Q2 2026 · 13F-HR
Alecta Tjanstepension Omsesidigtholdings as filed
Filed 2026-07-23 · accession 0001062993-26-003791
$23.77B
Reported value
91
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORP | $1.97B | 8.27% | 9,841,100 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.95B | 8.22% | 5,469,800 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.60B | 6.74% | 4,300,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC. | $1.19B | 5.00% | 4,992,300 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM CORPORATION | $972.0M | 4.09% | 2,578,100 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $767.8M | 3.23% | 2,656,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $613.8M | 2.58% | 1,090,500 | Common | SOLE |
| 46625H100 | JPM | J.P. MORGAN CHASE & CO | $608.8M | 2.56% | 1,860,500 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEV | $557.9M | 2.35% | 961,600 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATERIALS INC | $531.8M | 2.24% | 735,500 | Common | SOLE |
| 92826C839 | V | VISA INC A | $510.1M | 2.15% | 1,489,000 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRUMENTS | $507.7M | 2.14% | 1,704,000 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $505.7M | 2.13% | 421,700 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORPORATION | $481.8M | 2.03% | 2,732,400 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES | $366.4M | 1.54% | 923,300 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $358.7M | 1.51% | 1,191,000 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $350.1M | 1.47% | 1,393,700 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $349.1M | 1.47% | 1,025,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $304.0M | 1.28% | 4,260,000 | Common | SOLE |
| 872540109 | TJX | TJX COS INC | $301.2M | 1.27% | 1,988,065 | Common | SOLE |
| 316773100 | FITB | FIFTH THIRD BANCORP | $282.7M | 1.19% | 5,017,000 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $280.3M | 1.18% | 2,009,600 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INC | $277.4M | 1.17% | 540,360 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S.A | $272.2M | 1.15% | 593,000 | Common | SOLE |
| 693475105 | PNC | PNC BANK CORP | $271.9M | 1.14% | 1,105,000 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP/THE | $238.2M | 1.00% | 1,091,400 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC. | $233.8M | 0.98% | 219,600 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYSTEMS INC | $229.3M | 0.96% | 1,953,400 | Common | SOLE |
| 060505104 | BAC | BANK OF AMERICA CORPORATION | $228.0M | 0.96% | 4,003,200 | Common | SOLE |
| 91324P102 | UNH | UNITED HEALTHCARE | $221.4M | 0.93% | 533,000 | Common | SOLE |
| 931142103 | WMT | WAL-MART STORES, INC. | $217.3M | 0.91% | 1,921,100 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORPORATION | $216.9M | 0.91% | 1,275,500 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $216.7M | 0.91% | 853,100 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC. | $216.2M | 0.91% | 484,860 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO | $210.6M | 0.89% | 1,640,300 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $208.4M | 0.88% | 181,120 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $207.6M | 0.87% | 993,500 | Common | SOLE |
| 191216100 | KO | COCA-COLA CO/THE | $197.5M | 0.83% | 2,431,000 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $186.0M | 0.78% | 483,600 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $180.6M | 0.76% | 364,875 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $178.2M | 0.75% | 356,000 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $176.6M | 0.74% | 730,365 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $172.5M | 0.73% | 547,900 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $160.4M | 0.67% | 309,100 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORP | $155.2M | 0.65% | 166,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $151.8M | 0.64% | 1,035,000 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $145.9M | 0.61% | 1,609,200 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $144.9M | 0.61% | 1,459,400 | Common | SOLE |
| 256677105 | DG | DOLLAR GENERAL | $139.7M | 0.59% | 1,213,600 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $137.8M | 0.58% | 1,502,000 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $133.0M | 0.56% | 3,117,000 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $129.1M | 0.54% | 286,505 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE COM INC | $128.6M | 0.54% | 821,040 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $128.4M | 0.54% | 695,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $123.1M | 0.52% | 646,900 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $118.5M | 0.50% | 298,000 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $114.6M | 0.48% | 117,200 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $112.6M | 0.47% | 229,400 | Common | SOLE |
| 216648501 | COO | COOPER COS INC/THE | $112.1M | 0.47% | 1,563,000 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP (NEW) | $105.3M | 0.44% | 139,500 | Common | SOLE |
| 518439104 | EL | LAUDER (ESTEE) CO. | $104.6M | 0.44% | 1,325,500 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $102.8M | 0.43% | 814,325 | Common | SOLE |
| 278865100 | ECL | ECOLAB | $100.3M | 0.42% | 360,300 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $91.6M | 0.39% | 514,000 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $86.1M | 0.36% | 379,500 | Common | SOLE |
| 254687106 | DIS | WALT DISNEY CO/THE | $83.7M | 0.35% | 869,500 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC | $78.4M | 0.33% | 630,000 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $77.2M | 0.32% | 219,100 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $71.5M | 0.30% | 469,400 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WORKS INC | $67.0M | 0.28% | 247,600 | Common | SOLE |
| 461202103 | INTU | INTUIT INC | $66.6M | 0.28% | 255,240 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC/MD | $65.9M | 0.28% | 1,306,700 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $63.4M | 0.27% | 882,200 | Common | SOLE |
| 892356106 | TSCO | TRACTOR SUPPLY CO | $53.8M | 0.23% | 1,703,400 | Common | SOLE |
| 651639106 | NEM | NEWMONT CORP | $50.7M | 0.21% | 543,500 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEMS INC | $49.9M | 0.21% | 133,000 | Common | SOLE |
| 824348106 | SHW | SHERWIN-WILLIAMS | $44.0M | 0.19% | 128,000 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $43.4M | 0.18% | 689,800 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS | $40.6M | 0.17% | 198,000 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $36.2M | 0.15% | 882,300 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $35.3M | 0.15% | 329,500 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING INC | $31.3M | 0.13% | 140,000 | Common | SOLE |
| 929160109 | VMC | VULCAN MATERIALS CO | $30.8M | 0.13% | 104,320 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $26.5M | 0.11% | 350,865 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDING | $23.6M | 0.10% | 87,000 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC/NY | $20.7M | 0.09% | 175,000 | Common | SOLE |
| G29183103 | ETN | EATON CORP | $20.6M | 0.09% | 51,064 | Common | SOLE |
| 291011104 | EMR | EMERSON ELECTRIC CO | $20.6M | 0.09% | 143,300 | Common | SOLE |
| H2927K103 | AMRZ | AMRIZE LTD | $14.6M | 0.06% | 274,013 | Common | SOLE |
| 60744M106 | MBGL | MOBILITY GLOBAL INC | $11.2M | 0.05% | 508,000 | Common | SOLE |
| 92345Y106 | VRSK | VERISK ANALYTICS INC | $346,242 | 0.00% | 1,930 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.