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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 4 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QCOM QUALCOMM INC Technology 144,593.0 $26.7M 0.18% +13K +10.0% $184.79 -14.4%
62 ETN EATON CORP PLC Industrials 61,515.0 $26.2M 0.18% -3K -4.3% $426.12 -3.9%
63 GS GOLDMAN SACHS GROUP INC Financial Services 25,707.0 $26.0M 0.18% -4K -12.9% $1011.36 +2.2%
64 BLK BLACKROCK INC NEW Financial Services 26,897.0 $25.9M 0.17% -8K -22.1% $961.56 +21.2%
65 DE DEERE & CO Industrials 40,373.0 $25.6M 0.17% -6K -13.1% $634.33 +2.6%
66 GLW CORNING INC Technology 99,995.0 $25.5M 0.17% $255.43 -43.2%
67 GILD GILEAD SCIENCES INC Healthcare 198,000.0 $25.0M 0.17% $126.34 +15.8%
68 UNP UNION PAC CORP Industrials 89,612.0 $24.4M 0.17% -17K -15.9% $271.99 +13.1%
69 WFC WELLS FARGO & CO NEW Financial Services 284,085.0 $23.5M 0.16% $82.64 +2.0%
70 MCD MCDONALDS CORP Consumer Cyclical 85,500.0 $23.1M 0.16% -10K -10.5% $270.32 +1.0%
71 AFL AFLAC INC Financial Services 196,292.0 $23.0M 0.15% $117.25 +0.5%
72 CRWD CROWDSTRIKE HLDGS INC Technology 30,070.0 $22.9M 0.15% +2K +8.0% $190.79 -0.1%
73 CB CHUBB LTD Financial Services 66,628.0 $22.7M 0.15% $340.74 +1.4%
74 VZ VERIZON COMMUNICATIONS INC Communication Services 531,751.0 $22.5M 0.15% +46K +9.4% $42.34 +18.3%
75 SPOT SPOTIFY TECHNOLOGY S A Communication Services 48,898.0 $22.5M 0.15% +569.0 +1.2% $459.14 +16.6%
76 C CITIGROUP INC Financial Services 159,625.0 $22.3M 0.15% -55K -25.6% $139.96 -5.9%
77 ISRG INTUITIVE SURGICAL INC Healthcare 54,800.0 $21.8M 0.15% $397.68 -5.4%
78 DIS DISNEY WALT CO Communication Services 224,221.0 $21.6M 0.15% +6K +2.5% $96.25 +14.2%
79 BK BANK NEW YORK MELLON CORP Financial Services 142,239.0 $20.6M 0.14% -33K -18.7% $144.61 -1.9%
80 BA BOEING CO Industrials 95,000.0 $20.6M 0.14% NEW $216.47 -3.3%
Page 4 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%