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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 19 of 29  ·  562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AEE AMEREN CORP Utilities 390,234.0 $42.9M 0.03% +19K +5.1% $109.92 -2.5%
362 XYL XYLEM INC Industrials 356,152.0 $42.6M 0.03% $119.50 -8.4%
363 AXON AXON ENTERPRISE INC Industrials 99,836.0 $42.4M 0.03% +977.0 +1.0% $424.69 +10.9%
364 HUBB HUBBELL INC Industrials 86,280.0 $42.3M 0.03% +730.0 +0.8% $490.74 -1.2%
365 LPLA LPL FINL HLDGS INC Financial Services 140,551.0 $42.3M 0.03% +15K +11.5% $300.83 -5.7%
366 PPL PPL CORP Utilities 1,106,473.0 $42.3M 0.03% -60K -5.1% $38.20 -7.5%
367 HBAN HUNTINGTON BANCSHARES INC Financial Services 2,667,735.0 $41.8M 0.03% -116K -4.2% $15.65 +5.4%
368 CNP CENTERPOINT ENERGY INC Utilities 966,117.0 $41.7M 0.03% +10K +1.1% $43.16 -3.0%
369 VRSK VERISK ANALYTICS INC Industrials 218,099.0 $41.4M 0.03% -16K -6.7% $189.75 -5.7%
370 TSCO TRACTOR SUPPLY CO Consumer Cyclical 910,086.0 $41.2M 0.03% -29K -3.1% $45.30 -33.5%
371 STE STERIS PLC Healthcare 186,313.0 $41.2M 0.03% +14K +8.0% $221.13 -5.0%
372 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 438,410.0 $41.2M 0.03% +169K +62.5% $93.87 +136.8%
373 CINF CINCINNATI FINL CORP Financial Services 259,211.0 $40.8M 0.03% -2K -0.6% $157.35 +3.1%
374 VEEV VEEVA SYS INC Healthcare 228,702.0 $40.2M 0.03% +4K +1.6% $175.66 -4.8%
375 MDLN MEDLINE INC Healthcare 900,000.0 $40.0M 0.03% $44.50 -24.0%
376 DXCM DEXCOM INC Healthcare 635,553.0 $39.9M 0.03% +17K +2.7% $62.80 +22.0%
377 VLTO VERALTO CORP Industrials 450,026.0 $39.8M 0.03% +6K +1.4% $88.42 -4.0%
378 AVB AVALONBAY CMNTYS INC Real Estate 242,015.0 $39.5M 0.03% -33K -11.9% $163.35 +14.9%
379 MKL MARKEL GROUP INC Financial Services 20,627.0 $39.5M 0.03% +624.0 +3.1% $1914.07 -6.2%
380 FICO FAIR ISAAC CORP Technology 36,875.0 $39.4M 0.03% -6K -13.4% $1067.54 +13.1%
Page 19 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%