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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 16 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FFIV F5 INC Technology 7,683.0 $2.0M 0.01% NEW $255.26 +51.0%
302 EVEREST GROUP LTD 5,758.0 $2.0M 0.01% NEW $339.35
303 DKNG DRAFTKINGS INC NEW Consumer Cyclical 55,287.0 $1.9M 0.01% NEW $34.46 -23.4%
304 KIM KIMCO RLTY CORP Real Estate 93,221.0 $1.9M 0.01% NEW $20.27 +20.3%
305 BXP BXP INC Real Estate 27,902.0 $1.9M 0.01% NEW $67.48 -4.1%
306 GDDY GODADDY INC Technology 15,168.0 $1.9M 0.01% NEW $124.08 -37.9%
307 EXPD EXPEDITORS INTL WASH INC Industrials 12,579.0 $1.9M 0.01% NEW $149.01 +8.3%
308 FNF FIDELITY NATIONAL FINANCIAL Financial Services 33,857.0 $1.8M 0.01% NEW $54.59 -14.2%
309 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 9,469.0 $1.8M 0.01% NEW $193.43 -3.4%
310 VRSN VERISIGN INC Technology 7,538.0 $1.8M 0.01% NEW $242.95 +8.9%
311 DOCU DOCUSIGN INC Technology 26,660.0 $1.8M 0.01% NEW $68.40 -36.4%
312 DOC HEALTHPEAK PROPERTIES INC Real Estate 112,719.0 $1.8M 0.01% NEW $16.08 +21.6%
313 BBY BEST BUY INC Consumer Cyclical 27,071.0 $1.8M 0.01% NEW $66.93 +11.7%
314 ESS ESSEX PPTY TR INC Real Estate 6,811.0 $1.8M 0.01% NEW $261.68 +4.6%
315 H HYATT HOTELS CORP Consumer Cyclical 11,033.0 $1.8M 0.01% NEW $160.32 +26.1%
316 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 7,223.0 $1.8M 0.01% NEW $242.82 -2.8%
317 AVY AVERY DENNISON CORP Industrials 9,606.0 $1.7M 0.01% NEW $181.88 -12.8%
318 ANNALY CAPITAL MANAGEMENT IN 76,647.0 $1.7M 0.01% NEW $22.36
319 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 19,308.0 $1.7M 0.01% NEW $87.42 -25.2%
320 CNH INDL N V 181,983.0 $1.7M 0.01% NEW $9.22
Page 16 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%