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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 25 of 29  ·  562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RPM RPM INTL INC Basic Materials 20,435.0 $2.0M 0.00% -3K -12.9% $99.40 +5.2%
482 WSO WATSCO INC Industrials 5,383.0 $2.0M 0.00% +2K +80.5% $363.79 +2.1%
483 CMS CMS ENERGY CORP Utilities 24,966.0 $1.9M 0.00% +11K +76.6% $77.58 -8.6%
484 FOX FOX CORP Communication Services 35,891.0 $1.9M 0.00% +14K +60.8% $53.10 +13.6%
485 WRB BERKLEY W R CORP Financial Services 28,415.0 $1.9M 0.00% -97K -77.3% $66.28 +3.5%
486 DPZ DOMINOS PIZZA INC Consumer Cyclical 5,211.0 $1.9M 0.00% +1K +31.2% $358.79 -12.6%
487 DOW DOW HLDGS INC Basic Materials 44,421.0 $1.9M 0.00% -85K -65.5% $41.65 -17.9%
488 J JACOBS SOLUTIONS INC Industrials 14,533.0 $1.8M 0.00% -18K -55.2% $127.28 -5.8%
489 ALLE ALLEGION PLC Industrials 12,537.0 $1.8M 0.00% -7K -34.3% $145.29 -12.2%
490 FUTU FUTU HLDGS LTD Financial Services 13,259.0 $1.8M 0.00% +5K +62.1% $136.76 -33.4%
491 HEI HEICO CORP NEW Industrials 6,534.0 $1.8M 0.00% +4K +211.7% $274.20 +18.0%
492 WPC WP CAREY INC Real Estate 26,061.0 $1.8M 0.00% +17K +186.5% $67.96 +9.6%
493 CHD CHURCH & DWIGHT CO INC Consumer Defensive 18,448.0 $1.7M 0.00% +7K +68.4% $93.32 +2.2%
494 HEICO CORP NEW 8,079.0 $1.7M 0.00% +3K +57.4% $211.09
495 GGG GRACO INC Industrials 20,043.0 $1.7M 0.00% +13K +177.7% $84.65 -12.4%
496 CORPAY INC 5,817.0 $1.7M 0.00% +2K +68.4% $290.99
497 IEX IDEX CORP Industrials 8,853.0 $1.7M 0.00% +5K +133.4% $189.55 +15.3%
498 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 45,027.0 $1.6M 0.00% $36.04 -16.1%
499 NEBIUS GROUP N.V. 15,530.0 $1.6M 0.00% NEW $103.76
500 EVEREST GROUP LTD 4,917.0 $1.6M 0.00% -39K -88.8% $326.85
Page 25 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%