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Portfolio (Quarterly) Guide ↗

Ilmarinen Mutual Pension Insurance Co

· CIK 0001661580
13F Portfolio $14.8B AUM 445 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 87 Added 136 Reduced 31 Exited
Page 14 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IDXX IDEXX LABS INC Healthcare 9,700.0 $5.1M 0.03% $526.39 +6.3%
262 CORPAY INC 15,261.0 $5.1M 0.03% $333.27
263 WAT WATERS CORP Healthcare 13,346.0 $5.0M 0.03% $375.02 +9.5%
264 KVUE KENVUE INC Consumer Defensive 257,120.0 $4.9M 0.03% $19.11 +1.7%
265 CCL CARNIVAL CORP Consumer Cyclical 170,000.0 $4.9M 0.03% NEW $28.57 -10.0%
266 DG DOLLAR GEN CORP NEW Consumer Defensive 42,130.0 $4.8M 0.03% $115.12 +8.9%
267 XYL XYLEM INC Industrials 40,750.0 $4.8M 0.03% $118.21 -3.4%
268 ADM ARCHER-DANIELS MIDLAND CO Consumer Defensive 61,530.0 $4.7M 0.03% $76.40 +2.3%
269 EA ELECTRONIC ARTS INC Communication Services 22,716.0 $4.7M 0.03% -4K -15.6% $205.05 +2.3%
270 NKE NIKE INC Consumer Cyclical 111,083.0 $4.6M 0.03% -84K -43.1% $41.05 -0.7%
271 CSL CARLISLE COS INC Industrials 12,488.0 $4.5M 0.03% $362.75 -0.1%
272 BN BROOKFIELD CORP Financial Services 106,500.0 $4.5M 0.03% $42.51 -1.3%
273 HAL HALLIBURTON CO Energy 130,000.0 $4.4M 0.03% $33.95 +2.0%
274 CNP CENTERPOINT ENERGY INC Utilities 100,000.0 $4.4M 0.03% $44.04 -11.2%
275 Q QNITY ELECTRONICS INC Technology 26,918.0 $4.4M 0.03% +12K +74.8% $163.31 -22.7%
276 RPM RPM INTL INC Basic Materials 39,301.0 $4.4M 0.03% $111.14 -4.3%
277 INGERSOLL RAND INC 53,000.0 $4.3M 0.03% -14K -21.5% $81.98
278 HUM HUMANA INC Healthcare 10,800.0 $4.3M 0.03% +6K +116.0% $397.22 -2.7%
279 PNC PNC FINL SVCS GROUP INC Financial Services 17,275.0 $4.3M 0.03% $246.19 -1.0%
280 DKS DICKS SPORTING GOODS INC Consumer Cyclical 18,692.0 $4.2M 0.03% +9K +92.9% $226.84 -20.9%
Page 14 of 23  ·  445 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 40.5%
Communication Services 10.7%
Financial Services 10.5%
Consumer Cyclical 9.8%
Healthcare 9.3%
Industrials 8.5%
Consumer Defensive 4.2%
Energy 2.9%
Basic Materials 1.5%
Utilities 1.3%