# Alecta Tjanstepension Omsesidigt: Form 13F holdings

An institutional investment manager in STOCKHOLM. SEC CIK 1484429.

- Quarter ended: 2026-06-30
- Filed: 2026-07-23
- Reported value: $23.77bn
- Positions: 91 (91 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1484429/000106299326003791/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [NVIDIA CORP (NVDA)](/companies/nvda.md) | COM | $1.97bn | 8.3% | 9,841,100 |  | Added +133,200 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CL A | $1.95bn | 8.2% | 5,469,800 |  | Reduced −172,700 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $1.60bn | 6.7% | 4,300,000 |  | Unchanged |
| [AMAZON.COM INC. (AMZN)](/companies/amzn.md) | COM | $1.19bn | 5.0% | 4,992,300 |  | Reduced −81,200 |
| [BROADCOM CORPORATION (AVGO)](/companies/avgo.md) | COM | $972.0m | 4.1% | 2,578,100 |  | Added +99,200 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $767.8m | 3.2% | 2,656,000 |  | Unchanged |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $613.8m | 2.6% | 1,090,500 |  | Added +460,300 |
| [J.P. MORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $608.8m | 2.6% | 1,860,500 |  | Added +414,200 |
| [ADVANCED MICRO DEV (AMD)](/companies/amd.md) | COM | $557.9m | 2.3% | 961,600 |  | Reduced −763,900 |
| [APPLIED MATERIALS INC (AMAT)](/companies/amat.md) | COM | $531.8m | 2.2% | 735,500 |  | Reduced −139,900 |
| [VISA INC A (V)](/companies/v.md) | CL A | $510.1m | 2.1% | 1,489,000 |  | Added +81,400 |
| [TEXAS INSTRUMENTS (TXN)](/companies/txn.md) | COM | $507.7m | 2.1% | 1,704,000 |  | Reduced −629,300 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $505.7m | 2.1% | 421,700 |  | Unchanged |
| [AMPHENOL CORPORATION (APH)](/companies/aph.md) | CL A | $481.8m | 2.0% | 2,732,400 |  | Reduced −442,600 |
| [ANALOG DEVICES (ADI)](/companies/adi.md) | COM | $366.4m | 1.5% | 923,300 |  | Reduced −60,700 |
| [KLA CORP (KLAC)](/companies/klac.md) | COM | $358.7m | 1.5% | 1,191,000 |  | Added +992,000 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $350.1m | 1.5% | 1,393,700 |  | Unchanged |
| [PALO ALTO NETWORKS INC (PANW)](/companies/panw.md) | CL A | $349.1m | 1.5% | 1,025,000 |  | Unchanged |
| [NETFLIX INC (NFLX)](/companies/nflx.md) | COM | $304.0m | 1.3% | 4,260,000 |  | Unchanged |
| [TJX COS INC (TJX)](/companies/tjx.md) | COM | $301.2m | 1.3% | 1,988,065 |  | Reduced −1,578,000 |
| [FIFTH THIRD BANCORP (FITB)](/companies/fitb.md) | COM | $282.7m | 1.2% | 5,017,000 |  | Added +1,088,700 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $280.3m | 1.2% | 2,009,600 |  | Unchanged |
| [MASTERCARD INC (MA)](/companies/ma.md) | CL A | $277.4m | 1.2% | 540,360 |  | Unchanged |
| SPOTIFY TECHNOLOGY S.A | SHS | $272.2m | 1.1% | 593,000 |  | Unchanged |
| [PNC BANK CORP (PNC)](/companies/pnc.md) | COM | $271.9m | 1.1% | 1,105,000 |  | Added +123,300 |
| [PROGRESSIVE CORP/THE (PGR)](/companies/pgr.md) | COM | $238.2m | 1.0% | 1,091,400 |  | Added +396,600 |
| [CATERPILLAR INC. (CAT)](/companies/cat.md) | COM | $233.8m | 1.0% | 219,600 |  | Reduced −28,900 |
| [CISCO SYSTEMS INC (CSCO)](/companies/csco.md) | COM | $229.3m | 1.0% | 1,953,400 |  | New +1,953,400 |
| [BANK OF AMERICA CORPORATION (BAC)](/companies/bac.md) | COM | $228.0m | 1.0% | 4,003,200 |  | Unchanged |
| [UNITED HEALTHCARE (UNH)](/companies/unh.md) | COM | $221.4m | 0.9% | 533,000 |  | Added +68,200 |
| [WAL-MART STORES, INC. (WMT)](/companies/wmt.md) | COM | $217.3m | 0.9% | 1,921,100 |  | Added +236,900 |
| [CINTAS CORPORATION (CTAS)](/companies/ctas.md) | COM | $216.9m | 0.9% | 1,275,500 |  | Unchanged |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $216.7m | 0.9% | 853,100 |  | Added +246,000 |
| [SYNOPSYS INC. (SNPS)](/companies/snps.md) | COM | $216.2m | 0.9% | 484,860 |  | Unchanged |
| [MERCK & CO (MRK)](/companies/mrk.md) | COM | $210.6m | 0.9% | 1,640,300 |  | Unchanged |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $208.4m | 0.9% | 181,120 |  | New +181,120 |
| [MORGAN STANLEY (MS)](/companies/ms.md) | COM | $207.6m | 0.9% | 993,500 |  | Reduced −285,600 |
| [COCA-COLA CO/THE (KO)](/companies/ko.md) | CL A | $197.5m | 0.8% | 2,431,000 |  | New +2,431,000 |
| [S&P GLOBAL INC (SPGI)](/companies/spgi.md) | COM | $186.0m | 0.8% | 483,600 |  | Reduced −24,400 |
| [ROCKWELL AUTOMATION INC (ROK)](/companies/rok.md) | COM | $180.6m | 0.8% | 364,875 |  | Reduced −47,600 |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $178.2m | 0.7% | 356,000 |  | Added +3,800 |
| [AMETEK INC (AME)](/companies/ame.md) | COM | $176.6m | 0.7% | 730,365 |  | Unchanged |
| [STRYKER CORP (SYK)](/companies/syk.md) | COM | $172.5m | 0.7% | 547,900 |  | Unchanged |
| LINDE PLC | SHS | $160.4m | 0.7% | 309,100 |  | Reduced −74,700 |
| [COSTCO WHOLESALE CORP (COST)](/companies/cost.md) | COM | $155.2m | 0.7% | 166,000 |  | Added +81,100 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $151.8m | 0.6% | 1,035,000 |  | Unchanged |
| [ABBOTT LABS (ABT)](/companies/abt.md) | COM | $145.9m | 0.6% | 1,609,200 |  | Added +153,500 |
| [SERVICENOW INC (NOW)](/companies/now.md) | CL A | $144.9m | 0.6% | 1,459,400 |  | Unchanged |
| [DOLLAR GENERAL (DG)](/companies/dg.md) | COM | $139.7m | 0.6% | 1,213,600 |  | Added +617,700 |
| [KKR & CO INC (KKR)](/companies/kkr.md) | COM | $137.8m | 0.6% | 1,502,000 |  | Added +762,300 |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $133.0m | 0.6% | 3,117,000 |  | Added +251,100 |
| [ULTA BEAUTY INC (ULTA)](/companies/ulta.md) | COM | $129.1m | 0.5% | 286,505 |  | Added +64,000 |
| [SALESFORCE COM INC (CRM)](/companies/crm.md) | COM | $128.6m | 0.5% | 821,040 |  | Unchanged |
| [QUALCOMM INC (QCOM)](/companies/qcom.md) | COM | $128.4m | 0.5% | 695,000 |  | New +695,000 |
| [DANAHER CORP (DHR)](/companies/dhr.md) | COM | $123.1m | 0.5% | 646,900 |  | Reduced −232,400 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM | $118.5m | 0.5% | 298,000 |  | Added +34,100 |
| [PARKER-HANNIFIN CORP (PH)](/companies/ph.md) | COM | $114.6m | 0.5% | 117,200 |  | Added +47,160 |
| TRANE TECHNOLOGIES PLC | SHS | $112.6m | 0.5% | 229,400 |  | Unchanged |
| [COOPER COS INC/THE (COO)](/companies/coo.md) | COM | $112.1m | 0.5% | 1,563,000 |  | Unchanged |
| [MCKESSON CORP (NEW) (MCK)](/companies/mck.md) | COM | $105.3m | 0.4% | 139,500 |  | Unchanged |
| [LAUDER (ESTEE) CO. (EL)](/companies/el.md) | CL A | $104.6m | 0.4% | 1,325,500 |  | Added +136,900 |
| [GILEAD SCIENCES INC (GILD)](/companies/gild.md) | COM | $102.8m | 0.4% | 814,325 |  | Unchanged |
| [ECOLAB (ECL)](/companies/ecl.md) | COM | $100.3m | 0.4% | 360,300 |  | Reduced −118,700 |
| [BOOKING HOLDINGS INC (BKNG)](/companies/bkng.md) | COM | $91.6m | 0.4% | 514,000 |  | Added +488,300 |
| [IDEX CORP (IEX)](/companies/iex.md) | COM | $86.1m | 0.4% | 379,500 |  | Reduced −199,500 |
| [WALT DISNEY CO/THE (DIS)](/companies/dis.md) | COM | $83.7m | 0.4% | 869,500 |  | Reduced −2,274,400 |
| ACCENTURE PLC | SHS | $78.4m | 0.3% | 630,000 |  | Unchanged |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $77.2m | 0.3% | 219,100 |  | Reduced −186,400 |
| [INSULET CORP (PODD)](/companies/podd.md) | COM | $71.5m | 0.3% | 469,400 |  | Added +75,100 |
| [ILLINOIS TOOL WORKS INC (ITW)](/companies/itw.md) | COM | $67.0m | 0.3% | 247,600 |  | Reduced −355,900 |
| [INTUIT INC (INTU)](/companies/intu.md) | COM | $66.6m | 0.3% | 255,240 |  | Unchanged |
| [MCCORMICK & CO INC/MD (MKC)](/companies/mkc.md) | COM | $65.9m | 0.3% | 1,306,700 |  | Unchanged |
| [ZOETIS INC (ZTS)](/companies/zts.md) | COM | $63.4m | 0.3% | 882,200 |  | Unchanged |
| [TRACTOR SUPPLY CO (TSCO)](/companies/tsco.md) | COM | $53.8m | 0.2% | 1,703,400 |  | Reduced −494,300 |
| [NEWMONT CORP (NEM)](/companies/nem.md) | COM | $50.7m | 0.2% | 543,500 |  | New +543,500 |
| [CADENCE DESIGN SYSTEMS INC (CDNS)](/companies/cdns.md) | COM | $49.9m | 0.2% | 133,000 |  | Unchanged |
| [SHERWIN-WILLIAMS (SHW)](/companies/shw.md) | COM | $44.0m | 0.2% | 128,000 |  | Unchanged |
| [FREEPORT-MCMORAN INC (FCX)](/companies/fcx.md) | CL B | $43.4m | 0.2% | 689,800 |  | New +689,800 |
| [ADOBE SYSTEMS (ADBE)](/companies/adbe.md) | COM | $40.6m | 0.2% | 198,000 |  | Unchanged |
| [NIKE INC (NKE)](/companies/nke.md) | CL B | $36.2m | 0.2% | 882,300 |  | Reduced −1,220,000 |
| CRH PLC | CL A | $35.3m | 0.1% | 329,500 |  | New +329,500 |
| [AUTOMATIC DATA PROCESSING INC (ADP)](/companies/adp.md) | COM | $31.3m | 0.1% | 140,000 |  | Reduced −93,400 |
| [VULCAN MATERIALS CO (VMC)](/companies/vmc.md) | COM | $30.8m | 0.1% | 104,320 |  | New +104,320 |
| [GRACO INC (GGG)](/companies/ggg.md) | COM | $26.5m | 0.1% | 350,865 |  | Reduced −1,184,235 |
| CREDO TECHNOLOGY GROUP HOLDING | COM | $23.6m | <0.1% | 87,000 |  | New +87,000 |
| [XYLEM INC/NY (XYL)](/companies/xyl.md) | COM | $20.7m | <0.1% | 175,000 |  | New +175,000 |
| EATON CORP | SHS | $20.6m | <0.1% | 51,064 |  | New +51,064 |
| [EMERSON ELECTRIC CO (EMR)](/companies/emr.md) | COM | $20.6m | <0.1% | 143,300 |  | New +143,300 |
| AMRIZE LTD | SHS | $14.6m | <0.1% | 274,013 |  | New +274,013 |
| [MOBILITY GLOBAL INC (MBGL)](/companies/mbgl.md) | COM | $11.2m | <0.1% | 508,000 |  | New +508,000 |
| [VERISK ANALYTICS INC (VRSK)](/companies/vrsk.md) | COM | $346.2k | <0.1% | 1,930 |  | Reduced −176,707 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [U.S. BANCORP (USB)](/companies/usb.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,480,500 |

Source: SEC EDGAR, Form 13F-HR, accession 0001062993-26-003791. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.