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Portfolio (Quarterly) Guide ↗

Tredje AP-fonden

· CIK 0001650290
13F Portfolio $22.1B AUM 424 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 259 Added 134 Reduced 151 Exited
Page 8 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GD GENERAL DYNAMICS CORP Industrials 72,282.0 $25.6M 0.12% +9K +14.1% $354.24 +8.5%
142 AMT AMERICAN TOWER CORP Real Estate 154,875.0 $25.3M 0.12% +15K +10.3% $163.57 +7.5%
143 FDX FEDEX CORP Industrials 80,182.0 $25.1M 0.11% +13K +19.6% $313.13 +3.8%
144 MCO MOODYS CORP Financial Services 55,347.0 $25.1M 0.11% +6K +13.2% $452.92 +11.1%
145 NSC NORFOLK SOUTHN CORP Industrials 79,639.0 $25.1M 0.11% +13K +19.4% $314.59 +11.5%
146 CL COLGATE PALMOLIVE CO Consumer Defensive 271,776.0 $24.9M 0.11% +43K +18.7% $91.68 -0.7%
147 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 202,099.0 $24.9M 0.11% +33K +19.4% $123.11 +31.0%
148 CTVA CORTEVA INC Basic Materials 293,027.0 $24.8M 0.11% +76K +35.2% $84.69 -3.4%
149 KEYS KEYSIGHT TECHNOLOGIES INC Technology 69,956.0 $24.5M 0.11% +19K +37.5% $350.07 -9.7%
150 EW EDWARDS LIFESCIENCES CORP Healthcare 270,072.0 $24.4M 0.11% +94K +53.8% $90.46 -0.7%
151 FLEX FLEX LTD Technology 147,540.0 $23.9M 0.11% +3K +1.9% $162.07 -31.9%
152 ITW ILLINOIS TOOL WKS INC Industrials 87,814.0 $23.8M 0.11% +7K +8.7% $270.47 +4.4%
153 AJG GALLAGHER ARTHUR J & CO Financial Services 102,522.0 $23.5M 0.11% +26K +34.8% $229.57 +14.9%
154 ABNB AIRBNB INC Consumer Cyclical 163,394.0 $23.4M 0.11% +39K +31.7% $143.10 +30.9%
155 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 79,674.0 $23.4M 0.11% +14K +20.5% $293.18 +4.1%
156 WCN WASTE CONNECTIONS INC Industrials 139,885.0 $23.3M 0.11% +67K +91.2% $166.69 +1.6%
157 MET METLIFE INC Financial Services 271,094.0 $22.9M 0.10% +93K +52.0% $84.61 +11.5%
158 APOS APOLLO GLOBAL MGMT INC 191,583.0 $22.7M 0.10% +63K +49.1% $118.31
159 SYF SYNCHRONY FINANCIAL Financial Services 296,819.0 $22.6M 0.10% +161K +119.1% $76.05 +4.5%
160 KKR KKR & CO INC 245,060.0 $22.5M 0.10% +21K +9.2% $91.78
Page 8 of 13  ·  259 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 40.0%
Financial Services 12.1%
Consumer Cyclical 10.1%
Healthcare 9.2%
Industrials 8.5%
Communication Services 8.2%
Consumer Defensive 4.2%
Utilities 2.6%
Energy 1.9%
Real Estate 1.7%