Fund HoldingsFJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND

Total Portfolio Value
$11.94B
Total Bought
$4.37B
Total Sold
$7.52B
Net Transaction
-$3.15B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)4,411,4494,211,049-200,400823785,3616.58%+784,538
APPLE INC(AAPL)2,660,7482,538,148-122,600678690,0215.78%+689,343
MICROSOFT CORP(MSFT)1,288,1091,267,509-20,600667612,9935.13%+612,326
AMAZON COM INC(AMZN)1,530,0751,508,175-21,900336348,1172.92%+347,781
ALPHABET INC(GOOG)01,017,054+1,017,0540318,3382.67%+318,338
META PLATFORMS INC(META)0429,787+429,7870283,6982.38%+283,698
ALPHABET INC(GOOG)0888,585+888,5850278,8382.34%+278,838
BROADCOM INC(AVGO)707,703702,723-4,980233243,2122.04%+242,979
ELI LILLY & CO(LLY)0214,536+214,5360230,5581.93%+230,558
ISHARES INC
CORE MSCI EMKT
03,090,192+3,090,1920207,7231.74%+207,723
VISA INC(V)0537,177+537,1770188,3931.58%+188,393
JOHNSON & JOHNSON(JNJ)806,000796,200-9,800149164,7741.38%+164,624
JPMORGAN CHASE & CO.(JPM)445,267438,187-7,080140141,1931.18%+141,052
MASTERCARD INCORPORATED(MA)225,790228,070+2,280128130,2011.09%+130,072
BERKSHIRE HATHAWAY INC DEL253,359253,899+540127127,6221.07%+127,495
WALMART INC(WMT)1,133,5711,098,571-35,000117122,3921.03%+122,275
NETFLIX INC(NFLX)01,145,670+1,145,6700107,4180.90%+107,418
CISCO SYS INC(CSCO)01,373,517+1,373,5170105,8020.89%+105,802
PROCTER AND GAMBLE CO(PG)0736,378+736,3780105,5300.88%+105,530
COSTCO WHSL CORP NEW(COST)0114,416+114,416098,6650.83%+98,665
COCA COLA CO(KO)01,307,606+1,307,606091,4150.77%+91,415
MERCK & CO INC(MRK)924,129797,029-127,1007883,8950.70%+83,818
UNITEDHEALTH GROUP INC(UNH)273,318241,578-31,7409479,7470.67%+79,653
ABBVIE INC(ABBV)333,344324,644-8,7007774,1780.62%+74,101
TESLA INC(TSLA)163,762154,362-9,4007369,4200.58%+69,347
PEPSICO INC(PEP)0482,084+482,084069,1890.58%+69,189
ABBOTT LABS535,904548,204+12,3007268,6840.58%+68,613
CATERPILLAR INC(CAT)122,484117,924-4,5605867,5550.57%+67,497
PALANTIR TECHNOLOGIES INC(PLTR)359,523355,523-4,0006663,1940.53%+63,129
LAM RESEARCH CORP(LRCX)359,860357,960-1,9004861,2760.51%+61,227
BANK AMERICA CORP1,159,3801,113,180-46,2006061,2250.51%+61,165
INTERNATIONAL BUSINESS MACHS(IBM)0205,121+205,121060,7590.51%+60,759
AMPHENOL CORP NEW316,689437,489+120,8003959,1220.50%+59,083
INTUIT(INTU)088,500+88,500058,6240.49%+58,624
MCDONALDS CORP(MCD)0189,010+189,010057,7670.48%+57,767
TJX COS INC NEW(TJX)347,268372,168+24,9005057,1690.48%+57,119
AT&T INC(T)2,194,0702,295,470+101,4006257,0190.48%+56,958
MILLICOM INTL CELLULAR S A
COM STK
01,000,000+1,000,000055,4400.46%+55,440
LINDE PLC(LIN)157,596129,827-27,7697555,3570.46%+55,282
HOME DEPOT INC(HD)161,710160,210-1,5006655,1280.46%+55,063
ACCENTURE PLC IRELAND
SHS CLASS A
0203,523+203,523054,6050.46%+54,605
PROGRESSIVE CORP(PGR)0238,970+238,970054,4180.46%+54,418
ADVANCED MICRO DEVICES INC(AMD)255,502253,202-2,3004154,2260.45%+54,184
ORACLE CORP(ORCL)279,252277,832-1,4207954,1520.45%+54,074
APPLIED MATLS INC216,258209,058-7,2004453,7260.45%+53,682
SALESFORCE INC(CRM)197,855194,655-3,2004751,5660.43%+51,519
MICRON TECHNOLOGY INC(MU)179,387178,587-8003050,9710.43%+50,941
GE AEROSPACE(GE)270,741161,101-109,6408149,6240.42%+49,542
QUALCOMM INC(QCOM)0289,756+289,756049,5630.42%+49,563
BAKER HUGHES COMPANY(BKR)1,079,0031,074,803-4,2005348,9470.41%+48,894
WELLS FARGO CO NEW(WFC)0521,879+521,879048,6390.41%+48,639
ADOBE INC(ADBE)0138,456+138,456048,4580.41%+48,458
INTUITIVE SURGICAL INC082,099+82,099046,4980.39%+46,498
MCKESSON CORP(MCK)60,25355,693-4,5604745,6840.38%+45,638
VERIZON COMMUNICATIONS INC(VZ)01,121,313+1,121,313045,6710.38%+45,671
UBER TECHNOLOGIES INC(UBER)0551,833+551,833045,0900.38%+45,090
GOLDMAN SACHS GROUP INC(GS)49,92550,745+8204044,6050.37%+44,565
CME GROUP INC(CME)0161,477+161,477044,0960.37%+44,096
CHUBB LIMITED
COM
0136,746+136,746042,6810.36%+42,681
KLA CORP(KLAC)34,20234,562+3603741,9960.35%+41,959
T-MOBILE US INC(TMUS)204,754200,754-4,0004940,7610.34%+40,712
VERTEX PHARMACEUTICALS INC(VRTX)089,062+89,062040,3770.34%+40,377
CENCORA INC0118,677+118,677040,0830.34%+40,083
ARISTA NETWORKS INC(ANET)302,884303,284+4004439,7390.33%+39,695
MARSH & MCLENNAN COS INC(MRSH)0213,231+213,231039,5590.33%+39,559
UNION PAC CORP(UNP)0166,226+166,226038,4510.32%+38,451
TEXAS INSTRS INC(TXN)0221,031+221,031038,3470.32%+38,347
BLACKROCK INC(BLK)34,66933,919-7504036,3050.30%+36,264
GILEAD SCIENCES INC(GILD)0295,063+295,063036,2160.30%+36,216
SERVICENOW INC(NOW)0235,430+235,430036,0660.30%+36,066
CITIGROUP INC(C)319,091305,391-13,7003235,6360.30%+35,604
AMGEN INC(AMGN)0103,892+103,892034,0050.28%+34,005
AMERICAN EXPRESS CO(AXP)091,823+91,823033,9700.28%+33,970
THERMO FISHER SCIENTIFIC INC(TMO)58,39357,433-9602833,2800.28%+33,251
MORGAN STANLEY(MS)194,533186,033-8,5003133,0260.28%+32,996
WASTE MGMT INC DEL(WM)0145,696+145,696032,0110.27%+32,011
DISNEY WALT CO(DIS)0280,100+280,100031,8670.27%+31,867
CONSTELLATION ENERGY CORP(CEG)088,014+88,014031,0930.26%+31,093
AUTOZONE INC(AZO)8,1198,839+7203529,9770.25%+29,943
OREILLY AUTOMOTIVE INC(ORLY)329,434324,434-5,0003629,5920.25%+29,556
AUTOMATIC DATA PROCESSING IN0112,938+112,938029,0510.24%+29,051
PALO ALTO NETWORKS INC(PANW)157,025155,525-1,5003228,6480.24%+28,616
BOOKING HOLDINGS INC(BKNG)05,315+5,315028,4640.24%+28,464
ROPER TECHNOLOGIES INC(ROP)063,928+63,928028,4560.24%+28,456
SCHWAB CHARLES CORP(SCHW)0276,460+276,460027,6210.23%+27,621
REPUBLIC SVCS INC(RSG)0130,174+130,174027,5880.23%+27,588
WELLTOWER INC(WELL)0148,420+148,420027,5480.23%+27,548
S&P GLOBAL INC(SPGI)052,760+52,760027,5720.23%+27,572
GE VERNOVA INC(GEV)042,107+42,107027,5200.23%+27,520
COLGATE PALMOLIVE CO(CL)0345,724+345,724027,3190.23%+27,319
BOSTON SCIENTIFIC CORP(BSX)0284,570+284,570027,1340.23%+27,134
EATON CORP PLC(ETN)95,80584,825-10,9803627,0180.23%+26,982
INTEL CORP(INTC)714,511718,011+3,5002426,4950.22%+26,471
BRISTOL-MYERS SQUIBB CO(BMY)0489,806+489,806026,4200.22%+26,420
MONSTER BEVERAGE CORP NEW(MNST)0330,941+330,941025,3730.21%+25,373
CAPITAL ONE FINL CORP(COF)0104,421+104,421025,3070.21%+25,307
TRANE TECHNOLOGIES PLC(TT)064,223+64,223024,9960.21%+24,996
CHENIERE ENERGY INC(LNG)0127,800+127,800024,8430.21%+24,843
ELEVANCE HEALTH INC FORMERLY(ELV)068,952+68,952024,1710.20%+24,171
MOODYS CORP(MCO)046,763+46,763023,8890.20%+23,889
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