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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 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PINS PINTEREST INC Communication Services 505,793.0 $9.3M 0.07% -135K -21.0% $18.34 +10.5%
82 SNPS SYNOPSYS INC Technology 23,320.0 $9.2M 0.07% -18K -44.2% $396.48 +14.9%
83 REGN REGENERON PHARMACEUTICALS INC Healthcare 11,900.0 $9.2M 0.07% -3K -20.1% $772.61 -21.1%
84 ZTS ZOETIS INC Healthcare 75,323.0 $8.9M 0.07% -8K -9.2% $118.21 -33.4%
85 CDNS CADENCE DESIGN SYS INC Technology 31,107.0 $8.6M 0.07% -17K -35.9% $277.88 +39.4%
86 CMCSA COMCAST CORP NEW Communication Services 289,979.0 $8.3M 0.07% -513K -63.9% $28.71 -21.9%
87 SPGI S&P GLOBAL INC Financial Services 18,171.0 $7.7M 0.06% -9K -32.9% $425.35 -3.4%
88 AER AERCAP HOLDINGS N V Industrials 55,000.0 $7.5M 0.06% -34K -38.2% $137.18 +5.7%
89 ELV ELEVANCE HEALTH INC Healthcare 25,000.0 $7.3M 0.06% -9K -27.3% $292.76 +32.7%
90 ABNB AIRBNB INC Consumer Cyclical 57,592.0 $7.3M 0.06% -14K -20.0% $126.28 +12.8%
91 TGT TARGET CORP Consumer Defensive 60,000.0 $7.3M 0.06% -12K -17.2% $121.20 +7.9%
92 DELL DELL TECHNOLOGIES INC Technology 39,105.0 $6.4M 0.05% -35K -47.4% $164.12 +149.5%
93 ADSK AUTODESK INC Technology 26,674.0 $6.4M 0.05% -14K -34.9% $239.41 -19.0%
94 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 190,000.0 $6.1M 0.05% -25K -11.6% $32.01 +1.5%
95 YUM YUM BRANDS INC Consumer Cyclical 37,216.0 $5.8M 0.05% -8K -17.3% $155.47 -2.2%
96 BDX BECTON DICKINSON & CO Healthcare 36,200.0 $5.7M 0.04% -3K -8.3% $157.24 -8.4%
97 IDXX IDEXX LABS INC Healthcare 9,700.0 $5.5M 0.04% -900.0 -8.5% $561.86 +0.0%
98 CCEP COCA-COLA EUROPACIFIC PARTNERS PLC Consumer Defensive 59,285.0 $5.4M 0.04% -34K -36.6% $90.66 +6.9%
99 BX BLACKSTONE INC Financial Services 46,500.0 $5.3M 0.04% -22K -32.6% $114.99 +7.7%
100 EBAY EBAY INC Consumer Cyclical 58,612.0 $5.3M 0.04% -16K -21.9% $91.02 +18.9%
Page 5 of 7  ·  133 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%