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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 18 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GGG GRACO INC Industrials 14,574.0 $1.2M 0.01% NEW $81.97 -7.2%
342 ACM AECOM Industrials 12,527.0 $1.2M 0.01% NEW $95.33 -27.8%
343 ALLE ALLEGION PLC Industrials 6,873.0 $1.1M 0.01% NEW $159.22 -16.1%
344 SNPS SYNOPSYS INC Technology 2,325.0 $1.1M 0.01% NEW $469.72 -3.0%
345 BSY BENTLEY SYS INC Technology 27,434.0 $1.0M 0.01% NEW $38.17 -23.0%
346 GLPI GAMING & LEISURE PPTYS INC Real Estate 21,707.0 $970K 0.01% NEW $44.69 -0.2%
347 AMH AMERICAN HOMES 4 RENT Real Estate 29,738.0 $955K 0.01% NEW $32.10 -1.2%
348 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 10,873.0 $917K 0.01% NEW $84.36 -21.3%
349 REGCO REGENCY CTRS CORP Real Estate 10,206.0 $705K 0.01% NEW $69.03 -67.4%
350 FG F&G ANNUITIES & LIFE INC Financial Services 2,031.0 $63K NEW $30.85 -10.9%
351 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 45.0 $4K NEW $91.20 -4.8%
Page 18 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%