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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 17 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 O REALTY INCOME CORP Real Estate 54,000.0 $3.3M 0.03% $61.19 -1.4%
322 CASY CASEYS GEN STORES INC Consumer Cyclical 4,500.0 $3.3M 0.03% NEW $727.78 +14.8%
323 LULU LULULEMON ATHLETICA INC Consumer Cyclical 21,254.0 $3.3M 0.03% +4K +25.0% $153.10 -29.1%
324 ROP ROPER TECHNOLOGIES INC Industrials 9,143.0 $3.2M 0.03% NEW $353.82 -6.1%
325 BIIB BIOGEN INC Healthcare 17,400.0 $3.2M 0.03% $183.33 +8.0%
326 BR BROADRIDGE FINL SOLUTIONS INC Technology 19,500.0 $3.2M 0.03% $162.46 -15.7%
327 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP Technology 51,598.0 $3.2M 0.03% -80K -60.9% $61.36 -27.7%
328 DXCM DEXCOM INC Healthcare 50,000.0 $3.1M 0.03% NEW $62.80 +13.1%
329 FTV FORTIVE CORP Technology 56,750.0 $3.1M 0.03% $55.28 +10.8%
330 AVB AVALONBAY CMNTYS INC Real Estate 18,500.0 $3.0M 0.02% $163.35 +7.9%
331 RBLX ROBLOX CORP Technology 53,120.0 $3.0M 0.02% NEW $56.55 -13.6%
332 NTRA NATERA INC Healthcare 15,000.0 $3.0M 0.02% NEW $200.00 +14.0%
333 TDY TELEDYNE TECHNOLOGIES INC Technology 4,949.0 $3.0M 0.02% NEW $604.97 +1.9%
334 CHRW C H ROBINSON WORLDWIDE INC Industrials 18,000.0 $3.0M 0.02% +5K +39.1% $166.06 +11.6%
335 OMC OMNICOM GROUP INC Communication Services 39,469.0 $3.0M 0.02% +8K +26.7% $75.30 -4.7%
336 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 5,000.0 $3.0M 0.02% NEW $593.00 -9.4%
337 FICO FAIR ISAAC CORPORATION Technology 2,759.0 $2.9M 0.02% NEW $1067.42 +1.7%
338 JBL JABIL INC Technology 10,934.0 $2.9M 0.02% NEW $265.59 +36.7%
339 DRI DARDEN RESTAURANTS INC Consumer Cyclical 14,745.0 $2.9M 0.02% NEW $196.07 +10.2%
340 RPRX ROYALTY PHARMA PLC Healthcare 60,000.0 $2.9M 0.02% NEW $47.97 +10.5%
Page 17 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%