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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 22 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 KHC KRAFT HEINZ CO Consumer Defensive 488,460.0 $11.5M 0.01% +28K +6.2% $23.62 +8.7%
422 DECK DECKERS OUTDOOR CORP Consumer Cyclical 114,926.0 $11.4M 0.01% +3K +2.8% $99.29 -9.6%
423 CHRW C H ROBINSON WORLDWIDE IN Industrials 54,951.0 $10.3M 0.01% -2K -3.1% $188.34 -23.5%
424 DGX QUEST DIAGNOSTICS INC Healthcare 46,067.0 $9.8M 0.01% -1K -2.2% $211.95 +13.8%
425 BR BROADRIDGE FINL SOLUTIONS IN Technology 70,060.0 $9.6M 0.01% -151K -68.3% $136.95 +30.3%
426 BALL BALL CORP Consumer Cyclical 152,525.0 $9.5M 0.01% +17K +12.4% $62.40 +0.3%
427 L LOEWS CORP Financial Services 76,983.0 $8.7M 0.01% +8K +12.3% $113.21 -1.3%
428 NVR NVR INC Consumer Cyclical 1,270.0 $8.7M 0.01% +322.0 +34.0% $6813.40 -7.5%
429 BAP CREDICORP LTD Financial Services 17,398.0 $6.8M 0.00% +491.0 +2.9% $389.58 -5.0%
430 CF CF INDUSTRIES HOLD Basic Materials 60,741.0 $6.6M 0.00% -10K -14.2% $108.26 +17.7%
431 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 65,302.0 $6.5M 0.00% +12K +23.6% $100.07 +6.8%
432 VLTO VERALTO CORP Industrials 72,818.0 $6.5M 0.00% -377K -83.8% $88.68 +12.2%
433 GEN GEN DIGITAL INC Technology 257,971.0 $6.4M 0.00% +185K +254.6% $24.89 +12.7%
434 STE STERIS PLC Healthcare 30,216.0 $6.4M 0.00% -156K -83.8% $210.57 +11.8%
435 DAL DELTA AIR LINES INC Industrials 66,813.0 $6.3M 0.00% +11K +20.3% $93.66 -12.2%
436 OKTA OKTA INC Technology 43,893.0 $6.0M 0.00% +8K +23.2% $136.45 -0.7%
437 BBY BEST BUY INC Consumer Cyclical 78,861.0 $6.0M 0.00% -9K -10.7% $75.88 +14.1%
438 UAL UNITED AIRLS HLDGS INC Industrials 43,781.0 $6.0M 0.00% +14K +45.0% $135.99 -16.6%
439 FFIV F5 INC Technology 14,091.0 $5.9M 0.00% +1K +10.5% $415.96 -8.6%
440 SMURFIT WESTROCK PLC 117,534.0 $5.4M 0.00% +22K +23.6% $46.26
Page 22 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 39.3%
Financial Services 10.4%
Communication Services 10.2%
Consumer Cyclical 9.5%
Healthcare 9.1%
Industrials 8.1%
Consumer Defensive 4.6%
Energy 3.1%
Utilities 2.5%
Real Estate 1.7%