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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 6 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EIX EDISON INTL Utilities 188,490.0 $13.8M 0.07% +143K +310.5% $73.18 -1.8%
102 DDOG DATADOG INC Technology 116,000.0 $13.7M 0.07% +56K +93.3% $118.05 +88.9%
103 FE FIRSTENERGY CORP Utilities 265,961.0 $13.5M 0.07% +148K +126.1% $50.66 -8.3%
104 MTB M & T BK CORP Financial Services 62,665.0 $13.0M 0.07% +49K +374.3% $206.72 +8.9%
105 INGERSOLL RAND INC 156,969.0 $12.6M 0.07% +109K +228.4% $80.12
106 RMD RESMED INC Healthcare 55,932.0 $12.6M 0.07% +41K +280.5% $224.48 -16.0%
107 IRM IRON MTN INC DEL Real Estate 119,812.0 $12.2M 0.07% +90K +298.3% $102.14 +25.2%
108 HPE HEWLETT PACKARD ENTERPRISE C Technology 507,190.0 $12.1M 0.07% +366K +260.3% $23.81 +99.1%
109 JBL JABIL INC Technology 44,584.0 $11.8M 0.07% +12K +38.9% $265.63 +40.0%
110 RJF RAYMOND JAMES FINL INC Financial Services 81,611.0 $11.8M 0.07% +63K +333.2% $144.79 +7.6%
111 VICI VICI PPTYS INC Real Estate 420,471.0 $11.5M 0.06% +328K +356.4% $27.32 -3.8%
112 CFG CITIZENS FINL GROUP INC Financial Services 190,779.0 $11.4M 0.06% +144K +306.0% $59.97 +11.9%
113 NTRS NORTHERN TR CORP Financial Services 81,222.0 $11.3M 0.06% +55K +211.5% $139.57 +23.3%
114 HUBB HUBBELL INC Industrials 23,078.0 $11.3M 0.06% +16K +223.3% $490.74 +6.7%
115 CINF CINCINNATI FINL CORP Financial Services 71,774.0 $11.3M 0.06% +55K +327.0% $157.35 +8.2%
116 NRG NRG ENERGY INC Utilities 76,511.0 $11.2M 0.06% +57K +299.6% $146.14 -7.6%
117 HSBC HSBC HLDGS PLC Financial Services 133,889.0 $11.0M 0.06% +47K +54.1% $82.49 +15.1%
118 ON ON SEMICONDUCTOR CORP Technology 174,865.0 $10.8M 0.06% +123K +239.6% $61.92 +96.4%
119 EXPE EXPEDIA GROUP INC Consumer Cyclical 46,821.0 $10.8M 0.06% +35K +287.8% $230.89 +4.3%
120 HBAN HUNTINGTON BANCSHARES INC Financial Services 690,059.0 $10.8M 0.06% +500K +263.3% $15.65 +7.7%
Page 6 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%