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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 14 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TROW PRICE T ROWE GROUP INC Financial Services 24,592.0 $2.5M 0.02% NEW $102.38 +5.1%
262 LIBERTY MEDIA CORP DEL 25,490.0 $2.5M 0.02% NEW $98.51
263 DLTR DOLLAR TREE INC Consumer Defensive 20,360.0 $2.5M 0.02% NEW $123.01 -9.2%
264 HUBS HUBSPOT INC Technology 6,230.0 $2.5M 0.02% NEW $401.30 -56.1%
265 IRM IRON MTN INC DEL Real Estate 30,081.0 $2.5M 0.02% NEW $82.95 +54.1%
266 LEN LENNAR CORP Consumer Cyclical 24,144.0 $2.5M 0.02% NEW $102.80 -12.7%
267 PKG PACKAGING CORP AMER Consumer Cyclical 12,000.0 $2.5M 0.02% NEW $206.23 +11.1%
268 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1,153.0 $2.5M 0.02% NEW $2146.18 -3.5%
269 NTAP NETAPP INC Technology 22,945.0 $2.5M 0.02% NEW $107.09 +49.1%
270 WY WEYERHAEUSER CO MTN BE Real Estate 101,708.0 $2.4M 0.02% NEW $23.69 +2.7%
271 ZM ZOOM COMMUNICATIONS INC Technology 27,901.0 $2.4M 0.02% NEW $86.29 +0.1%
272 LH LABCORP HOLDINGS INC Healthcare 9,497.0 $2.4M 0.02% NEW $250.88 +2.0%
273 DRI DARDEN RESTAURANTS INC Consumer Cyclical 12,936.0 $2.4M 0.02% NEW $184.02 +16.0%
274 WSM WILLIAMS SONOMA INC Consumer Cyclical 13,210.0 $2.4M 0.02% NEW $178.59 +27.1%
275 SJM SMUCKER J M CO Consumer Defensive 24,058.0 $2.4M 0.02% NEW $97.81 +13.3%
276 AVB AVALONBAY CMNTYS INC Real Estate 12,823.0 $2.3M 0.02% NEW $181.31 -2.2%
277 CG CARLYLE GROUP INC Financial Services 39,308.0 $2.3M 0.02% NEW $59.11 -24.2%
278 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 25,609.0 $2.3M 0.02% NEW $89.92 -2.2%
279 JBHT HUNT J B TRANS SVCS INC Industrials 11,841.0 $2.3M 0.02% NEW $194.34 +39.6%
280 DGX QUEST DIAGNOSTICS INC Healthcare 13,217.0 $2.3M 0.02% NEW $173.53 +12.4%
Page 14 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%