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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 7 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPG SIMON PPTY GROUP INC NEW Real Estate 1,223,015.0 $273.5M 0.18% +10K +0.8% $223.65 -2.2%
122 AEP AMERICAN ELEC PWR CO INC Utilities 1,970,769.0 $269.6M 0.17% +21K +1.1% $136.81 -9.2%
123 DUK DUKE ENERGY CORP NEW Utilities 2,124,004.0 $268.9M 0.17% +37K +1.8% $126.58 -3.6%
124 NOW SERVICENOW INC Technology 2,705,240.0 $268.6M 0.17% +147K +5.8% $99.28 +30.8%
125 VRTX VERTEX PHARMACEUTICALS INC Healthcare 539,530.0 $268.0M 0.17% +7K +1.4% $496.73 +11.1%
126 GD GENERAL DYNAMICS CORP Industrials 756,122.0 $267.8M 0.17% +16K +2.2% $354.24 +9.0%
127 CSX CSX CORP Industrials 5,567,393.0 $264.6M 0.17% +45K +0.8% $47.53 +8.4%
128 TRV TRAVELERS COMPANIES INC Financial Services 796,867.0 $263.1M 0.17% $330.12 +10.9%
129 TT TRANE TECHNOLOGIES PLC Industrials 532,856.0 $261.7M 0.17% +13K +2.5% $491.16 -7.4%
130 CMCSA COMCAST CORP NEW Communication Services 10,585,616.0 $259.9M 0.17% +227K +2.2% $24.55 +9.0%
131 UPS UNITED PARCEL SVCS INC Industrials 2,379,189.0 $255.8M 0.17% +36K +1.5% $107.50 -4.4%
132 AMT AMERICAN TOWER CORP Real Estate 1,551,870.0 $253.8M 0.16% +18K +1.2% $163.57 +8.6%
133 EOG EOG RES INC Energy 1,956,669.0 $253.8M 0.16% +10K +0.5% $129.73 +17.5%
134 MDT MEDTRONIC PLC Healthcare 3,162,805.0 $247.4M 0.16% +83K +2.7% $78.23 +18.1%
135 PNC PNC FINL SVCS GROUP INC Financial Services 1,001,729.0 $246.6M 0.16% +18K +1.8% $246.22 -1.1%
136 USB US BANCORP Financial Services 4,073,695.0 $246.1M 0.16% +63K +1.6% $60.40 +2.7%
137 ADBE ADOBE INC Technology 1,199,301.0 $245.9M 0.16% +40K +3.4% $205.02 +33.8%
138 WMB WILLIAMS COS INC Energy 3,306,019.0 $245.8M 0.16% +89K +2.8% $74.34 -4.2%
139 NXPI NXP SEMICONDUCTORS N V Technology 868,419.0 $244.1M 0.16% $281.03 -20.6%
140 FCX FREEPORT MCMORAN INC Basic Materials 3,829,627.0 $240.8M 0.15% -28K -0.7% $62.89 +20.5%
Page 7 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%