Alecta Tjanstepension Omsesidigt
Institutional manager — quarterly 13F holdings, Q ending 2026-06-30
Reported value
$23.77B
Q ending 2026-06-30
Prior quarter
$20.52B
Q ending 2026-03-31
Change
+15.9% QoQ · +11.5% YoY
Positions
91
reported holdings
Largest positions
All 91 reported positions, Q ending 2026-06-30. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corp | NVDA | Shares | $1.97B | 9.8M |
| Alphabet Inc | GOOGL | Shares | $1.95B | 5.5M |
| Microsoft Corp | MSFT | Shares | $1.60B | 4.3M |
| Amazon.Com Inc. | AMZN | Shares | $1.19B | 5.0M |
| Broadcom Corporation | AVGO | Shares | $972.0M | 2.6M |
| Apple Inc | AAPL | Shares | $767.8M | 2.7M |
| Meta Platforms Inc | META | Shares | $613.8M | 1.1M |
| J.P. Morgan Chase & Co | JPM | Shares | $608.8M | 1.9M |
| Advanced Micro Dev | AMD | Shares | $557.9M | 962K |
| Applied Materials Inc | AMAT | Shares | $531.8M | 736K |
| Visa Inc A | V | Shares | $510.1M | 1.5M |
| Texas Instruments | TXN | Shares | $507.7M | 1.7M |
| Eli Lilly & Co | LLY | Shares | $505.7M | 422K |
| Amphenol Corporation | APH | Shares | $481.8M | 2.7M |
| Analog Devices | ADI | Shares | $366.4M | 923K |
| Kla Corp | KLAC | Shares | $358.7M | 1.2M |
| Abbvie Inc | ABBV | Shares | $350.1M | 1.4M |
| Palo Alto Networks Inc | PANW | Shares | $349.1M | 1.0M |
| Netflix Inc | NFLX | Shares | $304.0M | 4.3M |
| Tjx Cos Inc | TJX | Shares | $301.2M | 2.0M |
| Fifth Third Bancorp | FITB | Shares | $282.7M | 5.0M |
| Intel Corp | INTC | Shares | $280.3M | 2.0M |
| Mastercard Inc | MA | Shares | $277.4M | 540K |
| Spotify Technology S.A | Shares | $272.2M | 593K | |
| Pnc Bank Corp | PNC | Shares | $271.9M | 1.1M |
| Progressive Corp/The | PGR | Shares | $238.2M | 1.1M |
| Caterpillar Inc. | CAT | Shares | $233.8M | 220K |
| Cisco Systems Inc | CSCO | Shares | $229.3M | 2.0M |
| Bank Of America Corporation | BAC | Shares | $228.0M | 4.0M |
| United Healthcare | UNH | Shares | $221.4M | 533K |
| Wal-Mart Stores, Inc. | WMT | Shares | $217.3M | 1.9M |
| Cintas Corporation | CTAS | Shares | $216.9M | 1.3M |
| Johnson & Johnson | JNJ | Shares | $216.7M | 853K |
| Synopsys Inc. | SNPS | Shares | $216.2M | 485K |
| Merck & Co | MRK | Shares | $210.6M | 1.6M |
| Micron Technology Inc | MU | Shares | $208.4M | 181K |
| Morgan Stanley | MS | Shares | $207.6M | 994K |
| Coca-Cola Co/The | KO | Shares | $197.5M | 2.4M |
| S&P Global Inc | SPGI | Shares | $186.0M | 484K |
| Rockwell Automation Inc | ROK | Shares | $180.6M | 365K |
| Thermo Fisher Scientific Inc | TMO | Shares | $178.2M | 356K |
| Ametek Inc | AME | Shares | $176.6M | 730K |
| Stryker Corp | SYK | Shares | $172.5M | 548K |
| Linde Plc | Shares | $160.4M | 309K | |
| Costco Wholesale Corp | COST | Shares | $155.2M | 166K |
| Oracle Corp | ORCL | Shares | $151.8M | 1.0M |
| Abbott Labs | ABT | Shares | $145.9M | 1.6M |
| Servicenow Inc | NOW | Shares | $144.9M | 1.5M |
| Dollar General | DG | Shares | $139.7M | 1.2M |
| Kkr & Co Inc | KKR | Shares | $137.8M | 1.5M |
| Boston Scientific Corp | BSX | Shares | $133.0M | 3.1M |
| Ulta Beauty Inc | ULTA | Shares | $129.1M | 287K |
| Salesforce Com Inc | CRM | Shares | $128.6M | 821K |
| Qualcomm Inc | QCOM | Shares | $128.4M | 695K |
| Danaher Corp | DHR | Shares | $123.1M | 647K |
| Intuitive Surgical Inc | ISRG | Shares | $118.5M | 298K |
| Parker-Hannifin Corp | PH | Shares | $114.6M | 117K |
| Trane Technologies Plc | Shares | $112.6M | 229K | |
| Cooper Cos Inc/The | COO | Shares | $112.1M | 1.6M |
| Mckesson Corp (New) | MCK | Shares | $105.3M | 140K |
| Lauder (Estee) Co. | EL | Shares | $104.6M | 1.3M |
| Gilead Sciences Inc | GILD | Shares | $102.8M | 814K |
| Ecolab | ECL | Shares | $100.3M | 360K |
| Booking Holdings Inc | BKNG | Shares | $91.6M | 514K |
| Idex Corp | IEX | Shares | $86.1M | 380K |
| Walt Disney Co/The | DIS | Shares | $83.7M | 870K |
| Accenture Plc | Shares | $78.4M | 630K | |
| Home Depot Inc | HD | Shares | $77.2M | 219K |
| Insulet Corp | PODD | Shares | $71.5M | 469K |
| Illinois Tool Works Inc | ITW | Shares | $67.0M | 248K |
| Intuit Inc | INTU | Shares | $66.6M | 255K |
| Mccormick & Co Inc/Md | MKC | Shares | $65.9M | 1.3M |
| Zoetis Inc | ZTS | Shares | $63.4M | 882K |
| Tractor Supply Co | TSCO | Shares | $53.8M | 1.7M |
| Newmont Corp | NEM | Shares | $50.7M | 544K |
| Cadence Design Systems Inc | CDNS | Shares | $49.9M | 133K |
| Sherwin-Williams | SHW | Shares | $44.0M | 128K |
| Freeport-Mcmoran Inc | FCX | Shares | $43.4M | 690K |
| Adobe Systems | ADBE | Shares | $40.6M | 198K |
| Nike Inc | NKE | Shares | $36.2M | 882K |
| Crh Plc | Shares | $35.3M | 330K | |
| Automatic Data Processing Inc | ADP | Shares | $31.3M | 140K |
| Vulcan Materials Co | VMC | Shares | $30.8M | 104K |
| Graco Inc | GGG | Shares | $26.5M | 351K |
| Credo Technology Group Holding | Shares | $23.6M | 87K | |
| Xylem Inc/Ny | XYL | Shares | $20.7M | 175K |
| Eaton Corp | Shares | $20.6M | 51K | |
| Emerson Electric Co | EMR | Shares | $20.6M | 143K |
| Amrize Ltd | Shares | $14.6M | 274K | |
| Mobility Global Inc | MBGL | Shares | $11.2M | 508K |
| Verisk Analytics Inc | VRSK | Shares | $346K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.