Alecta Tjanstepension Omsesidigt
Q2 2026 13F filing
Updated 49 days ago91 disclosed positions worth $23.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORP | $2B | 9.84M | 8.27% | Added(+1.4%) |
| 2 | G GOOGN ALPHABET INC | $2B | 5.47M | 8.22% | Trimmed(-3.1%) |
| 3 | M MSFT MICROSOFT CORP | $1.6B | 4.30M | 6.74% | Unchanged |
| 4 | A AMZN AMAZON.COM INC. | $1.2B | 4.99M | 5.00% | Trimmed(-1.6%) |
| 5 | A AVGO BROADCOM CORPORATION | $972M | 2.58M | 4.09% | Added(+4.0%) |
| 6 | A AAPL APPLE INC | $767.8M | 2.66M | 3.23% | Unchanged |
| 7 | M META META PLATFORMS INC | $613.8M | 1.09M | 2.58% | Added(+73.0%) |
| 8 | J JPM-PM J.P. MORGAN CHASE & CO | $608.8M | 1.86M | 2.56% | Added(+28.6%) |
| 9 | A AMD ADVANCED MICRO DEV | $557.9M | 961.6K | 2.35% | Trimmed(-44.3%) |
| 10 | A AMAT APPLIED MATERIALS INC | $531.8M | 735.5K | 2.24% | Trimmed(-16.0%) |
| 11 | V V VISA INC A | $510.1M | 1.49M | 2.15% | Added(+5.8%) |
| 12 | T TXN TEXAS INSTRUMENTS | $507.7M | 1.70M | 2.14% | Trimmed(-27.0%) |
| 13 | L LLY ELI LILLY & CO | $505.7M | 421.7K | 2.13% | Unchanged |
| 14 | A APH AMPHENOL CORPORATION | $481.8M | 2.73M | 2.03% | Trimmed(-13.9%) |
| 15 | A ADI ANALOG DEVICES | $366.4M | 923.3K | 1.54% | Trimmed(-6.2%) |
| 16 | K KLAC KLA CORP | $358.7M | 1.19M | 1.51% | Added(+498.5%) |
| 17 | A ABBV ABBVIE INC | $350.1M | 1.39M | 1.47% | Unchanged |
| 18 | P PANW PALO ALTO NETWORKS INC | $349.1M | 1.02M | 1.47% | Unchanged |
| 19 | N NFLX NETFLIX INC | $304M | 4.26M | 1.28% | Unchanged |
| 20 | T TJX TJX COS INC | $301.2M | 1.99M | 1.27% | Trimmed(-44.3%) |
| 21 | F FITB-PK FIFTH THIRD BANCORP | $282.7M | 5.02M | 1.19% | Added(+27.7%) |
| 22 | I INTC INTEL CORP | $280.3M | 2.01M | 1.18% | Unchanged |
| 23 | M MA MASTERCARD INC | $277.4M | 540.4K | 1.17% | Unchanged |
| 24 | S SPOT SPOTIFY TECHNOLOGY S.A | $272.2M | 593.0K | 1.15% | Unchanged |
| 25 | P PNC PNC BANK CORP | $271.9M | 1.10M | 1.14% | Added(+12.6%) |
| 26 | P PGR PROGRESSIVE CORP/THE | $238.2M | 1.09M | 1.00% | Added(+57.1%) |
| 27 | C CAT CATERPILLAR INC. | $233.8M | 219.6K | 0.98% | Trimmed(-11.6%) |
| 28 | C CSCO CISCO SYSTEMS INC | $229.3M | 1.95M | 0.96% | — |
| 29 | B BAC-PS BANK OF AMERICA CORPORATION | $228M | 4.00M | 0.96% | Unchanged |
| 30 | U UNH UNITED HEALTHCARE | $221.4M | 533.0K | 0.93% | Added(+14.7%) |
| 31 | W WMT WAL-MART STORES, INC. | $217.3M | 1.92M | 0.91% | Added(+14.1%) |
| 32 | C CTAS CINTAS CORPORATION | $216.9M | 1.28M | 0.91% | Unchanged |
| 33 | J JNJ JOHNSON & JOHNSON | $216.7M | 853.1K | 0.91% | Added(+40.5%) |
| 34 | S SNPS SYNOPSYS INC. | $216.2M | 484.9K | 0.91% | Unchanged |
| 35 | M MRK MERCK & CO | $210.6M | 1.64M | 0.89% | Unchanged |
| 36 | M MU MICRON TECHNOLOGY INC | $208.4M | 181.1K | 0.88% | — |
| 37 | M MS-PP MORGAN STANLEY | $207.6M | 993.5K | 0.87% | Trimmed(-22.3%) |
| 38 | K KO COCA-COLA CO/THE | $197.5M | 2.43M | 0.83% | — |
| 39 | S SPGI S&P GLOBAL INC | $186M | 483.6K | 0.78% | Trimmed(-4.8%) |
| 40 | R ROK ROCKWELL AUTOMATION INC | $180.6M | 364.9K | 0.76% | Trimmed(-11.5%) |
| 41 | T TMO THERMO FISHER SCIENTIFIC INC | $178.2M | 356.0K | 0.75% | Added(+1.1%) |
| 42 | A AME AMETEK INC | $176.6M | 730.4K | 0.74% | Unchanged |
| 43 | S SYK STRYKER CORP | $172.5M | 547.9K | 0.73% | Unchanged |
| 44 | L LIN LINDE PLC | $160.4M | 309.1K | 0.67% | Trimmed(-19.5%) |
| 45 | C COST COSTCO WHOLESALE CORP | $155.2M | 166.0K | 0.65% | Added(+95.5%) |
| 46 | O ORCL-PD ORACLE CORP | $151.8M | 1.03M | 0.64% | Unchanged |
| 47 | A ABT ABBOTT LABS | $145.9M | 1.61M | 0.61% | Added(+10.5%) |
| 48 | N NOW SERVICENOW INC | $144.9M | 1.46M | 0.61% | Unchanged |
| 49 | D DG DOLLAR GENERAL | $139.7M | 1.21M | 0.59% | Added(+103.7%) |
| 50 | K KKRS KKR & CO INC | $137.8M | 1.50M | 0.58% | Added(+103.1%) |