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Portfolio (Quarterly) Guide ↗

Tredje AP-fonden

· CIK 0001650290
13F Portfolio $18.3B AUM 555 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 213 New 242 Added 90 Reduced 9 Exited
Page 8 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KMB KIMBERLY-CLARK CORP Consumer Defensive 79,272.0 $7.6M 0.04% NEW $96.47 +6.3%
142 AER AERCAP HOLDINGS NV Industrials 55,568.0 $7.6M 0.04% NEW $137.18 +5.7%
143 A AGILENT TECHNOLOGIES INC Healthcare 66,152.0 $7.5M 0.04% NEW $113.98 +11.5%
144 HUM HUMANA INC Healthcare 42,178.0 $7.3M 0.04% NEW $173.39 +108.0%
145 FIS FIDELITY NATL INFORMATION SV Technology 152,950.0 $7.2M 0.04% NEW $46.91 -18.5%
146 AMER SPORTS INC 216,400.0 $7.1M 0.04% NEW $32.92
147 MDB MONGODB INC Technology 29,099.0 $7.1M 0.04% NEW $244.77 +35.9%
148 SOFI SOFI TECHNOLOGIES INC Financial Services 444,854.0 $7.1M 0.04% NEW $15.88 +12.8%
149 PPG PPG INDS INC Basic Materials 66,084.0 $7.1M 0.04% NEW $106.88 +10.6%
150 EQR EQUITY RESIDENTIAL Real Estate 112,928.0 $6.7M 0.04% NEW $59.15 +8.4%
151 BURL BURLINGTON STORES INC Consumer Cyclical 19,853.0 $6.5M 0.04% NEW $325.38 +3.6%
152 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 76,634.0 $6.2M 0.03% NEW $80.56 -25.4%
153 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 67,559.0 $6.1M 0.03% NEW $90.67 +6.9%
154 BUNGE GLOBAL SA 47,638.0 $6.1M 0.03% NEW $127.20
155 EL LAUDER ESTEE COS INC Consumer Defensive 84,323.0 $6.1M 0.03% NEW $71.77 +18.2%
156 CHRW C H ROBINSON WORLDWIDE IN Industrials 35,975.0 $6.0M 0.03% NEW $166.07 +11.4%
157 TSN TYSON FOODS INC Consumer Defensive 92,523.0 $5.9M 0.03% NEW $64.07 -13.4%
158 AMCOR PLC 149,053.0 $5.9M 0.03% NEW $39.75
159 DD DUPONT DE NEMOURS INC Basic Materials 127,867.0 $5.9M 0.03% NEW $45.80 +4.2%
160 SATS ECHOSTAR CORP Technology 48,877.0 $5.7M 0.03% NEW $117.07 -6.7%
Page 8 of 11  ·  213 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 33.4%
Financial Services 12.9%
Communication Services 11.3%
Consumer Cyclical 9.9%
Healthcare 9.6%
Industrials 9.1%
Consumer Defensive 4.5%
Energy 3.0%
Utilities 2.3%
Real Estate 2.2%