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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 12 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DLR DIGITAL RLTY TR INC Real Estate 578,303.0 $103.9M 0.07% +10K +1.7% $179.58 +6.1%
222 COHR COHERENT CORP Technology 262,197.0 $103.4M 0.07% +253K +2907.2% $394.47 -26.6%
223 O REALTY INCOME CORP Real Estate 1,668,650.0 $103.4M 0.07% +51K +3.1% $61.96 +1.0%
224 ALAB ASTERA LABS INC Technology 209,418.0 $101.2M 0.07% -54K -20.6% $483.02 -41.0%
225 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 342,171.0 $100.3M 0.07% -13K -3.6% $293.18 +4.1%
226 EA ELECTRONIC ARTS INC Communication Services 486,401.0 $99.7M 0.06% +6K +1.2% $205.04 +2.3%
227 CVNA CARVANA CO Consumer Cyclical 1,508,963.0 $99.3M 0.06% +1.2M +449.1% $65.82 +6.2%
228 KEYS KEYSIGHT TECHNOLOGIES INC Technology 282,888.0 $99.0M 0.06% -22K -7.3% $350.07 -9.7%
229 KMI KINDER MORGAN INC DEL Energy 3,047,059.0 $97.4M 0.06% +61K +2.1% $31.97 -3.1%
230 AFL AFLAC INC Financial Services 789,021.0 $92.5M 0.06% -18K -2.3% $117.25 -1.0%
231 CARNIVAL CORP LTD 3,228,771.0 $92.2M 0.06% NEW $28.57
232 LHX L3HARRIS TECHNOLOGIES INC Industrials 315,625.0 $91.7M 0.06% +13K +4.3% $290.59 -8.2%
233 CTVA CORTEVA INC Basic Materials 1,080,591.0 $91.5M 0.06% -44K -3.9% $84.69 -3.4%
234 JBL JABIL INC Technology 237,016.0 $91.4M 0.06% -21K -8.2% $385.48 -18.7%
235 PRU PRUDENTIAL FINL INC Financial Services 840,126.0 $90.7M 0.06% +36K +4.4% $107.93 +12.2%
236 EW EDWARDS LIFESCIENCES CORP Healthcare 998,775.0 $90.3M 0.06% +7K +0.7% $90.46 -0.7%
237 BDX BECTON DICKINSON & CO Healthcare 596,647.0 $90.3M 0.06% +39K +7.0% $151.33 +26.9%
238 OKE ONEOK INC NEW Energy 1,036,354.0 $90.1M 0.06% +32K +3.2% $86.94 +7.3%
239 VICI VICI PPTYS INC Real Estate 3,392,494.0 $90.1M 0.06% +160K +5.0% $26.55 -0.2%
240 DHI D R HORTON INC Consumer Cyclical 548,363.0 $89.3M 0.06% +10K +1.9% $162.88 -8.9%
Page 12 of 28  ·  552 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 40.4%
Financial Services 10.5%
Consumer Cyclical 9.8%
Healthcare 9.3%
Industrials 8.3%
Communication Services 7.8%
Consumer Defensive 4.7%
Energy 3.2%
Utilities 2.5%
Real Estate 1.8%