Livforsakringsbolaget Skandia, Omsesidigt
Holdings as of 2026-06-30, filed 2026-08-18
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 49 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
582
Value reported by manager
$3.1B
Sum of our stored positions
$3.1B
should match the line above
Disclosure lag
49 d
quarter end to filing
Top 5 concentration
27.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| Nvidia corp | COM | $238.7M | 1,195,000 | — | 67066G104 |
| Apple inc | COM | $193.8M | 670,332 | — | 037833100 |
| Alphabet inc-cl a | CAP STK CL A | $167.8M | 469,950 | — | 02079K305 |
| Microsoft corp | COM | $115.4M | 309,680 | — | 594918104 |
| Micron technology inc | COM | $107.3M | 93,250 | — | 595112103 |
| Amazon.com inc | COM | $98.7M | 414,300 | — | 023135106 |
| Broadcom inc | COM | $97.8M | 259,500 | — | 11135F101 |
| Kla corp | COM | $75.1M | 249,300 | — | 482480100 |
| Jpmorgan chase & co | COMMON STOCK | $65.7M | 200,900 | — | 30190A104 |
| Dell technologies -c | CL C | $58.7M | 136,100 | — | 24703L202 |
| Johnson & johnson | COM | $52.4M | 206,300 | — | 478160104 |
| Applied materials inc | COM | $51M | 70,600 | — | 038222105 |
| Meta platforms inc-class a | CL A | $47.3M | 83,958 | — | 30303M102 |
| Lam research corp | COM | $47.2M | 108,900 | — | 512807306 |
| Eli lilly & co | COM | $46.6M | 38,890 | — | 532457108 |
| Cisco systems inc | COM | $44.5M | 379,300 | — | 17275R102 |
| Goldman sachs group inc | COM | $42.3M | 41,820 | — | 38141G104 |
| Abbvie inc | COM | $39.2M | 155,985 | — | 00287Y109 |
| Cummins inc | COM | $36.2M | 50,760 | — | 231021106 |
| Nvidia corp | COM | $30.4M | 152,275 | — | 67066G104 |
| Jabil inc | COM | $29.2M | 75,650 | — | 45841N107 |
| Visa inc-class a shares | COM | $29.1M | 85,080 | — | 92826C839 |
| United rentals inc | COM | $27.9M | 24,650 | — | 911363109 |
| Cardinal health inc | COM | $27.2M | 114,700 | — | 14149Y108 |
| Apple inc | COM | $26.6M | 91,948 | — | 037833100 |
| Netapp inc | COM | $25.5M | 165,100 | — | 64110D104 |
| Advanced micro devices | COM | $24.8M | 42,750 | — | 007903107 |
| Delta air lines inc | COM NEW | $24.7M | 264,200 | — | 247361702 |
| Amgen inc | COM CL A | $24.7M | 68,130 | — | 02156V109 |
| Ebay inc | COM | $23.1M | 206,600 | — | 278642103 |
| Mastercard inc - a | CL A | $21.1M | 41,020 | — | 57636Q104 |
| General motors co | COM | $20.3M | 263,350 | — | 37045V100 |
| Newmont corp | COM | $20.2M | 216,000 | — | 80004C200 |
| Hartford insurance group inc | COM | $19.6M | 147,700 | — | 416515104 |
| United therapeutics corp | COM | $19.5M | 36,000 | — | 91307C102 |
| Mckesson corp | COM | $18.5M | 24,460 | — | 983134107 |
| Expedia group inc | COM | $17.9M | 69,900 | — | 30212P303 |
| Booking holdings inc | COM | $17.3M | 97,125 | — | 09857L108 |
| Berkshire hathaway inc-cl b | COM | $17.1M | 34,260 | — | 29364G103 |
| Cencora inc | COM | $17.1M | 60,500 | — | 03073E105 |
| Microsoft corp | COM | $16.5M | 44,158 | — | 594918104 |
| Snap-on inc | COM | $16.3M | 40,600 | — | 62482R107 |
| Morgan stanley | COM | $16.3M | 78,100 | — | 617446448 |
| Synchrony financial | COM | $16M | 210,700 | — | 87165B103 |
| F5 inc | COM | $15.8M | 37,930 | — | 315616102 |
| Bank of america corp | COM | $15.6M | 274,600 | — | 060505104 |
| Qualcomm inc | COM | $15.5M | 84,120 | — | 747525103 |
| Emcor group inc | COM | $15.4M | 18,620 | — | 632307104 |
| Intel corp | COM | $15.2M | 108,700 | — | 458140100 |
| Pultegroup inc | COM | $15.1M | 109,700 | — | 745867101 |
| First citizens bcshs -cl a | CL A | $14.6M | 7,040 | — | 31946M103 |
| Amazon.com inc | COM | $14.3M | 60,081 | — | 023135106 |
| Kroger co | COM | $14M | 252,300 | — | 501044101 |
| Deckers outdoor corp | COM | $13.2M | 133,340 | — | 243537107 |
| Alphabet inc-cl a | CAP STK CL A | $13M | 36,298 | — | 02079K305 |
| Caterpillar inc | COM | $12.7M | 11,950 | — | 149123101 |
| Equitable holdings inc | COM | $12.6M | 288,000 | — | 29452E101 |
| Sea ltd-adr | COM | $12.4M | 129,600 | — | 81141R100 |
| Tesla inc | COM | $12.1M | 28,700 | — | 88160R101 |
| Affiliated managers group | COM | $11.8M | 34,950 | — | 008252108 |
| Td synnex corp | COM | $10.9M | 40,800 | — | 87162W100 |
| General electric | COM | $10.8M | 28,900 | — | 369604301 |
| Alphabet inc-cl c | CAP STK CL C | $10.7M | 30,300 | — | 02079K107 |
| Tapestry inc | COM | $10.6M | 72,700 | — | 876030107 |
| Broadcom inc | COM | $10.6M | 28,138 | — | 11135F101 |
| Laureate education inc | COMMON STOCK | $10.4M | 286,200 | — | 518613203 |
| Amphenol corp-cl a | CL A | $10.1M | 57,300 | — | 032095101 |
| Exelixis inc | COM | $9.9M | 181,300 | — | 30161Q104 |
| Universal health services-b | CL B | $9.9M | 66,300 | — | 913903100 |
| Halozyme therapeutics inc | COM | $9.7M | 124,100 | — | 40637H109 |
| Steel dynamics inc | COM | $9.1M | 39,400 | — | 858119100 |
| Ameriprise financial inc | COM | $9M | 19,680 | — | 03076C106 |
| Hca healthcare inc | COM | $9M | 23,100 | — | 257651109 |
| Dover corp | COM NEW | $8.6M | 38,350 | — | 171779309 |
| Vertiv holdings co-a | COM | $8.6M | 25,600 | — | 925652109 |
| Globe life inc | COM | $8.5M | 47,800 | — | 37959E102 |
| Ge vernova inc | COM | $8.4M | 7,190 | — | 36828A101 |
| Virtu financial inc-class a | CL A | $8.4M | 140,500 | — | 942749102 |
| Autoliv inc | COM | $8.3M | 71,750 | — | 052800109 |
| Nextpower inc-cl a | CLASS A COM | $8.2M | 68,734 | — | 65290E101 |
| Micron technology inc | COM | $8.1M | 7,012 | — | 595112103 |
| Tenet healthcare corp | COM NEW | $8.1M | 43,050 | — | 88033G407 |
| Omnicom group | COM | $8M | 108,500 | — | 29249E109 |
| Urban outfitters inc | COM | $8M | 112,300 | — | 917047102 |
| Enersys | COM | $7.8M | 33,200 | — | 29275Y102 |
| Meta platforms inc-class a | CL A | $7.6M | 13,528 | — | 30303M102 |
| Tesla inc | COM | $7.4M | 17,656 | — | 88160R101 |
| Enova international inc | COM | $7.4M | 30,750 | — | 30161Q104 |
| Toll brothers inc | COM | $7.2M | 43,700 | — | 928881101 |
| Acuity inc | COM | $7.1M | 18,800 | — | 00508Y102 |
| Allison transmission holding | COM | $6.7M | 59,900 | — | 01973R101 |
| Frontdoor inc | COM | $6.6M | 85,500 | — | 917047102 |
| Unum group | COM | $6.5M | 72,400 | — | 91529Y106 |
| Ross stores inc | COM | $6.4M | 30,000 | — | 778296103 |
| Fedex corp | COM | $6.3M | 20,000 | — | 31428X106 |
| Firstcash holdings inc | COM | $6.1M | 28,400 | — | 33768G107 |
| Walmart inc | COM | $6.1M | 54,200 | — | 30161Q104 |
| Eli lilly & co | COM | $6M | 5,040 | — | 532457108 |
| Advanced micro devices | COM | $5.9M | 10,119 | — | 007903107 |
| Reinsurance group of america | COM NEW | $5.8M | 27,400 | — | 759351604 |
| Armstrong world industries | COMMON STOCK | $5.8M | 35,900 | — | 74743L100 |
| Simpson manufacturing co inc | COM | $5.8M | 27,500 | — | 829073105 |
| Godaddy inc - class a | COM | $5.6M | 66,300 | — | 380237107 |
| Dropbox inc-class a | CL A | $5.6M | 202,800 | — | 26210C104 |
| Jpmorgan chase & co | COMMON STOCK | $5.6M | 16,987 | — | 30190A104 |
| Netflix inc | COM | $5M | 70,400 | — | 64110L106 |
| Ralph lauren corp | COM | $4.9M | 12,200 | — | 577081102 |
| Victory capital holding - a | COM | $4.7M | 56,100 | — | 92645B103 |
| Cargurus inc | COM NEW | $4.6M | 136,200 | — | 68404L201 |
| Par pacific holdings inc | COM NEW | $4.5M | 81,100 | — | 69888T207 |
| Itt inc | COM | $4.4M | 22,300 | — | 45073V108 |
| Axos financial inc | COM | $4.4M | 44,700 | — | 05465C100 |
| Valmont industries | COM | $4.3M | 7,500 | — | 917047102 |
| Primerica inc | COM | $4.3M | 15,100 | — | 518613203 |
| Ss&c technologies holdings | COM | $4.1M | 66,700 | — | 78467J100 |
| Automatic data processing | COM | $4.1M | 18,400 | — | 053015103 |
| Johnson & johnson | COM | $4M | 15,906 | — | 478160104 |
| Berkshire hathaway inc-cl b | COM | $4M | 8,060 | — | 29364G103 |
| Mgic investment corp | COM | $4M | 141,800 | — | 552848103 |
| Corpay inc | COM | $3.9M | 11,800 | — | 219948106 |
| Intel corp | COM | $3.9M | 27,992 | — | 458140100 |
| Keysight technologies in | COM | $3.8M | 10,900 | — | 49338L103 |
| Visa inc-class a shares | COM | $3.7M | 10,677 | — | 92826C839 |
| Eog resources inc | COM | $3.7M | 28,200 | — | 26875P101 |
| Arista networks inc | COM SHS | $3.6M | 21,300 | — | 040413205 |
| Applied materials inc | COM | $3.6M | 4,967 | — | 038222105 |
| Nmi holdings inc | COM | $3.5M | 86,200 | — | 629209305 |
| Lam research corp | COM | $3.5M | 7,998 | — | 512807306 |
| Belden inc | COM | $3.4M | 28,200 | — | 077454106 |
| Bank ozk | COM | $3.3M | 63,200 | — | 06417N103 |
| Brinker international inc | COM | $3.2M | 18,850 | — | 109641100 |
| Atmus filtration technologie | COM | $3.1M | 61,600 | — | 04956D107 |
| Western alliance bancorp | COM | $3.1M | 38,200 | — | 957638109 |
| Walmart inc | COM | $3.1M | 27,453 | — | 30161Q104 |
| Caterpillar inc | COM | $3M | 2,832 | — | 149123101 |
| Wells fargo & co | COM | $3M | 35,800 | — | 949746101 |
| Cisco systems inc | COM | $3M | 25,177 | — | 17275R102 |
| Neurocrine biosciences inc | COM | $2.9M | 17,500 | — | 64125C109 |
| Autodesk inc | COM | $2.9M | 15,000 | — | 052769106 |
| Abbvie inc | COM | $2.8M | 11,285 | — | 00287Y109 |
| Osi systems inc | COM | $2.8M | 12,900 | — | 671044105 |
| Mastercard inc - a | CL A | $2.7M | 5,290 | — | 57636Q104 |
| Costco wholesale corp | COM | $2.5M | 2,701 | — | 22160K105 |
| Kla corp | COM | $2.5M | 8,370 | — | 482480100 |
| Autonation inc | COM | $2.5M | 13,550 | — | 05329W102 |
| Bancorp inc/the | COM | $2.5M | 39,800 | — | 05969A105 |
| Bank of america corp | COM | $2.4M | 42,951 | — | 060505104 |
| Enact holdings inc | COM | $2.4M | 53,100 | — | 62482R107 |
| Unitedhealth group inc | COM | $2.4M | 5,832 | — | 91324P102 |
| The cigna group | COM | $2.4M | 8,740 | — | 125523100 |
| General electric | COM | $2.4M | 6,364 | — | 369604301 |
| Home depot inc | COM | $2.3M | 6,554 | — | 437076102 |
| Pepsico inc | COM | $2.3M | 16,970 | — | 713448108 |
| Opera ltd-adr | SPONSORED ADS | $2.3M | 114,100 | — | 218352102 |
| Exlservice holdings inc | COM NEW | $2.2M | 85,400 | — | 302081104 |
| Merck & co. inc. | COM | $2.1M | 16,394 | — | 58933Y105 |
| Vertex pharmaceuticals inc | COM | $2M | 4,100 | — | 92532F100 |
| Costco wholesale corp | COM | $2M | 2,170 | — | 22160K105 |
| Ge vernova inc | COM | $2M | 1,726 | — | 36828A101 |
| Procter & gamble co/the | COM | $1.9M | 13,161 | — | 742718109 |
| Netflix inc | COM | $1.9M | 26,962 | — | 64110L106 |
| Union pacific corp | COM | $1.9M | 7,050 | — | 09234E102 |
| Palo alto networks inc | COM | $1.9M | 5,478 | — | 697435105 |
| Goldman sachs group inc | COM | $1.9M | 1,836 | — | 38141G104 |
| Coca-cola co/the | COM | $1.8M | 21,707 | — | 191216100 |
| Cognizant tech solutions-a | CL A | $1.7M | 45,140 | — | 192446102 |
| Futu holdings ltd-adr | COM | $1.7M | 18,500 | — | 36118L106 |
| Fortinet inc | COM | $1.7M | 11,200 | — | 34959E109 |
| Texas instruments inc | COM | $1.7M | 5,660 | — | 882508104 |
| Palantir technologies inc-a | CL A | $1.7M | 14,219 | — | 67059N108 |
| Citigroup inc | COM NEW | $1.6M | 11,734 | — | 172967424 |
| O'reilly automotive inc | COM | $1.6M | 17,700 | — | 632307104 |
| Intl business machines corp | COM | $1.6M | 5,787 | — | 459200101 |
| Marvell technology inc | COM | $1.6M | 5,391 | — | 573874104 |
| Bread financial holdings inc | COM | $1.6M | 14,700 | — | 018581108 |
| Oracle corp | COM | $1.6M | 10,818 | — | 68389X105 |
| Wells fargo & co | COM | $1.5M | 18,522 | — | 949746101 |
| Fedex freight holding co | COMMON STOCK | $1.5M | 10,000 | — | 314352105 |
| Halliburton co | COM | $1.5M | 43,800 | — | 406216101 |
| Morgan stanley | COM | $1.5M | 7,038 | — | 617446448 |
| Western digital corp | COM | $1.4M | 2,160 | — | 958102105 |
| Terex corp | COM | $1.4M | 18,800 | — | 880779103 |
| Amphenol corp-cl a | CL A | $1.3M | 7,607 | — | 032095101 |
| Amgen inc | COM CL A | $1.3M | 3,648 | — | 02156V109 |
| Gulfport energy corp | COMMON SHARES | $1.3M | 7,700 | — | 402635502 |
| Corning inc | COM | $1.3M | 5,043 | — | 219350105 |
| Comfort systems usa inc | COM | $1.3M | 640 | — | 199908104 |
| Crowdstrike holdings inc - a | CL A | $1.2M | 1,638 | — | 22788C105 |
| Aecom | COM | $1.2M | 17,700 | — | 00766T100 |
| Qualcomm inc | COM | $1.2M | 6,671 | — | 747525103 |
| Marvell technology inc | COM | $1.2M | 4,100 | — | 573874104 |
| Thermo fisher scientific inc | COM | $1.2M | 2,419 | — | 883556102 |
| Analog devices inc | COM | $1.2M | 3,050 | — | 032654105 |
| Palantir technologies inc-a | CL A | $1.2M | 10,300 | — | 67059N108 |
| Walt disney co/the | COM | $1.2M | 12,304 | — | 254687106 |
| Welltower inc | COM | $1.2M | 5,213 | — | 95040Q104 |
| Sprouts farmers market inc | COM | $1.2M | 13,900 | — | 85208M102 |
| Union pacific corp | COM | $1.2M | 4,309 | — | 09234E102 |
| Nextera energy inc | COM | $1.2M | 13,297 | — | 65339F101 |
| Arista networks inc | COM SHS | $1.2M | 6,820 | — | 040413205 |
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 2026-08-18