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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 15 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VRSK VERISK ANALYTICS INC Industrials 23,500.0 $4.5M 0.04% $189.74 -10.0%
282 CORPAY INC 15,261.0 $4.4M 0.04% NEW $291.00
283 KVUE KENVUE INC Consumer Defensive 257,120.0 $4.4M 0.04% -23K -8.2% $17.24 +5.0%
284 MCHP MICROCHIP TECHNOLOGY INC Technology 66,830.0 $4.3M 0.03% -33K -33.2% $64.61 +59.2%
285 CNP CENTERPOINT ENERGY INC Utilities 100,000.0 $4.3M 0.03% $43.16 +0.6%
286 BN BROOKFIELD CORP Financial Services 106,500.0 $4.3M 0.03% $40.45 +9.4%
287 F FORD MTR CO DEL Consumer Cyclical 370,000.0 $4.3M 0.03% NEW $11.54 +25.9%
288 FIS FIDELITY NATL INFORMATION SVCS INC Technology 91,000.0 $4.3M 0.03% $46.91 -19.6%
289 EWY ISHARES INC 34,589.0 $4.3M 0.03% NEW $123.02 +77.7%
290 ATO ATMOS ENERGY CORP Utilities 23,000.0 $4.2M 0.03% $184.74 -7.7%
291 PHM PULTEGROUP INC Consumer Cyclical 35,882.0 $4.2M 0.03% NEW $117.61 +7.7%
292 AWK AMERICAN WTR WKS CO INC NEW Utilities 31,000.0 $4.2M 0.03% $136.10 -7.0%
293 CSL CARLISLE COS INC Industrials 12,488.0 $4.2M 0.03% +5K +72.2% $333.60 +8.2%
294 NVR NVR INC Consumer Cyclical 630.0 $4.2M 0.03% NEW $6590.48 -1.8%
295 HSY HERSHEY CO Consumer Defensive 19,908.0 $4.1M 0.03% -4K -15.3% $207.91 -17.7%
296 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 12,500.0 $4.1M 0.03% $330.88 -15.2%
297 TTWO TAKE-TWO INTERACTIVE SOFTWARE INC Communication Services 20,889.0 $4.1M 0.03% NEW $197.52 +24.1%
298 EXPAND ENERGY CORP 37,000.0 $4.1M 0.03% NEW $109.78
299 ES EVERSOURCE ENERGY Utilities 58,500.0 $4.1M 0.03% $69.28 +1.3%
300 RMD RESMED INC Healthcare 18,000.0 $4.0M 0.03% NEW $224.50 -15.7%
Page 15 of 24  ·  462 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%