Alecta Tjanstepension Omsesidigt
Holdings as of 2026-06-30, filed 2026-07-23
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 23 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
91
Value reported by manager
$23.8B
Sum of our stored positions
$23.8B
should match the line above
Disclosure lag
23 d
quarter end to filing
Top 5 concentration
32.3%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
91 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| NVIDIA CORP | COM | $2B | 9,841,100 | — | 67066G104 |
| ALPHABET INC | CL A | $2B | 5,469,800 | — | 02079K305 |
| MICROSOFT CORP | COM | $1.6B | 4,300,000 | — | 594918104 |
| AMAZON.COM INC. | COM | $1.2B | 4,992,300 | — | 023135106 |
| BROADCOM CORPORATION | COM | $972M | 2,578,100 | — | 11135F101 |
| APPLE INC | COM | $767.8M | 2,656,000 | — | 037833100 |
| META PLATFORMS INC | CL A | $613.8M | 1,090,500 | — | 30303M102 |
| J.P. MORGAN CHASE & CO | COM | $608.8M | 1,860,500 | — | 46625H100 |
| ADVANCED MICRO DEV | COM | $557.9M | 961,600 | — | 007903107 |
| APPLIED MATERIALS INC | COM | $531.8M | 735,500 | — | 038222105 |
| VISA INC A | CL A | $510.1M | 1,489,000 | — | 92826C839 |
| TEXAS INSTRUMENTS | COM | $507.7M | 1,704,000 | — | 882508104 |
| ELI LILLY & CO | COM | $505.7M | 421,700 | — | 532457108 |
| AMPHENOL CORPORATION | CL A | $481.8M | 2,732,400 | — | 032095101 |
| ANALOG DEVICES | COM | $366.4M | 923,300 | — | 032654105 |
| KLA CORP | COM | $358.7M | 1,191,000 | — | 482480100 |
| ABBVIE INC | COM | $350.1M | 1,393,700 | — | 00287Y109 |
| PALO ALTO NETWORKS INC | CL A | $349.1M | 1,025,000 | — | 697435105 |
| NETFLIX INC | COM | $304M | 4,260,000 | — | 64110L106 |
| TJX COS INC | COM | $301.2M | 1,988,065 | — | 872540109 |
| FIFTH THIRD BANCORP | COM | $282.7M | 5,017,000 | — | 316773100 |
| INTEL CORP | COM | $280.3M | 2,009,600 | — | 458140100 |
| MASTERCARD INC | CL A | $277.4M | 540,360 | — | 57636Q104 |
| SPOTIFY TECHNOLOGY S.A | SHS | $272.2M | 593,000 | — | L8681T102 |
| PNC BANK CORP | COM | $271.9M | 1,105,000 | — | 693475105 |
| PROGRESSIVE CORP/THE | COM | $238.2M | 1,091,400 | — | 743315103 |
| CATERPILLAR INC. | COM | $233.8M | 219,600 | — | 149123101 |
| CISCO SYSTEMS INC | COM | $229.3M | 1,953,400 | — | 17275R102 |
| BANK OF AMERICA CORPORATION | COM | $228M | 4,003,200 | — | 060505104 |
| UNITED HEALTHCARE | COM | $221.4M | 533,000 | — | 91324P102 |
| WAL-MART STORES, INC. | COM | $217.3M | 1,921,100 | — | 931142103 |
| CINTAS CORPORATION | COM | $216.9M | 1,275,500 | — | 172908105 |
| JOHNSON & JOHNSON | COM | $216.7M | 853,100 | — | 478160104 |
| SYNOPSYS INC. | COM | $216.2M | 484,860 | — | 871607107 |
| MERCK & CO | COM | $210.6M | 1,640,300 | — | 58933Y105 |
| MICRON TECHNOLOGY INC | COM | $208.4M | 181,120 | — | 595112103 |
| MORGAN STANLEY | COM | $207.6M | 993,500 | — | 617446448 |
| COCA-COLA CO/THE | CL A | $197.5M | 2,431,000 | — | 191216100 |
| S&P GLOBAL INC | COM | $186M | 483,600 | — | 78409V104 |
| ROCKWELL AUTOMATION INC | COM | $180.6M | 364,875 | — | 773903109 |
| THERMO FISHER SCIENTIFIC INC | COM | $178.2M | 356,000 | — | 883556102 |
| AMETEK INC | COM | $176.6M | 730,365 | — | 031100100 |
| STRYKER CORP | COM | $172.5M | 547,900 | — | 863667101 |
| LINDE PLC | SHS | $160.4M | 309,100 | — | G54950103 |
| COSTCO WHOLESALE CORP | COM | $155.2M | 166,000 | — | 22160K105 |
| ORACLE CORP | COM | $151.8M | 1,035,000 | — | 68389X105 |
| ABBOTT LABS | COM | $145.9M | 1,609,200 | — | 002824100 |
| SERVICENOW INC | CL A | $144.9M | 1,459,400 | — | 81762P102 |
| DOLLAR GENERAL | COM | $139.7M | 1,213,600 | — | 256677105 |
| KKR & CO INC | COM | $137.8M | 1,502,000 | — | 48251W104 |
| BOSTON SCIENTIFIC CORP | COM | $133M | 3,117,000 | — | 101137107 |
| ULTA BEAUTY INC | COM | $129.1M | 286,505 | — | 90384S303 |
| SALESFORCE COM INC | COM | $128.6M | 821,040 | — | 79466L302 |
| QUALCOMM INC | COM | $128.4M | 695,000 | — | 747525103 |
| DANAHER CORP | COM | $123.1M | 646,900 | — | 235851102 |
| INTUITIVE SURGICAL INC | COM | $118.5M | 298,000 | — | 46120E602 |
| PARKER-HANNIFIN CORP | COM | $114.6M | 117,200 | — | 701094104 |
| TRANE TECHNOLOGIES PLC | SHS | $112.6M | 229,400 | — | G8994E103 |
| COOPER COS INC/THE | COM | $112.1M | 1,563,000 | — | 216648501 |
| MCKESSON CORP (NEW) | COM | $105.3M | 139,500 | — | 58155Q103 |
| LAUDER (ESTEE) CO. | CL A | $104.6M | 1,325,500 | — | 518439104 |
| GILEAD SCIENCES INC | COM | $102.8M | 814,325 | — | 375558103 |
| ECOLAB | COM | $100.3M | 360,300 | — | 278865100 |
| BOOKING HOLDINGS INC | COM | $91.6M | 514,000 | — | 09857L108 |
| IDEX CORP | COM | $86.1M | 379,500 | — | 45167R104 |
| WALT DISNEY CO/THE | COM | $83.7M | 869,500 | — | 254687106 |
| ACCENTURE PLC | SHS | $78.4M | 630,000 | — | G1151C101 |
| HOME DEPOT INC | COM | $77.2M | 219,100 | — | 437076102 |
| INSULET CORP | COM | $71.5M | 469,400 | — | 45784P101 |
| ILLINOIS TOOL WORKS INC | COM | $67M | 247,600 | — | 452308109 |
| INTUIT INC | COM | $66.6M | 255,240 | — | 461202103 |
| MCCORMICK & CO INC/MD | COM | $65.9M | 1,306,700 | — | 579780206 |
| ZOETIS INC | COM | $63.4M | 882,200 | — | 98978V103 |
| TRACTOR SUPPLY CO | COM | $53.8M | 1,703,400 | — | 892356106 |
| NEWMONT CORP | COM | $50.7M | 543,500 | — | 651639106 |
| CADENCE DESIGN SYSTEMS INC | COM | $49.9M | 133,000 | — | 127387108 |
| SHERWIN-WILLIAMS | COM | $44M | 128,000 | — | 824348106 |
| FREEPORT-MCMORAN INC | CL B | $43.4M | 689,800 | — | 35671D857 |
| ADOBE SYSTEMS | COM | $40.6M | 198,000 | — | 00724F101 |
| NIKE INC | CL B | $36.2M | 882,300 | — | 654106103 |
| CRH PLC | CL A | $35.3M | 329,500 | — | G25508105 |
| AUTOMATIC DATA PROCESSING INC | COM | $31.3M | 140,000 | — | 053015103 |
| VULCAN MATERIALS CO | COM | $30.8M | 104,320 | — | 929160109 |
| GRACO INC | COM | $26.5M | 350,865 | — | 384109104 |
| CREDO TECHNOLOGY GROUP HOLDING | COM | $23.6M | 87,000 | — | G25457105 |
| XYLEM INC/NY | COM | $20.7M | 175,000 | — | 98419M100 |
| EATON CORP | SHS | $20.6M | 51,064 | — | G29183103 |
| EMERSON ELECTRIC CO | COM | $20.6M | 143,300 | — | 291011104 |
| AMRIZE LTD | SHS | $14.6M | 274,013 | — | H2927K103 |
| MOBILITY GLOBAL INC | COM | $11.2M | 508,000 | — | 60744M106 |
| VERISK ANALYTICS INC | COM | $346.2K | 1,930 | — | 92345Y106 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-23