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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 19 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IEX IDEX CORP Industrials 12,500.0 $2.4M 0.02% $189.52 +19.3%
362 TWLO TWILIO INC Communication Services 18,822.0 $2.4M 0.02% -13K -40.3% $125.81 +44.7%
363 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 35,000.0 $2.4M 0.02% NEW $67.57 -4.4%
364 BXP BXP INC Real Estate 45,430.0 $2.4M 0.02% $51.90 +25.0%
365 HEICO CORP NEW 11,000.0 $2.3M 0.02% NEW $211.09
366 UDR UDR INC Real Estate 67,400.0 $2.3M 0.02% $33.78 +10.6%
367 TSN TYSON FOODS INC Consumer Defensive 35,356.0 $2.3M 0.02% NEW $64.06 -13.0%
368 EL LAUDER ESTEE COS INC Consumer Defensive 31,444.0 $2.3M 0.02% -6K -16.1% $71.78 +17.9%
369 TRU TRANSUNION Industrials 32,500.0 $2.2M 0.02% $69.20 -7.2%
370 AVY AVERY DENNISON CORP Industrials 13,000.0 $2.2M 0.02% $172.69 -7.8%
371 LIBERTY MEDIA CORP DEL 26,359.0 $2.2M 0.02% +3K +13.2% $85.02
372 LVS LAS VEGAS SANDS CORP Consumer Cyclical 41,385.0 $2.2M 0.02% -19K -31.0% $53.88 -11.7%
373 STE STERIS PLC Healthcare 10,000.0 $2.2M 0.02% NEW $221.10 -9.7%
374 VTR VENTAS INC Real Estate 27,000.0 $2.2M 0.02% $81.78 +0.3%
375 FSLR FIRST SOLAR INC Energy 11,160.0 $2.2M 0.02% NEW $197.22 +33.6%
376 GGG GRACO INC Industrials 26,000.0 $2.2M 0.02% $84.65 -10.2%
377 ARE ALEXANDRIA REAL ESTATE EQUITIES INC Real Estate 47,000.0 $2.2M 0.02% +28K +151.3% $46.43 +9.2%
378 HST HOST HOTELS & RESORTS INC Real Estate 113,500.0 $2.2M 0.02% $19.16 +32.1%
379 BUNGE GLOBAL SA 16,923.0 $2.2M 0.02% NEW $127.22
380 IP INTERNATIONAL PAPER CO Consumer Cyclical 60,000.0 $2.1M 0.02% NEW $35.70 +4.1%
Page 19 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%