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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 22 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BUNGE GLOBAL SA 47,638.0 $6.1M 0.03% NEW $127.20
422 ZS ZSCALER INC Technology 43,168.0 $6.1M 0.03% +31K +260.3% $140.29 -11.0%
423 ESS ESSEX PPTY TR INC Real Estate 25,012.0 $6.1M 0.03% +18K +267.2% $242.00 +13.1%
424 SUI SUN CMNTYS INC Real Estate 48,053.0 $6.1M 0.03% +35K +256.7% $125.96 -6.0%
425 EL LAUDER ESTEE COS INC Consumer Defensive 84,323.0 $6.1M 0.03% NEW $71.77 +18.2%
426 KIM KIMCO REALTY CORP Real Estate 269,104.0 $6.0M 0.03% +176K +188.7% $22.47 +8.5%
427 CHRW C H ROBINSON WORLDWIDE IN Industrials 35,975.0 $6.0M 0.03% NEW $166.07 +11.4%
428 TSN TYSON FOODS INC Consumer Defensive 92,523.0 $5.9M 0.03% NEW $64.07 -13.4%
429 AMCOR PLC 149,053.0 $5.9M 0.03% NEW $39.75
430 WPC WP CAREY INC Real Estate 86,930.0 $5.9M 0.03% +64K +283.3% $67.96 +4.8%
431 TW TRADEWEB MKTS INC Financial Services 50,031.0 $5.9M 0.03% +37K +276.8% $117.66 -15.4%
432 DD DUPONT DE NEMOURS INC Basic Materials 127,867.0 $5.9M 0.03% NEW $45.80 +4.2%
433 COOPER COS INC 80,752.0 $5.8M 0.03% +48K +143.3% $71.50
434 EVEREST GROUP LTD 17,543.0 $5.7M 0.03% +12K +204.7% $326.85
435 SATS ECHOSTAR CORP Technology 48,877.0 $5.7M 0.03% NEW $117.07 -6.7%
436 FLUTTER ENTMT PLC 55,517.0 $5.7M 0.03% NEW $101.95
437 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 60,181.0 $5.6M 0.03% $93.87 +189.6%
438 CSL CARLISLE COS INC Industrials 16,916.0 $5.6M 0.03% +12K +228.3% $333.62 +8.2%
439 NDSN NORDSON CORP Industrials 21,103.0 $5.6M 0.03% -63K -74.9% $266.06 +11.2%
440 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 42,374.0 $5.6M 0.03% -42K -49.9% $131.74 +20.2%
Page 22 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%