FORSTA AP-FONDEN
Institutional investor · Portfolio as of Q4 2022
Top Holdings532 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 4.5M | $586.8M | 6.6% | $114.12 | +11.86% | 12 qtrssince 2020-Q1 | Increased 71 |
MICROSOFT CORP | 2M | $479.6M | 5.4% | $197.16 | +18.79% | 12 qtrssince 2020-Q1 | Increased 71 |
AMAZON.COM INC | 2.5M | $211.8M | 2.4% | $106.31 | -20.99% | 16 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC-CL A | 1.7M | $147.4M | 1.7% | $94.47 | -7.30% | 12 qtrssince 2020-Q1 | Increased 55 |
UNITEDHEALTH GROUP INC | 267,800 | $142M | 1.6% | $337.45 | +48.73% | 15 qtrssince 2019-Q2 | Increased 56 |
ALPHABET INC-CL C | 1.5M | $133.7M | 1.5% | $95.43 | -7.71% | 16 qtrssince 2019-Q1 | Increased 54 |
JOHNSON & JOHNSON | 754,600 | $133.3M | 1.5% | $131.55 | +22.58% | 16 qtrssince 2019-Q1 | Increased 57 |
BERKSHIRE HATHAWAY INC-CL B | 344,100 | $106.3M | 1.2% | $226.00 | +36.68% | 12 qtrssince 2020-Q1 | Increased 54 |
NVIDIA CORP | 725,800 | $106.1M | 1.2% | $17.21 | -15.17% | 12 qtrssince 2020-Q1 | Increased 58 |
JPMORGAN CHASE & CO | 782,300 | $104.9M | 1.2% | $104.70 | +18.43% | 14 qtrssince 2019-Q3 | Increased 57 |
VISA INC-CLASS A SHARES | 476,286 | $99M | 1.1% | $184.59 | +9.38% | 16 qtrssince 2019-Q1 | Increased 58 |
PROCTER & GAMBLE CO/THE | 634,500 | $96.2M | 1.1% | $108.99 | +26.11% | 14 qtrssince 2019-Q3 | Increased 54 |
TESLA INC | 724,400 | $89.2M | 1.0% | $225.73 | -45.43% | 12 qtrssince 2020-Q1 | Increased 54 |
MASTERCARD INC - A | 252,943 | $88M | 1.0% | $298.79 | +14.18% | 16 qtrssince 2019-Q1 | Increased 51 |
HOME DEPOT INC | 275,900 | $87.1M | 1.0% | $228.04 | +28.34% | 16 qtrssince 2019-Q1 | Increased 48 |
PFIZER INC | 1.7M | $84.9M | 1.0% | $29.84 | +37.26% | 12 qtrssince 2020-Q1 | Increased 50 |
MERCK & CO. INC. | 744,700 | $82.6M | 0.9% | $72.70 | +39.28% | 16 qtrssince 2019-Q1 | Increased 51 |
COCA-COLA CO/THE | 1.3M | $79.6M | 0.9% | $45.25 | +28.43% | 16 qtrssince 2019-Q1 | Increased 50 |
ELI LILLY & CO | 214,851 | $78.6M | 0.9% | $190.33 | +86.80% | 16 qtrssince 2019-Q1 | Increased 49 |
ABBVIE INC | 472,762 | $76.4M | 0.9% | $82.38 | +71.71% | 12 qtrssince 2020-Q1 | Increased 47 |
FORSTA AP-FONDEN manages $8.9B across 532 positions as of Q4 2022. Top holdings: AAPL (6.6%), MSFT (5.4%), AMZN (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 12 new positions, 70 exits, 373 increased. Top move: AAPL (INCREASED, conviction 71). Portfolio: $8.9B across 532 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