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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 20 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AER AERCAP HOLDINGS NV Industrials 55,568.0 $7.6M 0.04% NEW $137.18 +5.7%
382 KEY KEYCORP Financial Services 379,215.0 $7.6M 0.04% +215K +130.5% $20.05 +12.7%
383 RPM RPM INTL INC Basic Materials 76,109.0 $7.6M 0.04% +50K +191.3% $99.40 +8.7%
384 A AGILENT TECHNOLOGIES INC Healthcare 66,152.0 $7.5M 0.04% NEW $113.98 +11.5%
385 RS RELIANCE INC Basic Materials 24,747.0 $7.5M 0.04% +8K +50.6% $303.92 +30.4%
386 FFIV F5 INC Technology 25,526.0 $7.4M 0.04% +18K +232.2% $289.33 +33.2%
387 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 81,350.0 $7.4M 0.04% +56K +217.7% $90.42 -2.7%
388 WY WEYERHAEUSER CO MTN BE Real Estate 300,962.0 $7.4M 0.04% +199K +195.9% $24.43 -0.5%
389 HUM HUMANA INC Healthcare 42,178.0 $7.3M 0.04% NEW $173.39 +108.0%
390 BR BROADRIDGE FINL SOLUTIONS IN Technology 44,849.0 $7.3M 0.04% +35K +378.8% $162.48 -15.3%
391 PSTG EVERPURE INC Technology 122,150.0 $7.2M 0.04% +90K +282.1% $59.04 +26.5%
392 FIS FIDELITY NATL INFORMATION SV Technology 152,950.0 $7.2M 0.04% NEW $46.91 -18.5%
393 SNA SNAP ON INC Industrials 19,751.0 $7.2M 0.04% +14K +216.6% $363.22 +6.6%
394 EXPD EXPEDITORS INTL WASH INC Industrials 50,086.0 $7.2M 0.04% +38K +298.2% $143.23 +12.6%
395 AMER SPORTS INC 216,400.0 $7.1M 0.04% NEW $32.92
396 MDB MONGODB INC Technology 29,099.0 $7.1M 0.04% NEW $244.77 +35.9%
397 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 3,778.0 $7.1M 0.04% +3K +227.7% $1884.66 +9.9%
398 SOFI SOFI TECHNOLOGIES INC Financial Services 444,854.0 $7.1M 0.04% NEW $15.88 +12.8%
399 PPG PPG INDS INC Basic Materials 66,084.0 $7.1M 0.04% NEW $106.88 +10.6%
400 ILMN ILLUMINA INC Healthcare 57,030.0 $7.0M 0.04% +34K +150.7% $123.26 +31.4%
Page 20 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%