Utilities 42,256.0 $3.2M 0.00% +17K +69.2% $76.50 -8.5%
312 EVEREST GROUP LTD 9,007.0 $3.2M 0.00% +4K +83.2% $357.23
313 BURL BURLINGTON STORES INC Consumer Cyclical 10,150.0 $3.2M 0.00% +5K +114.6% $316.80 +5.4%
314 NDSN NORDSON CORP Industrials 10,383.0 $3.1M 0.00% +2K +25.6% $301.69 +11.2%
315 CLX CLOROX CO DEL Consumer Defensive 31,827.0 $3.0M 0.00% +7K +29.7% $95.44 +12.0%
316 SUI SUN CMNTYS INC Real Estate 25,236.0 $3.0M 0.00% +16K +164.0% $119.91 +1.7%
317 CHD CHURCH & DWIGHT CO INC Consumer Defensive 30,911.0 $3.0M 0.00% +12K +67.6% $96.88 +1.1%
318 SMCI SUPER MICRO COMPUTER INC Technology 99,868.0 $2.9M 0.00% +66K +191.7% $29.33 +25.1%
319 CORPAY INC 8,711.0 $2.9M 0.00% +3K +49.8% $333.27
320 LNT ALLIANT ENERGY CORP Utilities 37,458.0 $2.9M 0.00% +18K +92.1% $76.29 -8.8%
Page 16 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 39.3%
Financial Services 10.4%
Communication Services 10.2%
Consumer Cyclical 9.5%
Healthcare 9.1%
Industrials 8.1%
Consumer Defensive 4.6%
Energy 3.1%
Utilities 2.5%
Real Estate 1.7%