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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 4 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMGN AMGEN INC Healthcare 155,448.0 $54.7M 0.30% +85K +119.4% $351.85 -4.1%
62 BLK BLACKROCK INC Financial Services 56,500.0 $54.3M 0.30% +5K +10.7% $961.71 +9.2%
63 CRM SALESFORCE INC Technology 288,328.0 $53.8M 0.29% -37K -11.2% $186.67 -18.7%
64 BKR BAKER HUGHES COMPANY Energy 876,271.0 $53.5M 0.29% -242K -21.6% $61.05 -4.3%
65 ITUB ITAU UNIBANCO HLDG S A Financial Services 6,373,065.0 $53.4M 0.29% +2.1M +49.3% $8.38 -7.0%
66 SPGI S&P GLOBAL INC Financial Services 124,638.0 $53.0M 0.29% +3K +2.8% $425.34 -3.4%
67 ABT ABBOTT LABORATORIES Healthcare 510,210.0 $52.4M 0.29% -36K -6.6% $102.67 -13.9%
68 DIS DISNEY WALT CO Communication Services 543,307.0 $52.4M 0.29% +385K +242.8% $96.38 +7.8%
69 SLB SLB LIMITED Energy 1,013,576.0 $52.1M 0.28% NEW $51.39 -6.4%
70 SCHW SCHWAB CHARLES CORP Financial Services 552,898.0 $52.0M 0.28% +369K +201.5% $93.98 -2.4%
71 TXN TEXAS INSTRS INC Technology 262,138.0 $50.9M 0.28% +105K +67.1% $194.14 +66.3%
72 GILD GILEAD SCIENCES INC Healthcare 359,230.0 $50.1M 0.27% NEW $139.37 -11.2%
73 ETN EATON CORP PLC Industrials 138,954.0 $49.7M 0.27% -189K -57.6% $357.67 +17.9%
74 AXP AMERICAN EXPRESS CO Financial Services 161,480.0 $48.8M 0.27% NEW $302.48 +11.8%
75 WMB WILLIAMS COS INC Energy 669,510.0 $48.7M 0.27% NEW $72.78 +0.5%
76 NEM NEWMONT CORP Basic Materials 449,487.0 $48.7M 0.27% +353K +366.7% $108.25 -4.1%
77 ISRG INTUITIVE SURGICAL INC Healthcare 105,469.0 $48.6M 0.27% -66K -38.6% $460.99 -11.8%
78 UBER UBER TECHNOLOGIES INC Technology 658,827.0 $47.4M 0.26% -62K -8.6% $71.93 -0.4%
79 LMT LOCKHEED MARTIN CORP Industrials 78,082.0 $47.2M 0.26% NEW $604.39 -15.5%
80 PFE PFIZER INC Healthcare 1,658,914.0 $46.6M 0.26% +309K +22.9% $28.08 -10.2%
Page 4 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%