Lansforsakringar Fondforvaltning AB (publ): 13F holdings, Q2 2026
Lansforsakringar Fondforvaltning AB (publ) reported 591 positions worth $22.35B in its Form 13F for Q2 2026 (vs. $19.12B in Q1 2026), filed 2026-08-13.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| - | NVIDIA CORPORATION | $1.63B | 7.3% | 8,128,594 | -9% |
| AAPL | APPLE INC | $1.37B | 6.1% | 4,740,533 | -2% |
| - | MICROSOFT CORP | $988.49M | 4.4% | 2,649,953 | -2% |
| AMZN | AMAZON.COM INC | $870.42M | 3.9% | 3,652,011 | -1% |
| GOOGL | ALPHABET INC-CL A | $787.37M | 3.5% | 2,203,224 | -15% |
| AVGO | BROADCOM INC | $646.47M | 2.9% | 1,711,360 | -2% |
| GOOG | ALPHABET INC-CL C | $490.36M | 2.2% | 1,387,835 | -10% |
| - | ASTRAZENECA PLC | $473.68M | 2.1% | 2,523,337 | +3% |
| LLY | ELI LILLY & CO | $417.40M | 1.9% | 348,001 | +10% |
| - | JPMORGAN CHASE & CO | $382.41M | 1.7% | 1,168,266 | +26% |
| META | META PLATFORMS INC | $371.28M | 1.7% | 659,129 | -4% |
| - | TESLA INC | $355.36M | 1.6% | 844,898 | -5% |
| AMD | ADVANCED MICRO DEVICES | $319.79M | 1.4% | 550,498 | +2% |
| - | MICRON TECHNOLOGY INC | $299.07M | 1.3% | 259,095 | +4834% |
| - | VISA INC | $273.62M | 1.2% | 797,518 | +6% |
| - | JOHNSON & JOHNSON | $216.63M | 1.0% | 852,974 | +8% |
| BAC | BANK OF AMERICA CORP | $195.73M | 0.9% | 3,435,042 | -17% |
| - | INTEL CORP | $191.90M | 0.9% | 1,374,357 | -10% |
| AMAT | APPLIED MATERIALS INC | $179.41M | 0.8% | 248,153 | -6% |
| - | LAM RESEARCH CORP | $174.01M | 0.8% | 401,561 | -5% |
| CSCO | CISCO SYS INC | $158.08M | 0.7% | 1,345,790 | +3% |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $156.55M | 0.7% | 312,852 | new |
| - | LINDE PLC | $150.97M | 0.7% | 290,918 | +70% |
| - | PALO ALTO NETWORKS INC | $149.83M | 0.7% | 439,360 | -13% |
| CAT | CATERPILLAR INC | $148.87M | 0.7% | 139,794 | -5% |
| - | WALMART INC | $148.84M | 0.7% | 1,314,164 | -5% |
| ABBV | ABBVIE INC | $146.91M | 0.7% | 583,795 | +3% |
| APH | AMPHENOL CORP-CL A | $145.17M | 0.6% | 823,333 | +1921% |
| - | GE AEROSPACE | $143.02M | 0.6% | 382,691 | +11% |
| - | PEPSICO INC | $136.10M | 0.6% | 1,005,198 | +95% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| - | TRAVELERS COMPANIES INC | $57.32M |
| - | UGI CORP NEW | $47.68M |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $26.72M |
| - | QUANTA SVCS INC | $26.30M |
| COR | CENCORA INC | $20.61M |
| TGT | TARGET CORP | $18.81M |
| - | FORTINET INC | $17.52M |
| - | EDWARDS LIFESCIENCES CORP | $15.08M |
| - | OWENS CORNING NEW | $13.44M |
| - | CARNIVAL CORP | $7.54M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.