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Portfolio (Quarterly) Guide ↗

Ilmarinen Mutual Pension Insurance Co

· CIK 0001661580
13F Portfolio $12.5B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 331 New
Page 12 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 RY ROYAL BK CDA MONTREAL QUE Financial Services 25,143.0 $4.3M 0.03% NEW $170.90 +17.9%
222 TRMB TRIMBLE INC Technology 54,723.0 $4.3M 0.03% NEW $78.36 -37.3%
223 HSY HERSHEY CO Consumer Defensive 23,500.0 $4.3M 0.03% NEW $182.00 -5.1%
224 VLTO VERALTO CORP Industrials 41,500.0 $4.1M 0.03% NEW $99.78 -15.8%
225 GWW GRAINGER W W INC Industrials 4,079.0 $4.1M 0.03% NEW $1009.07 +35.3%
226 HWM HOWMET AEROSPACE INC Industrials 20,000.0 $4.1M 0.03% NEW $205.00 +35.4%
227 AWK AMERICAN WTR WKS CO INC NEW Utilities 31,000.0 $4.0M 0.03% NEW $130.52 -4.2%
228 EQR EQUITY RESIDENTIAL Real Estate 63,600.0 $4.0M 0.03% NEW $63.03 +1.7%
229 FCX FREEPORT-MCMORAN INC Basic Materials 78,000.0 $4.0M 0.03% NEW $50.79 +35.2%
230 VLO VALERO ENERGY CORP NEW Energy 24,308.0 $4.0M 0.03% NEW $162.79 +45.2%
231 ES EVERSOURCE ENERGY Utilities 58,500.0 $3.9M 0.03% NEW $67.33 +3.4%
232 EL LAUDER ESTEE COS INC Consumer Defensive 37,500.0 $3.9M 0.03% NEW $104.72 -19.0%
233 LVS LAS VEGAS SANDS CORP Consumer Cyclical 60,000.0 $3.9M 0.03% NEW $65.08 -25.1%
234 SYK STRYKER CORP Healthcare 11,000.0 $3.9M 0.03% NEW $351.45 -12.4%
235 ATO ATMOS ENERGY CORP Utilities 23,000.0 $3.9M 0.03% NEW $167.61 +1.5%
236 CNP CENTERPOINT ENERGY INC Utilities 100,000.0 $3.8M 0.03% NEW $38.34 +11.7%
237 NTES NETEASE INC Technology 27,452.0 $3.8M 0.03% NEW $137.62 -11.8%
238 CM CANADIAN IMPERIAL BK COMM TORONTO ONT Financial Services 41,508.0 $3.8M 0.03% NEW $90.87 +22.9%
239 MAC MACERICH CO Real Estate 203,500.0 $3.8M 0.03% NEW $18.46 +27.9%
240 PPG PPG INDS INC Basic Materials 36,500.0 $3.7M 0.03% NEW $102.47 +15.4%
Page 12 of 17  ·  331 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 30.2%
Financial Services 15.0%
Communication Services 12.2%
Healthcare 12.0%
Consumer Cyclical 11.8%
Industrials 7.2%
Consumer Defensive 4.6%
Energy 2.3%
Utilities 2.0%
Basic Materials 1.5%