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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 20 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TSN TYSON FOODS INC Consumer Defensive 35,356.0 $2.0M 0.01% $57.25 +1.4%
382 AMCOR PLC 46,700.0 $2.0M 0.01% NEW $43.34
383 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 12,000.0 $2.0M 0.01% $168.50 -9.2%
384 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP Technology 51,598.0 $2.0M 0.01% $38.72 +60.0%
385 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 30,650.0 $2.0M 0.01% $64.44 +1.4%
386 GGG GRACO INC Industrials 26,000.0 $2.0M 0.01% $75.62 +6.6%
387 BXP BXP INC Real Estate 29,430.0 $2.0M 0.01% -16K -35.2% $66.33 +4.1%
388 NVR NVR INC Consumer Cyclical 285.0 $1.9M 0.01% -345.0 -54.8% $6814.04 -6.6%
389 O REALTY INCOME CORP Real Estate 31,000.0 $1.9M 0.01% -23K -42.6% $61.97 +1.5%
390 LVS LAS VEGAS SANDS CORP Consumer Cyclical 41,385.0 $1.9M 0.01% $46.20 +1.6%
391 FNF FIDELITY NATL FINL INC NEW Financial Services 39,897.0 $1.9M 0.01% $47.17 +0.2%
392 LPLA LPL FINL HLDGS INC Financial Services 6,624.0 $1.9M 0.01% $281.70 +29.2%
393 LEIDOS HLDGS INC 18,000.0 $1.9M 0.01% $102.94
394 APTIV PLC NEW 30,000.0 $1.8M 0.01% +3K +10.7% $61.37
395 ZS ZSCALER INC Technology 12,952.0 $1.8M 0.01% $141.14 +24.5%
396 MSTR STRATEGY INC Technology 20,918.0 $1.8M 0.01% $86.91 +40.8%
397 DLTR DOLLAR TREE INC Consumer Defensive 15,000.0 $1.8M 0.01% $120.93 +11.5%
398 BUNGE GLOBAL SA 16,923.0 $1.8M 0.01% $106.72
399 GEHC GE HEALTHCARE TECHNOLOGIES INC Healthcare 28,000.0 $1.8M 0.01% $64.00 +15.7%
400 MTD METTLER-TOLEDO INTL INC Healthcare 1,400.0 $1.8M 0.01% NEW $1277.86 +9.6%
Page 20 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%