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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 26 of 29  ·  562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 INVH INVITATION HOMES INC Real Estate 63,297.0 $1.6M 0.00% +33K +108.0% $24.85 +18.2%
502 TW TRADEWEB MKTS INC Financial Services 13,322.0 $1.6M 0.00% +5K +68.3% $117.66 -16.5%
503 BURL BURLINGTON STORES INC Consumer Cyclical 4,730.0 $1.5M 0.00% -3K -37.5% $325.38 -3.5%
504 AFRM AFFIRM HLDGS INC Technology 33,385.0 $1.5M 0.00% NEW $45.82 +42.9%
505 CASY CASEYS GEN STORES INC Consumer Cyclical 2,083.0 $1.5M 0.00% NEW $727.86 +3.3%
506 BZ KANZHUN LIMITED Industrials 112,195.0 $1.5M 0.00% +9K +9.2% $13.39 +1.8%
507 TRMB TRIMBLE INC Technology 22,596.0 $1.5M 0.00% -35K -60.5% $65.23 -17.8%
508 FTAI AVIATION LTD 5,850.0 $1.4M 0.00% NEW $245.00
509 AVY AVERY DENNISON CORP Industrials 8,254.0 $1.4M 0.00% -666.0 -7.5% $172.68 -11.4%
510 CW CURTISS WRIGHT CORP Industrials 2,079.0 $1.4M 0.00% NEW $681.12 +5.9%
511 TME TENCENT MUSIC ENTMT GROUP Communication Services 151,808.0 $1.4M 0.00% $9.28 -2.3%
512 EVRG EVERGY INC Utilities 17,179.0 $1.4M 0.00% +8K +89.6% $81.92 -0.3%
513 LNT ALLIANT ENERGY CORP Utilities 19,497.0 $1.4M 0.00% +9K +89.6% $71.76 -0.1%
514 GEN GEN DIGITAL INC Technology 72,752.0 $1.4M 0.00% -862K -92.2% $18.83 +37.3%
515 ENTG ENTEGRIS INC Technology 11,450.0 $1.3M 0.00% NEW $117.24 +13.2%
516 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 85,226.0 $1.3M 0.00% $15.72 -12.8%
517 TAL TAL ED GROUP Consumer Defensive 116,953.0 $1.3M 0.00% $11.37 -17.2%
518 SBAC SBA COMMUNICATIONS CORP Real Estate 7,708.0 $1.3M 0.00% -26K -76.9% $172.11 +16.3%
519 FNF FIDELITY NATL FINL INC Financial Services 27,083.0 $1.3M 0.00% -81K -74.9% $46.38 +1.4%
520 PKG PACKAGING CORP AMER Consumer Cyclical 5,674.0 $1.2M 0.00% -47K -89.3% $212.22 +3.4%
Page 26 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%