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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 5 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 REGN REGENERON PHARMACEUTICALS Healthcare 371,551.0 $287.1M 0.22% +11K +2.9% $772.64 -20.9%
82 MRVL MARVELL TECHNOLOGY INC Technology 2,868,864.0 $284.2M 0.22% +72K +2.6% $99.05 +191.6%
83 ADBE ADOBE INC Technology 1,159,447.0 $281.8M 0.21% +78K +7.2% $243.08 +0.8%
84 EOG EOG RES INC Energy 1,946,931.0 $281.5M 0.21% +25K +1.3% $144.57 -3.1%
85 INTU INTUIT Technology 644,856.0 $278.8M 0.21% +19K +3.0% $432.38 -29.3%
86 HCA HCA HEALTHCARE INC Healthcare 588,758.0 $278.6M 0.21% +6K +1.0% $473.24 -23.6%
87 SPOT SPOTIFY TECHNOLOGY S A Communication Services 572,503.0 $277.6M 0.21% +28K +5.1% $484.91 +3.8%
88 DHR DANAHER CORP DEL Healthcare 1,460,744.0 $277.0M 0.21% +8K +0.5% $189.60 -3.2%
89 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 999,815.0 $275.1M 0.21% +35K +3.6% $275.18 -1.2%
90 DUK DUKE ENERGY CORP NEW Utilities 2,087,169.0 $273.3M 0.21% +29K +1.4% $130.94 -6.8%
91 NOW SERVICENOW INC Technology 2,557,773.0 $267.4M 0.20% +35K +1.4% $104.55 +9.2%
92 MDT MEDTRONIC PLC Healthcare 3,079,528.0 $266.8M 0.20% +97K +3.3% $86.65 -6.9%
93 NOC NORTHROP GRUMMAN CORP Industrials 385,822.0 $263.2M 0.20% +7K +1.9% $682.24 -20.7%
94 SBUX STARBUCKS CORP Consumer Cyclical 2,758,474.0 $247.1M 0.19% +62K +2.3% $89.59 +5.8%
95 CVS CVS HEALTH CORP Healthcare 3,419,613.0 $245.6M 0.19% +99K +3.0% $71.82 +35.2%
96 WMB WILLIAMS COS INC Energy 3,217,009.0 $234.1M 0.18% +64K +2.0% $72.78 -1.1%
97 TRV TRAVELERS COMPANIES INC Financial Services 796,642.0 $232.4M 0.18% +25K +3.2% $291.68 +1.7%
98 UPS UNITED PARCEL SVCS INC Industrials 2,343,090.0 $230.5M 0.17% +267K +12.9% $98.38 +9.5%
99 FDX FEDEX CORP Industrials 642,261.0 $228.8M 0.17% +19K +3.0% $356.18 -7.3%
100 FCX FREEPORT MCMORAN INC Basic Materials 3,857,582.0 $226.7M 0.17% +309K +8.7% $58.78 +8.7%
Page 5 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%