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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 15 of 29  ·  562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MSCI MSCI INC Financial Services 120,307.0 $64.8M 0.05% +1K +0.9% $539.01 +11.9%
282 VTR VENTAS INC Real Estate 783,695.0 $64.1M 0.05% +75K +10.5% $81.78 -2.6%
283 VST VISTRA CORP Utilities 422,715.0 $63.5M 0.05% -368K -46.5% $150.33 -2.3%
284 ED CONSOLIDATED EDISON INC Utilities 560,863.0 $63.5M 0.05% +107K +23.5% $113.18 -7.8%
285 PAYX PAYCHEX INC Industrials 684,974.0 $63.1M 0.05% +145K +26.9% $92.12 +7.4%
286 EME EMCOR GROUP INC Industrials 85,143.0 $62.9M 0.05% -25K -23.0% $738.31 +11.6%
287 GRMN GARMIN LTD Technology 270,699.0 $62.8M 0.05% -58K -17.7% $232.01 +1.4%
288 EXPAND ENERGY CORPORATION 568,958.0 $62.5M 0.05% +233K +69.4% $109.78
289 ENTERGY CORP NEW 548,768.0 $61.7M 0.05% -196K -26.3% $112.36
290 FANG DIAMONDBACK ENERGY INC Energy 311,682.0 $61.6M 0.05% -70K -18.4% $197.79 +0.2%
291 WCN WASTE CONNECTIONS INC Industrials 379,205.0 $61.6M 0.05% -24K -5.9% $162.44 -5.4%
292 ROK ROCKWELL AUTOMATION INC Industrials 171,018.0 $61.4M 0.05% +28K +19.5% $358.88 +25.9%
293 SYY SYSCO CORP Consumer Defensive 860,171.0 $61.4M 0.05% +24K +2.8% $71.33 +7.2%
294 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 908,278.0 $60.9M 0.05% +209K +29.9% $67.07 +30.2%
295 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 183,789.0 $60.8M 0.05% +16K +9.3% $330.87 -11.7%
296 KMB KIMBERLY-CLARK CORP Consumer Defensive 628,207.0 $60.6M 0.05% $96.47 +1.3%
297 STZ CONSTELLATION BRANDS INC Consumer Defensive 402,943.0 $60.4M 0.05% +108K +36.6% $150.00 -6.1%
298 IQVIA HLDGS INC 352,562.0 $60.1M 0.05% +77K +28.2% $170.54
299 FLEX FLEXTRONICS INTL LTD Technology 917,792.0 $60.1M 0.05% +296K +47.7% $65.46 +130.4%
300 XEL XCEL ENERGY INC Utilities 755,896.0 $60.0M 0.05% +64K +9.2% $79.44 -2.3%
Page 15 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%