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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 4 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 T AT&T INC Communication Services 2,034,656.0 $50.5M 0.38% NEW $24.84 -11.4%
62 C CITIGROUP INC Financial Services 417,559.0 $48.7M 0.37% NEW $116.69 +22.6%
63 CNP CENTERPOINT ENERGY INC Utilities 1,235,521.0 $47.4M 0.36% NEW $38.34 +11.7%
64 LRCX LAM RESEARCH CORP Technology 274,669.0 $47.0M 0.35% NEW $171.18 +127.3%
65 SYK STRYKER CORPORATION Healthcare 131,561.0 $46.2M 0.35% NEW $351.47 -12.4%
66 MRVL MARVELL TECHNOLOGY INC Technology 522,888.0 $44.4M 0.34% NEW $84.98 +265.5%
67 J JACOBS SOLUTIONS INC Industrials 328,975.0 $43.6M 0.33% NEW $132.46 -8.7%
68 COST COSTCO WHSL CORP NEW Consumer Defensive 50,420.0 $43.5M 0.33% NEW $862.34 +10.3%
69 GM GENERAL MTRS CO Consumer Cyclical 515,324.0 $41.9M 0.32% NEW $81.32 -2.5%
70 WDC WESTERN DIGITAL CORP Technology 242,929.0 $41.8M 0.32% NEW $172.27 +333.2%
71 MS MORGAN STANLEY Financial Services 233,501.0 $41.5M 0.31% NEW $177.53 +25.7%
72 ALL ALLSTATE CORP Financial Services 193,400.0 $40.3M 0.30% NEW $208.15 +6.3%
73 PGR PROGRESSIVE CORP Financial Services 174,856.0 $39.8M 0.30% NEW $227.72 -10.0%
74 ROP ROPER TECHNOLOGIES INC Industrials 87,343.0 $38.9M 0.29% NEW $445.13 -25.8%
75 MET METLIFE INC Financial Services 485,366.0 $38.3M 0.29% NEW $78.94 +8.4%
76 AMD ADVANCED MICRO DEVICES INC Technology 176,705.0 $37.8M 0.28% NEW $214.16 +150.9%
77 CBOE CBOE GLOBAL MKTS INC Financial Services 148,887.0 $37.4M 0.28% NEW $251.00 -0.8%
78 NEE NEXTERA ENERGY INC Utilities 461,203.0 $37.0M 0.28% NEW $80.28 +8.1%
79 UNP UNION PAC CORP Industrials 159,016.0 $36.8M 0.28% NEW $231.32 +11.0%
80 TRMB TRIMBLE INC Technology 445,497.0 $34.9M 0.26% NEW $78.35 -37.3%
Page 4 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%