FORSTA AP-FONDEN
Institutional investor · Portfolio as of Q2 2022
Top Holdings602 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.8M | $514.1M | 6.7% | $111.19 | +20.44% | 10 qtrssince 2020-Q1 | Increased 63 |
MICROSOFT CORP | 1.6M | $417.4M | 5.4% | $188.77 | +33.99% | 10 qtrssince 2020-Q1 | Increased 61 |
AMAZON.COM INC | 2M | $213.5M | 2.8% | $109.96 | -0.95% | 14 qtrssince 2019-Q1 | Increased 85 |
ALPHABET INC-CL A | 79,600 | $173.5M | 2.3% | $77.76 | +42.57% | 10 qtrssince 2020-Q1 | Increased 60 |
TESLA INC | 192,000 | $129.3M | 1.7% | $181.80 | +25.68% | 10 qtrssince 2020-Q1 | Increased 49 |
ALPHABET INC-CL C | 51,100 | $111.8M | 1.5% | $71.75 | +55.28% | 14 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 204,500 | $105M | 1.4% | $288.89 | +67.95% | 13 qtrssince 2019-Q2 | Increased 50 |
JOHNSON & JOHNSON | 582,500 | $103.4M | 1.3% | $123.50 | +29.11% | 14 qtrssince 2019-Q1 | Increased 48 |
NVIDIA CORP | 573,000 | $86.9M | 1.1% | $17.92 | -13.39% | 10 qtrssince 2020-Q1 | Increased 49 |
PROCTER & GAMBLE CO/THE | 530,000 | $76.2M | 1.0% | $104.19 | +23.47% | 12 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC-CLASS A | 467,500 | $75.4M | 1.0% | $218.37 | -25.45% | 10 qtrssince 2020-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 377,186 | $74.3M | 1.0% | $180.15 | +5.79% | 14 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 267,400 | $73M | 1.0% | $206.74 | +32.29% | 10 qtrssince 2020-Q1 | Increased 43 |
JPMORGAN CHASE & CO | 636,000 | $71.6M | 0.9% | $100.62 | +4.09% | 12 qtrssince 2019-Q3 | Decreased 0 |
HOME DEPOT INC | 247,500 | $67.9M | 0.9% | $218.62 | +14.63% | 14 qtrssince 2019-Q1 | Increased 42 |
ABBVIE INC | 424,362 | $65M | 0.8% | $75.53 | +74.06% | 10 qtrssince 2020-Q1 | Decreased 0 |
MASTERCARD INC - A | 205,243 | $64.8M | 0.8% | $288.89 | +9.21% | 14 qtrssince 2019-Q1 | Increased 44 |
NEXTERA ENERGY INC | 827,900 | $64.1M | 0.8% | — | — | — | — |
COCA-COLA CO/THE | 1M | $63.4M | 0.8% | $42.40 | +33.27% | 14 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 352,200 | $58.7M | 0.8% | $117.88 | +26.47% | 14 qtrssince 2019-Q1 | Increased 45 |
FORSTA AP-FONDEN manages $7.7B across 602 positions as of Q2 2022. Top holdings: AAPL (6.7%), MSFT (5.4%), AMZN (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 48 new positions, 22 exits, 290 increased. Top move: AMZN (INCREASED, conviction 85). Portfolio: $7.7B across 602 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