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Portfolio (Quarterly) Guide ↗

Ilmarinen Mutual Pension Insurance Co

· CIK 0001661580
13F Portfolio $12.7B AUM 462 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 148 New 75 Added 133 Reduced 17 Exited
Page 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EXPD EXPEDITORS INTL WASH INC Industrials 35,556.0 $5.1M 0.04% +18K +98.7% $143.24 +12.6%
62 HAL HALLIBURTON CO Energy 130,000.0 $5.1M 0.04% +99K +322.9% $38.99 -10.4%
63 TSCO TRACTOR SUPPLY CO Consumer Cyclical 109,562.0 $5.0M 0.04% +47K +75.2% $45.30 -33.2%
64 WSM WILLIAMS SONOMA INC Consumer Cyclical 26,322.0 $4.8M 0.04% +6K +31.6% $182.32 +24.5%
65 CSL CARLISLE COS INC Industrials 12,488.0 $4.2M 0.03% +5K +72.2% $333.60 +8.2%
66 WAT WATERS CORP Healthcare 13,346.0 $4.0M 0.03% +5K +66.8% $297.77 +19.4%
67 WST WEST PHARMACEUTICAL SVCS INC Healthcare 14,716.0 $3.7M 0.03% +4K +33.8% $250.61 +30.9%
68 BBY BEST BUY INC Consumer Cyclical 57,195.0 $3.7M 0.03% +35K +157.5% $64.20 +16.4%
69 LULU LULULEMON ATHLETICA INC Consumer Cyclical 21,254.0 $3.3M 0.03% +4K +25.0% $153.10 -27.0%
70 CHRW C H ROBINSON WORLDWIDE INC Industrials 18,000.0 $3.0M 0.02% +5K +39.1% $166.06 +11.4%
71 OMC OMNICOM GROUP INC Communication Services 39,469.0 $3.0M 0.02% +8K +26.7% $75.30 -5.2%
72 LIBERTY MEDIA CORP DEL 26,359.0 $2.2M 0.02% +3K +13.2% $85.02
73 ARE ALEXANDRIA REAL ESTATE EQUITIES INC Real Estate 47,000.0 $2.2M 0.02% +28K +151.3% $46.43 +9.9%
74 DLTR DOLLAR TREE INC Consumer Defensive 15,000.0 $1.6M 0.01% +3K +22.1% $109.53 +1.9%
75 SNAP SNAP INC Communication Services 83,996.0 $386K 0.00% +22K +35.2% $4.60 +1.4%
Page 4 of 4  ·  75 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 34.2%
Financial Services 11.5%
Communication Services 11.0%
Consumer Cyclical 10.9%
Healthcare 9.7%
Industrials 8.8%
Consumer Defensive 5.2%
Energy 3.5%
Utilities 2.3%
Basic Materials 1.7%