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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 24 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 NI NISOURCE INC Utilities 74,156.0 $3.5M 0.00% +30K +68.3% $47.55 -12.4%
462 XP XP INC Financial Services 207,699.0 $3.4M 0.00% +101K +94.1% $16.26 -1.7%
463 BUNGE GLOBAL SA 31,461.0 $3.4M 0.00% +23K +267.7% $106.73
464 CDW CDW CORP Technology 23,280.0 $3.3M 0.00% -4K -14.8% $140.64 -5.0%
465 CMS CMS ENERGY CORP Utilities 42,256.0 $3.2M 0.00% +17K +69.2% $76.50 -8.7%
466 EVEREST GROUP LTD 9,007.0 $3.2M 0.00% +4K +83.2% $357.23
467 BURL BURLINGTON STORES INC Consumer Cyclical 10,150.0 $3.2M 0.00% +5K +114.6% $316.80 +5.2%
468 NDSN NORDSON CORP Industrials 10,383.0 $3.1M 0.00% +2K +25.6% $301.69 +10.9%
469 CLX CLOROX CO DEL Consumer Defensive 31,827.0 $3.0M 0.00% +7K +29.7% $95.44 +11.1%
470 SUI SUN CMNTYS INC Real Estate 25,236.0 $3.0M 0.00% +16K +164.0% $119.91 +2.0%
471 CHD CHURCH & DWIGHT CO INC Consumer Defensive 30,911.0 $3.0M 0.00% +12K +67.6% $96.88 +0.6%
472 SMCI SUPER MICRO COMPUTER INC Technology 99,868.0 $2.9M 0.00% +66K +191.7% $29.33 +24.4%
473 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 36,786.0 $2.9M 0.00% -24K -39.5% $79.22 +5.3%
474 CORPAY INC 8,711.0 $2.9M 0.00% +3K +49.8% $333.27
475 LNT ALLIANT ENERGY CORP Utilities 37,458.0 $2.9M 0.00% +18K +92.1% $76.29 -9.0%
476 HEI HEICO CORP NEW Industrials 7,992.0 $2.8M 0.00% +1K +22.3% $356.19 -1.6%
477 INSM INSMED INC Healthcare 26,678.0 $2.8M 0.00% -285K -91.5% $106.62 +17.3%
478 SSNC SS&C TECH HLDGS Technology 45,836.0 $2.8M 0.00% +5K +13.6% $62.05 +32.3%
479 CNH INDL N V 245,226.0 $2.8M 0.00% -92K -27.3% $11.23
480 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 16,310.0 $2.7M 0.00% -15K -48.0% $168.53 -9.3%
Page 24 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%