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Alecta Tjanstepension Omsesidigt

An institutional investment manager in STOCKHOLM. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 23, 2026. SEC CIK 1484429.

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Holdings: 91 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

Alecta Tjanstepension Omsesidigt, holdings
IssuerClassCUSIPReported value$mWeightSharesPut or callChange on the quarter before
Nvidia CorpNVDACOM67066G1041,9668.3%9,841,100Added+133,200
Alphabet IncGOOGLCL A02079K3051,9538.2%5,469,800Reduced−172,700
Microsoft CorpMSFTCOM5949181041,6036.7%4,300,000Unchanged
Amazon.Com Inc.AMZNCOM0231351061,1895.0%4,992,300Reduced−81,200
Broadcom CorporationAVGOCOM11135F1019724.1%2,578,100Added+99,200
Apple IncAAPLCOM0378331007683.2%2,656,000Unchanged
Meta Platforms IncMETACL A30303M1026142.6%1,090,500Added+460,300
J.P. Morgan Chase & CoJPMCOM46625H1006092.6%1,860,500Added+414,200
Advanced Micro DevAMDCOM0079031075582.3%961,600Reduced−763,900
Applied Materials IncAMATCOM0382221055322.2%735,500Reduced−139,900
Visa Inc aVCL A92826C8395102.1%1,489,000Added+81,400
Texas InstrumentsTXNCOM8825081045082.1%1,704,000Reduced−629,300
ELI Lilly & CoLLYCOM5324571085062.1%421,700Unchanged
Amphenol CorporationAPHCL A0320951014822.0%2,732,400Reduced−442,600
Analog DevicesADICOM0326541053661.5%923,300Reduced−60,700
KLA CorpKLACCOM4824801003591.5%1,191,000Added+992,000
Abbvie IncABBVCOM00287Y1093501.5%1,393,700Unchanged
Palo Alto Networks IncPANWCL A6974351053491.5%1,025,000Unchanged
Netflix IncNFLXCOM64110L1063041.3%4,260,000Unchanged
TJX Cos IncTJXCOM8725401093011.3%1,988,065Reduced−1,578,000
Fifth Third BancorpFITBCOM3167731002831.2%5,017,000Added+1,088,700
Intel CorpINTCCOM4581401002801.2%2,009,600Unchanged
Mastercard IncMACL A57636Q1042771.2%540,360Unchanged
Spotify Technology S.ASHSL8681T1022721.1%593,000Unchanged
PNC Bank CorpPNCCOM6934751052721.1%1,105,000Added+123,300
Progressive CorpPGRCOM7433151032381.0%1,091,400Added+396,600
Caterpillar Inc.CATCOM1491231012341.0%219,600Reduced−28,900
Cisco Systems IncCSCOCOM17275R1022291.0%1,953,400New+1,953,400
Bank of America CorporationBACCOM0605051042281.0%4,003,200Unchanged
United HealthcareUNHCOM91324P1022210.9%533,000Added+68,200
Wal-Mart Stores, Inc.WMTCOM9311421032170.9%1,921,100Added+236,900
Cintas CorporationCTASCOM1729081052170.9%1,275,500Unchanged
Johnson & JohnsonJNJCOM4781601042170.9%853,100Added+246,000
Synopsys Inc.SNPSCOM8716071072160.9%484,860Unchanged
Merck & CoMRKCOM58933Y1052110.9%1,640,300Unchanged
Micron Technology IncMUCOM5951121032080.9%181,120New+181,120
Morgan StanleyMSCOM6174464482080.9%993,500Reduced−285,600
Coca-Cola CoKOCL A1912161001970.8%2,431,000New+2,431,000
S&P Global IncSPGICOM78409V1041860.8%483,600Reduced−24,400
Rockwell Automation IncROKCOM7739031091810.8%364,875Reduced−47,600
Thermo Fisher Scientific IncTMOCOM8835561021780.7%356,000Added+3,800
Ametek IncAMECOM0311001001770.7%730,365Unchanged
Stryker CorpSYKCOM8636671011730.7%547,900Unchanged
Linde plcSHSG549501031600.7%309,100Reduced−74,700
Costco Wholesale CorpCOSTCOM22160K1051550.7%166,000Added+81,100
Oracle CorpORCLCOM68389X1051520.6%1,035,000Unchanged
Abbott LabsABTCOM0028241001460.6%1,609,200Added+153,500
Servicenow IncNOWCL A81762P1021450.6%1,459,400Unchanged
Dollar GeneralDGCOM2566771051400.6%1,213,600Added+617,700
KKR & Co IncKKRCOM48251W1041380.6%1,502,000Added+762,300
Boston Scientific CorpBSXCOM1011371071330.6%3,117,000Added+251,100
Ulta Beauty IncULTACOM90384S3031290.5%286,505Added+64,000
Salesforce Com IncCRMCOM79466L3021290.5%821,040Unchanged
Qualcomm IncQCOMCOM7475251031280.5%695,000New+695,000
Danaher CorpDHRCOM2358511021230.5%646,900Reduced−232,400
Intuitive Surgical IncISRGCOM46120E6021180.5%298,000Added+34,100
Parker-Hannifin CorpPHCOM7010941041150.5%117,200Added+47,160
Trane Technologies plcSHSG8994E1031130.5%229,400Unchanged
Cooper Cos IncCOOCOM2166485011120.5%1,563,000Unchanged
McKesson Corp (New)MCKCOM58155Q1031050.4%139,500Unchanged
Lauder (Estee) Co.ELCL A5184391041050.4%1,325,500Added+136,900
Gilead Sciences IncGILDCOM3755581031030.4%814,325Unchanged
EcolabECLCOM2788651001000.4%360,300Reduced−118,700
Booking Holdings IncBKNGCOM09857L10891.60.4%514,000Added+488,300
Idex CorpIEXCOM45167R10486.10.4%379,500Reduced−199,500
Walt Disney CoDISCOM25468710683.70.4%869,500Reduced−2,274,400
Accenture plcSHSG1151C10178.40.3%630,000Unchanged
Home Depot IncHDCOM43707610277.20.3%219,100Reduced−186,400
Insulet CorpPODDCOM45784P10171.50.3%469,400Added+75,100
Illinois Tool Works IncITWCOM45230810967.00.3%247,600Reduced−355,900
Intuit IncINTUCOM46120210366.60.3%255,240Unchanged
McCormick & Co IncMKCCOM57978020665.90.3%1,306,700Unchanged
Zoetis IncZTSCOM98978V10363.40.3%882,200Unchanged
Tractor Supply CoTSCOCOM89235610653.80.2%1,703,400Reduced−494,300
Newmont CorpNEMCOM65163910650.70.2%543,500New+543,500
Cadence Design Systems IncCDNSCOM12738710849.90.2%133,000Unchanged
Sherwin-WilliamsSHWCOM82434810644.00.2%128,000Unchanged
Freeport-Mcmoran IncFCXCL B35671D85743.40.2%689,800New+689,800
Adobe SystemsADBECOM00724F10140.60.2%198,000Unchanged
Nike IncNKECL B65410610336.20.2%882,300Reduced−1,220,000
CRH plcCL AG2550810535.30.1%329,500New+329,500
Automatic Data Processing IncADPCOM05301510331.30.1%140,000Reduced−93,400
Vulcan Materials CoVMCCOM92916010930.80.1%104,320New+104,320
Graco IncGGGCOM38410910426.50.1%350,865Reduced−1,184,235
Credo Technology Group HoldingCOMG2545710523.6<0.1%87,000New+87,000
Xylem IncXYLCOM98419M10020.7<0.1%175,000New+175,000
Eaton CorpSHSG2918310320.6<0.1%51,064New+51,064
Emerson Electric CoEMRCOM29101110420.6<0.1%143,300New+143,300
Amrize LtdSHSH2927K10314.6<0.1%274,013New+274,013
Mobility Global IncMBGLCOM60744M10611.2<0.1%508,000New+508,000
Verisk Analytics IncVRSKCOM92345Y1060.3<0.1%1,930Reduced−176,707

Sold out: 1 position

Held at the end of the quarter before and not reported this quarter.

Alecta Tjanstepension Omsesidigt, positions sold out
IssuerClassCUSIPReported value$WeightSharesPut or callChange on the quarter before
U.S. BancorpUSBCOM9029733040.00.0%0Sold out−1,480,500

Source: SEC EDGAR, Form 13F-HR, accession 0001062993-26-003791 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.