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.
- Reported value$23.77bn
- Positions91
Holdings: 91 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Nvidia CorpNVDA | COM | 67066G104 | 1,966 | 8.3% | 9,841,100 | Added+133,200 | |
| Alphabet IncGOOGL | CL A | 02079K305 | 1,953 | 8.2% | 5,469,800 | Reduced−172,700 | |
| Microsoft CorpMSFT | COM | 594918104 | 1,603 | 6.7% | 4,300,000 | Unchanged | |
| Amazon.Com Inc.AMZN | COM | 023135106 | 1,189 | 5.0% | 4,992,300 | Reduced−81,200 | |
| Broadcom CorporationAVGO | COM | 11135F101 | 972 | 4.1% | 2,578,100 | Added+99,200 | |
| Apple IncAAPL | COM | 037833100 | 768 | 3.2% | 2,656,000 | Unchanged | |
| Meta Platforms IncMETA | CL A | 30303M102 | 614 | 2.6% | 1,090,500 | Added+460,300 | |
| J.P. Morgan Chase & CoJPM | COM | 46625H100 | 609 | 2.6% | 1,860,500 | Added+414,200 | |
| Advanced Micro DevAMD | COM | 007903107 | 558 | 2.3% | 961,600 | Reduced−763,900 | |
| Applied Materials IncAMAT | COM | 038222105 | 532 | 2.2% | 735,500 | Reduced−139,900 | |
| Visa Inc aV | CL A | 92826C839 | 510 | 2.1% | 1,489,000 | Added+81,400 | |
| Texas InstrumentsTXN | COM | 882508104 | 508 | 2.1% | 1,704,000 | Reduced−629,300 | |
| ELI Lilly & CoLLY | COM | 532457108 | 506 | 2.1% | 421,700 | Unchanged | |
| Amphenol CorporationAPH | CL A | 032095101 | 482 | 2.0% | 2,732,400 | Reduced−442,600 | |
| Analog DevicesADI | COM | 032654105 | 366 | 1.5% | 923,300 | Reduced−60,700 | |
| KLA CorpKLAC | COM | 482480100 | 359 | 1.5% | 1,191,000 | Added+992,000 | |
| Abbvie IncABBV | COM | 00287Y109 | 350 | 1.5% | 1,393,700 | Unchanged | |
| Palo Alto Networks IncPANW | CL A | 697435105 | 349 | 1.5% | 1,025,000 | Unchanged | |
| Netflix IncNFLX | COM | 64110L106 | 304 | 1.3% | 4,260,000 | Unchanged | |
| TJX Cos IncTJX | COM | 872540109 | 301 | 1.3% | 1,988,065 | Reduced−1,578,000 | |
| Fifth Third BancorpFITB | COM | 316773100 | 283 | 1.2% | 5,017,000 | Added+1,088,700 | |
| Intel CorpINTC | COM | 458140100 | 280 | 1.2% | 2,009,600 | Unchanged | |
| Mastercard IncMA | CL A | 57636Q104 | 277 | 1.2% | 540,360 | Unchanged | |
| Spotify Technology S.A | SHS | L8681T102 | 272 | 1.1% | 593,000 | Unchanged | |
| PNC Bank CorpPNC | COM | 693475105 | 272 | 1.1% | 1,105,000 | Added+123,300 | |
| Progressive CorpPGR | COM | 743315103 | 238 | 1.0% | 1,091,400 | Added+396,600 | |
| Caterpillar Inc.CAT | COM | 149123101 | 234 | 1.0% | 219,600 | Reduced−28,900 | |
| Cisco Systems IncCSCO | COM | 17275R102 | 229 | 1.0% | 1,953,400 | New+1,953,400 | |
| Bank of America CorporationBAC | COM | 060505104 | 228 | 1.0% | 4,003,200 | Unchanged | |
| United HealthcareUNH | COM | 91324P102 | 221 | 0.9% | 533,000 | Added+68,200 | |
| Wal-Mart Stores, Inc.WMT | COM | 931142103 | 217 | 0.9% | 1,921,100 | Added+236,900 | |
| Cintas CorporationCTAS | COM | 172908105 | 217 | 0.9% | 1,275,500 | Unchanged | |
| Johnson & JohnsonJNJ | COM | 478160104 | 217 | 0.9% | 853,100 | Added+246,000 | |
| Synopsys Inc.SNPS | COM | 871607107 | 216 | 0.9% | 484,860 | Unchanged | |
| Merck & CoMRK | COM | 58933Y105 | 211 | 0.9% | 1,640,300 | Unchanged | |
| Micron Technology IncMU | COM | 595112103 | 208 | 0.9% | 181,120 | New+181,120 | |
| Morgan StanleyMS | COM | 617446448 | 208 | 0.9% | 993,500 | Reduced−285,600 | |
| Coca-Cola CoKO | CL A | 191216100 | 197 | 0.8% | 2,431,000 | New+2,431,000 | |
| S&P Global IncSPGI | COM | 78409V104 | 186 | 0.8% | 483,600 | Reduced−24,400 | |
| Rockwell Automation IncROK | COM | 773903109 | 181 | 0.8% | 364,875 | Reduced−47,600 | |
| Thermo Fisher Scientific IncTMO | COM | 883556102 | 178 | 0.7% | 356,000 | Added+3,800 | |
| Ametek IncAME | COM | 031100100 | 177 | 0.7% | 730,365 | Unchanged | |
| Stryker CorpSYK | COM | 863667101 | 173 | 0.7% | 547,900 | Unchanged | |
| Linde plc | SHS | G54950103 | 160 | 0.7% | 309,100 | Reduced−74,700 | |
| Costco Wholesale CorpCOST | COM | 22160K105 | 155 | 0.7% | 166,000 | Added+81,100 | |
| Oracle CorpORCL | COM | 68389X105 | 152 | 0.6% | 1,035,000 | Unchanged | |
| Abbott LabsABT | COM | 002824100 | 146 | 0.6% | 1,609,200 | Added+153,500 | |
| Servicenow IncNOW | CL A | 81762P102 | 145 | 0.6% | 1,459,400 | Unchanged | |
| Dollar GeneralDG | COM | 256677105 | 140 | 0.6% | 1,213,600 | Added+617,700 | |
| KKR & Co IncKKR | COM | 48251W104 | 138 | 0.6% | 1,502,000 | Added+762,300 | |
| Boston Scientific CorpBSX | COM | 101137107 | 133 | 0.6% | 3,117,000 | Added+251,100 | |
| Ulta Beauty IncULTA | COM | 90384S303 | 129 | 0.5% | 286,505 | Added+64,000 | |
| Salesforce Com IncCRM | COM | 79466L302 | 129 | 0.5% | 821,040 | Unchanged | |
| Qualcomm IncQCOM | COM | 747525103 | 128 | 0.5% | 695,000 | New+695,000 | |
| Danaher CorpDHR | COM | 235851102 | 123 | 0.5% | 646,900 | Reduced−232,400 | |
| Intuitive Surgical IncISRG | COM | 46120E602 | 118 | 0.5% | 298,000 | Added+34,100 | |
| Parker-Hannifin CorpPH | COM | 701094104 | 115 | 0.5% | 117,200 | Added+47,160 | |
| Trane Technologies plc | SHS | G8994E103 | 113 | 0.5% | 229,400 | Unchanged | |
| Cooper Cos IncCOO | COM | 216648501 | 112 | 0.5% | 1,563,000 | Unchanged | |
| McKesson Corp (New)MCK | COM | 58155Q103 | 105 | 0.4% | 139,500 | Unchanged | |
| Lauder (Estee) Co.EL | CL A | 518439104 | 105 | 0.4% | 1,325,500 | Added+136,900 | |
| Gilead Sciences IncGILD | COM | 375558103 | 103 | 0.4% | 814,325 | Unchanged | |
| EcolabECL | COM | 278865100 | 100 | 0.4% | 360,300 | Reduced−118,700 | |
| Booking Holdings IncBKNG | COM | 09857L108 | 91.6 | 0.4% | 514,000 | Added+488,300 | |
| Idex CorpIEX | COM | 45167R104 | 86.1 | 0.4% | 379,500 | Reduced−199,500 | |
| Walt Disney CoDIS | COM | 254687106 | 83.7 | 0.4% | 869,500 | Reduced−2,274,400 | |
| Accenture plc | SHS | G1151C101 | 78.4 | 0.3% | 630,000 | Unchanged | |
| Home Depot IncHD | COM | 437076102 | 77.2 | 0.3% | 219,100 | Reduced−186,400 | |
| Insulet CorpPODD | COM | 45784P101 | 71.5 | 0.3% | 469,400 | Added+75,100 | |
| Illinois Tool Works IncITW | COM | 452308109 | 67.0 | 0.3% | 247,600 | Reduced−355,900 | |
| Intuit IncINTU | COM | 461202103 | 66.6 | 0.3% | 255,240 | Unchanged | |
| McCormick & Co IncMKC | COM | 579780206 | 65.9 | 0.3% | 1,306,700 | Unchanged | |
| Zoetis IncZTS | COM | 98978V103 | 63.4 | 0.3% | 882,200 | Unchanged | |
| Tractor Supply CoTSCO | COM | 892356106 | 53.8 | 0.2% | 1,703,400 | Reduced−494,300 | |
| Newmont CorpNEM | COM | 651639106 | 50.7 | 0.2% | 543,500 | New+543,500 | |
| Cadence Design Systems IncCDNS | COM | 127387108 | 49.9 | 0.2% | 133,000 | Unchanged | |
| Sherwin-WilliamsSHW | COM | 824348106 | 44.0 | 0.2% | 128,000 | Unchanged | |
| Freeport-Mcmoran IncFCX | CL B | 35671D857 | 43.4 | 0.2% | 689,800 | New+689,800 | |
| Adobe SystemsADBE | COM | 00724F101 | 40.6 | 0.2% | 198,000 | Unchanged | |
| Nike IncNKE | CL B | 654106103 | 36.2 | 0.2% | 882,300 | Reduced−1,220,000 | |
| CRH plc | CL A | G25508105 | 35.3 | 0.1% | 329,500 | New+329,500 | |
| Automatic Data Processing IncADP | COM | 053015103 | 31.3 | 0.1% | 140,000 | Reduced−93,400 | |
| Vulcan Materials CoVMC | COM | 929160109 | 30.8 | 0.1% | 104,320 | New+104,320 | |
| Graco IncGGG | COM | 384109104 | 26.5 | 0.1% | 350,865 | Reduced−1,184,235 | |
| Credo Technology Group Holding | COM | G25457105 | 23.6 | <0.1% | 87,000 | New+87,000 | |
| Xylem IncXYL | COM | 98419M100 | 20.7 | <0.1% | 175,000 | New+175,000 | |
| Eaton Corp | SHS | G29183103 | 20.6 | <0.1% | 51,064 | New+51,064 | |
| Emerson Electric CoEMR | COM | 291011104 | 20.6 | <0.1% | 143,300 | New+143,300 | |
| Amrize Ltd | SHS | H2927K103 | 14.6 | <0.1% | 274,013 | New+274,013 | |
| Mobility Global IncMBGL | COM | 60744M106 | 11.2 | <0.1% | 508,000 | New+508,000 | |
| Verisk Analytics IncVRSK | COM | 92345Y106 | 0.3 | <0.1% | 1,930 | Reduced−176,707 |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| U.S. BancorpUSB | COM | 902973304 | 0.0 | 0.0% | 0 | Sold 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.