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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 15 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VTR VENTAS INC Real Estate 836,222.0 $74.3M 0.05% +53K +6.7% $88.80 +4.8%
282 VST VISTRA CORP Utilities 467,066.0 $74.1M 0.05% +44K +10.5% $158.63 -14.1%
283 FITB FIFTH THIRD BANCORP Financial Services 1,309,111.0 $73.8M 0.05% +239K +22.3% $56.37 -2.7%
284 HIG HARTFORD INSURANCE GROUP INC Financial Services 554,720.0 $73.5M 0.05% +26K +4.9% $132.52 +2.7%
285 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 955,109.0 $73.0M 0.05% -29K -3.0% $76.40 +5.1%
286 AIG AMERICAN INTL GROUP INC Financial Services 975,442.0 $72.7M 0.05% +28K +2.9% $74.53 +2.1%
287 IQVIA HLDGS INC 375,973.0 $72.6M 0.05% +23K +6.6% $193.22
288 WAB WABTEC Industrials 268,030.0 $72.3M 0.05% +4K +1.6% $269.60 +10.4%
289 TRGP TARGA RES CORP Energy 267,970.0 $71.9M 0.05% -14K -5.0% $268.14 +11.5%
290 EME EMCOR GROUP INC Industrials 86,169.0 $71.5M 0.05% +1K +1.2% $829.88 -6.4%
291 BLOCK INC 936,971.0 $71.2M 0.05% -11K -1.2% $76.00
292 HUM HUMANA INC Healthcare 178,391.0 $70.9M 0.05% -6K -3.5% $397.22 -4.6%
293 ON ON SEMICONDUCTOR CORP Technology 748,458.0 $70.8M 0.05% -186K -19.9% $94.54 -21.5%
294 PHM PULTE GROUP INC Consumer Cyclical 514,398.0 $70.6M 0.05% +28K +5.8% $137.21 -6.0%
295 TROW PRICE T ROWE GROUP INC Financial Services 619,524.0 $70.4M 0.04% +22K +3.7% $113.69 -1.9%
296 NTRS NORTHERN TR CORP Financial Services 402,797.0 $70.0M 0.04% -5K -1.3% $173.84 +5.8%
297 ACGL ARCH CAP GROUP LTD Financial Services 719,128.0 $69.8M 0.04% +25K +3.5% $97.06 +2.4%
298 Q QNITY ELECTRONICS INC Technology 425,609.0 $69.5M 0.04% +345K +431.2% $163.31 -21.1%
299 RSG REPUBLIC SVCS INC Industrials 326,133.0 $69.5M 0.04% +9K +2.7% $213.08 +3.6%
300 RKLB ROCKET LAB CORP Industrials 681,812.0 $69.3M 0.04% -10K -1.4% $101.65 -28.6%
Page 15 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%