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Fund Overview
Last updated: 2026-02-10As of 2025 Q4, Ilmarinen Mutual Pension Insurance Co manages $13M in reported 13F assets , holds 303 positions with +60.19% top-10 concentration , and delivered a 1-year return of +9.89% on its disclosed equity portfolio. Filing 13F reports since 2019.
About
Investment Strategy
Activity Summary — 2025 Q4
Q4 2025 13F Filed:
Feb 10, 2026
Top Buys
%
$
| Stock | % Impact |
|---|---|
| AVGO BROADCOM INC.. | +2.47% |
| LLY LILLY ELI & CO.. | +0.32% |
| EEM ISHARES TR.. | +0.29% |
| C CITIGROUP INC.. | +0.18% |
| COP CONOCOPHILLIPS.. | +0.16% |
| GE GENERAL ELEC CO.. | +0.15% |
Top Sells
%
$
| Stock | % Impact |
|---|---|
| USCL ISHARES TR.. | -2.85% |
| USCA DBX ETF TR.. | -2.80% |
| SPHY SPDR SER TR.. | -1.31% |
| USHY ISHARES TR.. | -1.05% |
| NVDA NVIDIA CORP.. | -0.97% |
| CVX CHEVRON CORP NE.. Sold All 😨 Was: 0.39% | -0.42% |
Activity Summary
Market Value
$13M
AUM Change
-5.90%
New Positions
48
Increased Positions
52
Closed Positions
20
Top 10 Concentration
+60.19%
Portfolio Turnover
+7.51%
Alt Turnover
+10.64%
Sector Allocation Trends
Free View: Last 10 Quarters. Subscribe to see full
history
Holdings Analysis
Size: % of Portfolio
Color: Last Full-Quarter Return
No data
Free: 10 quarters
Positions Dynamics
Visualizing Top 20 holdings weight history over the last 10 quarters.
Portfolio Analytics — Latest
Ilmarinen Mutual Pension Insurance Co risk dashboard covering volatility, beta, value-at-risk, drawdowns, concentration, factor tilts, benchmark comparison, and stress testing for the latest disclosed portfolio.
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Real-time Analytics
High-Conviction Alpha
AAPL
92.4
NVDA
88.1
MSFT
74.3
Strategy Guardian
Style Drift
0.12
Sector Rotation
0.38
Tracking institutional benchmark deviation
Scenario Lab
2008 GFC
-32.4%
Covid-19
-18.1%
2022 Bear
-24.7%
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Best Strategy vs. Benchmarks
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Returns
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Latest Quarter
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1-Year Return
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Ann. Return
Risk
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Max Drawdown
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Beta vs SPY
Quality
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Sharpe
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Sortino
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Win Rate
Edge Metrics
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Alpha annualized
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Up Capture
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Down Capture
Strategy Backtester: Ilmarinen Mutual Pension Insurance Co
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Risk insights! Identify periods when the fund lagged the benchmark – critical for timing entries.
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Underperformance Analysis — Top 10 Holdings vs SPY
Backtesting Ilmarinen Mutual Pension Insurance Co's top 10 holdings against SPY identified 21 underperformance periods. Worst drawdown: 2021-02 – 2021-05 (-13.5% vs SPY, 4 quarters).
Avg. lag: -3.9% vs SPY
•
Avg. duration: 1.8 quarters
Backtest Snapshot — Top 10 Holdings (Mn-Weighted)
The ticker-level breakdown shows how each of Ilmarinen Mutual Pension Insurance Co's top holdings contributed to portfolio returns quarter by quarter. Strongest recent contributors inside the last 5 years of the quarterly Top 10 backtest window: USCL (2023 Q2 – 2025 Q3, +16.5 pts), USCA (2023 Q2 – 2025 Q3, +16.5 pts), NVDA (2021 Q3 – 2025 Q3, +5.9 pts), USSG (2021 Q1 – 2023 Q1, +5.0 pts), SUSL (2021 Q1 – 2023 Q1, +4.6 pts) .
Strategy ann.: 7.8%
•
SPY ann.: 15.6%
•
Period:
2019–2026
Best Recent Contributors — Last 5Y
2 of 5 recent top contributors lagged SPY,
which means even some of this fund's best return drivers still failed to beat a simple index over the same window.
■ Stock return (green = beat SPY)
■ Stock return (red = lagged SPY)
■ SPY same period
■ Cumulative contribution during the last 5 years of the quarterly Mn-weighted Top 10 strategy
Frequently Asked Questions
What does Ilmarinen Mutual Pension Insurance Co invest in?
Ilmarinen Mutual Pension Insurance Co is a hedge fund that files quarterly 13F reports with the SEC disclosing its publicly traded equity holdings.
What is Ilmarinen Mutual Pension Insurance Co's AUM?
Ilmarinen Mutual Pension Insurance Co reported $13M in 13F assets as of 2025 Q4. Note: 13F AUM reflects only long equity positions reported to the SEC and may differ from total assets under management.
How concentrated is Ilmarinen Mutual Pension Insurance Co's portfolio?
Ilmarinen Mutual Pension Insurance Co holds 303 disclosed positions. The top 10 holdings represent +60.19% of the reported portfolio, indicating a highly concentrated investment approach.
How to track Ilmarinen Mutual Pension Insurance Co 13F filings?
Track Ilmarinen Mutual Pension Insurance Co's quarterly filings on SEC EDGAR or on this page — data is updated within days of each filing deadline. Subscribe to 13Foresight for position-change alerts.
Disclaimer: 13Foresight is not a registered investment adviser, broker-dealer, or financial planner. All information on this site is provided solely for informational and educational purposes and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Portfolio backtests shown on this page are hypothetical and simulated — they do not represent actual trading results and were constructed with the benefit of hindsight. Actual results would differ materially. 13F filings disclose only long equity positions valued above $10,000, submitted up to 45 days after quarter-end; they do not capture short positions, options, bonds, cash, private investments, or non-U.S. securities. A fund's backtest performance may not reflect its actual returns, as managers frequently generate alpha through strategies not visible in 13F data. Past performance is not indicative of future results. All data sourced from public SEC EDGAR filings. Use at your own risk. Full Terms of Use.