Fund Holdings

FORSTA AP-FONDEN

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
NVIDIA Corp(NVDA)6,583,8006,854,100+270,3001,040,174,5621,278,837,9787.58%+238,663,416
Apple Inc(AAPL)4,003,5004,138,000+134,500821,398,0951,053,658,9406.25%+232,260,845
Alphabet Inc(GOOG)1,580,1001,631,100+51,000278,461,023396,520,4102.35%+118,059,387
Tesla Inc(TSLA)720,700770,000+49,300228,937,562342,434,4002.03%+113,496,838
Alphabet Inc(GOOG)1,338,3001,369,500+31,200237,401,037333,541,7251.98%+96,140,688
Broadcom Inc(AVGO)1,148,2401,215,040+66,800316,512,356400,853,8462.38%+84,341,490
Microsoft Corp(MSFT)1,864,2001,942,500+78,300927,271,7221,006,117,8755.97%+78,846,153
Palantir Technologies Inc(PLTR)569,100618,200+49,10077,579,712112,772,0440.67%+35,192,332
Amazon.com Inc(AMZN)2,534,6002,683,600+149,000556,065,894589,238,0523.49%+33,172,158
Oracle Corp(ORCL)419,500430,900+11,40091,715,285121,186,3160.72%+29,471,031
AppLovin Corp(APP)87,40082,700-4,70030,596,99259,423,2580.35%+28,826,266
JPMorgan Chase & Co(JPM)708,200735,000+26,800205,314,262231,841,0501.38%+26,526,788
Lam Research Corp(LRCX)401,300463,800+62,50039,062,54262,102,8200.37%+23,040,278
KLA Corp(KLAC)29,70044,600+14,90026,603,47848,105,5600.29%+21,502,082
AbbVie Inc(ABBV)428,762436,362+7,60079,586,802101,035,2570.60%+21,448,455
Robinhood Markets Inc(HOOD)232,400298,700+66,30021,759,61242,767,8660.25%+21,008,254
Western Digital Corp(WDC)69,700204,400+134,7004,460,10324,540,2640.15%+20,080,161
Meta Platforms Inc(META)582,800609,100+26,300430,158,852447,310,8582.65%+17,152,006
Arista Networks Inc(ANET)313,300325,400+12,10032,053,72347,414,0340.28%+15,360,311
Snowflake Inc(SNOW)068,100+68,100015,359,9550.09%+15,359,955
Goldman Sachs Group Inc/The(GS)86,80096,300+9,50061,432,70076,688,5050.45%+15,255,805
Johnson & Johnson(JNJ)640,238604,838-35,40097,796,355112,149,0620.67%+14,352,707
Exelon Corp(EXC)251,200556,400+305,20010,907,10425,043,5640.15%+14,136,460
Berkshire Hathaway Inc335,700351,300+15,600163,072,989176,612,5621.05%+13,539,573
Mastercard Inc(MA)235,443256,343+20,900132,304,839145,810,4620.86%+13,505,623
General Electric Co(GE)294,125294,825+70075,704,83488,689,2570.53%+12,984,423
Advanced Micro Devices Inc(AMD)349,161384,161+35,00049,545,94662,153,4080.37%+12,607,462
Caterpillar Inc(CAT)136,800137,200+40053,107,12865,464,9800.39%+12,357,852
Micron Technology Inc(MU)225,700239,600+13,90027,817,52540,089,8720.24%+12,272,347
Intel Corp(INTC)886,946937,546+50,60019,867,59031,454,6680.19%+11,587,078
Block Inc(XYZ)133,100284,200+151,1009,041,48320,539,1340.12%+11,497,651
QUALCOMM Inc(QCOM)313,900368,200+54,30049,991,71461,253,7520.36%+11,262,038
GE Vernova Inc(GEV)89,93195,331+5,40047,586,98958,619,0320.35%+11,032,043
Bank of America Corp1,683,0001,755,700+72,70079,639,56090,576,5630.54%+10,937,003
American Electric Power Co Inc166,000250,300+84,30017,224,16028,158,7500.17%+10,934,590
CRH PLC279,653304,453+24,80025,672,14536,503,9150.22%+10,831,770
Welltower Inc(WELL)199,300228,800+29,50030,638,38940,758,4320.24%+10,120,043
Lowe's Cos Inc(LOW)174,700192,500+17,80038,760,68948,377,1750.29%+9,616,486
Amphenol Corp298,700313,000+14,30029,496,62538,733,7500.23%+9,237,125
UnitedHealth Group Inc(UNH)211,700217,500+5,80066,044,04975,102,7500.45%+9,058,701
ResMed Inc(RMD)50,20080,200+30,00012,951,60021,953,1460.13%+9,001,546
Kinross Gold Corp(KGC)716,600794,900+78,30011,175,70419,732,5330.12%+8,556,829
Verizon Communications Inc(VZ)1,322,3501,489,350+167,00057,218,08565,456,9330.39%+8,238,848
Barrick Mining Corp(B)338,944461,944+123,0007,042,18615,175,6940.09%+8,133,508
TE Connectivity PLC(TEL)133,800138,900+5,10022,568,04630,492,7170.18%+7,924,671
MercadoLibre Inc(MELI)12,70017,500+4,80033,193,10140,896,4500.24%+7,703,349
Blackrock Inc(BLK)32,30035,600+3,30033,890,77541,504,9720.25%+7,614,197
Medtronic PLC(MDT)307,900361,200+53,30026,839,64334,400,6880.20%+7,561,045
Clorox Co/The(CLX)28,60087,600+59,0003,434,00210,801,0800.06%+7,367,078
Merck & Co Inc(MRK)793,300831,800+38,50062,797,62869,812,9740.41%+7,015,346
Celestica Inc(CLS)76,20076,500+30011,881,50418,829,2040.11%+6,947,700
Uber Technologies Inc(UBER)537,100582,100+45,00050,111,43057,028,3370.34%+6,916,907
IDEXX Laboratories Inc(IDXX)33,00038,400+5,40017,699,22024,533,3760.15%+6,834,156
Affirm Holdings Inc(AFRM)093,200+93,20006,811,0560.04%+6,811,056
Williams-Sonoma Inc(WSM)58,40083,500+25,1009,540,80816,320,0750.10%+6,779,267
Constellation Energy Corp(CEG)103,100121,000+17,90033,276,55639,817,4700.24%+6,540,914
Thermo Fisher Scientific Inc(TMO)79,37079,570+20032,181,36038,593,0410.23%+6,411,681
SoFi Technologies Inc(SOFI)0237,500+237,50006,274,7500.04%+6,274,750
Newmont Corp(NEM)227,700230,900+3,20013,265,80219,467,1790.12%+6,201,377
Essex Property Trust Inc(ESS)16,60039,600+23,0004,704,44010,599,3360.06%+5,894,896
Monolithic Power Systems Inc(MPWR)26,90027,600+70019,674,12225,409,6640.15%+5,735,542
Agnico Eagle Mines Ltd(AEM)103,600106,900+3,30012,318,11218,008,7390.11%+5,690,627
Global Payments Inc(GPN)45,000111,300+66,3003,601,8009,246,8040.05%+5,645,004
American Tower Corp(AMT)139,000188,800+49,80030,721,78036,310,0160.22%+5,588,236
Domino's Pizza Inc(DPZ)7,80021,000+13,2003,514,6809,065,9100.05%+5,551,230
Southern Co/The(SO)285,100334,700+49,60026,180,73331,719,5190.19%+5,538,786
Corning Inc(GLW)162,100170,900+8,8008,524,83914,018,9270.08%+5,494,088
ROBLOX Corp(RBLX)108,900122,300+13,40011,456,28016,940,9960.10%+5,484,716
Electronic Arts Inc(EA)103,500108,700+5,20016,528,95021,924,7900.13%+5,395,840
Lululemon Athletica Inc(LULU)25,60064,300+38,7006,082,04811,440,8990.07%+5,358,851
Tapestry Inc(TPR)046,900+46,90005,310,0180.03%+5,310,018
Carlyle Group Inc/The(CG)94,700161,600+66,9004,867,58010,132,3200.06%+5,264,740
Abbott Laboratories516,200563,200+47,00070,208,36275,435,0080.45%+5,226,646
Shopify Inc(SHOP)319,700282,300-37,40036,798,88841,949,3660.25%+5,150,478
Cummins Inc(CMI)69,34065,940-3,40022,708,85027,851,0780.17%+5,142,228
T-Mobile US Inc(TMUS)151,400172,100+20,70036,072,56441,197,2980.24%+5,124,734
Eaton Corp PLC(ETN)103,400112,300+8,90036,912,76642,028,2750.25%+5,115,509
Las Vegas Sands Corp(LVS)177,600235,800+58,2007,727,37612,683,6820.08%+4,956,306
Walmart Inc(WMT)1,162,5001,150,700-11,800113,669,250118,591,1420.70%+4,921,892
Dollar Tree Inc(DLTR)39,70093,700+54,0003,931,8888,842,4690.05%+4,910,581
Wells Fargo & Co(WFC)734,600760,600+26,00058,856,15263,753,4920.38%+4,897,340
Home Depot Inc/The(HD)265,900252,600-13,30097,489,576102,350,9940.61%+4,861,418
Franco-Nevada Corp(FNV)48,20057,200+9,0007,897,45312,734,5440.08%+4,837,091
Cisco Systems Inc(CSCO)913,100995,800+82,70063,350,87868,132,6360.40%+4,781,758
Morgan Stanley(MS)259,463259,563+10036,547,95841,260,1340.24%+4,712,176
Seagate Technology Holdings PL44,00046,100+2,1006,350,52010,882,3660.06%+4,531,846
McCormick & Co Inc/MD(MKC)83,200161,800+78,6006,308,22410,826,0380.06%+4,517,814
Pan American Silver Corp(PAAS)156,700229,600+72,9004,437,4418,899,1860.05%+4,461,745
Rocket Lab Corp(RKLB)092,932+92,93204,452,3720.03%+4,452,372
Tractor Supply Co(TSCO)238,200298,400+60,20012,569,81416,970,0080.10%+4,400,194
Magna International Inc(MGA)64,600145,100+80,5002,492,1546,876,4510.04%+4,384,297
American Express Co(AXP)161,200168,000+6,80051,419,57655,802,8800.33%+4,383,304
Warner Bros Discovery Inc(WBD)476,469497,169+20,7005,460,3359,709,7110.06%+4,249,376
Eli Lilly & Co(LLY)223,051233,351+10,300173,874,946178,046,8131.06%+4,171,867
Sherwin-Williams Co/The(SHW)81,60092,800+11,20028,018,17632,132,9280.19%+4,114,752
Alnylam Pharmaceuticals Inc(ALNY)26,40027,900+1,5008,608,77612,722,4000.08%+4,113,624
O'Reilly Automotive Inc(ORLY)174,500183,600+9,10015,727,68519,793,9160.12%+4,066,231
Pfizer Inc(PFE)1,284,1001,380,200+96,10031,126,58435,167,4960.21%+4,040,912
Jack Henry & Associates Inc(JKHY)13,60043,300+29,7002,450,3126,448,6690.04%+3,998,357
Atmos Energy Corp(ATO)63,30079,700+16,4009,755,16313,608,7750.08%+3,853,612
Page 1 of 6