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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 5 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CB CHUBB LIMITED Financial Services 142,158.0 $48.4M 0.22% +29K +25.1% $340.74 +0.1%
82 KMI KINDER MORGAN INC DEL Energy 1,504,223.0 $48.1M 0.22% -900K -37.4% $31.97 -3.1%
83 BLK BLACKROCK INC Financial Services 49,641.0 $47.7M 0.22% -7K -12.1% $961.56 +20.3%
84 PNC PNC FINL SVCS GROUP INC Financial Services 193,167.0 $47.6M 0.21% +72K +58.9% $246.22 -1.3%
85 TRGP TARGA RES CORP Energy 175,702.0 $47.1M 0.21% +7K +3.9% $268.14 +11.5%
86 BKNG BOOKING HOLDINGS INC Consumer Cyclical 262,133.0 $46.7M 0.21% +253K +2640.8% $178.24 +17.6%
87 UBER UBER TECHNOLOGIES INC Technology 637,976.0 $46.0M 0.21% -21K -3.2% $72.16 +9.2%
88 PH PARKER-HANNIFIN CORP Industrials 46,912.0 $45.9M 0.21% +9K +23.0% $978.12 +2.4%
89 COF CAPITAL ONE FINL CORP Financial Services 222,509.0 $44.6M 0.20% +37K +20.2% $200.62 +8.6%
90 NOW SERVICENOW INC Technology 443,701.0 $44.1M 0.20% +122K +38.1% $99.28 +29.4%
91 SPGI S&P GLOBAL INC Financial Services 106,666.0 $43.4M 0.20% -18K -14.4% $407.26 +5.9%
92 USB US BANCORP Financial Services 718,977.0 $43.4M 0.20% +247K +52.5% $60.40 +2.7%
93 PGR PROGRESSIVE CORP Financial Services 198,053.0 $43.3M 0.20% +25K +14.2% $218.45 +0.4%
94 CRM SALESFORCE INC Technology 275,595.0 $43.2M 0.20% -13K -4.4% $156.66 +33.5%
95 ABT ABBOTT LABORATORIES Healthcare 467,788.0 $42.4M 0.19% -42K -8.3% $90.74 +28.5%
96 HSBC HSBC HLDGS PLC Financial Services 441,900.0 $42.0M 0.19% +308K +230.1% $95.09 +9.5%
97 SNOW SNOWFLAKE INC Technology 163,394.0 $41.6M 0.19% +68K +71.0% $254.50 +30.8%
98 LOW LOWES COS INC Consumer Cyclical 187,450.0 $41.3M 0.19% +23K +13.7% $220.49 -2.0%
99 LNG CHENIERE ENERGY INC Energy 170,729.0 $40.8M 0.18% +19K +12.4% $239.01 +16.1%
100 BK BANK OF NY MELLON CORP Financial Services 281,643.0 $40.7M 0.18% +64K +29.5% $144.61 -1.9%
Page 5 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%