National Pension Service

SEC CIK
0001608046

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC

Positions
552
−10 vs. Q1 2026
Total value
$155.08B
+$23.4B (+17.8%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

National Pension Service holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock50,834,621$10.17B6.56%−439,562−0.9%ReducedView
AAPLAPPLE INC COMStock31,517,924$9.12B5.88%+498,222+1.6%AddedView
MSFTMICROSOFT CORP COMStock15,239,745$5.68B3.67%+322,336+2.2%AddedView
AMZNAMAZON COM INC COMStock20,970,745$5B3.22%+528,421+2.6%AddedView
GOOGLALPHABET INC CAP STK CL AStock13,098,297$4.68B3.02%+304,920+2.4%AddedView
GOOGALPHABET INC CAP STK CL CStock10,550,690$3.73B2.40%−62,122−0.6%ReducedView
AVGOBROADCOM INC COMStock9,612,865$3.63B2.34%+230,159+2.5%AddedView
INVESCO EXCH TRADED FD TR II46138E461PURBTA MSCI US47,382,366$3.55B2.29%00.0%Unchanged–
MUMICRON TECHNOLOGY INC COMStock2,886,160$3.33B2.15%+10,108+0.4%AddedView
ISHARES CORE S&P 500 ETF464287200ETF4,119,355$3.08B1.99%00.0%Unchanged–
METAMETA PLATFORMS INC CL AStock4,850,873$2.73B1.76%+155,422+3.3%AddedView
TSLATESLA INC COMStock6,022,001$2.53B1.63%+131,341+2.2%AddedView
AMDADVANCED MICRO DEVICES INC COMStock3,600,765$2.09B1.35%+49,053+1.4%AddedView
LLYELI LILLY & CO COMStock1,682,782$2.02B1.30%+21,556+1.3%AddedView
JPMJPMORGAN CHASE & CO COMStock5,549,588$1.82B1.17%+36,291+0.7%AddedView
LRCXLAM RESEARCH CORP COM NEWStock3,362,878$1.46B0.94%−1,732−0.1%ReducedView
AMATAPPLIED MATLS INC COMStock1,962,051$1.42B0.91%+9,763+0.5%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock2,804,925$1.4B0.91%+72,317+2.6%AddedView
INTCINTEL CORP COMStock9,999,492$1.4B0.90%−204,171−2.0%ReducedView
JNJJOHNSON & JOHNSON COMStock5,226,968$1.33B0.86%+67,484+1.3%AddedView
XOMEXXON MOBIL CORPCOM9,664,021$1.32B0.85%+166,268+1.8%AddedView
VVISA INC COM CL AStock3,456,128$1.19B0.76%+57,299+1.7%AddedView
WMTWALMART INC COMStock10,314,166$1.17B0.75%+345,123+3.5%AddedView
CSCOCISCO SYS INC COMStock9,713,396$1.14B0.74%+90,474+0.9%AddedView
KLACKLA CORPCOM NEW3,634,859$1.1B0.71%+3,271,158+899.4%AddedView
CATCATERPILLAR INC COMStock1,010,122$1.08B0.69%+21,406+2.2%AddedView
ABBVABBVIE INC COMStock4,009,573$1.01B0.65%+59,876+1.5%AddedView
GEGE AEROSPACE COM NEWStock2,436,124$910.45M0.59%+45,416+1.9%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock966,727$904.34M0.58%+33,151+3.6%AddedView
MAMASTERCARD INCORPORATED CL AStock1,727,014$886.99M0.57%+5,551+0.3%AddedView
BACBANK OF AMER CORP COMStock15,536,432$885.27M0.57%+46,375+0.3%AddedView
WDCWESTERN DIGITAL CORPCOM1,380,902$882.01M0.57%−57,060−4.0%ReducedView
MRVLMARVELL TECHNOLOGY INCCOM2,796,524$833.06M0.54%−72,340−2.5%ReducedView
PGPROCTER & GAMBLE CO COMStock5,639,311$826.95M0.53%+167,621+3.1%AddedView
UNHUNITEDHEALTH GROUP INC COMStock1,970,332$818.93M0.53%+23,027+1.2%AddedView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS834,705$805.49M0.52%+6,944+0.8%AddedView
HDHOME DEPOT INC COMStock2,243,280$791.16M0.51%+53,737+2.5%AddedView
KOCOCA COLA CO COMStock9,350,248$759.89M0.49%+62,470+0.7%AddedView
T ROWE PRICE ETF INC87283Q305PRICE GRW STOCK15,814,477$754.67M0.49%00.0%Unchanged–
CVXCHEVRON CORPORATION COMStock4,525,852$750.21M0.48%+46,519+1.0%AddedView
MRKMERCK & CO INC COMStock5,791,782$744.24M0.48%+29,696+0.5%AddedView
NFLXNETFLIX INC. COMStock9,718,007$693.87M0.45%+262,088+2.8%AddedView
GSGOLDMAN SACHS GROUP INC COMStock670,463$678.09M0.44%−4,374−0.6%ReducedView
PMPHILIP MORRIS INTL INC COMStock3,732,937$675.33M0.44%+120,021+3.3%AddedView
HARBOR ETF TRUST41151J745PANAGORA DYNAMIC24,565,625$668.03M0.43%00.0%Unchanged–
PANWPALO ALTO NETWORKS INC COMStock1,955,902$667M0.43%−195,431−9.1%ReducedView
GEVGE VERNOVA INC COMStock564,585$663.31M0.43%+16,218+3.0%AddedView
IBMINTERNATIONAL BUSINESS MACHS COMStock2,349,975$660.84M0.43%+64,858+2.8%AddedView
TXNTEXAS INSTRS INC COMStock2,120,680$632.11M0.41%+19,158+0.9%AddedView
ADVISORS INNER CIRCLE FD0075W0155LSV DISCIPLINED18,162,000$627.38M0.40%00.0%Unchanged–
LINLINDE PLC SHSStock1,201,908$623.72M0.40%+2,253+0.2%AddedView
MSMORGAN STANLEY COM NEWStock2,960,629$618.89M0.40%+8,212+0.3%AddedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock5,233,929$610.64M0.39%+49,905+1.0%AddedView
WFCWELLS FARGO & CO COMStock7,327,199$605.52M0.39%+4,635+0.1%AddedView
SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK3,500,000$598.01M0.39%+3,500,000NewView
APHAMPHENOL CORP NEWCL A3,378,080$595.62M0.38%+53,454+1.6%AddedView
ORCLORACLE CORP COMStock3,874,480$567.81M0.37%+100,036+2.7%AddedView
ADIANALOG DEVICES INC COMStock1,402,309$556.96M0.36%−799−0.1%ReducedView
RTXRTX CORPORATION COMStock2,929,485$555.81M0.36%+101,496+3.6%AddedView
CCITIGROUP INC COM NEWStock3,959,126$554.12M0.36%−91,981−2.3%ReducedView
GLWCORNING INCCOM2,124,412$542.64M0.35%−68,698−3.1%ReducedView
ANETARISTA NETWORKS INC COM SHSStock3,068,874$521.34M0.34%+57,390+1.9%AddedView
ISHARES INC464286764MSCI SPAIN ETF8,092,278$480.6M0.31%00.0%Unchanged–
QCOMQUALCOMM INC COMStock2,571,530$475.19M0.31%+19,095+0.7%AddedView
AMGNAMGEN INC COMStock1,286,149$465.74M0.30%+12,260+1.0%AddedView
WELLWELLTOWER INC COMREIT2,015,067$457.36M0.29%+62,043+3.2%AddedView
PEPPEPSICO INC COMStock3,368,195$456.05M0.29%+137,186+4.2%AddedView
NEENEXTERA ENERGY INC COMStock5,186,827$455.25M0.29%+89,308+1.8%AddedView
VZVERIZON COMMUNICATIONS INC COMStock10,714,909$453.67M0.29%+129,613+1.2%AddedView
T ROWE PRICE EXCHANGE-TRADED87283Q503US EQUI RESH ETF9,513,375$452.17M0.29%00.0%Unchanged–
MCDMCDONALDS CORP COMStock1,658,379$448.28M0.29%+43,114+2.7%AddedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock841,947$422.12M0.27%+12,295+1.5%AddedView
DISDISNEY WALT CO COMStock4,337,598$417.49M0.27%+104,339+2.5%AddedView
SCHWCHARLES SCHWAB CORP (THE) COMStock4,513,138$416.43M0.27%+29,028+0.6%AddedView
TJXTJX COS INC NEW COMStock2,686,071$406.94M0.26%+41,029+1.6%AddedView
AXPAMERICAN EXPRESS CO COMStock1,191,145$402.9M0.26%+9,873+0.8%AddedView
DEDEERE & CO COMStock634,248$402.32M0.26%+2,816+0.4%AddedView
CRWDCROWDSTRIKE HLDGS INC CL AStock519,230$396.25M0.26%+3,109+0.6%AddedView
CBCHUBB LIMITED COMStock1,148,011$391.17M0.25%−13,190−1.1%ReducedView
GILDGILEAD SCIENCES INC COMStock3,062,393$386.9M0.25%+40,925+1.4%AddedView
PLDPROLOGIS INC. COMREIT2,832,204$383.68M0.25%+29,124+1.0%AddedView
ABTABBOTT LABORATORIES COMStock4,208,467$381.88M0.25%+114,105+2.8%AddedView
UNPUNION PAC CORP COMStock1,386,156$377.03M0.24%+38,296+2.8%AddedView
TAT&T INC COMStock17,847,086$369.43M0.24%+442,283+2.5%AddedView
ETNEATON CORP PLC SHSStock864,731$368.48M0.24%+29,436+3.5%AddedView
BABOEING CO COMStock1,666,045$360.65M0.23%+17,061+1.0%AddedView
MOALTRIA GROUP INC COMStock4,998,800$359.66M0.23%+134,828+2.8%AddedView
BKNGBOOKING HOLDINGS INC COMStock2,016,221$359.37M0.23%+1,937,927+2,475.2%AddedView
PHPARKER-HANNIFIN CORP COMStock367,138$359.11M0.23%+10,590+3.0%AddedView
CVSCVS HEALTH CORP COMStock3,404,216$352.17M0.23%−15,397−0.5%ReducedView
PFEPFIZER INC COMStock14,530,439$349.89M0.23%+181,151+1.3%AddedView
COPCONOCOPHILLIPS COMStock3,291,731$342.21M0.22%+74,781+2.3%AddedView
LMTLOCKHEED MARTIN CORP COMStock650,340$331.32M0.21%+15,807+2.5%AddedView
EQIXEQUINIX INCCOM317,816$331.29M0.21%−1,434−0.4%ReducedView
UBERUBER TECHNOLOGIES INC COMStock4,555,765$328.74M0.21%−17,311−0.4%ReducedView
NEMNEWMONT CORP COMStock3,518,181$328.6M0.21%+44,258+1.3%AddedView
CRMSALESFORCE INC COMStock2,057,099$322.27M0.21%−106,284−4.9%ReducedView
RCLROYAL CARIBBEAN GROUPCOM1,014,363$322.09M0.21%+14,548+1.5%AddedView
BNYBANK OF NY MELLON CORP COMStock2,223,062$321.48M0.21%−18,754−0.8%ReducedView
BMYBRISTOL-MYERS SQUIBB CO COMStock5,578,135$321.41M0.21%+46,936+0.8%AddedView

Sold out since Q1 2026 (29)

Positions held at the end of Q1 2026 that are no longer in this filing.

National Pension Service positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM1,459,138$329.81M0.25%
CCLCARNIVAL CORPUNIT 99/99/99992,970,311$76.87M0.06%
COTERRA ENERGY INC COM127097103Stock457,744$16.09M0.01%
PINSPINTEREST INCCL A204,782$3.76M0.00%
ITGARTNER INCCOM20,931$3.31M0.00%
GDDYGODADDY INCCL A37,078$3.07M0.00%
UHSUNIVERSAL HLTH SVCS INCCL B16,560$2.96M0.00%
HUBSHUBSPOT INCCOM11,863$2.9M0.00%
SOLVSOLVENTUM CORP COM SHSStock37,011$2.42M0.00%
TTDTHE TRADE DESK INC COM CL AStock94,863$2.15M0.00%
TALTAL ED GROUPSPONSORED ADS116,953$1.33M0.00%
ZBRAZEBRA TECHNOLOGIES CORPORATICL A5,739$1.2M0.00%
DDDUPONT DE NEMOURS INCCOM26,111$1.2M0.00%
BLDRBUILDERS FIRSTSOURCE INC COMStock14,466$1.19M0.00%
HOLOGIC INC436440101COM15,008$1.13M0.00%
JKHYHENRY JACK & ASSOC INC COMStock6,496$1.03M0.00%
ZZILLOW GROUP INCCL C CAP STK24,317$1.01M0.00%
EQHEQUITABLE HLDGS INCCOM24,885$923.48K0.00%
STNESTONECO LTDCOM64,424$909.67K0.00%
DKNGDRAFTKINGS INC NEW COM CL AStock39,730$858.96K0.00%
DOCHEALTHPEAK PROPERTIES INCCOM45,042$740.04K0.00%
ACMAECOMCOM8,192$694.85K0.00%
UDRUDR INCCOM19,628$663.03K0.00%
BAHBOOZ ALLEN HAMILTON HLDG CORCL A8,174$637.82K0.00%
SNAPSNAP INC CL AStock130,370$599.7K0.00%
BAXBAXTER INTL INC COMStock34,732$583.5K0.00%
OKLOOKLO INCCOM CL A10,423$516.88K0.00%
HRLHORMEL FOODS CORPCOM16,918$383.19K0.00%
MNDYMONDAY COM LTDSHS2,856$197.38K0.00%

13F filings by quarter

National Pension Service 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 13, 2026552$155.08Bvs. Q1 2026SEC
Q1 2026May 12, 2026562$131.68Bvs. Q4 2025SEC
Q4 2025Feb 10, 2026561$135.07Bvs. Q3 2025SEC
Q3 2025Nov 4, 2025552$128.77Bvs. Q2 2025SEC
Q2 2025Aug 8, 2025534$115.83Bvs. Q1 2025SEC
Q1 2025May 13, 2025540$104.04Bvs. Q4 2024SEC
Q4 2024Feb 5, 2025550$105.67Bvs. Q3 2024SEC
Q3 2024Oct 30, 2024511$103.7Bvs. Q2 2024SEC
Q2 2024Aug 13, 2024546$87.03Bvs. Q1 2024SEC
Q1 2024May 14, 2024539$83.33Bvs. Q4 2023SEC
Q4 2023Feb 7, 2024513$71.81Bvs. Q3 2023SEC
Q3 2023Nov 15, 2023514$62.49Bvs. Q2 2023SEC
Q2 2023Aug 16, 2023506$62Bvs. Q1 2023SEC
Q1 2023May 12, 2023514$54.92Bvs. Q4 2022SEC
Q4 2022Feb 24, 2023Amended526$50.84Bvs. Q3 2022SEC
Q3 2022Feb 24, 2023Amended532$47.92Bvs. Q2 2022SEC
Q2 2022Aug 17, 2022529$48.51Bvs. Q1 2022SEC
Q1 2022May 13, 2022529$54.78Bvs. Q4 2021SEC
Q4 2021Feb 15, 2022524$57.32Bvs. Q3 2021SEC
Q3 2021Nov 18, 2021504$52.52Bvs. Q2 2021SEC
Q2 2021Aug 17, 2021504$52.64Bvs. Q1 2021SEC
Q1 2021May 14, 2021505$47.8B–SEC