Alecta Tjanstepension Omsesidigt: 13F holdings, Q2 2026
Alecta Tjanstepension Omsesidigt reported 91 positions worth $23.77B in its Form 13F for Q2 2026 (vs. $20.52B in Q1 2026), filed 2026-07-23.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| - | NVIDIA CORPORATION | $1.97B | 8.3% | 9,841,100 | +1% |
| GOOGL | ALPHABET INC-CL A | $1.95B | 8.2% | 5,469,800 | -3% |
| - | MICROSOFT CORP | $1.60B | 6.7% | 4,300,000 | same |
| AMZN | AMAZON.COM INC | $1.19B | 5.0% | 4,992,300 | -2% |
| AVGO | BROADCOM INC | $972.05M | 4.1% | 2,578,100 | +4% |
| AAPL | APPLE INC | $767.82M | 3.2% | 2,656,000 | same |
| META | META PLATFORMS INC | $613.82M | 2.6% | 1,090,500 | +73% |
| - | JPMORGAN CHASE & CO | $608.76M | 2.6% | 1,860,500 | +29% |
| AMD | ADVANCED MICRO DEVICES | $557.88M | 2.3% | 961,600 | -44% |
| AMAT | APPLIED MATERIALS INC | $531.77M | 2.2% | 735,500 | -16% |
| - | VISA INC | $510.12M | 2.1% | 1,489,000 | +6% |
| - | TEXAS INSTRS INC | $507.67M | 2.1% | 1,704,000 | -27% |
| LLY | ELI LILLY & CO | $505.74M | 2.1% | 421,700 | same |
| APH | AMPHENOL CORP-CL A | $481.80M | 2.0% | 2,732,400 | -14% |
| ADI | ANALOG DEVICES INC | $366.42M | 1.5% | 923,300 | -6% |
| - | KLA CORP | $358.72M | 1.5% | 1,191,000 | +498% |
| ABBV | ABBVIE INC | $350.10M | 1.5% | 1,393,700 | same |
| - | PALO ALTO NETWORKS INC | $349.12M | 1.5% | 1,025,000 | same |
| NFLX | NETFLIX INC. | $304.04M | 1.3% | 4,260,000 | same |
| - | TJX COS INC NEW | $301.19M | 1.3% | 1,988,065 | -44% |
| FITB | FIFTH THIRD BANCORP | $282.66M | 1.2% | 5,017,000 | +28% |
| - | INTEL CORP | $280.32M | 1.2% | 2,009,600 | same |
| - | MASTERCARD INCORPORATED | $277.44M | 1.2% | 540,360 | same |
| - | SPOTIFY TECHNOLOGY S A | $272.20M | 1.1% | 593,000 | same |
| - | PNC FINL SVCS GROUP INC | $271.86M | 1.1% | 1,105,000 | +13% |
| - | PROGRESSIVE CORP | $238.20M | 1.0% | 1,091,400 | +57% |
| CAT | CATERPILLAR INC | $233.76M | 1.0% | 219,600 | -12% |
| CSCO | CISCO SYS INC | $229.25M | 1.0% | 1,953,400 | new |
| BAC | BANK OF AMERICA CORP | $227.98M | 1.0% | 4,003,200 | same |
| UNH | UNITEDHEALTH GROUP INC | $221.38M | 0.9% | 533,000 | +15% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| - | US BANCORP | $76.99M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.