Alecta Pensionsforsakring, Omsesidigt
- SEC CIK
- 0001484429
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Jul 23, 2026.SEC
- Positions
- 91
- +13 vs. Q1 2026
- Total value
- $23.77B
- +$3.25B (+15.9%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA CORPORATION COM | Stock | 9,841,100 | $1.97B | 8.27% | +133,200+1.4% | Added | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 5,469,800 | $1.95B | 8.22% | −172,700−3.1% | Reduced | View |
| MSFTMICROSOFT CORP COM | Stock | 4,300,000 | $1.6B | 6.74% | 00.0% | Unchanged | View |
| AMZNAMAZON COM INC COM | Stock | 4,992,300 | $1.19B | 5.00% | −81,200−1.6% | Reduced | View |
| AVGOBROADCOM INC COM | Stock | 2,578,100 | $972.05M | 4.09% | +99,200+4.0% | Added | View |
| AAPLAPPLE INC COM | Stock | 2,656,000 | $767.82M | 3.23% | 00.0% | Unchanged | View |
| METAMETA PLATFORMS INC CL A | Stock | 1,090,500 | $613.82M | 2.58% | +460,300+73.0% | Added | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 1,860,500 | $608.76M | 2.56% | +414,200+28.6% | Added | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 961,600 | $557.88M | 2.35% | −763,900−44.3% | Reduced | View |
| AMATAPPLIED MATLS INC COM | Stock | 735,500 | $531.77M | 2.24% | −139,900−16.0% | Reduced | View |
| VVISA INC COM CL A | Stock | 1,489,000 | $510.12M | 2.15% | +81,400+5.8% | Added | View |
| TXNTEXAS INSTRS INC COM | Stock | 1,704,000 | $507.67M | 2.14% | −629,300−27.0% | Reduced | View |
| LLYELI LILLY & CO COM | Stock | 421,700 | $505.74M | 2.13% | 00.0% | Unchanged | View |
| APHAMPHENOL CORP NEW | CL A | 2,732,400 | $481.8M | 2.03% | −442,600−13.9% | Reduced | View |
| ADIANALOG DEVICES INC COM | Stock | 923,300 | $366.42M | 1.54% | −60,700−6.2% | Reduced | View |
| KLACKLA CORP | COM NEW | 1,191,000 | $358.72M | 1.51% | +992,000+498.5% | Added | View |
| ABBVABBVIE INC COM | Stock | 1,393,700 | $350.1M | 1.47% | 00.0% | Unchanged | View |
| PANWPALO ALTO NETWORKS INC COM | Stock | 1,025,000 | $349.12M | 1.47% | 00.0% | Unchanged | View |
| NFLXNETFLIX INC. COM | Stock | 4,260,000 | $304.04M | 1.28% | 00.0% | Unchanged | View |
| TJXTJX COS INC NEW COM | Stock | 1,988,065 | $301.19M | 1.27% | −1,578,000−44.3% | Reduced | View |
| FITBFIFTH THIRD BANCORP | COM | 5,017,000 | $282.66M | 1.19% | +1,088,700+27.7% | Added | View |
| INTCINTEL CORP COM | Stock | 2,009,600 | $280.32M | 1.18% | 00.0% | Unchanged | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 540,360 | $277.44M | 1.17% | 00.0% | Unchanged | View |
| SPOTSPOTIFY TECHNOLOGY S A SHS | Stock | 593,000 | $272.2M | 1.15% | 00.0% | Unchanged | View |
| PNCPNC FINL SVCS GROUP INC COM | Stock | 1,105,000 | $271.86M | 1.14% | +123,300+12.6% | Added | View |
| PGRPROGRESSIVE CORP COM | Stock | 1,091,400 | $238.2M | 1.00% | +396,600+57.1% | Added | View |
| CATCATERPILLAR INC COM | Stock | 219,600 | $233.76M | 0.98% | −28,900−11.6% | Reduced | View |
| CSCOCISCO SYS INC COM | Stock | 1,953,400 | $229.25M | 0.96% | +1,953,400 | New | View |
| BACBANK OF AMER CORP COM | Stock | 4,003,200 | $227.98M | 0.96% | 00.0% | Unchanged | View |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 533,000 | $221.38M | 0.93% | +68,200+14.7% | Added | View |
| WMTWALMART INC COM | Stock | 1,921,100 | $217.33M | 0.91% | +236,900+14.1% | Added | View |
| CTASCINTAS CORP COM | Stock | 1,275,500 | $216.9M | 0.91% | 00.0% | Unchanged | View |
| JNJJOHNSON & JOHNSON COM | Stock | 853,100 | $216.65M | 0.91% | +246,000+40.5% | Added | View |
| SNPSSYNOPSYS INC | COM | 484,860 | $216.16M | 0.91% | 00.0% | Unchanged | View |
| MRKMERCK & CO INC COM | Stock | 1,640,300 | $210.6M | 0.89% | 00.0% | Unchanged | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 181,120 | $208.43M | 0.88% | +181,120 | New | View |
| MSMORGAN STANLEY COM NEW | Stock | 993,500 | $207.61M | 0.87% | −285,600−22.3% | Reduced | View |
| KOCOCA COLA CO COM | Stock | 2,431,000 | $197.47M | 0.83% | +2,431,000 | New | View |
| SPGIS&P GLOBAL INC COM | Stock | 483,600 | $186.04M | 0.78% | −24,400−4.8% | Reduced | View |
| ROKROCKWELL AUTOMATION INC COM | Stock | 364,875 | $180.64M | 0.76% | −47,600−11.5% | Reduced | View |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 356,000 | $178.25M | 0.75% | +3,800+1.1% | Added | View |
| AMEAMETEK INC | COM | 730,365 | $176.62M | 0.74% | 00.0% | Unchanged | View |
| SYKSTRYKER CORPORATION COM | Stock | 547,900 | $172.5M | 0.73% | 00.0% | Unchanged | View |
| LINLINDE PLC SHS | Stock | 309,100 | $160.37M | 0.67% | −74,700−19.5% | Reduced | View |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 166,000 | $155.23M | 0.65% | +81,100+95.5% | Added | View |
| ORCLORACLE CORP COM | Stock | 1,035,000 | $151.78M | 0.64% | 00.0% | Unchanged | View |
| ABTABBOTT LABORATORIES COM | Stock | 1,609,200 | $145.92M | 0.61% | +153,500+10.5% | Added | View |
| NOWSERVICENOW INC COM | Stock | 1,459,400 | $144.87M | 0.61% | 00.0% | Unchanged | View |
| DGDOLLAR GEN CORP NEW | COM | 1,213,600 | $139.7M | 0.59% | +617,700+103.7% | Added | View |
| KKRKKR & CO INC | COM | 1,502,000 | $137.81M | 0.58% | +762,300+103.1% | Added | View |
| BSXBOSTON SCIENTIFIC CORP COM | Stock | 3,117,000 | $133M | 0.56% | +251,100+8.8% | Added | View |
| ULTAULTA BEAUTY INC COM | Stock | 286,505 | $129.12M | 0.54% | +64,000+28.8% | Added | View |
| CRMSALESFORCE INC COM | Stock | 821,040 | $128.62M | 0.54% | 00.0% | Unchanged | View |
| QCOMQUALCOMM INC COM | Stock | 695,000 | $128.42M | 0.54% | +695,000 | New | View |
| DHRDANAHER CORP DEL COM | Stock | 646,900 | $123.11M | 0.52% | −232,400−26.4% | Reduced | View |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 298,000 | $118.47M | 0.50% | +34,100+12.9% | Added | View |
| PHPARKER-HANNIFIN CORP COM | Stock | 117,200 | $114.61M | 0.48% | +47,160+67.3% | Added | View |
| TTTRANE TECHNOLOGIES PLC | SHS | 229,400 | $112.63M | 0.47% | 00.0% | Unchanged | View |
| COOCOOPER COS INC | COM | 1,563,000 | $112.08M | 0.47% | 00.0% | Unchanged | View |
| MCKMCKESSON CORP COM | Stock | 139,500 | $105.31M | 0.44% | 00.0% | Unchanged | View |
| ELLAUDER ESTEE COS INC | CL A | 1,325,500 | $104.65M | 0.44% | +136,900+11.5% | Added | View |
| GILDGILEAD SCIENCES INC COM | Stock | 814,325 | $102.82M | 0.43% | 00.0% | Unchanged | View |
| ECLECOLAB INC COM | Stock | 360,300 | $100.34M | 0.42% | −118,700−24.8% | Reduced | View |
| BKNGBOOKING HOLDINGS INC COM | Stock | 514,000 | $91.61M | 0.39% | +488,300+1,900.0% | Added | View |
| IEXIDEX CORP | COM | 379,500 | $86.07M | 0.36% | −199,500−34.5% | Reduced | View |
| DISDISNEY WALT CO COM | Stock | 869,500 | $83.66M | 0.35% | −2,274,400−72.3% | Reduced | View |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 630,000 | $78.37M | 0.33% | 00.0% | Unchanged | View |
| HDHOME DEPOT INC COM | Stock | 219,100 | $77.19M | 0.32% | −186,400−46.0% | Reduced | View |
| PODDINSULET CORP COM | Stock | 469,400 | $71.46M | 0.30% | +75,100+19.0% | Added | View |
| ITWILLINOIS TOOL WKS INC COM | Stock | 247,600 | $66.97M | 0.28% | −355,900−59.0% | Reduced | View |
| INTUINTUIT COM | Stock | 255,240 | $66.6M | 0.28% | 00.0% | Unchanged | View |
| MKCMCCORMICK & CO INC COM NON VTG | Stock | 1,306,700 | $65.87M | 0.28% | 00.0% | Unchanged | View |
| ZTSZOETIS INC CL A | Stock | 882,200 | $63.41M | 0.27% | 00.0% | Unchanged | View |
| TSCOTRACTOR SUPPLY CO | COM | 1,703,400 | $53.83M | 0.23% | −494,300−22.5% | Reduced | View |
| NEMNEWMONT CORP COM | Stock | 543,500 | $50.74M | 0.21% | +543,500 | New | View |
| CDNSCADENCE DESIGN SYSTEM INC COM | Stock | 133,000 | $49.89M | 0.21% | 00.0% | Unchanged | View |
| SHWSHERWIN WILLIAMS CO | COM | 128,000 | $44.03M | 0.19% | 00.0% | Unchanged | View |
| FCXFREEPORT MCMORAN INC CL B | Stock | 689,800 | $43.37M | 0.18% | +689,800 | New | View |
| ADBEADOBE INC COM | Stock | 198,000 | $40.57M | 0.17% | 00.0% | Unchanged | View |
| NKENIKE INC CL B | Stock | 882,300 | $36.2M | 0.15% | −1,220,000−58.0% | Reduced | View |
| CRHCRH PLC | ORD | 329,500 | $35.26M | 0.15% | +329,500 | New | View |
| ADPAUTOMATIC DATA PROCESSING INC COM | Stock | 140,000 | $31.34M | 0.13% | −93,400−40.0% | Reduced | View |
| VMCVULCAN MATLS CO | COM | 104,320 | $30.77M | 0.13% | +104,320 | New | View |
| GGGGRACO INC | COM | 350,865 | $26.52M | 0.11% | −1,184,235−77.1% | Reduced | View |
| CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | 87,000 | $23.6M | 0.10% | +87,000 | New | View |
| XYLXYLEM INC | COM | 175,000 | $20.69M | 0.09% | +175,000 | New | View |
| ETNEATON CORP PLC SHS | Stock | 51,064 | $20.56M | 0.09% | +51,064 | New | View |
| EMREMERSON ELEC CO COM | Stock | 143,300 | $20.56M | 0.09% | +143,300 | New | View |
| AMRZAMRIZE LTD | SHS | 274,013 | $14.59M | 0.06% | +274,013 | New | View |
| MBGLMOBILITY GLOBAL INC | COM SHS | 508,000 | $11.19M | 0.05% | +508,000 | New | View |
| VRSKVERISK ANALYTICS INC | COM | 1,930 | $346.24K | 0.00% | −176,707−98.9% | Reduced | View |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| USBUS BANCORP | COM NEW | 1,480,500 | $76.99M | 0.38% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Jul 23, 2026 | 91 | $23.77B | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 28, 2026 | 78 | $20.52B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 3, 2026 | 73 | $22.75B | vs. Q3 2025 | SEC |
| Q3 2025 | Dec 8, 2025 | 68 | $22.42B | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 10, 2025 | 66 | $21.32B | vs. Q1 2025 | SEC |
| Q1 2025 | May 6, 2025 | 65 | $17.85B | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 5, 2025 | 58 | $18.97B | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 18, 2024 | 40 | $18.17B | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 31, 2024 | 40 | $17.95B | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 29, 2024 | 40 | $17.49B | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 17, 2024 | 39 | $16.09B | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 12, 2023 | 33 | $13.27B | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 14, 2023 | 23 | $13.86B | vs. Q1 2023 | SEC |
| Q1 2023 | May 12, 2023 | 23 | $15.88B | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 6, 2023 | 27 | $16.91B | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 3, 2022 | 29 | $16.37B | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 13, 2022 | 31 | $17.34B | vs. Q1 2022 | SEC |
| Q1 2022 | May 13, 2022 | 31 | $20.52B | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 7, 2022 | 34 | $22.99B | vs. Q3 2021 | SEC |
| Q3 2021 | Oct 26, 2021 | 35 | $21.08B | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 9, 2021 | 38 | $21.74B | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 22, 2021 | 38 | $19.34B | – | SEC |