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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 10 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AON AON PLC Financial Services 61,086.0 $19.7M 0.11% +53K +691.7% $322.78 -1.6%
182 CL COLGATE PALMOLIVE CO Consumer Defensive 228,958.0 $19.5M 0.11% NEW $85.23 +5.0%
183 SPG SIMON PPTY GROUP INC NEW Real Estate 104,391.0 $19.5M 0.11% NEW $186.53 +13.3%
184 NET CLOUDFLARE INC Technology 94,340.0 $19.5M 0.11% NEW $206.34 +8.6%
185 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 66,374.0 $19.4M 0.11% NEW $292.75 +32.7%
186 GWW WW GRAINGER INC Industrials 17,692.0 $19.3M 0.11% +14K +357.0% $1090.81 +25.2%
187 TDG TRANSDIGM GROUP INC Industrials 16,579.0 $19.2M 0.10% NEW $1158.96 +14.6%
188 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 66,108.0 $19.2M 0.10% NEW $290.49 -3.5%
189 NSC NORFOLK SOUTHN CORP Industrials 66,674.0 $19.1M 0.10% NEW $287.00 +4.6%
190 CTAS CINTAS CORP Industrials 111,339.0 $18.8M 0.10% NEW $169.14 +1.0%
191 TEL TE CONNECTIVITY PLC Technology 89,410.0 $18.7M 0.10% +61K +217.5% $209.02 +4.1%
192 DLR DIGITAL RLTY TR INC Real Estate 102,718.0 $18.5M 0.10% NEW $180.21 +4.4%
193 D DOMINION ENERGY INC Utilities 297,987.0 $18.4M 0.10% NEW $61.82 +10.7%
194 EXC EXELON CORP Utilities 373,722.0 $18.3M 0.10% NEW $49.02 -6.5%
195 LHX L3HARRIS TECHNOLOGIES INC Industrials 52,979.0 $18.3M 0.10% NEW $345.15 -14.6%
196 TFC TRUIST FINL CORP Financial Services 397,302.0 $18.3M 0.10% NEW $45.97 +5.1%
197 PCAR PACCAR INC Industrials 157,494.0 $18.2M 0.10% NEW $115.50 +3.0%
198 CTVA CORTEVA INC Basic Materials 216,694.0 $18.1M 0.10% NEW $83.71 -6.1%
199 TER TERADYNE INC Technology 61,161.0 $18.1M 0.10% +43K +244.6% $296.46 +47.7%
200 CENCORA INC 57,613.0 $18.1M 0.10% NEW $314.14
Page 10 of 28  ·  555 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%