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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 18 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 862,154.0 $55.2M 0.04% +100K +13.1% $64.01 +16.9%
342 MLM MARTIN MARIETTA MATLS INC Basic Materials 95,221.0 $54.9M 0.04% +6K +6.4% $576.70 -7.2%
343 RMD RESMED INC Healthcare 281,465.0 $54.9M 0.04% +38K +15.5% $194.88 +18.8%
344 TDY TELEDYNE TECHNOLOGIES INC Technology 81,919.0 $54.6M 0.04% -5K -6.2% $666.90 -4.6%
345 OTIS OTIS WORLDWIDE CORP Industrials 761,439.0 $54.5M 0.04% +109K +16.6% $71.60 -0.2%
346 LYV LIVE NATION ENTERTAINMENT IN Communication Services 296,881.0 $54.4M 0.04% -7K -2.3% $183.11 -0.7%
347 FISV FISERV INC Technology 1,108,247.0 $54.4M 0.04% +124K +12.6% $49.05 +7.2%
348 AER AERCAP HOLDINGS NV Industrials 371,176.0 $54.1M 0.04% -280K -43.0% $145.78 +0.3%
349 TWLO TWILIO INC Communication Services 261,307.0 $53.9M 0.04% +241K +1177.6% $206.33 +9.2%
350 FANG DIAMONDBACK ENERGY INC Energy 306,432.0 $53.9M 0.04% -5K -1.7% $175.78 +19.9%
351 CASY CASEYS GEN STORES INC Consumer Cyclical 67,466.0 $53.6M 0.04% +65K +3138.9% $794.79 +5.2%
352 COIN COINBASE GLOBAL INC Financial Services 365,896.0 $53.5M 0.03% +70K +23.8% $146.19 +27.6%
353 ES EVERSOURCE ENERGY Utilities 729,627.0 $52.7M 0.03% +29K +4.1% $72.27 -2.9%
354 EXR EXTRA SPACE STORAGE INC Real Estate 360,842.0 $52.4M 0.03% -4K -1.1% $145.30 +1.0%
355 INGERSOLL RAND INC 639,205.0 $52.4M 0.03% +62K +10.8% $81.99
356 CRWV COREWEAVE INC Technology 524,854.0 $52.2M 0.03% +484K +1194.7% $99.54 -11.7%
357 CINF CINCINNATI FINL CORP Financial Services 278,947.0 $51.6M 0.03% +20K +7.6% $185.14 -9.1%
358 MDB MONGODB INC Technology 153,687.0 $51.6M 0.03% +15K +10.7% $335.90 +28.3%
359 DRI DARDEN RESTAURANTS INC Consumer Cyclical 249,346.0 $51.4M 0.03% +216K +637.5% $206.01 +7.6%
360 RVMD REVOLUTION MEDICINES INC Healthcare 273,604.0 $51.2M 0.03% NEW $187.28 +11.8%
Page 18 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%