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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 7 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EMR EMERSON ELEC CO Industrials 1,435,028.0 $205.4M 0.13% +52K +3.8% $143.15 +8.1%
122 FDX FEDEX CORP Industrials 645,486.0 $202.1M 0.13% +3K +0.5% $313.13 +4.1%
123 NOC NORTHROP GRUMMAN CORP Industrials 396,442.0 $201.9M 0.13% +11K +2.8% $509.31 +10.7%
124 MDLZ MONDELEZ INTL INC Consumer Defensive 3,464,597.0 $200.4M 0.13% +61K +1.8% $57.84 +10.9%
125 ITW ILLINOIS TOOL WKS INC Industrials 733,107.0 $198.3M 0.13% +18K +2.5% $270.47 +4.5%
126 MELI MERCADOLIBRE Consumer Cyclical 116,125.0 $197.1M 0.13% +7K +6.7% $1697.39 +13.2%
127 BX BLACKSTONE INC Financial Services 1,671,137.0 $196.6M 0.13% +70K +4.4% $117.67 +20.1%
128 ACN ACCENTURE PLC IRELAND Technology 1,564,857.0 $194.7M 0.13% +82K +5.6% $124.44 +45.7%
129 MSI MOTOROLA SOLUTIONS INC Technology 464,753.0 $193.0M 0.12% +8K +1.8% $415.29 +14.0%
130 INTU INTUIT Technology 700,231.0 $182.8M 0.12% +55K +8.6% $261.00 +38.6%
131 WBD WARNER BROS DISCOVERY INC Communication Services 6,792,065.0 $181.1M 0.12% +230K +3.5% $26.66 +5.9%
132 TDG TRANSDIGM GROUP INC Industrials 135,233.0 $180.1M 0.12% +5K +3.8% $1332.04 -11.4%
133 SNOW SNOWFLAKE INC Technology 690,349.0 $175.7M 0.11% +22K +3.3% $254.50 +26.2%
134 NSC NORFOLK SOUTHN CORP Industrials 548,054.0 $172.4M 0.11% +18K +3.4% $314.59 +10.2%
135 TFC TRUIST FINL CORP Financial Services 3,426,158.0 $170.7M 0.11% +25K +0.8% $49.82 +0.8%
136 CME CME GROUP INC Financial Services 770,671.0 $170.2M 0.11% +33K +4.4% $220.83 +22.7%
137 BSX BOSTON SCIENTIFIC CORP Healthcare 3,959,598.0 $169.0M 0.11% +261K +7.0% $42.68 +15.7%
138 PCAR PACCAR INC Industrials 1,400,624.0 $168.2M 0.11% +55K +4.1% $120.12 +7.3%
139 ADSK AUTODESK INC Technology 849,876.0 $165.2M 0.11% +33K +4.1% $194.42 +29.1%
140 AON AON PLC Financial Services 484,892.0 $160.8M 0.10% +9K +2.0% $331.69 +6.1%
Page 7 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%