Fjarde Ap-Fonden /Fourth Swedish National Pension Fund Portfolio Stock Holdings

Fjarde Ap-Fonden /Fourth Swedish National Pension Fund disclosed 538 stock positions valued at approximately $18.3 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.

Report Period
March 31, 2026
No. of Stocks
538
Portfolio Value
$18.3B
Holdings by Sector
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund Portfolio Holdings in Q1 2026

529 holdings in the latest reporting period.

Page 1 of 6
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology6.47%6,809,899+2,598,850+61.72%$1,187,646,386
APPLE INCAAPLTechnology5.66%4,090,648+1,552,500+61.17%$1,038,165,556
MICROSOFT CORPMSFTTechnology4.18%2,071,039+803,530+63.39%$766,636,506
AMAZON COM INCAMZNConsumer Cyclical2.80%2,463,475+955,300+63.34%$513,067,938
ISHARES INCIEMGOther2.61%6,873,267+3,783,075+122.42%$479,410,373
ALPHABET INCGOOGLCommunication Services2.59%1,648,994+631,940+62.13%$474,184,714
ALPHABET INCGOOGCommunication Services2.24%1,429,652+541,067+60.89%$410,109,973
META PLATFORMS INCMETACommunication Services2.17%696,047+266,260+61.95%$398,229,370
BROADCOM INCAVGOTechnology1.93%1,141,003+438,280+62.37%$353,151,838
ELI LILLY & COLLYHealthcare1.73%344,542+130,006+60.60%$316,899,395
JOHNSON & JOHNSONJNJHealthcare1.62%1,215,969+419,769+52.72%$297,231,461
VISA INCVFinancial Services1.43%866,330+329,153+61.27%$261,839,579
WALMART INCWMTConsumer Defensive1.19%1,762,821+664,250+60.46%$219,083,394
JPMORGAN CHASE & COJPMFinancial Services1.11%692,247+254,060+57.98%$203,631,377
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.08%415,039+161,140+63.47%$198,886,689
MASTERCARD INCORPORATEDMAFinancial Services1.00%368,812+140,742+61.71%$184,280,604
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.99%182,526+68,110+59.53%$181,874,382
NETFLIX INC.NFLXCommunication Services0.97%1,842,995+697,325+60.87%$177,203,971
PROCTER & GAMBLE COPGConsumer Defensive0.93%1,184,928+448,550+60.91%$171,151,000
CISCO SYS INCCSCOTechnology0.93%2,188,717+815,200+59.35%$169,822,552
COCA COLA COKOConsumer Defensive0.85%2,058,856+751,250+57.45%$156,576,000
MERCK & CO INCMRKHealthcare0.78%1,182,179+385,150+48.32%$142,204,312
CATERPILLAR INCCATIndustrials0.72%187,564+69,640+59.05%$132,881,591
LAM RESEARCH CORPLRCXOther0.68%583,010+225,050+62.87%$124,565,917
PEPSICO INCPEPConsumer Defensive0.65%772,134+290,050+60.17%$119,904,690
ABBVIE INCABBVHealthcare0.63%532,925+208,281+64.16%$115,905,858
APPLIED MATLS INCAMATTechnology0.62%332,858+123,800+59.22%$113,767,536
AT&T INCTCommunication Services0.56%3,521,120+1,225,650+53.39%$102,077,269
UNITEDHEALTH GROUP INCUNHHealthcare0.55%374,508+132,930+55.03%$101,338,120
TESLA INCTSLAConsumer Cyclical0.54%265,468+111,106+71.98%$98,687,729
MICRON TECHNOLOGY INCMUTechnology0.54%290,887+112,300+62.88%$98,273,264
LINDE PLCLINOther0.53%196,087+66,260+51.04%$97,212,090
TJX COS INC NEWTJXConsumer Cyclical0.51%591,418+219,250+58.91%$94,449,454
MCDONALDS CORPMCDConsumer Cyclical0.51%301,720+112,710+59.63%$93,771,558
VERIZON COMMUNICATIONS INCVZCommunication Services0.50%1,828,588+707,275+63.08%$91,795,118
ABBOTT LABORATORIESABTHealthcare0.50%884,654+336,450+61.37%$90,827,427
SPOTIFY TECHNOLOGY S ASPOTOther0.49%185,000+185,000+100.00%$89,708,350
BANK AMERICA CORPBACFinancial Services0.47%1,761,130+647,950+58.21%$85,855,088
HOME DEPOT INCHDConsumer Cyclical0.47%259,680+99,470+62.09%$85,406,156
PALANTIR TECHNOLOGIES INCPLTRTechnology0.46%579,273+223,750+62.94%$84,736,054
AMPHENOL CORPAPHTechnology0.46%664,039+226,550+51.78%$83,901,328
ADVANCED MICRO DEVICES INCAMDTechnology0.46%412,133+158,931+62.77%$83,840,216
KLA CORPKLACTechnology0.45%56,402+21,840+63.19%$83,046,869
INTERNATIONAL BUSINESS MACHSIBMTechnology0.43%327,241+122,120+59.54%$79,319,946
CME GROUP INCCMEFinancial Services0.41%254,747+93,270+57.76%$75,239,528
GE AEROSPACEGEIndustrials0.40%261,164+100,063+62.11%$74,110,508
PROGRESSIVE CORPPGRFinancial Services0.40%371,370+132,400+55.40%$73,620,390
CHUBB LTD SWITZCBFinancial Services0.39%218,406+81,660+59.72%$71,185,068
BAKER HUGHES COMPANYBKREnergy0.39%1,159,303+84,500+7.86%$70,775,448
TEXAS INSTRS INCTXNTechnology0.38%354,431+133,400+60.35%$68,809,234
ORACLE CORPORCLTechnology0.37%459,882+182,050+65.53%$67,653,241
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.37%149,962+60,900+68.38%$66,964,032
MCKESSON CORPMCKHealthcare0.36%77,237+21,544+38.68%$66,837,810
WELLS FARGO & COWFCFinancial Services0.36%838,029+316,150+60.58%$66,715,490
UBER TECHNOLOGIES INCUBERTechnology0.36%921,383+369,550+66.97%$66,275,080
GOLDMAN SACHS GROUP INCGSFinancial Services0.36%77,765+27,020+53.25%$65,788,413
GILEAD SCIENCES INCGILDHealthcare0.35%466,363+171,300+58.06%$64,997,011
T-MOBILE US INCTMUSCommunication Services0.35%306,654+105,900+52.75%$64,406,540
ACCENTURE PLC IRELANDACNTechnology0.35%322,638+119,115+58.53%$63,975,890
INTUITINTUTechnology0.33%141,640+53,140+60.05%$61,242,303
SALESFORCE INCCRMTechnology0.33%321,579+126,924+65.20%$60,029,152
INTUITIVE SURGICAL INCISRGHealthcare0.33%129,459+47,360+57.69%$59,679,304
GE VERNOVA INCGEVUtilities0.32%67,933+25,826+61.33%$59,298,715
CENCORA INCCORHealthcare0.32%186,732+68,055+57.34%$58,659,990
ARISTA NETWORKS INCANETOther0.32%476,334+173,050+57.06%$58,484,288
AMGEN INCAMGNHealthcare0.32%166,082+62,190+59.86%$58,435,952
MARSH & MCLENNAN COS INCMMCFinancial Services0.31%331,981+118,750+55.69%$57,582,106
ADOBE INCADBETechnology0.31%232,806+94,350+68.14%$56,590,482
QUALCOMM INCQCOMTechnology0.31%437,506+147,750+50.99%$56,342,023
CITIGROUP INCCFinancial Services0.29%474,441+169,050+55.36%$53,806,355
UNION PAC CORPUNPIndustrials0.29%217,576+51,350+30.89%$52,788,289
WASTE MGMT INC DELWMIndustrials0.29%227,846+82,150+56.38%$52,356,733
BLACKROCK INCBLKOther0.28%53,574+19,655+57.95%$51,522,652
INTEL CORPINTCTechnology0.27%1,133,034+415,023+57.80%$50,000,791
MORGAN STANLEYMSFinancial Services0.27%296,215+110,182+59.23%$48,748,103
WELLTOWER INCWELLReal Estate0.26%245,320+96,900+65.29%$48,502,217
EATON CORP PLCETNOther0.26%134,825+50,000+58.94%$48,222,858
AMERICAN EXPRESS COAXPFinancial Services0.26%158,373+66,550+72.48%$47,904,665
COLGATE PALMOLIVE COCLConsumer Defensive0.26%561,024+215,300+62.28%$47,816,076
DISNEY WALT CODISCommunication Services0.25%472,800+192,700+68.80%$45,568,464
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.24%91,418+33,985+59.17%$44,934,690
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.24%483,384+158,950+48.99%$44,621,178
REPUBLIC SVCS INCRSGIndustrials0.24%200,974+70,800+54.39%$44,017,326
CHENIERE ENERGY INCLNGEnergy0.23%148,200+20,400+15.96%$42,053,232
SCHWAB CHARLES CORPSCHWFinancial Services0.23%446,811+170,351+61.62%$41,991,298
AUTOZONE INCAZOConsumer Cyclical0.23%12,394+3,555+40.22%$41,864,205
MONSTER BEVERAGE CORP NEWMNSTConsumer Defensive0.23%570,491+239,550+72.38%$41,337,778
TRANE TECHNOLOGIES PLCTTOther0.23%99,153+34,930+54.39%$41,321,021
SERVICENOW INCNOWTechnology0.22%394,070+158,640+67.38%$41,200,019
PALO ALTO NETWORKS INCPANWTechnology0.22%255,498+99,973+64.28%$40,961,439
PFIZER INCPFEHealthcare0.22%1,441,271+519,500+56.36%$40,470,889
KROGER COKRConsumer Defensive0.22%558,033+205,150+58.14%$40,379,268
CBOE GLOBAL MKTS INCCBOEFinancial Services0.22%142,442+49,700+53.59%$40,036,173
ANALOG DEVICES INCADITechnology0.22%125,086+48,000+62.27%$39,794,861
AUTOMATIC DATA PROCESSING INADPTechnology0.22%194,968+82,030+72.63%$39,613,599
TRAVELERS COMPANIES INCTRVFinancial Services0.22%135,401+55,310+69.06%$39,493,764
EXELON CORPEXCUtilities0.21%774,076+387,450+100.21%$37,945,205
PARKER-HANNIFIN CORPPHIndustrials0.21%42,380+16,130+61.45%$37,940,271
MONDELEZ INTL INCMDLZConsumer Defensive0.21%655,180+257,350+64.69%$37,764,575
S&P GLOBAL INCSPGIFinancial Services0.21%88,573+35,813+67.88%$37,673,640