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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 9 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CBRE CBRE GROUP INC Real Estate 574,011.0 $77.8M 0.06% +7K +1.2% $135.46 -2.8%
162 AMP AMERIPRISE FINL INC Financial Services 170,750.0 $75.9M 0.06% +5K +3.1% $444.40 +1.1%
163 OXY OCCIDENTAL PETE CORP Energy 1,158,255.0 $75.3M 0.06% +74K +6.8% $65.00 -11.6%
164 HAL HALLIBURTON CO Energy 1,907,778.0 $74.4M 0.06% +387K +25.4% $38.99 +3.9%
165 BIIB BIOGEN INC Healthcare 401,667.0 $73.6M 0.06% +114K +39.8% $183.33 +5.1%
166 OMC OMNICOM GROUP INC Communication Services 960,483.0 $72.3M 0.06% +263K +37.8% $75.31 -0.3%
167 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 984,238.0 $71.5M 0.05% +41K +4.3% $72.69 +10.4%
168 AME AMETEK INC Industrials 333,608.0 $71.5M 0.05% +27K +8.9% $214.36 +5.4%
169 PYPL PAYPAL HLDGS INC Financial Services 1,580,190.0 $71.5M 0.05% +114K +7.8% $45.23 -8.8%
170 GWW WW GRAINGER INC Industrials 65,517.0 $71.5M 0.05% +3K +4.4% $1090.81 +19.6%
171 HPQ HP INC Technology 3,720,120.0 $71.5M 0.05% +1.0M +37.3% $19.21 +32.1%
172 AIG AMERICAN INTL GROUP INC Financial Services 947,631.0 $71.3M 0.05% +60K +6.8% $75.25 -1.5%
173 EXPE EXPEDIA GROUP INC Consumer Cyclical 307,139.0 $70.9M 0.05% +61K +24.9% $230.89 -2.2%
174 YUM YUM BRANDS INC Consumer Cyclical 452,146.0 $70.3M 0.05% +24K +5.7% $155.48 -5.2%
175 SYF SYNCHRONY FINANCIAL Financial Services 1,029,593.0 $70.0M 0.05% +65K +6.7% $68.02 +3.7%
176 DG DOLLAR GEN CORP Consumer Defensive 589,496.0 $70.0M 0.05% +222K +60.5% $118.73 -10.0%
177 HSY HERSHEY CO Consumer Defensive 331,375.0 $68.9M 0.05% +95K +40.4% $207.89 -15.4%
178 IDXX IDEXX LABS INC Healthcare 122,420.0 $68.8M 0.05% +16K +15.1% $561.89 -0.1%
179 JBL JABIL INC Technology 258,321.0 $68.6M 0.05% +33K +14.9% $265.63 +37.0%
180 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 1,088,405.0 $66.8M 0.05% +175K +19.1% $61.35 -13.6%
Page 9 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%