FORSTA AP-FONDEN
Institutional investor · Portfolio as of Q2 2020
Top Holdings526 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 544,600 | $198.7M | 5.2% | $64.35 | +37.11% | 2 qtrssince 2020-Q1 | Increased 67 |
MICROSOFT CORP | 897,300 | $182.6M | 4.8% | $156.97 | +20.70% | 2 qtrssince 2020-Q1 | Increased 63 |
AMAZON.COM INC | 53,000 | $146.2M | 3.8% | $96.71 | +38.58% | 6 qtrssince 2019-Q1 | Increased 64 |
META PLATFORMS INC-CLASS A | 303,600 | $68.9M | 1.8% | $172.06 | +27.34% | 2 qtrssince 2020-Q1 | Increased 54 |
ALPHABET INC-CL A | 41,700 | $59.1M | 1.6% | $59.55 | +16.43% | 2 qtrssince 2020-Q1 | Increased 58 |
ALPHABET INC-CL C | 38,700 | $54.7M | 1.4% | $59.62 | +16.11% | 6 qtrssince 2019-Q1 | Increased 53 |
JOHNSON & JOHNSON | 381,408 | $53.6M | 1.4% | $114.16 | +4.25% | 6 qtrssince 2019-Q1 | Increased 54 |
PROCTER & GAMBLE CO/THE | 366,300 | $43.8M | 1.2% | $95.61 | +6.68% | 4 qtrssince 2019-Q3 | Increased 53 |
VISA INC-CLASS A SHARES | 211,686 | $40.9M | 1.1% | $156.03 | +18.32% | 6 qtrssince 2019-Q1 | Increased 53 |
VERIZON COMMUNICATIONS INC | 679,150 | $37.4M | 1.0% | $39.95 | -2.44% | 6 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 119,400 | $35.2M | 0.9% | $222.94 | +18.88% | 5 qtrssince 2019-Q2 | Increased 47 |
HOME DEPOT INC | 138,500 | $34.7M | 0.9% | $171.21 | +25.91% | 6 qtrssince 2019-Q1 | Increased 42 |
JPMORGAN CHASE & CO | 362,600 | $34.1M | 0.9% | $81.10 | -1.61% | 4 qtrssince 2019-Q3 | Increased 46 |
AT&T INC | 1.1M | $33.4M | 0.9% | $15.33 | -0.71% | 4 qtrssince 2019-Q3 | Increased 47 |
MASTERCARD INC - A | 111,743 | $33M | 0.9% | $233.09 | +21.68% | 6 qtrssince 2019-Q1 | Increased 46 |
INTEL CORP | 542,346 | $32.4M | 0.9% | $47.21 | +10.03% | 6 qtrssince 2019-Q1 | Increased 47 |
MERCK & CO. INC. | 393,700 | $30.4M | 0.8% | $63.93 | -4.52% | 6 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 169,100 | $30.2M | 0.8% | $181.89 | -2.58% | 2 qtrssince 2020-Q1 | Increased 51 |
PEPSICO INC | 221,200 | $29.3M | 0.8% | $105.22 | +5.27% | 6 qtrssince 2019-Q1 | Increased 46 |
NVIDIA CORP | 76,100 | $28.9M | 0.8% | $7.00 | +31.06% | 2 qtrssince 2020-Q1 | Increased 47 |
FORSTA AP-FONDEN manages $3.8B across 526 positions as of Q2 2020. Top holdings: AAPL (5.2%), MSFT (4.8%), AMZN (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 74 new positions, 39 exits, 294 increased. Top move: AAPL (INCREASED, conviction 67). Portfolio: $3.8B across 526 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