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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 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RPM RPM INTL INC Basic Materials 20,435.0 $2.0M 0.00% -3K -12.9% $99.40 +5.2%
122 WRB BERKLEY W R CORP Financial Services 28,415.0 $1.9M 0.00% -97K -77.3% $66.28 +3.5%
123 DOW DOW HLDGS INC Basic Materials 44,421.0 $1.9M 0.00% -85K -65.5% $41.65 -17.9%
124 J JACOBS SOLUTIONS INC Industrials 14,533.0 $1.8M 0.00% -18K -55.2% $127.28 -5.8%
125 ALLE ALLEGION PLC Industrials 12,537.0 $1.8M 0.00% -7K -34.3% $145.29 -12.2%
126 EVEREST GROUP LTD 4,917.0 $1.6M 0.00% -39K -88.8% $326.85
127 BURL BURLINGTON STORES INC Consumer Cyclical 4,730.0 $1.5M 0.00% -3K -37.5% $325.38 -3.5%
128 TRMB TRIMBLE INC Technology 22,596.0 $1.5M 0.00% -35K -60.5% $65.23 -17.8%
129 AVY AVERY DENNISON CORP Industrials 8,254.0 $1.4M 0.00% -666.0 -7.5% $172.68 -11.4%
130 GEN GEN DIGITAL INC Technology 72,752.0 $1.4M 0.00% -862K -92.2% $18.83 +37.3%
131 SBAC SBA COMMUNICATIONS CORP Real Estate 7,708.0 $1.3M 0.00% -26K -76.9% $172.11 +16.3%
132 FNF FIDELITY NATL FINL INC Financial Services 27,083.0 $1.3M 0.00% -81K -74.9% $46.38 +1.4%
133 PKG PACKAGING CORP AMER Consumer Cyclical 5,674.0 $1.2M 0.00% -47K -89.3% $212.22 +3.4%
134 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 5,739.0 $1.2M 0.00% -657.0 -10.3% $209.08 +11.0%
135 DD DUPONT DE NEMOURS INC Basic Materials 26,111.0 $1.2M 0.00% -28K -51.5% $45.80 +2.6%
136 BLDR BUILDERS FIRSTSOURCE INC Industrials 14,466.0 $1.2M 0.00% -6K -30.3% $82.33 -11.2%
137 HOLOGIC INC 15,008.0 $1.1M 0.00% -58K -79.4% $75.59
138 BUNGE GLOBAL SA 8,557.0 $1.1M 0.00% -70K -89.1% $127.20
139 CHKP CHECK POINT SOFTWARE TECH LT Technology 7,200.0 $1.0M 0.00% -52K -87.9% $142.85 -9.5%
140 GLPI GAMING & LEISURE P Real Estate 22,715.0 $1.0M 0.00% -287K -92.7% $44.37 +4.9%
Page 7 of 8  ·  150 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%