Tredje AP-fonden

CIK: 0001650290SEC EDGAR →

Portfolio Value

$13.3B

Holdings

351

As of

Q4 2025

New Positions

30

Closed Positions

23

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

3,325,963$904.0M
6.81%
2

NVIDIA CORPORATION

4,843,198$903.0M
6.80%
3

MICROSOFT CORP

1,707,644$825.0M
6.21%
4

ALPHABET INC

2,104,881$658.0M
4.96%
5

AMAZON COM INC

2,832,690$653.0M
4.92%
6

BROADCOM INC

1,071,271$370.0M
2.79%
7

JPMORGAN CHASE & CO.

1,107,331$356.0M
2.68%
8

META PLATFORMS INC

426,570$281.0M
2.12%
9

ELI LILLY & CO

234,919$252.0M
1.90%
10

FRANKLIN TEMPLETON ETF TR

8,050,000$216.0M
1.63%

Quarterly Changes

Top Buys

AVGONEW
$370.0M
FLSP↑ Increased
$109.9M
SWAN↑ Increased
$107.2M
QAI↑ Increased
$105.7M
MU↑ Increased
$99.2M

Top Sells

MSFT↓ Decreased
$216.0M
META↓ Decreased
$133.3M
ETN↓ Decreased
$109.7M
SE↓ Decreased
$93.8M
SNPS↓ Decreased
$80.4M

New Positions (52)

$370.0M · 1.1M shares
$85.0M · 560K shares
$60.0M · 1.1M shares
$56.0M · 740K shares
$54.0M · 51K shares
$50.0M · 1.1M shares
$33.0M · 1.4M shares
$27.0M · 155K shares
$23.0M · 71K shares
$18.0M · 21K shares
$18.0M · 183K shares
$18.0M · 28K shares
$16.0M · 92K shares
$15.0M · 110K shares
$15.0M · 207K shares
$14.0M · 90K shares
$14.0M · 117K shares
$13.0M · 60K shares
$12.0M · 16K shares
$12.0M · 41K shares
$12.0M · 93K shares
$12.0M · 90K shares
$12.0M · 117K shares
$9.0M · 90K shares
$9.0M · 284K shares
$8.0M · 60K shares
$8.0M · 109K shares
$7.0M · 33K shares
$7.0M · 58K shares
$7.0M · 43K shares
$7.0M · 63K shares
$6.0M · 87K shares
$6.0M · 72K shares
$6.0M · 84K shares
$6.0M · 13K shares
$6.0M · 60K shares
$6.0M · 281K shares
$5.0M · 10K shares
$5.0M · 31K shares
$5.0M · 40K shares
$4.0M · 147K shares
$3.0M · 200K shares
$3.0M · 23K shares
$2.0M · 19K shares
$2.0M · 22K shares
$2.0M · 15K shares
$2.0M · 30K shares
$2.0M · 10K shares
$2.0M · 26K shares
$2.0M · 32K shares
$0 · 11K shares
$0 · 2K shares

Closed Positions (79)

$36.1M · 1.9M shares
$35.1M · 15K shares
$25.4M · 561K shares
$21.1M · 249K shares
$20.9M · 1.1M shares
$20.2M · 100K shares
$19.7M · 157K shares
$18.0M · 56K shares
$11.2M · 228K shares
$11.1M · 78K shares
$9.0M · 261K shares
$6.6M · 31K shares
$3.7M · 377K shares
$3.7M · 25K shares
$3.4M · 200K shares
$3.0M · 10K shares
$2.9M · 65K shares
$2.6M · 8K shares
$2.6M · 21K shares
$2.5M · 15K shares
$2.5M · 29K shares
$2.1M · 4K shares
$2.1M · 8K shares
$2.0M · 23K shares
$2.0M · 18K shares
$2.0M · 8K shares
$1.9M · 10K shares
$1.9M · 28K shares
$1.9M · 25K shares
$1.9M · 14K shares
$1.8M · 6K shares
$1.8M · 10K shares
$1.8M · 53K shares
$1.8M · 8K shares
$1.6M · 28K shares
$1.6M · 15K shares
$1.5M · 10K shares
$1.5M · 30K shares
$1.5M · 10K shares
$1.4M · 5K shares
$1.4M · 17K shares
$1.4M · 18K shares
$1.4M · 11K shares
$1.3M · 28K shares
$1.3M · 38K shares
$1.3M · 11K shares
$1.2M · 24K shares
$1.2M · 42K shares
$1.2M · 14K shares
$1.2M · 60K shares
$1.1M · 11K shares
$1.0M · 42K shares
$1.0M · 37K shares
$958K · 31K shares
$925K · 23K shares
$923K · 22K shares
$843K · 53K shares
$832K · 22K shares
$817K · 3K shares
$811K · 15K shares
$793K · 53K shares
$784K · 37K shares
$738K · 10K shares
$713K · 13K shares
$707K · 10K shares
$605K · 7K shares
$515K · 10K shares
$479K · 8K shares
$478K · 31K shares
$475K · 48K shares
$473K · 32K shares
$470K · 15K shares
$466K · 15K shares
$465K · 6K shares
$452K · 4K shares
$447K · 14K shares
$437K · 19K shares
$426K · 24K shares
$423K · 5K shares

Sector Breakdown

Sector# HoldingsValue%
Technology75$4.3B32.8%
Financial Services58$2.5B19.1%
Communication Services19$1.5B11.5%
Healthcare39$1.4B11.0%
Consumer Cyclical32$1.2B9.4%
Industrials47$750.0M5.7%
Consumer Defensive13$606.0M4.6%
Unknown17$321.0M2.5%
Utilities12$162.0M1.2%
Energy4$126.0M1.0%
Real Estate26$114.0M0.9%
Basic Materials9$59.0M0.5%