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Portfolio (Quarterly) Guide ↗

Tredje AP-fonden

· CIK 0001650290
13F Portfolio $13.3B AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 351 New
Page 11 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FAST FASTENAL CO Industrials 98,710.0 $4.0M 0.03% NEW $40.13 +14.4%
202 SYF SYNCHRONY FINANCIAL Financial Services 46,947.0 $3.9M 0.03% NEW $83.43 -9.8%
203 GWW WW GRAINGER INC Industrials 3,871.0 $3.9M 0.03% NEW $1009.05 +35.3%
204 WAB WABTEC Industrials 18,291.0 $3.9M 0.03% NEW $213.45 +28.3%
205 LYFT LYFT INC Technology 200,000.0 $3.9M 0.03% NEW $19.37 -26.3%
206 INGERSOLL RAND INC 47,802.0 $3.8M 0.03% NEW $79.22
207 ARES ARES MANAGEMENT CORPORATION Financial Services 23,221.0 $3.8M 0.03% NEW $161.63 -20.0%
208 PCG PG&E CORP Utilities 230,777.0 $3.7M 0.03% NEW $16.07 +2.6%
209 FICO FAIR ISAAC CORP Technology 2,129.0 $3.6M 0.03% NEW $1690.62 -35.1%
210 NTRS NORTHERN TR CORP Financial Services 26,075.0 $3.6M 0.03% NEW $136.59 +26.0%
211 CCL CARNIVAL CORP Consumer Cyclical 116,485.0 $3.6M 0.03% NEW $30.54 +1.1%
212 RMD RESMED INC Healthcare 14,701.0 $3.5M 0.03% NEW $240.87 -21.7%
213 ACGL ARCH CAP GROUP LTD Financial Services 36,383.0 $3.5M 0.03% NEW $95.92 -4.9%
214 WAT WATERS CORP Healthcare 9,155.0 $3.5M 0.03% NEW $379.83 -6.4%
215 TER TERADYNE INC Technology 17,749.0 $3.4M 0.03% NEW $193.56 +126.2%
216 EXPE EXPEDIA GROUP INC Consumer Cyclical 12,075.0 $3.4M 0.03% NEW $283.31 -15.0%
217 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 50,642.0 $3.4M 0.03% NEW $67.39 +13.8%
218 MLM MARTIN MARIETTA MATLS INC Basic Materials 5,468.0 $3.4M 0.03% NEW $622.66 -2.2%
219 KEY KEYCORP Financial Services 164,542.0 $3.4M 0.03% NEW $20.64 +9.4%
220 HPE HEWLETT PACKARD ENTERPRISE C Technology 140,765.0 $3.4M 0.03% NEW $24.02 +97.4%
Page 11 of 18  ·  351 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 34.7%
Financial Services 15.6%
Communication Services 12.5%
Healthcare 11.8%
Consumer Cyclical 9.9%
Industrials 6.6%
Consumer Defensive 5.0%
Utilities 1.4%
Real Estate 1.1%
Energy 1.0%