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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 12 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VMC VULCAN MATLS CO Basic Materials 11,569.0 $3.3M 0.03% NEW $285.22 +6.2%
222 HBAN HUNTINGTON BANCSHARES INC Financial Services 189,927.0 $3.3M 0.03% NEW $17.35 -2.8%
223 HUBB HUBBELL INC Industrials 7,139.0 $3.2M 0.02% NEW $444.11 +17.9%
224 GRMN GARMIN LTD Technology 15,104.0 $3.1M 0.02% NEW $202.85 +15.5%
225 NRG NRG ENERGY INC Utilities 19,149.0 $3.0M 0.02% NEW $159.24 -15.2%
226 RJF RAYMOND JAMES FINL INC Financial Services 18,837.0 $3.0M 0.02% NEW $160.59 -2.9%
227 ILMN ILLUMINA INC Healthcare 22,749.0 $3.0M 0.02% NEW $131.16 +23.5%
228 LPLA LPL FINL HLDGS INC Financial Services 8,213.0 $2.9M 0.02% NEW $357.17 -17.7%
229 LYV LIVE NATION ENTERTAINMENT IN Communication Services 20,191.0 $2.9M 0.02% NEW $142.50 +20.2%
230 EME EMCOR GROUP INC Industrials 4,689.0 $2.9M 0.02% NEW $611.79 +36.7%
231 IT GARTNER INC Technology 11,357.0 $2.9M 0.02% NEW $252.28 -49.5%
232 RF REGIONS FINANCIAL CORP NEW Financial Services 105,322.0 $2.9M 0.02% NEW $27.10 +5.6%
233 WST WEST PHARMACEUTICAL SVSC INC Healthcare 10,183.0 $2.8M 0.02% NEW $275.14 +19.2%
234 ON ON SEMICONDUCTOR CORP Technology 51,490.0 $2.8M 0.02% NEW $54.15 +124.6%
235 VTR VENTAS INC Real Estate 35,976.0 $2.8M 0.02% NEW $77.38 +5.5%
236 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 31,508.0 $2.8M 0.02% NEW $88.21 +24.2%
237 EIX EDISON INTL Utilities 45,921.0 $2.8M 0.02% NEW $60.02 +19.8%
238 CINF CINCINNATI FINL CORP Financial Services 16,809.0 $2.7M 0.02% NEW $163.32 +4.2%
239 CFG CITIZENS FINL GROUP INC Financial Services 46,991.0 $2.7M 0.02% NEW $58.41 +14.8%
240 EFX EQUIFAX INC Industrials 12,620.0 $2.7M 0.02% NEW $216.98 -29.1%
Page 12 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%