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Portfolio (Quarterly) Guide ↗

National Pension Service

· CIK 0001608046
13F Portfolio $135.1B AUM 561 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 561 New
Page 15 of 29  ·  561 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SYY SYSCO CORP Consumer Defensive 836,452.0 $61.6M 0.05% NEW $73.69 +13.8%
282 FIS FIDELITY NATL INFORMATION SV COM Technology 927,169.0 $61.6M 0.05% NEW $66.46 -37.5%
283 WAB WABTEC Industrials 288,609.0 $61.6M 0.05% NEW $213.45 +23.0%
284 PAYX PAYCHEX INC Industrials 539,737.0 $60.5M 0.04% NEW $112.18 -6.1%
285 HPQ HP INC Technology 2,708,832.0 $60.4M 0.04% NEW $22.28 -1.3%
286 DDOG DATADOG INC Technology 442,345.0 $60.2M 0.04% NEW $135.99 +91.2%
287 BKR BAKER HUGHES COMPANY Energy 1,317,478.0 $60.0M 0.04% NEW $45.54 +17.1%
288 A AGILENT TECHNOLOGIES INC Healthcare 438,212.0 $59.6M 0.04% NEW $136.07 -1.8%
289 PHM PULTE GROUP INC Consumer Cyclical 507,443.0 $59.5M 0.04% NEW $117.26 +14.3%
290 RMD RESMED INC Healthcare 243,543.0 $58.7M 0.04% NEW $240.87 -13.8%
291 KEYS KEYSIGHT TECHNOLOGIES INC Technology 288,163.0 $58.6M 0.04% NEW $203.19 +58.4%
292 FITB FIFTH THIRD BANCORP Financial Services 1,235,676.0 $57.8M 0.04% NEW $46.81 +21.8%
293 NUE NUCOR CORP Basic Materials 351,806.0 $57.4M 0.04% NEW $163.11 +33.8%
294 FANG DIAMONDBACK ENERGY INC Energy 381,710.0 $57.4M 0.04% NEW $150.33 +13.7%
295 PCG PG&E CORP Utilities 3,568,303.0 $57.3M 0.04% NEW $16.07 +5.3%
296 PEG PUBLIC SVC ENTERPRISE GRP IN COM Utilities 713,516.0 $57.3M 0.04% NEW $80.30 +1.0%
297 KDP KEURIG DR PEPPER INC Consumer Defensive 2,041,926.0 $57.2M 0.04% NEW $28.01 +19.0%
298 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 40,720.0 $56.8M 0.04% NEW $1394.19 -5.5%
299 OMC OMNICOM GROUP INC Communication Services 697,249.0 $56.3M 0.04% NEW $80.75 -3.9%
300 AXON AXON ENTERPRISE INC Industrials 98,859.0 $56.1M 0.04% NEW $567.93 +4.4%
Page 15 of 29  ·  561 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 35.7%
Financial Services 11.7%
Communication Services 11.3%
Consumer Cyclical 10.5%
Healthcare 9.8%
Industrials 7.7%
Consumer Defensive 4.7%
Energy 2.9%
Utilities 2.4%
Real Estate 1.8%