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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 8 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPG SIMON PPTY GROUP INC NEW Real Estate 139,859.0 $31.3M 0.14% +35K +34.0% $223.65 -2.4%
142 ANNALY CAPITAL MANAGEMENT IN 1,392,045.0 $31.1M 0.14% +917K +193.3% $22.36
143 TRV TRAVELERS COMPANIES INC Financial Services 94,053.0 $31.0M 0.14% +26K +38.0% $330.12 +10.1%
144 SHW SHERWIN WILLIAMS CO Basic Materials 89,732.0 $30.9M 0.14% +17K +23.6% $344.32 +0.7%
145 SPOT SPOTIFY TECHNOLOGY S A Communication Services 66,994.0 $30.8M 0.14% +12K +22.8% $459.13 +16.2%
146 CSX CSX CORP Industrials 646,359.0 $30.7M 0.14% +100K +18.2% $47.53 +8.5%
147 ATO ATMOS ENERGY CORP Utilities 177,484.0 $30.6M 0.14% +82K +86.2% $172.27 -3.1%
148 CAH CARDINAL HEALTH INC Healthcare 127,706.0 $30.3M 0.14% +33K +35.1% $237.56 -3.4%
149 ED CONSOLIDATED EDISON INC Utilities 273,901.0 $30.3M 0.14% +81K +41.6% $110.63 -3.9%
150 REGN REGENERON PHARMACEUTICALS Healthcare 48,079.0 $30.0M 0.14% +18K +61.6% $623.54 +33.8%
151 DDOG DATADOG INC Technology 114,673.0 $29.9M 0.14% -1K -1.1% $260.36 -9.5%
152 D DOMINION ENERGY INC Utilities 436,378.0 $29.8M 0.14% +138K +46.4% $68.29 -2.5%
153 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 307,891.0 $29.6M 0.13% +88K +39.9% $96.12 -50.3%
154 ADBE ADOBE INC Technology 144,341.0 $29.6M 0.13% +21K +17.1% $205.02 +34.3%
155 VRTX VERTEX PHARMACEUTICALS INC Healthcare 59,459.0 $29.5M 0.13% -14K -19.4% $496.73 +10.3%
156 CRH PLC 274,259.0 $29.3M 0.13% +85K +44.7% $107.00
157 CNP CENTERPOINT ENERGY INC Utilities 662,555.0 $29.2M 0.13% +334K +101.5% $44.04 -12.0%
158 CME CME GROUP INC Financial Services 131,654.0 $29.1M 0.13% +24K +22.4% $220.83 +24.5%
159 PSA PUBLIC STORAGE Real Estate 90,789.0 $28.9M 0.13% +42K +84.5% $318.31 +1.3%
160 ROST ROSS STORES INC Consumer Cyclical 135,313.0 $28.8M 0.13% +41K +42.8% $212.85 +12.3%
Page 8 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%