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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 12 of 29  ·  562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FORTINET INC 1,093,026.0 $89.3M 0.07% -127K -10.4% $81.72
222 AER AERCAP HOLDINGS NV Industrials 651,036.0 $89.3M 0.07% +41K +6.7% $137.18 -1.1%
223 AFL AFLAC INC Financial Services 807,430.0 $88.6M 0.07% -43K -5.0% $109.71 +5.0%
224 BKR BAKER HUGHES COMPANY Energy 1,448,305.0 $88.4M 0.07% +131K +9.9% $61.05 +6.2%
225 PCG PG&E CORP Utilities 5,029,333.0 $88.4M 0.07% +1.5M +40.9% $17.57 -6.2%
226 VICI VICI PPTYS INC Real Estate 3,232,517.0 $88.3M 0.07% +665K +25.9% $27.32 +0.3%
227 MET METLIFE INC Financial Services 1,248,681.0 $88.3M 0.07% +196K +18.6% $70.72 +19.3%
228 BDX BECTON DICKINSON & CO Healthcare 557,665.0 $87.7M 0.07% +95K +20.4% $157.23 -4.6%
229 EQT EQT CORP Energy 1,374,973.0 $87.5M 0.07% +485K +54.5% $63.64 -16.8%
230 HPE HEWLETT PACKARD ENTERPRISE C Technology 3,664,449.0 $87.3M 0.07% -197K -5.1% $23.81 +109.4%
231 CVNA CARVANA CO Consumer Cyclical 274,819.0 $86.4M 0.07% +21K +8.2% $314.38 -77.9%
232 KEYS KEYSIGHT TECHNOLOGIES INC Technology 305,294.0 $86.2M 0.07% +17K +5.9% $282.37 +17.4%
233 EIX EDISON INTL Utilities 1,173,947.0 $85.9M 0.07% +469K +66.5% $73.18 -3.2%
234 EXC EXELON CORP Utilities 1,670,967.0 $81.9M 0.06% +152K +10.0% $49.02 -8.6%
235 EW EDWARDS LIFESCIENCES CORP Healthcare 991,766.0 $79.4M 0.06% +56K +6.0% $80.08 +7.2%
236 TPR TAPESTRY INC Consumer Cyclical 561,396.0 $79.2M 0.06% +209K +59.4% $141.11 -0.1%
237 URI UNITED RENTALS INC Industrials 108,632.0 $79.1M 0.06% +9K +9.1% $728.56 +48.8%
238 PRU PRUDENTIAL FINL INC Financial Services 804,449.0 $78.6M 0.06% +198K +32.7% $97.69 +6.2%
239 D DOMINION ENERGY INC Utilities 1,264,088.0 $78.1M 0.06% +95K +8.1% $61.82 +6.0%
240 AMRIZE LTD 1,389,060.0 $77.8M 0.06% -234K -14.4% $56.02
Page 12 of 29  ·  562 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%