Portfolio (Quarterly)
Guide ↗
Ilmarinen Mutual Pension Insurance Co
· CIK 0001661580| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 33,800.0 | $15.1M | 0.12% | -5K | -12.9% | $446.54 | +1.1% |
| 62 | TMUS | T-MOBILE US INC | Communication Services | 70,583.0 | $14.8M | 0.12% | -56K | -44.2% | $210.04 | -13.5% |
| 63 | PGR | PROGRESSIVE CORP OH | Financial Services | 70,850.0 | $14.0M | 0.11% | -114K | -61.7% | $198.24 | +3.3% |
| 64 | SBUX | STARBUCKS CORP | Consumer Cyclical | 152,401.0 | $13.7M | 0.11% | -69K | -31.2% | $89.59 | +12.3% |
| 65 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 213,000.0 | $13.4M | 0.10% | -50K | -19.0% | $62.75 | -27.8% |
| 66 | MMM | 3M CO | Industrials | 89,000.0 | $12.9M | 0.10% | -5K | -5.6% | $145.22 | +10.6% |
| 67 | — | CRH PLC | — | 122,000.0 | $12.8M | 0.10% | -28K | -18.7% | $105.12 | — |
| 68 | SLB | SLB LTD | Energy | 240,000.0 | $12.3M | 0.10% | -20K | -7.8% | $51.39 | -6.4% |
| 69 | CTAS | CINTAS CORP | Industrials | 71,641.0 | $12.1M | 0.10% | -21K | -22.8% | $169.13 | +1.0% |
| 70 | AON | AON PLC | Financial Services | 36,500.0 | $11.8M | 0.09% | -14K | -27.4% | $322.77 | -1.6% |
| 71 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 27,834.0 | $10.9M | 0.09% | -14K | -33.8% | $390.42 | +75.4% |
| 72 | EMR | EMERSON ELEC CO | Industrials | 82,250.0 | $10.8M | 0.09% | -72K | -46.7% | $131.02 | +15.0% |
| 73 | MRVL | MARVELL TECHNOLOGY INC | Technology | 105,359.0 | $10.4M | 0.08% | -67K | -39.0% | $99.05 | +213.6% |
| 74 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 48,100.0 | $10.4M | 0.08% | -20K | -29.4% | $216.57 | -1.2% |
| 75 | NKE | NIKE INC | Consumer Cyclical | 195,333.0 | $10.3M | 0.08% | -11K | -5.5% | $52.82 | -14.4% |
| 76 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 173,572.0 | $10.0M | 0.08% | -37K | -17.5% | $57.64 | +4.3% |
| 77 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 31,514.0 | $9.6M | 0.07% | -7K | -18.1% | $304.09 | +14.7% |
| 78 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 5,500.0 | $9.5M | 0.07% | -2K | -26.2% | $1729.09 | -5.4% |
| 79 | ECL | ECOLAB INC | Basic Materials | 35,200.0 | $9.4M | 0.07% | -18K | -33.8% | $266.02 | +1.2% |
| 80 | GM | GENERAL MTRS CO | Consumer Cyclical | 125,000.0 | $9.3M | 0.07% | -35K | -21.9% | $74.50 | +6.4% |
① 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%