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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 17 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 INVH INVITATION HOMES INC Real Estate 63,297.0 $1.6M 0.00% +33K +108.0% $24.85 +18.2%
322 TW TRADEWEB MKTS INC Financial Services 13,322.0 $1.6M 0.00% +5K +68.3% $117.66 -16.5%
323 BZ KANZHUN LIMITED Industrials 112,195.0 $1.5M 0.00% +9K +9.2% $13.39 +1.8%
324 EVRG EVERGY INC Utilities 17,179.0 $1.4M 0.00% +8K +89.6% $81.92 -0.3%
325 LNT ALLIANT ENERGY CORP Utilities 19,497.0 $1.4M 0.00% +9K +89.6% $71.76 -0.1%
326 SUI SUN CMNTYS INC Real Estate 9,558.0 $1.2M 0.00% +4K +61.6% $125.96 -3.0%
327 LIBERTY MEDIA CORP DEL 13,601.0 $1.2M 0.00% +5K +53.9% $85.02
328 IP INTERNATIONAL PAPER CO Consumer Cyclical 31,224.0 $1.1M 0.00% +18K +137.3% $35.70 -8.0%
329 WY WEYERHAEUSER CO Real Estate 44,525.0 $1.1M 0.00% +13K +43.3% $24.43 -1.5%
330 MAA MID-AMER APT CMNTYS INC Real Estate 8,727.0 $1.1M 0.00% +1K +14.0% $122.12 +12.3%
331 JKHY HENRY JACK & ASSOC INC Technology 6,496.0 $1.0M 0.00% +2K +50.2% $158.04 -20.0%
332 Z ZILLOW GROUP INC Communication Services 24,317.0 $1.0M 0.00% +12K +94.7% $41.38 -15.9%
333 GPC GENUINE PARTS CO Consumer Cyclical 8,571.0 $906K 0.00% +4K +92.7% $105.75 -8.2%
334 DKNG DRAFTKINGS INC NEW Consumer Cyclical 39,730.0 $859K 0.00% +26K +182.6% $21.62 +14.6%
335 REGCO REGENCY CTRS CORP Real Estate 11,195.0 $847K 0.00% +3K +28.8% $75.66 -70.9%
336 TRU TRANSUNION Industrials 11,931.0 $826K 0.00% +3K +29.6% $69.19 -0.5%
337 CG CARLYLE GROUP INC Financial Services 15,248.0 $738K 0.00% +2K +10.9% $48.39 -10.0%
338 ACM AECOM Industrials 8,192.0 $695K 0.00% +3K +58.1% $84.82 -16.5%
339 UDR UDR INC Real Estate 19,628.0 $663K 0.00% +11K +141.3% $33.78 +14.3%
340 GRAB GRAB HOLDINGS LIMITED Technology 154,470.0 $565K +6K +4.2% $3.66 -9.0%
Page 17 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%