FORSTA AP-FONDEN
Institutional investor · Portfolio as of Q1 2020
Top Holdings491 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 789,900 | $124.6M | 4.5% | $152.55 | 0.00% | 1 qtr | New 83 |
APPLE INC | 483,600 | $123M | 4.4% | $61.33 | 0.00% | 1 qtr | New 83 |
AMAZON.COM INC | 46,000 | $89.7M | 3.2% | $91.03 | +7.87% | 5 qtrssince 2019-Q1 | Increased 68 |
META PLATFORMS INC-CLASS A | 263,000 | $43.9M | 1.6% | $164.80 | 0.00% | 1 qtr | New 67 |
JOHNSON & JOHNSON | 326,508 | $42.8M | 1.5% | $113.34 | -0.25% | 5 qtrssince 2019-Q1 | Increased 74 |
ALPHABET INC-CL C | 33,800 | $39.3M | 1.4% | $58.23 | -2.27% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 32,800 | $38.1M | 1.4% | $56.89 | 0.00% | 1 qtr | New 66 |
PROCTER & GAMBLE CO/THE | 314,100 | $34.6M | 1.2% | $94.55 | -1.41% | 3 qtrssince 2019-Q3 | Increased 74 |
VERIZON COMMUNICATIONS INC | 568,350 | $30.5M | 1.1% | $40.14 | -3.79% | 5 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 183,186 | $29.5M | 1.1% | $151.58 | +1.42% | 5 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 318,800 | $28.7M | 1.0% | $81.28 | -2.32% | 3 qtrssince 2019-Q3 | Increased 73 |
AT&T INC | 959,800 | $28M | 1.0% | $15.35 | -2.05% | 3 qtrssince 2019-Q3 | Increased 73 |
MERCK & CO. INC. | 339,700 | $26.1M | 0.9% | $64.39 | -4.92% | 5 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 103,500 | $25.8M | 0.9% | $216.48 | +5.72% | 4 qtrssince 2019-Q2 | Decreased 0 |
INTEL CORP | 472,746 | $25.6M | 0.9% | $46.51 | +5.76% | 5 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 134,684 | $25.1M | 0.9% | $169.96 | +0.47% | 5 qtrssince 2019-Q1 | Increased 65 |
PFIZER INC | 762,200 | $24.9M | 0.9% | $22.40 | 0.00% | 1 qtr | New 56 |
BERKSHIRE HATHAWAY INC-CL B | 132,600 | $24.2M | 0.9% | $183.18 | 0.00% | 1 qtr | New 56 |
COCA-COLA CO/THE | 543,200 | $24M | 0.9% | $37.81 | -0.13% | 5 qtrssince 2019-Q1 | Increased 65 |
MASTERCARD INC - A | 98,743 | $23.9M | 0.9% | $226.44 | +8.12% | 5 qtrssince 2019-Q1 | Decreased 0 |
FORSTA AP-FONDEN manages $2.8B across 491 positions as of Q1 2020. Top holdings: MSFT (4.5%), AAPL (4.4%), AMZN (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 345 new positions, 111 exits, 90 increased. Top move: MSFT (NEW, conviction 83). Portfolio: $2.8B across 491 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer