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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 18 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RPRX ROYALTY PHARMA PLC Healthcare 184,212.0 $8.8M 0.05% +131K +244.6% $47.97 +10.4%
342 DLTR DOLLAR TREE INC Consumer Defensive 80,538.0 $8.8M 0.05% +60K +295.6% $109.51 +2.0%
343 RF REGIONS FINANCIAL CORP NEW Financial Services 336,320.0 $8.8M 0.05% +231K +219.3% $26.12 +9.6%
344 OKTA OKTA INC Technology 111,062.0 $8.7M 0.05% -101K -47.6% $78.71 +49.7%
345 DXCM DEXCOM INC Healthcare 138,593.0 $8.7M 0.05% NEW $62.80 +15.4%
346 EFX EQUIFAX INC Industrials 47,764.0 $8.6M 0.05% +35K +278.5% $180.07 -14.5%
347 EXR EXTRA SPACE STORAGE INC Real Estate 65,207.0 $8.6M 0.05% NEW $131.13 +10.8%
348 VRSN VERISIGN INC Technology 34,234.0 $8.5M 0.05% +27K +354.1% $248.36 +6.6%
349 BIIB BIOGEN INC Healthcare 46,370.0 $8.5M 0.05% NEW $183.33 +7.2%
350 RKLB ROCKET LAB CORP Industrials 131,841.0 $8.5M 0.05% NEW $64.22 +67.0%
351 MTD METTLER TOLEDO INTERNATIONAL Healthcare 6,707.0 $8.5M 0.05% +4K +115.3% $1261.20 -9.2%
352 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 93,517.0 $8.4M 0.05% +62K +196.8% $90.11 +21.6%
353 WSM WILLIAMS SONOMA INC Consumer Cyclical 46,185.0 $8.4M 0.05% +33K +249.6% $182.33 +24.5%
354 FISV FISERV INC Technology 150,610.0 $8.4M 0.05% NEW $55.80 -14.2%
355 VLTO VERALTO CORP Industrials 95,006.0 $8.4M 0.05% +79K +496.5% $88.42 -5.0%
356 OTIS OTIS WORLDWIDE CORP Industrials 108,953.0 $8.4M 0.05% NEW $77.08 -4.9%
357 PHM PULTE GROUP INC Consumer Cyclical 71,138.0 $8.4M 0.05% +52K +264.7% $117.61 +7.9%
358 WAT WATERS CORP Healthcare 28,038.0 $8.3M 0.05% +19K +206.3% $297.80 +19.4%
359 ZM ZOOM COMMUNICATIONS INC Technology 103,713.0 $8.3M 0.05% +76K +271.7% $80.39 +7.4%
360 DOW DOW HLDGS INC Basic Materials 197,433.0 $8.2M 0.04% NEW $41.65 -23.8%
Page 18 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%