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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 17 of 29  ·  562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DDOG DATADOG INC Technology 453,426.0 $53.5M 0.04% +11K +2.5% $118.05 +96.3%
322 WDAY WORKDAY INC Technology 411,442.0 $53.5M 0.04% +54K +15.2% $129.92 +10.7%
323 LEIDOS HOLDINGS INC 343,676.0 $53.4M 0.04% +66K +23.6% $155.52
324 VMC VULCAN MATLS CO Basic Materials 195,075.0 $53.1M 0.04% +4K +2.1% $272.30 -0.9%
325 TDY TELEDYNE TECHNOLOGIES INC Technology 87,351.0 $52.8M 0.04% +4K +4.2% $605.01 +1.2%
326 KVUE KENVUE INC Consumer Defensive 3,058,325.0 $52.7M 0.04% +222K +7.8% $17.24 +1.8%
327 MLM MARTIN MARIETTA MATLS INC Basic Materials 89,482.0 $52.7M 0.04% +875.0 +1.0% $588.68 -5.9%
328 RBLX ROBLOX CORP Technology 928,280.0 $52.5M 0.04% +22K +2.4% $56.56 -25.2%
329 DOV DOVER CORP Industrials 250,863.0 $52.3M 0.04% -5K -2.1% $208.45 +3.7%
330 COIN COINBASE GLOBAL INC Financial Services 295,473.0 $51.6M 0.04% -3K -0.9% $174.61 -7.2%
331 INSM INSMED INC Healthcare 311,881.0 $51.0M 0.04% +31K +11.2% $163.52 -42.4%
332 FIS FIDELITY NATL INFORMATION SV Technology 1,084,486.0 $50.9M 0.04% +157K +17.0% $46.91 -15.7%
333 PPG PPG INDS INC Basic Materials 475,630.0 $50.8M 0.04% +52K +12.2% $106.88 +5.6%
334 CCI CROWN CASTLE INC Real Estate 623,852.0 $50.7M 0.04% -132K -17.4% $81.31 +12.9%
335 LH LABCORP HOLDINGS INC Healthcare 189,636.0 $50.6M 0.04% +19K +11.1% $266.81 -1.8%
336 OTIS OTIS WORLDWIDE CORP Industrials 652,801.0 $50.3M 0.04% +37K +6.0% $77.08 -9.7%
337 RF REGIONS FINANCIAL CORP NEW Financial Services 1,921,734.0 $50.2M 0.04% +112K +6.2% $26.12 +9.3%
338 A AGILENT TECHNOLOGIES INC Healthcare 438,771.0 $50.0M 0.04% $113.98 +16.4%
339 WAT WATERS CORP Healthcare 167,373.0 $49.8M 0.04% +59K +54.2% $297.80 +22.0%
340 FE FIRSTENERGY CORP Utilities 982,586.0 $49.8M 0.04% +53K +5.7% $50.66 -9.8%
Page 17 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%