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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 9 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DELL DELL TECHNOLOGIES INC Technology 63,000.0 $7.9M 0.06% NEW $125.88 +225.3%
162 SANDISK CORP 32,949.0 $7.8M 0.06% NEW $237.38
163 L LOEWS CORP Financial Services 73,127.0 $7.7M 0.06% NEW $105.31 +1.9%
164 ATO ATMOS ENERGY CORP Utilities 45,130.0 $7.6M 0.06% NEW $167.63 +1.5%
165 ORCL ORACLE CORP Technology 38,518.0 $7.5M 0.06% NEW $194.91 -5.4%
166 TPR TAPESTRY INC Consumer Cyclical 57,995.0 $7.4M 0.06% NEW $127.77 +12.3%
167 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 43,200.0 $7.3M 0.06% NEW $170.00 +32.2%
168 JBL JABIL INC Technology 32,089.0 $7.3M 0.06% NEW $228.02 +63.1%
169 HSBC HSBC HLDGS PLC Financial Services 86,869.0 $6.8M 0.05% NEW $78.67 +20.7%
170 HIG HARTFORD INSURANCE GROUP INC Financial Services 49,032.0 $6.8M 0.05% NEW $137.80 -6.9%
171 AME AMETEK INC Industrials 32,716.0 $6.7M 0.05% NEW $205.31 +15.6%
172 ITRI ITRON INC Technology 71,976.0 $6.7M 0.05% NEW $92.86 -13.0%
173 MIR MIRION TECHNOLOGIES INC Industrials 280,788.0 $6.6M 0.05% NEW $23.42 -20.5%
174 TEL TE CONNECTIVITY PLC Technology 28,160.0 $6.4M 0.05% NEW $227.51 -4.3%
175 HCA HCA HEALTHCARE INC Healthcare 13,112.0 $6.1M 0.05% NEW $466.86 -19.6%
176 NVT NVENT ELECTRIC PLC Industrials 60,000.0 $6.1M 0.05% NEW $101.97 +73.6%
177 TCOM TRIP COM GROUP LTD Consumer Cyclical 84,019.0 $6.0M 0.04% NEW $71.91 -37.3%
178 PWR QUANTA SVCS INC Industrials 13,721.0 $5.8M 0.04% NEW $422.06 +66.4%
179 MEDP MEDPACE HLDGS INC Healthcare 10,000.0 $5.6M 0.04% NEW $561.65 -18.1%
180 AFL AFLAC INC Financial Services 48,554.0 $5.4M 0.04% NEW $110.27 +4.7%
Page 9 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%