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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 26 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CW CURTISS WRIGHT CORP Industrials 5,320.0 $3.6M 0.02% NEW $681.12 +13.3%
502 NWSA NEWS CORP NEW Communication Services 145,251.0 $3.6M 0.02% +89K +157.5% $24.93 +1.4%
503 DT DYNATRACE INC Technology 97,774.0 $3.6M 0.02% +52K +113.7% $36.98 +12.0%
504 MAA MID-AMER APT CMNTYS INC Real Estate 29,270.0 $3.6M 0.02% +19K +199.2% $122.12 +8.5%
505 CNH INDL N V 312,126.0 $3.4M 0.02% +130K +71.5% $11.00
506 ASTS AST SPACEMOBILE INC Technology 41,336.0 $3.4M 0.02% NEW $82.87 -2.7%
507 TTD THE TRADE DESK INC Technology 150,313.0 $3.4M 0.02% NEW $22.69 -18.4%
508 WTRG ESSENTIAL UTILS INC Utilities 80,779.0 $3.3M 0.02% -37K -31.2% $40.27 -8.9%
509 IONQ IONQ INC Technology 112,431.0 $3.2M 0.02% NEW $28.83 +96.1%
510 SOLV SOLVENTUM CORP Healthcare 49,525.0 $3.2M 0.02% NEW $65.30 +15.5%
511 NEBIUS GROUP N.V. 31,081.0 $3.2M 0.02% NEW $103.76
512 UDR UDR INC Real Estate 93,701.0 $3.2M 0.02% +58K +162.1% $33.78 +11.2%
513 WSO WATSCO INC Industrials 8,497.0 $3.1M 0.02% NEW $363.79 +10.2%
514 Z ZILLOW GROUP INC Communication Services 70,149.0 $2.9M 0.02% -51K -42.0% $41.38 -22.4%
515 BLDR BUILDERS FIRSTSOURCE INC Industrials 33,893.0 $2.8M 0.01% +19K +127.4% $82.33 -2.1%
516 DOCU DOCUSIGN INC Technology 56,354.0 $2.7M 0.01% +30K +111.4% $47.41 -8.3%
517 SE SEA LTD Consumer Cyclical 31,908.0 $2.6M 0.01% -82K -72.1% $82.81 +10.2%
518 PINNACLE FINL PARTNERS INC 30,178.0 $2.6M 0.01% NEW $86.14
519 H HYATT HOTELS CORP Consumer Cyclical 17,891.0 $2.6M 0.01% +7K +62.2% $143.79 +40.5%
520 HRL HORMEL FOODS CORP Consumer Defensive 101,050.0 $2.3M 0.01% NEW $22.65 +6.7%
Page 26 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%