FORSTA AP-FONDEN
Institutional investor · Portfolio as of Q3 2022
Top Holdings590 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.9M | $533.5M | 6.5% | $111.82 | +21.22% | 11 qtrssince 2020-Q1 | Increased 63 |
MICROSOFT CORP | 1.7M | $398.7M | 4.9% | $190.93 | +21.15% | 11 qtrssince 2020-Q1 | Increased 60 |
AMAZON.COM INC | 2.1M | $242M | 3.0% | $110.26 | +4.12% | 15 qtrssince 2019-Q1 | Increased 56 |
TESLA INC | 626,600 | $166.2M | 2.0% | $241.73 | +10.95% | 11 qtrssince 2020-Q1 | Increased 84 |
ALPHABET INC-CL A | 1.4M | $136.6M | 1.7% | $95.63 | +1.10% | 11 qtrssince 2020-Q1 | Increased 77 |
ALPHABET INC-CL C | 1.3M | $128.3M | 1.6% | $96.38 | +1.02% | 15 qtrssince 2019-Q1 | Increased 77 |
NEXTERA ENERGY INC | 1.5M | $120.9M | 1.5% | — | — | — | — |
UNITEDHEALTH GROUP INC | 226,600 | $114.4M | 1.4% | $307.55 | +56.14% | 14 qtrssince 2019-Q2 | Increased 53 |
JOHNSON & JOHNSON | 617,500 | $100.9M | 1.2% | $124.96 | +19.42% | 15 qtrssince 2019-Q1 | Increased 50 |
UNION PACIFIC CORP | 490,300 | $95.5M | 1.2% | $179.68 | +2.69% | 11 qtrssince 2020-Q1 | Increased 74 |
BERKSHIRE HATHAWAY INC-CL B | 298,100 | $79.6M | 1.0% | $213.21 | +26.44% | 11 qtrssince 2020-Q1 | Increased 47 |
AMERICAN TOWER CORP | 364,300 | $78.2M | 1.0% | $201.13 | -6.77% | 15 qtrssince 2019-Q1 | Increased 61 |
META PLATFORMS INC-CLASS A | 530,100 | $71.9M | 0.9% | $208.58 | -35.06% | 11 qtrssince 2020-Q1 | Increased 47 |
NVIDIA CORP | 575,500 | $69.9M | 0.9% | $17.89 | -31.82% | 11 qtrssince 2020-Q1 | Increased 42 |
PROCTER & GAMBLE CO/THE | 548,100 | $69.2M | 0.8% | $104.50 | +8.79% | 13 qtrssince 2019-Q3 | Increased 43 |
JPMORGAN CHASE & CO | 644,500 | $67.4M | 0.8% | $100.57 | -3.28% | 13 qtrssince 2019-Q3 | Increased 42 |
VISA INC-CLASS A SHARES | 378,686 | $67.3M | 0.8% | $180.12 | -4.37% | 15 qtrssince 2019-Q1 | Increased 42 |
HOME DEPOT INC | 240,800 | $66.4M | 0.8% | $218.62 | +17.25% | 15 qtrssince 2019-Q1 | Decreased 0 |
T-MOBILE US INC | 468,300 | $62.8M | 0.8% | $123.84 | +5.04% | 15 qtrssince 2019-Q1 | Increased 59 |
PFIZER INC | 1.4M | $60.8M | 0.7% | $27.71 | +25.15% | 11 qtrssince 2020-Q1 | Increased 52 |
FORSTA AP-FONDEN manages $8.2B across 590 positions as of Q3 2022. Top holdings: AAPL (6.5%), MSFT (4.9%), AMZN (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 23 new positions, 35 exits, 350 increased. Top move: TSLA (INCREASED, conviction 84). Portfolio: $8.2B across 590 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