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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 18 of 29  ·  562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FITB FIFTH THIRD BANCORP Financial Services 1,070,239.0 $49.7M 0.04% -165K -13.4% $46.46 +11.8%
342 WEC WEC ENERGY GROUP INC Utilities 425,027.0 $49.2M 0.04% +18K +4.5% $115.77 -3.9%
343 ES EVERSOURCE ENERGY Utilities 701,007.0 $48.6M 0.04% +128K +22.3% $69.28 -1.7%
344 WSM WILLIAMS SONOMA INC Consumer Cyclical 265,363.0 $48.4M 0.04% -120K -31.1% $182.33 +11.1%
345 EXR EXTRA SPACE STORAGE INC Real Estate 364,784.0 $47.8M 0.04% -21K -5.5% $131.13 +10.6%
346 CPRT COPART INC Industrials 1,436,642.0 $47.7M 0.04% +9K +0.7% $33.20 -7.0%
347 GIS GENERAL MILLS INC Consumer Defensive 1,256,271.0 $46.8M 0.04% +242K +23.8% $37.22 -11.0%
348 RJF RAYMOND JAMES FINL INC Financial Services 322,301.0 $46.7M 0.04% +28K +9.6% $144.79 +3.7%
349 FSLR FIRST SOLAR INC Energy 235,405.0 $46.4M 0.04% +25K +11.8% $197.26 +39.6%
350 MTD METTLER TOLEDO INTERNATIONAL Healthcare 36,780.0 $46.4M 0.04% -4K -9.7% $1261.20 -9.7%
351 LYV LIVE NATION ENTERTAINMENT IN Communication Services 303,997.0 $46.4M 0.04% +5K +1.5% $152.51 +4.6%
352 INGERSOLL RAND INC 576,794.0 $46.2M 0.04% -59K -9.3% $80.12
353 NTRA NATERA INC Healthcare 230,479.0 $46.1M 0.04% +13K +5.8% $199.99 +6.7%
354 SE SEA LTD Consumer Cyclical 550,618.0 $45.6M 0.04% -154K -21.8% $82.81 +2.0%
355 ATO ATMOS ENERGY CORP Utilities 244,687.0 $45.2M 0.03% +23K +10.4% $184.72 -9.1%
356 RKLB ROCKET LAB CORP Industrials 691,386.0 $44.4M 0.03% +48K +7.5% $64.22 +77.0%
357 NRG NRG ENERGY INC Utilities 303,281.0 $44.3M 0.03% -300K -49.8% $146.14 -12.6%
358 DTE DTE ENERGY CO Utilities 300,986.0 $44.0M 0.03% +13K +4.4% $146.22 -2.1%
359 IRM IRON MTN INC DEL Real Estate 429,392.0 $43.9M 0.03% -80K -15.6% $102.14 +20.9%
360 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 148,114.0 $43.1M 0.03% -11K -6.7% $290.70 -11.2%
Page 18 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%