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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 22 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VICI VICI PPTYS INC Real Estate 15,837.0 $420K 0.00% -405K -96.2% $26.55 -0.2%
422 WPC WP CAREY INC Real Estate 5,769.0 $412K 0.00% -81K -93.4% $71.50 -0.4%
423 RS RELIANCE INC Basic Materials 1,050.0 $392K 0.00% -24K -95.8% $373.60 +3.8%
424 NWSA NEWS CORP NEW Communication Services 15,638.0 $388K 0.00% -130K -89.2% $24.83 +22.4%
Page 22 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%