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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 8 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GOOG ALPHABET INC Communication Services 30,708.0 $9.6M 0.08% NEW $313.79 +9.8%
142 CL COLGATE PALMOLIVE CO Consumer Defensive 120,000.0 $9.5M 0.08% NEW $79.02 +14.4%
143 VRT VERTIV HLDGS CO Industrials 58,000.0 $9.4M 0.07% NEW $162.02 +113.7%
144 DELL DELL TECHNOLOGIES INC Technology 74,401.0 $9.4M 0.07% NEW $125.89 +240.2%
145 SRE SEMPRA Utilities 104,500.0 $9.2M 0.07% NEW $88.29 +4.1%
146 PLD PROLOGIS INC Real Estate 72,000.0 $9.2M 0.07% NEW $127.67 +11.4%
147 TSM TAIWAN SEMICONDUCTOR MFG CO LTD Technology 30,150.0 $9.2M 0.07% NEW $303.88 +54.2%
148 EOG EOG RES INC Energy 87,000.0 $9.1M 0.07% NEW $105.01 +25.4%
149 CCEP COCA-COLA EUROPACIFIC PARTNERS PLC Consumer Defensive 93,500.0 $8.5M 0.07% NEW $90.70 +7.5%
150 AME AMETEK INC NEW Industrials 39,000.0 $8.0M 0.06% NEW $205.31 +16.5%
151 D DOMINION ENERGY INC Utilities 136,500.0 $8.0M 0.06% NEW $58.59 +18.0%
152 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 215,000.0 $8.0M 0.06% NEW $37.00 -16.0%
153 RSG REPUBLIC SVCS INC Industrials 37,000.0 $7.8M 0.06% NEW $211.92 -2.9%
154 GDDY GODADDY INC Technology 62,833.0 $7.8M 0.06% NEW $124.07 -40.0%
155 BDX BECTON DICKINSON & CO Healthcare 39,500.0 $7.7M 0.06% NEW $194.08 -26.8%
156 WCN WASTE CONNECTIONS INC Industrials 43,500.0 $7.6M 0.06% NEW $175.36 -12.3%
157 DDOG DATADOG INC Technology 55,500.0 $7.5M 0.06% NEW $135.98 +63.3%
158 BKR BAKER HUGHES CO Energy 162,500.0 $7.4M 0.06% NEW $45.54 +27.8%
159 IT GARTNER INC Technology 29,177.0 $7.4M 0.06% NEW $252.29 -49.7%
160 OKE ONEOK INC NEW Energy 100,000.0 $7.3M 0.06% NEW $73.50 +15.6%
Page 8 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%