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Portfolio (Quarterly) Guide ↗

Tredje AP-fonden

· CIK 0001650290
13F Portfolio $18.3B AUM 555 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 213 New 242 Added 90 Reduced 9 Exited
Page 5 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HOOD ROBINHOOD MKTS INC Financial Services 250,514.0 $17.4M 0.10% +166K +197.5% $69.30 +56.1%
82 AME AMETEK INC Industrials 80,640.0 $17.3M 0.10% +48K +146.5% $214.36 +10.8%
83 AFL AFLAC INC Financial Services 157,230.0 $17.2M 0.09% +109K +223.8% $109.71 +5.3%
84 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 49,594.0 $16.4M 0.09% +9K +22.6% $330.87 -16.0%
85 CMS CMS ENERGY CORP Utilities 210,875.0 $16.4M 0.09% +27K +14.9% $77.58 -5.4%
86 PCG PG&E CORP Utilities 927,686.0 $16.3M 0.09% +697K +302.0% $17.57 -6.2%
87 EBAY EBAY INC. Consumer Cyclical 177,248.0 $16.1M 0.09% +131K +282.3% $91.02 +18.9%
88 CBRE CBRE GROUP INC Real Estate 118,573.0 $16.1M 0.09% +91K +332.0% $135.46 -2.9%
89 NDAQ NASDAQ INC Financial Services 189,103.0 $16.1M 0.09% +144K +321.9% $84.89 -3.1%
90 HIG HARTFORD INSURANCE GROUP INC Financial Services 118,233.0 $16.0M 0.09% +69K +141.1% $135.23 -5.2%
91 O REALTY INCOME CORP Real Estate 259,926.0 $15.9M 0.09% +212K +440.9% $61.18 -1.5%
92 DG DOLLAR GEN CORP Consumer Defensive 132,745.0 $15.8M 0.09% +40K +43.4% $118.73 -4.4%
93 STT STATE STR CORP Financial Services 122,140.0 $15.5M 0.09% +88K +255.5% $126.56 +33.0%
94 DELL DELL TECHNOLOGIES INC Technology 94,026.0 $15.4M 0.08% +31K +49.2% $164.13 +149.5%
95 VTR VENTAS INC Real Estate 175,910.0 $14.4M 0.08% +140K +389.0% $81.78 -0.2%
96 ACGL ARCH CAP GROUP LTD Financial Services 149,453.0 $14.3M 0.08% +113K +310.8% $95.99 -5.0%
97 VMC VULCAN MATLS CO Basic Materials 52,221.0 $14.2M 0.08% +41K +351.4% $272.30 +11.2%
98 EME EMCOR GROUP INC Industrials 19,170.0 $14.2M 0.08% +14K +308.8% $738.31 +13.3%
99 GRMN GARMIN LTD Technology 60,885.0 $14.1M 0.08% +46K +303.1% $232.01 +0.9%
100 MLM MARTIN MARIETTA MATLS INC Basic Materials 23,799.0 $14.0M 0.08% +18K +335.2% $588.68 +3.5%
Page 5 of 13  ·  242 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 33.4%
Financial Services 12.9%
Communication Services 11.3%
Consumer Cyclical 9.9%
Healthcare 9.6%
Industrials 9.1%
Consumer Defensive 4.5%
Energy 3.0%
Utilities 2.3%
Real Estate 2.2%