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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 9 of 28  ·  555 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XYL XYLEM INC Industrials 184,935.0 $22.1M 0.12% -455K -71.1% $119.50 -6.8%
162 ED CONSOLIDATED EDISON INC Utilities 193,382.0 $21.9M 0.12% +93K +93.2% $113.18 -6.0%
163 SNPS SYNOPSYS INC Technology 55,053.0 $21.8M 0.12% +53K +2267.9% $396.48 +14.9%
164 GD GENERAL DYNAMICS CORP Industrials 63,343.0 $21.7M 0.12% NEW $343.22 +2.0%
165 ECL ECOLAB INC Basic Materials 81,345.0 $21.6M 0.12% NEW $266.02 +1.2%
166 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 77,739.0 $21.4M 0.12% NEW $275.18 +13.6%
167 MCO MOODYS CORP Financial Services 48,875.0 $21.3M 0.12% NEW $436.25 +3.3%
168 ITW ILLINOIS TOOL WKS INC Industrials 80,785.0 $21.0M 0.12% NEW $260.29 +1.5%
169 UPS UNITED PARCEL SVCS INC Industrials 213,504.0 $21.0M 0.12% NEW $98.38 +6.6%
170 KKR KKR & CO INC Financial Services 224,465.0 $20.8M 0.11% -413K -64.8% $92.50 +4.9%
171 ROST ROSS STORES INC Consumer Cyclical 94,747.0 $20.5M 0.11% -73K -43.4% $216.63 +7.5%
172 CI THE CIGNA GROUP Healthcare 76,301.0 $20.4M 0.11% NEW $266.75 +4.7%
173 CAH CARDINAL HEALTH INC Healthcare 94,528.0 $20.0M 0.11% +71K +297.9% $211.31 +5.0%
174 BBD BANCO BRADESCO S A Financial Services 5,458,019.0 $19.9M 0.11% -15.4M -73.8% $3.65 -7.9%
175 CRH PLC 189,500.0 $19.9M 0.11% NEW $105.12
176 ANGLOGOLD ASHANTI PLC 204,529.0 $19.9M 0.11% NEW $97.36
177 TRV TRAVELERS COMPANIES INC Financial Services 68,162.0 $19.9M 0.11% NEW $291.68 +5.5%
178 FAST FASTENAL CO Industrials 428,433.0 $19.9M 0.11% +330K +334.0% $46.40 -1.1%
179 MPWR MONOLITHIC PWR SYS INC Technology 18,171.0 $19.9M 0.11% +14K +297.4% $1093.35 +43.0%
180 CIEN CIENA CORP Technology 51,157.0 $19.9M 0.11% NEW $388.23 +10.3%
Page 9 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%