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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 15 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BLOCK INC 193,092.0 $11.6M 0.06% NEW $60.18
282 PYPL PAYPAL HLDGS INC Financial Services 256,329.0 $11.6M 0.06% NEW $45.23 -6.0%
283 CBOE CBOE GLOBAL MKTS INC Financial Services 40,991.0 $11.5M 0.06% -108K -72.5% $281.07 -11.4%
284 VICI VICI PPTYS INC Real Estate 420,471.0 $11.5M 0.06% +328K +356.4% $27.32 -3.8%
285 CFG CITIZENS FINL GROUP INC Financial Services 190,779.0 $11.4M 0.06% +144K +306.0% $59.97 +11.9%
286 KDP KEURIG DR PEPPER INC Consumer Defensive 432,419.0 $11.4M 0.06% NEW $26.33 +16.8%
287 NTRS NORTHERN TR CORP Financial Services 81,222.0 $11.3M 0.06% +55K +211.5% $139.57 +23.3%
288 HUBB HUBBELL INC Industrials 23,078.0 $11.3M 0.06% +16K +223.3% $490.74 +6.7%
289 CINF CINCINNATI FINL CORP Financial Services 71,774.0 $11.3M 0.06% +55K +327.0% $157.35 +8.2%
290 NRG NRG ENERGY INC Utilities 76,511.0 $11.2M 0.06% +57K +299.6% $146.14 -7.6%
291 BE BLOOM ENERGY CORP Industrials 82,040.0 $11.1M 0.06% NEW $135.49 +142.8%
292 NU NU HLDGS LTD Financial Services 772,840.0 $11.1M 0.06% NEW $14.37 -11.6%
293 CARNIVAL CORP 427,325.0 $11.1M 0.06% NEW $25.88
294 HSBC HSBC HLDGS PLC Financial Services 133,889.0 $11.0M 0.06% +47K +54.1% $82.49 +15.1%
295 SYY SYSCO CORP Consumer Defensive 154,576.0 $11.0M 0.06% NEW $71.33 +10.3%
296 ON ON SEMICONDUCTOR CORP Technology 174,865.0 $10.8M 0.06% +123K +239.6% $61.92 +96.4%
297 EXPE EXPEDIA GROUP INC Consumer Cyclical 46,821.0 $10.8M 0.06% +35K +287.8% $230.89 +4.3%
298 HBAN HUNTINGTON BANCSHARES INC Financial Services 690,059.0 $10.8M 0.06% +500K +263.3% $15.65 +7.7%
299 CCI CROWN CASTLE INC Real Estate 132,707.0 $10.8M 0.06% NEW $81.31 +0.9%
300 FSLR FIRST SOLAR INC Energy 54,521.0 $10.8M 0.06% -208K -79.2% $197.26 +30.6%
Page 15 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%