FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND
Comparing Q1 2026 vs Q4 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION | 4,211,049 | 6,809,899 | +2,598,850 | 785,360,639 | 1,187,646,386 | +402,285,747 |
| APPLE INC | 2,538,148 | 4,090,648 | +1,552,500 | 690,020,915 | 1,038,165,556 | +348,144,641 |
| ISHARES INC | 3,090,192 | 6,873,267 | +3,783,075 | 207,722,706 | 479,410,373 | +271,687,667 |
| AMAZON COM INC | 1,508,175 | 2,463,475 | +955,300 | 348,116,954 | 513,067,938 | +164,950,984 |
| ALPHABET INC | 1,017,054 | 1,648,994 | +631,940 | 318,337,902 | 474,184,714 | +155,846,812 |
| MICROSOFT CORP | 1,267,509 | 2,071,039 | +803,530 | 612,992,703 | 766,636,506 | +153,643,803 |
| JOHNSON & JOHNSON | 796,200 | 1,215,969 | +419,769 | 164,773,590 | 297,231,461 | +132,457,871 |
| ALPHABET INC | 888,585 | 1,429,652 | +541,067 | 278,837,974 | 410,109,973 | +131,271,999 |
| META PLATFORMS INC | 429,787 | 696,047 | +266,260 | 283,698,101 | 398,229,370 | +114,531,269 |
| BROADCOM INC | 702,723 | 1,141,003 | +438,280 | 243,212,430 | 353,151,838 | +109,939,408 |
| WALMART INC | 1,098,571 | 1,762,821 | +664,250 | 122,391,795 | 219,083,394 | +96,691,599 |
| SPOTIFY TECHNOLOGY S A | 0 | 185,000 | +185,000 | 0 | 89,708,350 | +89,708,350 |
| ELI LILLY & CO | 214,536 | 344,542 | +130,006 | 230,557,548 | 316,899,395 | +86,341,847 |
| COSTCO WHOLESALE CORPORATION | 114,416 | 182,526 | +68,110 | 98,665,494 | 181,874,382 | +83,208,888 |
| VISA INC | 537,177 | 866,330 | +329,153 | 188,393,346 | 261,839,579 | +73,446,233 |
| BERKSHIRE HATHAWAY INC DEL | 253,899 | 415,039 | +161,140 | 127,622,333 | 198,886,689 | +71,264,356 |
| NETFLIX INC. | 1,145,670 | 1,842,995 | +697,325 | 107,418,019 | 177,203,971 | +69,785,952 |
| PROCTER & GAMBLE CO | 736,378 | 1,184,928 | +448,550 | 105,530,331 | 171,151,000 | +65,620,669 |
| CATERPILLAR INC | 117,924 | 187,564 | +69,640 | 67,555,123 | 132,881,591 | +65,326,468 |
| COCA COLA CO | 1,307,606 | 2,058,856 | +751,250 | 91,414,735 | 156,576,000 | +65,161,265 |
| CISCO SYS INC | 1,373,517 | 2,188,717 | +815,200 | 105,802,015 | 169,822,552 | +64,020,537 |
| LAM RESEARCH CORP | 357,960 | 583,010 | +225,050 | 61,275,592 | 124,565,917 | +63,290,325 |
| JPMORGAN CHASE & CO | 438,187 | 692,247 | +254,060 | 141,192,615 | 203,631,377 | +62,438,762 |
| APPLIED MATLS INC | 209,058 | 332,858 | +123,800 | 53,725,815 | 113,767,536 | +60,041,721 |
| MERCK & CO INC | 797,029 | 1,182,179 | +385,150 | 83,895,273 | 142,204,312 | +58,309,039 |
| MASTERCARD INCORPORATED | 228,070 | 368,812 | +140,742 | 130,200,602 | 184,280,604 | +54,080,002 |
| PEPSICO INC | 482,084 | 772,134 | +290,050 | 69,188,696 | 119,904,690 | +50,715,994 |
| MICRON TECHNOLOGY INC | 178,587 | 290,887 | +112,300 | 50,970,515 | 98,273,264 | +47,302,749 |
| VERIZON COMMUNICATIONS INC | 1,121,313 | 1,828,588 | +707,275 | 45,671,079 | 91,795,118 | +46,124,039 |
| AT&T INC | 2,295,470 | 3,521,120 | +1,225,650 | 57,019,475 | 102,077,269 | +45,057,794 |
| LINDE PLC | 129,827 | 196,087 | +66,260 | 55,356,934 | 97,212,090 | +41,855,156 |
| ABBVIE INC | 324,644 | 532,925 | +208,281 | 74,177,907 | 115,905,858 | +41,727,951 |
| KLA CORP | 34,562 | 56,402 | +21,840 | 41,995,595 | 83,046,869 | +41,051,274 |
| TJX COS INC NEW | 372,168 | 591,418 | +219,250 | 57,168,727 | 94,449,454 | +37,280,727 |
| MCDONALDS CORP | 189,010 | 301,720 | +112,710 | 57,767,127 | 93,771,558 | +36,004,431 |
| GE VERNOVA INC | 42,107 | 67,933 | +25,826 | 27,519,872 | 59,298,715 | +31,778,843 |
| CME GROUP INC | 161,477 | 254,747 | +93,270 | 44,096,139 | 75,239,528 | +31,143,389 |
| TEXAS INSTRS INC | 221,031 | 354,431 | +133,400 | 38,346,668 | 68,809,234 | +30,462,566 |
| HOME DEPOT INC | 160,210 | 259,680 | +99,470 | 55,128,262 | 85,406,156 | +30,277,894 |
| ADVANCED MICRO DEVICES INC | 253,202 | 412,133 | +158,931 | 54,225,740 | 83,840,216 | +29,614,476 |
| TESLA INC | 154,362 | 265,468 | +111,106 | 69,419,678 | 98,687,729 | +29,268,051 |
| GILEAD SCIENCES INC | 295,063 | 466,363 | +171,300 | 36,216,033 | 64,997,011 | +28,780,978 |
| CHUBB LTD SWITZ | 136,746 | 218,406 | +81,660 | 42,681,161 | 71,185,068 | +28,503,907 |
| VERTEX PHARMACEUTICALS INC | 89,062 | 149,962 | +60,900 | 40,377,148 | 66,964,032 | +26,586,884 |
| AMPHENOL CORP | 437,489 | 664,039 | +226,550 | 59,122,263 | 83,901,328 | +24,779,065 |
| BANK AMERICA CORP | 1,113,180 | 1,761,130 | +647,950 | 61,224,900 | 85,855,088 | +24,630,188 |
| GE AEROSPACE | 161,101 | 261,164 | +100,063 | 49,623,940 | 74,110,508 | +24,486,568 |
| AMGEN INC | 103,892 | 166,082 | +62,190 | 34,004,891 | 58,435,952 | +24,431,061 |
| T-MOBILE US INC | 200,754 | 306,654 | +105,900 | 40,761,092 | 64,406,540 | +23,645,448 |
| INTEL CORP | 718,011 | 1,133,034 | +415,023 | 26,494,607 | 50,000,791 | +23,506,184 |
| ABBOTT LABORATORIES | 548,204 | 884,654 | +336,450 | 68,684,479 | 90,827,427 | +22,142,948 |
| NEXTERA ENERGY INC | 116,734 | 338,434 | +221,700 | 9,371,406 | 31,433,750 | +22,062,344 |
| BAKER HUGHES COMPANY | 1,074,803 | 1,159,303 | +84,500 | 48,946,528 | 70,775,448 | +21,828,920 |
| UNITEDHEALTH GROUP INC | 241,578 | 374,508 | +132,930 | 79,747,314 | 101,338,120 | +21,590,806 |
| PALANTIR TECHNOLOGIES INC | 355,523 | 579,273 | +223,750 | 63,194,213 | 84,736,054 | +21,541,841 |
| EATON CORP PLC | 84,825 | 134,825 | +50,000 | 27,017,612 | 48,222,858 | +21,205,246 |
| UBER TECHNOLOGIES INC | 551,833 | 921,383 | +369,550 | 45,090,275 | 66,275,080 | +21,184,805 |
| GOLDMAN SACHS GROUP INC | 50,745 | 77,765 | +27,020 | 44,604,855 | 65,788,413 | +21,183,558 |
| MCKESSON CORP | 55,693 | 77,237 | +21,544 | 45,684,410 | 66,837,810 | +21,153,400 |
| EXELON CORP | 386,626 | 774,076 | +387,450 | 16,853,027 | 37,945,205 | +21,092,178 |
| CORNING INC | 173,571 | 266,871 | +93,300 | 15,197,877 | 36,286,450 | +21,088,573 |
| WELLTOWER INC | 148,420 | 245,320 | +96,900 | 27,548,236 | 48,502,217 | +20,953,981 |
| COLGATE PALMOLIVE CO | 345,724 | 561,024 | +215,300 | 27,319,110 | 47,816,076 | +20,496,966 |
| WASTE MGMT INC DEL | 145,696 | 227,846 | +82,150 | 32,010,868 | 52,356,733 | +20,345,865 |
| SOUTHERN CO | 0 | 207,650 | +207,650 | 0 | 20,042,378 | +20,042,378 |
| PROGRESSIVE CORP | 238,970 | 371,370 | +132,400 | 54,418,249 | 73,620,390 | +19,202,141 |
| ANALOG DEVICES INC | 77,086 | 125,086 | +48,000 | 20,905,723 | 39,794,861 | +18,889,138 |
| ARISTA NETWORKS INC | 303,284 | 476,334 | +173,050 | 39,739,302 | 58,484,288 | +18,744,986 |
| CENCORA INC | 118,677 | 186,732 | +68,055 | 40,083,157 | 58,659,990 | +18,576,833 |
| INTERNATIONAL BUSINESS MACHS | 205,121 | 327,241 | +122,120 | 60,758,891 | 79,319,946 | +18,561,055 |
| KROGER CO | 352,883 | 558,033 | +205,150 | 22,048,129 | 40,379,268 | +18,331,139 |
| CITIGROUP INC | 305,391 | 474,441 | +169,050 | 35,636,076 | 53,806,355 | +18,170,279 |
| WELLS FARGO & CO | 521,879 | 838,029 | +316,150 | 48,639,123 | 66,715,490 | +18,076,367 |
| MARSH & MCLENNAN COS INC | 213,231 | 331,981 | +118,750 | 39,558,614 | 57,582,106 | +18,023,492 |
| PFIZER INC | 921,771 | 1,441,271 | +519,500 | 22,952,098 | 40,470,889 | +17,518,791 |
| CHENIERE ENERGY INC | 127,800 | 148,200 | +20,400 | 24,843,042 | 42,053,232 | +17,210,190 |
| CBOE GLOBAL MKTS INC | 92,742 | 142,442 | +49,700 | 23,278,242 | 40,036,173 | +16,757,931 |
| DEERE & CO | 38,666 | 61,436 | +22,770 | 18,001,730 | 34,606,899 | +16,605,169 |
| REPUBLIC SVCS INC | 130,174 | 200,974 | +70,800 | 27,587,776 | 44,017,326 | +16,429,550 |
| MONDELEZ INTL INC | 397,830 | 655,180 | +257,350 | 21,415,189 | 37,764,575 | +16,349,386 |
| TRANE TECHNOLOGIES PLC | 64,223 | 99,153 | +34,930 | 24,995,592 | 41,321,021 | +16,325,429 |
| TRAVELERS COMPANIES INC | 80,091 | 135,401 | +55,310 | 23,231,196 | 39,493,764 | +16,262,568 |
| MONSTER BEVERAGE CORP NEW | 330,941 | 570,491 | +239,550 | 25,373,247 | 41,337,778 | +15,964,531 |
| MORGAN STANLEY | 186,033 | 296,215 | +110,182 | 33,026,439 | 48,748,103 | +15,721,664 |
| SHERWIN WILLIAMS CO | 24,123 | 72,493 | +48,370 | 7,816,575 | 23,237,631 | +15,421,056 |
| BLACKROCK INC | 33,919 | 53,574 | +19,655 | 36,304,862 | 51,522,652 | +15,217,790 |
| DOMINION ENERGY INC | 203,900 | 437,500 | +233,600 | 11,946,501 | 27,046,250 | +15,099,749 |
| OREILLY AUTOMOTIVE INC | 324,434 | 483,384 | +158,950 | 29,591,625 | 44,621,178 | +15,029,553 |
| PARKER-HANNIFIN CORP | 26,250 | 42,380 | +16,130 | 23,072,700 | 37,940,271 | +14,867,571 |
| WESTERN DIGITAL CORP | 54,466 | 89,416 | +34,950 | 9,382,858 | 24,186,135 | +14,803,277 |
| SCHWAB CHARLES CORP | 276,460 | 446,811 | +170,351 | 27,621,119 | 41,991,298 | +14,370,179 |
| UNION PAC CORP | 166,226 | 217,576 | +51,350 | 38,451,399 | 52,788,289 | +14,336,890 |
| AMERICAN EXPRESS CO | 91,823 | 158,373 | +66,550 | 33,969,919 | 47,904,665 | +13,934,746 |
| CUMMINS INC | 31,495 | 55,445 | +23,950 | 16,076,623 | 29,830,518 | +13,753,895 |
| HOWMET AEROSPACE INC | 79,453 | 130,303 | +50,850 | 16,289,454 | 30,029,630 | +13,740,176 |
| DISNEY WALT CO | 280,100 | 472,800 | +192,700 | 31,866,977 | 45,568,464 | +13,701,487 |
| EQUINIX INC | 16,659 | 26,819 | +10,160 | 12,763,459 | 26,289,057 | +13,525,598 |
| PROLOGIS INC. | 157,421 | 254,233 | +96,812 | 20,096,364 | 33,604,518 | +13,508,154 |
| ORACLE CORP | 277,832 | 459,882 | +182,050 | 54,152,235 | 67,653,241 | +13,501,006 |
| ZOETIS INC | 141,411 | 264,311 | +122,900 | 17,792,332 | 31,244,203 | +13,451,871 |