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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 8 of 28  ·  552 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MPC MARATHON PETE CORP Energy 928,506.0 $237.4M 0.15% +6K +0.6% $255.67 +41.1%
142 REGN REGENERON PHARMACEUTICALS Healthcare 379,815.0 $236.8M 0.15% +8K +2.2% $623.54 +33.8%
143 SHW SHERWIN WILLIAMS CO Basic Materials 685,433.0 $236.0M 0.15% +6K +0.9% $344.32 +0.7%
144 NET CLOUDFLARE INC Technology 959,987.0 $235.5M 0.15% +16K +1.6% $245.28 +19.5%
145 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,031,288.0 $231.0M 0.15% +51K +5.2% $223.95 +25.4%
146 HCA HCA HEALTHCARE INC Healthcare 591,578.0 $230.7M 0.15% $389.89 +10.1%
147 HOOD ROBINHOOD MKTS INC Financial Services 2,298,238.0 $230.5M 0.15% +112K +5.1% $100.28 +7.8%
148 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 589,713.0 $228.1M 0.15% $386.73 +3.6%
149 SYK STRYKER CORPORATION Healthcare 721,186.0 $227.1M 0.15% +17K +2.4% $314.84 +4.6%
150 MMM 3M CO Industrials 1,401,543.0 $226.9M 0.15% +48K +3.6% $161.91 +10.5%
151 MCO MOODYS CORP Financial Services 500,927.0 $226.9M 0.15% $452.92 +11.1%
152 PWR QUANTA SVCS INC Industrials 311,932.0 $224.6M 0.14% +26K +9.1% $720.04 -11.2%
153 MAR MARRIOTT INTL INC NEW Consumer Cyclical 605,560.0 $224.4M 0.14% -8K -1.2% $370.59 -3.8%
154 TEL TE CONNECTIVITY PLC Technology 1,102,295.0 $222.2M 0.14% +27K +2.5% $201.61 +0.9%
155 WM WASTE MGMT INC DEL Industrials 987,238.0 $220.0M 0.14% +41K +4.3% $222.88 +0.5%
156 CI THE CIGNA GROUP Healthcare 794,211.0 $218.9M 0.14% +9K +1.1% $275.68 +0.7%
157 CL COLGATE PALMOLIVE CO Consumer Defensive 2,384,794.0 $218.6M 0.14% +59K +2.5% $91.68 -0.7%
158 CRH PLC 2,020,187.0 $216.2M 0.14% +112K +5.9% $107.00
159 ECL ECOLAB INC Basic Materials 768,265.0 $214.0M 0.14% +6K +0.8% $278.61 +1.1%
160 VRT VERTIV HOLDINGS CO Industrials 638,968.0 $213.9M 0.14% +59K +10.1% $334.82 -21.8%
Page 8 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 40.4%
Financial Services 10.5%
Consumer Cyclical 9.8%
Healthcare 9.3%
Industrials 8.3%
Communication Services 7.8%
Consumer Defensive 4.7%
Energy 3.2%
Utilities 2.5%
Real Estate 1.8%