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Portfolio (Quarterly) Guide ↗

Ilmarinen Mutual Pension Insurance Co

· CIK 0001661580
13F Portfolio $14.8B AUM 445 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 87 Added 136 Reduced 31 Exited
Page 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 NEE NEXTERA ENERGY INC Utilities 261,359 $24.3M 0.19% SOLD
2 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 133,300 $21.0M 0.17% SOLD
3 DUK DUKE ENERGY CORP NEW Utilities 124,500 $16.3M 0.13% SOLD
4 PINS PINTEREST INC Communication Services 505,793 $9.3M 0.07% SOLD
5 HUBS HUBSPOT INC Technology 35,415 $8.6M 0.07% SOLD
6 AEP AMERICAN ELEC PWR CO INC Utilities 65,000 $8.5M 0.07% SOLD
7 D DOMINION ENERGY INC Utilities 136,500 $8.4M 0.07% SOLD
8 RACE FERRARI N V NEW Consumer Cyclical 24,000 $8.1M 0.06% SOLD
9 XEL XCEL ENERGY INC Utilities 93,000 $7.4M 0.06% SOLD
10 AZO AUTOZONE INC Consumer Cyclical 1,700 $5.7M 0.04% SOLD
11 DD DUPONT DE NEMOURS INC Basic Materials 125,000 $5.7M 0.04% SOLD
12 KR KROGER CO Consumer Defensive 75,000 $5.4M 0.04% SOLD
13 EXPAND ENERGY CORP 37,000 $4.1M 0.03% SOLD
14 CTRA COTERRA ENERGY INC Energy 110,000 $3.9M 0.03% SOLD
15 GDDY GODADDY INC Technology 46,712 $3.9M 0.03% SOLD
16 EFX EQUIFAX INC Industrials 20,750 $3.7M 0.03% SOLD
17 AMRIZE LTD 66,000 $3.7M 0.03% SOLD
18 AVB AVALONBAY CMNTYS INC Real Estate 18,500 $3.0M 0.02% SOLD
19 AMCOR PLC 60,000 $2.4M 0.02% SOLD
20 UDR UDR INC Real Estate 67,400 $2.3M 0.02% SOLD
Page 1 of 2  ·  31 positions
Sector Allocation
Technology 40.5%
Communication Services 10.7%
Financial Services 10.5%
Consumer Cyclical 9.8%
Healthcare 9.3%
Industrials 8.5%
Consumer Defensive 4.2%
Energy 2.9%
Basic Materials 1.5%
Utilities 1.3%