Institutional
Alecta Tjanstepension Omsesidigt
CIK 0001484429
$23.77B
Reported AUM
91
Positions
Q2 2026
Period
2026-07-23
Filed
Editorial summary
Summary for Alecta Tjanstepension Omsesidigt · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $192.21 | 1.16% | 9.52% | 751.61% | $1.97B | 8.27% | — | HELD |
| 2 | GOOGL | ALPHABET INC | $335.21 | -0.45% | 76.18% | 131.67% | $1.95B | 8.22% | — | HELD |
| 3 | MSFT | MICROSOFT CORP | $435.17 | 11.43% | -24.89% | 34.54% | $1.60B | 6.74% | — | HELD |
| 4 | AMZN | AMAZON.COM INC. | $233.09 | 2.84% | 5.54% | 30.60% | $1.19B | 5.00% | — | HELD |
| 5 | AVGO | BROADCOM CORPORATION | $379.11 | 2.37% | 31.81% | 734.42% | $972.0M | 4.09% | — | HELD |
| 6 | AAPL | APPLE INC | $333.11 | -1.50% | 67.77% | 128.17% | $767.8M | 3.23% | — | HELD |
| 7 | META | META PLATFORMS INC | $532.52 | -9.07% | -21.66% | 55.72% | $613.8M | 2.58% | — | HELD |
| 8 | JPM | J.P. MORGAN CHASE & CO | $348.31 | 1.04% | 21.40% | 144.23% | $608.8M | 2.56% | — | HELD |
| 9 | AMD | ADVANCED MICRO DEV | $461.22 | 7.37% | 188.39% | 347.27% | $557.9M | 2.35% | — | HELD |
| 10 | AMAT | APPLIED MATERIALS INC | $483.27 | 10.73% | 179.14% | 284.62% | $531.8M | 2.24% | — | HELD |
| 11 | V | VISA INC A | $365.00 | -1.01% | 9.62% | 67.02% | $510.1M | 2.15% | — | HELD |
| 12 | TXN | TEXAS INSTRUMENTS | $276.52 | 1.92% | 53.11% | 62.90% | $507.7M | 2.14% | — | HELD |
| 13 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | 54.61% | 373.33% | $505.7M | 2.13% | — | HELD |
| 14 | APH | AMPHENOL CORPORATION | $160.50 | 6.78% | 45.08% | 310.42% | $481.8M | 2.03% | — | HELD |
| 15 | ADI | ANALOG DEVICES | $364.57 | 3.17% | 65.33% | 140.57% | $366.4M | 1.54% | — | HELD |
| 16 | KLAC | KLA CORP | $183.80 | 8.00% | 93.19% | 424.97% | $358.7M | 1.51% | — | HELD |
| 17 | ABBV | ABBVIE INC | $257.17 | -2.33% | 40.72% | 165.04% | $350.1M | 1.47% | — | HELD |
| 18 | PANW | PALO ALTO NETWORKS INC | $316.62 | 0.79% | 81.72% | 308.84% | $349.1M | 1.47% | — | HELD |
| 19 | NFLX | NETFLIX INC | $71.16 | -3.35% | -36.45% | 29.36% | $304.0M | 1.28% | — | HELD |
| 20 | TJX | TJX COS INC | $159.29 | -1.45% | 27.39% | 133.67% | $301.2M | 1.27% | — | HELD |
| 21 | FITB | FIFTH THIRD BANCORP | $56.68 | 0.19% | 42.49% | 74.95% | $282.7M | 1.19% | — | HELD |
| 22 | INTC | INTEL CORP | $87.57 | 6.95% | 324.03% | 64.44% | $280.3M | 1.18% | — | HELD |
| 23 | MA | MASTERCARD INC | $578.95 | 2.77% | 1.24% | 67.59% | $277.4M | 1.17% | — | HELD |
| 24 | SPOT | SPOTIFY TECHNOLOGY S.A | $513.56 | -1.99% | -16.45% | 123.61% | $272.2M | 1.15% | — | HELD |
| 25 | PNC | PNC BANK CORP | $248.40 | -0.04% | 38.08% | 56.23% | $271.9M | 1.14% | — | HELD |
| 26 | PGR | PROGRESSIVE CORP/THE | $216.82 | -1.44% | -2.82% | 155.24% | $238.2M | 1.00% | — | HELD |
| 27 | CAT | CATERPILLAR INC. | $808.80 | 3.33% | 84.23% | 304.51% | $233.8M | 0.98% | — | HELD |
| 28 | CSCO | CISCO SYSTEMS INC | $111.87 | -0.54% | 71.43% | 119.60% | $229.3M | 0.96% | — | HELD |
| 29 | BAC | BANK OF AMERICA CORPORATION | $61.56 | 0.80% | 37.29% | 66.09% | $228.0M | 0.96% | — | HELD |
| 30 | UNH | UNITED HEALTHCARE | $414.04 | -1.55% | 80.84% | 9.82% | $221.4M | 0.93% | — | HELD |
| 31 | WMT | WAL-MART STORES, INC. | $112.44 | -1.55% | — | — | $217.3M | 0.91% | — | HELD |
| 32 | CTAS | CINTAS CORPORATION | $209.24 | -3.36% | — | — | $216.9M | 0.91% | — | HELD |
| 33 | JNJ | JOHNSON & JOHNSON | $258.72 | -2.56% | — | — | $216.7M | 0.91% | — | HELD |
| 34 | SNPS | SYNOPSYS INC. | $378.53 | 1.30% | — | — | $216.2M | 0.91% | — | HELD |
| 35 | MRK | MERCK & CO | $127.67 | -2.06% | — | — | $210.6M | 0.89% | — | HELD |
| 36 | MU | MICRON TECHNOLOGY INC | $791.93 | 7.16% | — | — | $208.4M | 0.88% | — | HELD |
| 37 | MS | MORGAN STANLEY | $206.89 | 1.85% | — | — | $207.6M | 0.87% | — | HELD |
| 38 | KO | COCA-COLA CO/THE | $87.89 | -1.33% | — | — | $197.5M | 0.83% | — | HELD |
| 39 | SPGI | S&P GLOBAL INC | $418.01 | -0.39% | — | — | $186.0M | 0.78% | — | HELD |
| 40 | ROK | ROCKWELL AUTOMATION INC | $472.58 | 2.87% | — | — | $180.6M | 0.76% | — | HELD |
| 41 | TMO | THERMO FISHER SCIENTIFIC INC | $568.60 | -1.36% | — | — | $178.2M | 0.75% | — | HELD |
| 42 | AME | AMETEK INC | $238.57 | 1.41% | — | — | $176.6M | 0.74% | — | HELD |
| 43 | SYK | STRYKER CORP | $350.83 | -0.40% | — | — | $172.5M | 0.73% | — | HELD |
| 44 | LIN | LINDE PLC | $512.76 | 0.31% | — | — | $160.4M | 0.67% | — | HELD |
| 45 | COST | COSTCO WHOLESALE CORP | $955.56 | -1.90% | — | — | $155.2M | 0.65% | — | HELD |
| 46 | ORCL | ORACLE CORP | $122.03 | 3.64% | — | — | $151.8M | 0.64% | — | HELD |
| 47 | ABT | ABBOTT LABS | $105.50 | -2.31% | — | — | $145.9M | 0.61% | — | HELD |
| 48 | NOW | SERVICENOW INC | $112.01 | -3.24% | — | — | $144.9M | 0.61% | — | HELD |
| 49 | DG | DOLLAR GENERAL | $126.68 | -1.55% | — | — | $139.7M | 0.59% | — | HELD |
| 50 | KKR | KKR & CO INC | $98.07 | -1.22% | — | — | $137.8M | 0.58% | — | HELD |
| 51 | BSX | BOSTON SCIENTIFIC CORP | $44.63 | -3.06% | — | — | $133.0M | 0.56% | — | HELD |
| 52 | ULTA | ULTA BEAUTY INC | $508.87 | 0.15% | — | — | $129.1M | 0.54% | — | HELD |
| 53 | CRM | SALESFORCE COM INC | $182.01 | -3.38% | — | — | $128.6M | 0.54% | — | HELD |
| 54 | QCOM | QUALCOMM INC | $149.08 | -4.24% | — | — | $128.4M | 0.54% | — | HELD |
| 55 | DHR | DANAHER CORP | $195.11 | -0.70% | — | — | $123.1M | 0.52% | — | HELD |
| 56 | ISRG | INTUITIVE SURGICAL INC | $349.21 | -1.10% | — | — | $118.5M | 0.50% | — | HELD |
| 57 | PH | PARKER-HANNIFIN CORP | $968.04 | 1.78% | — | — | $114.6M | 0.48% | — | HELD |
| 58 | TT | TRANE TECHNOLOGIES PLC | $461.60 | 3.31% | — | — | $112.6M | 0.47% | — | HELD |
| 59 | COO | COOPER COS INC/THE | $72.35 | -0.98% | — | — | $112.1M | 0.47% | — | HELD |
| 60 | MCK | MCKESSON CORP (NEW) | $874.45 | -1.59% | — | — | $105.3M | 0.44% | — | HELD |
| 61 | EL | LAUDER (ESTEE) CO. | $84.04 | -0.11% | — | — | $104.6M | 0.44% | — | HELD |
| 62 | GILD | GILEAD SCIENCES INC | $130.55 | -1.64% | — | — | $102.8M | 0.43% | — | HELD |
| 63 | ECL | ECOLAB | $282.36 | -0.47% | — | — | $100.3M | 0.42% | — | HELD |
| 64 | BKNG | BOOKING HOLDINGS INC | $199.08 | -1.10% | — | — | $91.6M | 0.39% | — | HELD |
| 65 | IEX | IDEX CORP | $229.52 | 2.17% | — | — | $86.1M | 0.36% | — | HELD |
| 66 | DIS | WALT DISNEY CO/THE | $98.48 | -0.41% | — | — | $83.7M | 0.35% | — | HELD |
| 67 | ACN | ACCENTURE PLC | $166.01 | -4.14% | — | — | $78.4M | 0.33% | — | HELD |
| 68 | HD | HOME DEPOT INC | $335.69 | -0.76% | — | — | $77.2M | 0.32% | — | HELD |
| 69 | PODD | INSULET CORP | $166.70 | -2.30% | — | — | $71.5M | 0.30% | — | HELD |
| 70 | ITW | ILLINOIS TOOL WORKS INC | $291.11 | -0.46% | — | — | $67.0M | 0.28% | — | HELD |
| 71 | INTU | INTUIT INC | $316.93 | -4.86% | — | — | $66.6M | 0.28% | — | HELD |
| 72 | MKC | MCCORMICK & CO INC/MD | $51.17 | -1.58% | — | — | $65.9M | 0.28% | — | HELD |
| 73 | ZTS | ZOETIS INC | $76.53 | -1.80% | — | — | $63.4M | 0.27% | — | HELD |
| 74 | TSCO | TRACTOR SUPPLY CO | $29.94 | -3.40% | — | — | $53.8M | 0.23% | — | HELD |
| 75 | NEM | NEWMONT CORP | $92.48 | 1.25% | — | — | $50.7M | 0.21% | — | HELD |
| 76 | CDNS | CADENCE DESIGN SYSTEMS INC | $342.21 | 2.84% | — | — | $49.9M | 0.21% | — | HELD |
| 77 | SHW | SHERWIN-WILLIAMS | $345.83 | 0.57% | — | — | $44.0M | 0.19% | — | HELD |
| 78 | FCX | FREEPORT-MCMORAN INC | $61.99 | 3.33% | — | — | $43.4M | 0.18% | — | HELD |
| 79 | ADBE | ADOBE SYSTEMS | $254.78 | -3.28% | — | — | $40.6M | 0.17% | — | HELD |
| 80 | NKE | NIKE INC | $41.93 | -2.98% | — | — | $36.2M | 0.15% | — | HELD |
| 81 | CRH | CRH PLC | $98.75 | -0.96% | — | — | $35.3M | 0.15% | — | HELD |
| 82 | ADP | AUTOMATIC DATA PROCESSING INC | $265.17 | -3.00% | — | — | $31.3M | 0.13% | — | HELD |
| 83 | VMC | VULCAN MATERIALS CO | $285.52 | 0.57% | — | — | $30.8M | 0.13% | — | HELD |
| 84 | GGG | GRACO INC | $80.36 | -1.04% | — | — | $26.5M | 0.11% | — | HELD |
| 85 | CRDO | CREDO TECHNOLOGY GROUP HOLDING | $191.00 | 7.64% | — | — | $23.6M | 0.10% | — | HELD |
| 86 | XYL | XYLEM INC/NY | $120.50 | -1.33% | — | — | $20.7M | 0.09% | — | HELD |
| 87 | ETN | EATON CORP | $382.25 | 5.63% | — | — | $20.6M | 0.09% | — | HELD |
| 88 | EMR | EMERSON ELECTRIC CO | $149.38 | 2.50% | — | — | $20.6M | 0.09% | — | HELD |
| 89 | AMRZ | AMRIZE LTD | $50.45 | 2.00% | — | — | $14.6M | 0.06% | — | HELD |
| 90 | MBGL | MOBILITY GLOBAL INC | $20.63 | -3.91% | — | — | $11.2M | 0.05% | — | HELD |
| 91 | VRSK | VERISK ANALYTICS INC | $204.25 | -4.18% | — | — | $346K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001062993-26-003791. 13F discloses long positions only — shorts, foreign equities, and options are excluded.