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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 3 of 29  ·  562 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INFO HARBOR ETF TRUST 24,565,625.0 $577.0M 0.44% $23.49 +14.0%
42 GS GOLDMAN SACHS GROUP INC Financial Services 674,837.0 $570.9M 0.43% +15K +2.2% $845.99 +23.4%
43 ORCL ORACLE CORP Technology 3,774,444.0 $555.3M 0.42% +102K +2.8% $147.11 +44.2%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 2,285,117.0 $553.9M 0.42% +17K +0.8% $242.39 +15.8%
45 RTX RTX CORPORATION Industrials 2,827,989.0 $545.5M 0.41% +66K +2.4% $192.90 -7.0%
46 KLAC KLA CORP Technology 363,701.0 $535.5M 0.41% $1472.41 +43.1%
47 LSVD ADVISORS INNER CIRCLE FD 18,162,000.0 $532.1M 0.40% $29.29 +17.8%
48 VZ VERIZON COMMUNICATIONS INC Communication Services 10,585,296.0 $531.4M 0.40% +260K +2.5% $50.20 -9.6%
49 UNH UNITEDHEALTH GROUP INC Healthcare 1,947,305.0 $526.9M 0.40% +27K +1.4% $270.59 +50.9%
50 T AT&T INC Communication Services 17,404,803.0 $504.6M 0.38% -486K -2.7% $28.99 -22.1%
51 MCD MCDONALDS CORP Consumer Cyclical 1,615,265.0 $502.0M 0.38% +58K +3.7% $310.79 -10.4%
52 PEP PEPSICO INC Consumer Defensive 3,231,009.0 $501.7M 0.38% +87K +2.8% $155.29 -9.4%
53 MS MORGAN STANLEY Financial Services 2,952,417.0 $485.9M 0.37% +123K +4.3% $164.57 +28.7%
54 GEV GE VERNOVA INC Utilities 548,367.0 $478.7M 0.36% +75K +15.9% $872.90 +7.5%
55 NEE NEXTERA ENERGY INC Utilities 5,097,519.0 $473.5M 0.36% +215K +4.4% $92.88 -9.2%
56 C CITIGROUP INC Financial Services 4,051,107.0 $459.4M 0.35% +76K +1.9% $113.41 +17.5%
57 INTC INTEL CORP Technology 10,203,663.0 $450.3M 0.34% +490K +5.0% $44.13 +148.5%
58 AMGN AMGEN INC Healthcare 1,273,889.0 $448.2M 0.34% +34K +2.8% $351.85 -1.7%
59 ADI ANALOG DEVICES INC Technology 1,403,108.0 $446.4M 0.34% +49K +3.6% $318.14 +27.0%
60 EWP ISHARES INC 8,092,278.0 $439.5M 0.33% $54.31 +4.3%
Page 3 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%