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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 19 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CCI CROWN CASTLE INC Real Estate 674,624.0 $51.1M 0.03% +51K +8.1% $75.73 -0.3%
362 CBOE CBOE GLOBAL MKTS INC Financial Services 209,582.0 $50.9M 0.03% $242.67 +23.9%
363 MTD METTLER TOLEDO INTERNATIONAL Healthcare 39,696.0 $50.7M 0.03% +3K +7.9% $1277.51 +9.2%
364 NRG NRG ENERGY INC Utilities 345,477.0 $50.5M 0.03% +42K +13.9% $146.06 -22.6%
365 FICO FAIR ISAAC CORP Technology 42,022.0 $50.2M 0.03% +5K +14.0% $1194.78 -1.9%
366 FTAI AVIATION LTD 185,245.0 $50.1M 0.03% +179K +3066.6% $270.53
367 WEC WEC ENERGY GROUP INC Utilities 427,797.0 $50.0M 0.03% +3K +0.7% $116.77 -9.2%
368 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 1,275,592.0 $49.4M 0.03% +187K +17.2% $38.73 +59.7%
369 RJF RAYMOND JAMES FINL INC Financial Services 324,343.0 $49.3M 0.03% +2K +0.6% $152.03 +15.2%
370 VEEV VEEVA SYS INC Healthcare 276,161.0 $49.0M 0.03% +47K +20.8% $177.47 +39.7%
371 CW CURTISS WRIGHT CORP Industrials 63,928.0 $48.4M 0.03% +62K +2974.9% $757.76 -16.2%
372 XYL XYLEM INC Industrials 409,373.0 $48.4M 0.03% +53K +14.9% $118.21 -4.1%
373 FE FIRSTENERGY CORP Utilities 1,014,031.0 $48.2M 0.03% +31K +3.2% $47.54 -3.3%
374 HPQ HP INC Technology 2,159,067.0 $47.4M 0.03% -1.6M -42.0% $21.94 +35.4%
375 HUBB HUBBELL INC Industrials 90,320.0 $47.3M 0.03% +4K +4.7% $523.20 -10.2%
376 AVB AVALONBAY CMNTYS INC Real Estate 244,469.0 $46.1M 0.03% +2K +1.0% $188.69 -2.5%
377 LPLA LPL FINL HLDGS INC Financial Services 161,309.0 $45.4M 0.03% +21K +14.8% $281.68 +28.3%
378 WST WEST PHARMACEUTICAL SVSC INC Healthcare 126,271.0 $45.3M 0.03% +122K +3080.6% $359.00 -1.6%
379 DTE DTE ENERGY CO Utilities 295,887.0 $45.1M 0.03% -5K -1.7% $152.37 -11.3%
380 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 170,881.0 $44.7M 0.03% +23K +15.4% $261.37 +30.8%
Page 19 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%