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Portfolio (Quarterly) Guide ↗

Tredje AP-fonden

· CIK 0001650290
13F Portfolio $22.1B AUM 424 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 259 Added 134 Reduced 151 Exited
Page 10 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FE FIRSTENERGY CORP Utilities 556,192.0 $26.4M 0.12% +290K +109.1% $47.54 -3.3%
182 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 285,786.0 $26.3M 0.12% +30K +11.5% $92.09 -3.2%
183 DLR DIGITAL RLTY TR INC Real Estate 145,709.0 $26.2M 0.12% +43K +41.9% $179.58 +6.1%
184 SYK STRYKER CORPORATION Healthcare 81,891.0 $25.8M 0.12% -22K -21.4% $314.84 +4.6%
185 GD GENERAL DYNAMICS CORP Industrials 72,282.0 $25.6M 0.12% +9K +14.1% $354.24 +8.5%
186 AMT AMERICAN TOWER CORP Real Estate 154,875.0 $25.3M 0.12% +15K +10.3% $163.57 +7.5%
187 FDX FEDEX CORP Industrials 80,182.0 $25.1M 0.11% +13K +19.6% $313.13 +3.8%
188 MCO MOODYS CORP Financial Services 55,347.0 $25.1M 0.11% +6K +13.2% $452.92 +11.1%
189 NSC NORFOLK SOUTHN CORP Industrials 79,639.0 $25.1M 0.11% +13K +19.4% $314.59 +11.5%
190 MMM 3M CO Industrials 153,997.0 $24.9M 0.11% -5K -3.0% $161.91 +10.5%
191 CL COLGATE PALMOLIVE CO Consumer Defensive 271,776.0 $24.9M 0.11% +43K +18.7% $91.68 -0.7%
192 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 202,099.0 $24.9M 0.11% +33K +19.4% $123.11 +31.0%
193 CTVA CORTEVA INC Basic Materials 293,027.0 $24.8M 0.11% +76K +35.2% $84.69 -3.4%
194 CIEN CIENA CORP Technology 50,550.0 $24.8M 0.11% -607.0 -1.2% $490.56 -19.3%
195 MDT MEDTRONIC PLC Healthcare 316,249.0 $24.7M 0.11% -57K -15.3% $78.23 +19.3%
196 NOC NORTHROP GRUMMAN CORP Industrials 48,504.0 $24.7M 0.11% -2K -4.6% $509.31 +8.2%
197 SNPS SYNOPSYS INC Technology 55,327.0 $24.7M 0.11% $446.07 -10.8%
198 HONEYWELL INTL INC 109,451.0 $24.5M 0.11% NEW $223.90
199 KEYS KEYSIGHT TECHNOLOGIES INC Technology 69,956.0 $24.5M 0.11% +19K +37.5% $350.07 -9.7%
200 EW EDWARDS LIFESCIENCES CORP Healthcare 270,072.0 $24.4M 0.11% +94K +53.8% $90.46 -0.7%
Page 10 of 22  ·  424 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 40.0%
Financial Services 12.1%
Consumer Cyclical 10.1%
Healthcare 9.2%
Industrials 8.5%
Communication Services 8.2%
Consumer Defensive 4.2%
Utilities 2.6%
Energy 1.9%
Real Estate 1.7%