Portfolio (Quarterly)
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Ilmarinen Mutual Pension Insurance Co
· CIK 0001661580| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | ABNB | AIRBNB INC | Consumer Cyclical | 57,592.0 | $7.3M | 0.06% | -14K | -20.0% | $126.28 | +12.8% |
| 202 | TGT | TARGET CORP | Consumer Defensive | 60,000.0 | $7.3M | 0.06% | -12K | -17.2% | $121.20 | +7.9% |
| 203 | — | CENCORA INC | — | 23,000.0 | $7.2M | 0.06% | +14K | +170.6% | $314.13 | — |
| 204 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 41,779.0 | $7.2M | 0.06% | +13K | +44.3% | $172.57 | +2.0% |
| 205 | TEAM | ATLASSIAN CORP | Technology | 104,824.0 | $7.2M | 0.06% | +12K | +13.3% | $68.25 | +21.2% |
| 206 | PAYX | PAYCHEX INC | Industrials | 77,228.0 | $7.1M | 0.06% | +23K | +41.7% | $92.12 | +6.6% |
| 207 | TEL | TE CONNECTIVITY PLC | Technology | 33,828.0 | $7.1M | 0.06% | NEW | — | $209.03 | +4.1% |
| 208 | WCN | WASTE CONNECTIONS INC | Industrials | 43,500.0 | $7.1M | 0.06% | — | — | $162.44 | -5.2% |
| 209 | COHR | COHERENT CORP | Technology | 29,505.0 | $7.0M | 0.06% | NEW | — | $238.20 | +63.5% |
| 210 | ALL | ALLSTATE CORP | Financial Services | 33,834.0 | $7.0M | 0.06% | NEW | — | $207.34 | +6.7% |
| 211 | URI | UNITED RENTALS INC | Industrials | 9,500.0 | $6.9M | 0.05% | NEW | — | $728.53 | +47.8% |
| 212 | DOV | DOVER CORP | Industrials | 32,535.0 | $6.8M | 0.05% | +10K | +41.5% | $208.45 | +7.3% |
| 213 | PYPL | PAYPAL HLDGS INC | Financial Services | 149,501.0 | $6.8M | 0.05% | +46K | +44.8% | $45.23 | -6.0% |
| 214 | — | KLARNA GROUP PLC | — | 514,788.0 | $6.7M | 0.05% | — | — | $13.09 | — |
| 215 | — | BLOCK INC | — | 110,000.0 | $6.6M | 0.05% | — | — | $60.18 | — |
| 216 | GRMN | GARMIN LTD | Technology | 28,435.0 | $6.6M | 0.05% | NEW | — | $232.00 | +0.9% |
| 217 | ED | CONSOLIDATED EDISON INC | Utilities | 58,000.0 | $6.6M | 0.05% | — | — | $113.17 | -6.0% |
| 218 | DELL | DELL TECHNOLOGIES INC | Technology | 39,105.0 | $6.4M | 0.05% | -35K | -47.4% | $164.12 | +149.5% |
| 219 | ADSK | AUTODESK INC | Technology | 26,674.0 | $6.4M | 0.05% | -14K | -34.9% | $239.41 | -19.0% |
| 220 | — | SMURFIT WESTROCK PLC | — | 160,000.0 | $6.4M | 0.05% | — | — | $39.85 | — |
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%