Alecta Tjanstepension Omsesidigt

Name: Alecta Tjanstepension Omsesidigt 13F holdings, Q2 2026
Creator: Alecta Tjanstepension Omsesidigt
Published: 2026-07-23

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Alecta Tjanstepension Omsesidigt reported 91 stock positions worth $23.8 billion. Its top holding was Nvidia (NVDA) at 8.3% of the portfolio, followed by Alphabet Class A (GOOGL, 8.2%) and Microsoft (MSFT, 6.7%). Compared with Q1 2026, it opened 14 new positions, sold out of 1, added to 22 and reduced 26. The biggest buy was a new position in Cisco Systems (CSCO) and the biggest sale TJX Companies (TJX, shares −44%).

Most Recent 13F: Q2 2026
Location: STOCKHOLM, V7
CIK: 0001484429
Portfolio Value: $23.8B (Q2 2026)
SEC Filing: 0001062993-26-003791 ↗ filed Jul 23, 2026

Holdings Value

Holdings 91 stocks · $23.8B


NVDA Nvidia Corp.	8.27%	9,841,100	$2.0B	Add +1.4%
GOOGL Alphabet Inc. Class A	8.22%	5,469,800	$2.0B	Reduce -3.1%
MSFT Microsoft Corp.	6.74%	4,300,000	$1.6B	No change
AMZN Amazon.com Inc.	5.00%	4,992,300	$1.2B	Reduce -1.6%
AVGO Broadcom Inc.	4.09%	2,578,100	$972.0M	Add +4.0%
AAPL Apple Inc.	3.23%	2,656,000	$767.8M	No change
META Meta Platforms Inc. Class A	2.58%	1,090,500	$613.8M	Add +73.0%
JPM JPMorgan Chase & Co.	2.56%	1,860,500	$608.8M	Add +28.6%
AMD Advanced Micro Devices	2.35%	961,600	$557.9M	Reduce -44.3%
AMAT Applied Materials Inc.	2.24%	735,500	$531.8M	Reduce -16.0%
V Visa Inc. Class A	2.15%	1,489,000	$510.1M	Add +5.8%
TXN Texas Instruments Inc.	2.14%	1,704,000	$507.7M	Reduce -27.0%
LLY Eli Lilly & Co.	2.13%	421,700	$505.7M	No change
APH Amphenol Corp. Class A	2.03%	2,732,400	$481.8M	Reduce -13.9%
ADI Analog Devices Inc.	1.54%	923,300	$366.4M	Reduce -6.2%
KLAC KLA Corp.	1.51%	1,191,000	$358.7M	Reduce -40.1%
ABBV Abbvie Inc.	1.47%	1,393,700	$350.1M	No change
PANW Palo Alto Networks Inc.	1.47%	1,025,000	$349.1M	No change
NFLX Netflix Inc.	1.28%	4,260,000	$304.0M	No change
TJX TJX Companies Inc. filed as TJX COS INC NEW	1.27%	1,988,065	$301.2M	Reduce -44.3%
FITB Fifth Third Bancorp	1.19%	5,017,000	$282.7M	Add +27.7%
INTC Intel Corp.	1.18%	2,009,600	$280.3M	No change
MA Mastercard Inc. Class A	1.17%	540,360	$277.4M	No change
SPOT Spotify Technology SA	1.15%	593,000	$272.2M	No change
PNC PNC Financial Services Group	1.14%	1,105,000	$271.9M	Add +12.6%
PGR Progressive Corp.	1.00%	1,091,400	$238.2M	Add +57.1%
CAT Caterpillar Inc.	0.98%	219,600	$233.8M	Reduce -11.6%
CSCO Cisco Systems Inc.	0.96%	1,953,400	$229.3M	New
BAC Bank of America Corp.	0.96%	4,003,200	$228.0M	No change
UNH Unitedhealth Group Inc.	0.93%	533,000	$221.4M	Add +14.7%
WMT Walmart Inc.	0.91%	1,921,100	$217.3M	Add +14.1%
CTAS Cintas Corp.	0.91%	1,275,500	$216.9M	No change
JNJ Johnson & Johnson	0.91%	853,100	$216.7M	Add +40.5%
SNPS Synopsys Inc.	0.91%	484,860	$216.2M	No change
MRK Merck & Co. Inc.	0.89%	1,640,300	$210.6M	No change
MU Micron Technology Inc.	0.88%	181,120	$208.4M	New
MS Morgan Stanley	0.87%	993,500	$207.6M	Reduce -22.3%
KO The Coca-Cola Co.	0.83%	2,431,000	$197.5M	New
SPGI S&P Global Inc.	0.78%	483,600	$186.0M	Reduce -4.8%
ROK Rockwell Automation Inc.	0.76%	364,875	$180.6M	Reduce -11.5%
TMO Thermo Fisher Scientific Inc.	0.75%	356,000	$178.2M	Add +1.1%
AME Ametek Inc.	0.74%	730,365	$176.6M	No change
SYK Stryker Corp.	0.73%	547,900	$172.5M	No change
LIN Linde PLC	0.67%	309,100	$160.4M	Reduce -19.5%
COST Costco Wholesale Corp.	0.65%	166,000	$155.2M	Add +95.5%
ORCL Oracle Corp.	0.64%	1,035,000	$151.8M	No change
ABT Abbott Laboratories	0.61%	1,609,200	$145.9M	Add +10.5%
NOW ServiceNow Inc.	0.61%	1,459,400	$144.9M	No change
DG Dollar General Corp.	0.59%	1,213,600	$139.7M	Add +103.7%
KKR KKR & Co. Inc.	0.58%	1,502,000	$137.8M	Add +103.1%
BSX Boston Scientific Corp.	0.56%	3,117,000	$133.0M	Add +8.8%
ULTA Ulta Beauty Inc.	0.54%	286,505	$129.1M	Add +28.8%
CRM Salesforce Inc.	0.54%	821,040	$128.6M	No change
QCOM Qualcomm Inc.	0.54%	695,000	$128.4M	New
DHR Danaher Corp.	0.52%	646,900	$123.1M	Reduce -26.4%
ISRG Intuitive Surgical Inc.	0.50%	298,000	$118.5M	Add +12.9%
PH Parker Hannifin Corp.	0.48%	117,200	$114.6M	Add +67.3%
TT Trane Technologies PLC	0.47%	229,400	$112.6M	No change
COO The Cooper Cos Inc.	0.47%	1,563,000	$112.1M	No change
MCK McKesson Corp.	0.44%	139,500	$105.3M	No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC	0.44%	1,325,500	$104.6M	Add +11.5%
GILD Gilead Sciences Inc.	0.43%	814,325	$102.8M	No change
ECL Ecolab Inc.	0.42%	360,300	$100.3M	Reduce -24.8%
BKNG Booking Holdings Inc.	0.39%	514,000	$91.6M	Reduce -20.0%
IEX Idex Corp.	0.36%	379,500	$86.1M	Reduce -34.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.35%	869,500	$83.7M	Reduce -72.3%
ACN Accenture PLC Class A	0.33%	630,000	$78.4M	No change
HD Home Depot Inc.	0.32%	219,100	$77.2M	Reduce -46.0%
PODD Insulet Corp.	0.30%	469,400	$71.5M	Add +19.1%
ITW Illinois Tool Works	0.28%	247,600	$67.0M	Reduce -59.0%
INTU Intuit Inc.	0.28%	255,240	$66.6M	No change
MKC McCormick & Co.-Non VTG SHRS	0.28%	1,306,700	$65.9M	No change
ZTS Zoetis Inc.	0.27%	882,200	$63.4M	No change
TSCO Tractor Supply Company	0.23%	1,703,400	$53.8M	Reduce -22.5%
NEM Newmont Corp.	0.21%	543,500	$50.7M	New
CDNS Cadence Design SYS Inc.	0.21%	133,000	$49.9M	No change
SHW The Sherwin-Williams Co.	0.19%	128,000	$44.0M	No change
FCX Freeport-McMoran Inc.	0.18%	689,800	$43.4M	New
ADBE Adobe Inc.	0.17%	198,000	$40.6M	No change
NKE Nike Inc. Class B	0.15%	882,300	$36.2M	Reduce -58.0%
CRH CRH PLC	0.15%	329,500	$35.3M	New
ADP Automatic Data Processing	0.13%	140,000	$31.3M	Reduce -40.0%
VMC Vulcan Materials Co.	0.13%	104,320	$30.8M	New
GGG Graco Inc.	0.11%	350,865	$26.5M	Reduce -77.1%
CRDO Credo Technology Group Holdi	0.10%	87,000	$23.6M	New
XYL Xylem Inc.	0.09%	175,000	$20.7M	New
ETN Eaton Corp. PLC	0.09%	51,064	$20.6M	New
EMR Emerson Electric Co.	0.09%	143,300	$20.6M	New
AMRZ Amrize Ltd.	0.06%	274,013	$14.6M	New
MBGL Mobility Global Inc.	0.05%	508,000	$11.2M	New
VRSK Verisk Analytics Inc.	0.00%	1,930	$346K	Reduce -98.9%

Portfolio Sells Q1 2026 → Q2 2026


TJX TJX Companies Inc.	Reduce -44.3%	1.27%	−1.51
DIS The Walt Disney Co.	Reduce -72.3%	0.35%	−1.12
GGG Graco Inc.	Reduce -77.1%	0.11%	−0.52
ITW Illinois Tool Works	Reduce -59.0%	0.28%	−0.48
NKE Nike Inc. Class B	Reduce -58.0%	0.15%	−0.39
USB US Bancorp	Sold out	0.00%	−0.38
HD Home Depot Inc.	Reduce -46.0%	0.32%	−0.32
DHR Danaher Corp.	Reduce -26.4%	0.52%	−0.29
SPGI S&P Global Inc.	Reduce -4.8%	0.78%	−0.27
TSCO Tractor Supply Company	Reduce -22.5%	0.23%	−0.26
LIN Linde PLC	Reduce -19.5%	0.67%	−0.25
ECL Ecolab Inc.	Reduce -24.8%	0.42%	−0.20
IEX Idex Corp.	Reduce -34.5%	0.36%	−0.17
VRSK Verisk Analytics Inc.	Reduce -98.9%	0.00%	−0.16
MS Morgan Stanley	Reduce -22.3%	0.87%	−0.15
AMZN Amazon.com Inc.	Reduce -1.6%	5.00%	−0.15
BKNG Booking Holdings Inc.	Reduce -20.0%	0.39%	−0.14
ADP Automatic Data Processing	Reduce -40.0%	0.13%	−0.10
TXN Texas Instruments Inc.	Reduce -27.0%	2.14%	−0.07
ADI Analog Devices Inc.	Reduce -6.2%	1.54%	+0.02
ROK Rockwell Automation Inc.	Reduce -11.5%	0.76%	+0.04
APH Amphenol Corp. Class A	Reduce -13.9%	2.03%	+0.07
KLAC KLA Corp.	Reduce -40.1%	1.51%	+0.08
CAT Caterpillar Inc.	Reduce -11.6%	0.98%	+0.13
GOOGL Alphabet Inc. Class A	Reduce -3.1%	8.22%	+0.31
AMD Advanced Micro Devices	Reduce -44.3%	2.35%	+0.64
AMAT Applied Materials Inc.	Reduce -16.0%	2.24%	+0.78

Portfolio Buys Q1 2026 → Q2 2026


CSCO Cisco Systems Inc.	New	0.96%	+0.96
MU Micron Technology Inc.	New	0.88%	+0.88
KO The Coca-Cola Co.	New	0.83%	+0.83
META Meta Platforms Inc. Class A	Add +73.0%	2.58%	+0.83
QCOM Qualcomm Inc.	New	0.54%	+0.54
JPM JPMorgan Chase & Co.	Add +28.6%	2.56%	+0.49
AVGO Broadcom Inc.	Add +4.0%	4.09%	+0.35
PGR Progressive Corp.	Add +57.1%	1.00%	+0.33
UNH Unitedhealth Group Inc.	Add +14.7%	0.93%	+0.32
FITB Fifth Third Bancorp	Add +27.7%	1.19%	+0.30
KKR KKR & Co. Inc.	Add +103.1%	0.58%	+0.25
DG Dollar General Corp.	Add +103.7%	0.59%	+0.24
COST Costco Wholesale Corp.	Add +95.5%	0.65%	+0.24
NEM Newmont Corp.	New	0.21%	+0.21
JNJ Johnson & Johnson	Add +40.5%	0.91%	+0.19
FCX Freeport-McMoran Inc.	New	0.18%	+0.18
PH Parker Hannifin Corp.	Add +67.3%	0.48%	+0.18
PNC PNC Financial Services Group	Add +12.6%	1.14%	+0.15
CRH CRH PLC	New	0.15%	+0.15
VMC Vulcan Materials Co.	New	0.13%	+0.13
CRDO Credo Technology Group Holdi	New	0.10%	+0.10
XYL Xylem Inc.	New	0.09%	+0.09
EMR Emerson Electric Co.	New	0.09%	+0.09
ETN Eaton Corp. PLC	New	0.09%	+0.09
V Visa Inc. Class A	Add +5.8%	2.15%	+0.07
AMRZ Amrize Ltd.	New	0.06%	+0.06
MBGL Mobility Global Inc.	New	0.05%	+0.05
EL Estee Lauder Companies Class A	Add +11.5%	0.44%	+0.02
NVDA Nvidia Corp.	Add +1.4%	8.27%	+0.02
ULTA Ulta Beauty Inc.	Add +28.8%	0.54%	−0.02
TMO Thermo Fisher Scientific Inc.	Add +1.1%	0.75%	−0.09
ISRG Intuitive Surgical Inc.	Add +12.9%	0.50%	−0.09
PODD Insulet Corp.	Add +19.1%	0.30%	−0.10
WMT Walmart Inc.	Add +14.1%	0.91%	−0.11
ABT Abbott Laboratories	Add +10.5%	0.61%	−0.11
BSX Boston Scientific Corp.	Add +8.8%	0.56%	−0.32

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	91	$23.8B	NVDA, GOOGL, MSFT, AMZN, AVGO
Q1 2026	78	$20.5B	NVDA, GOOGL, MSFT, AMZN, AVGO
Q4 2025	73	$22.7B	MSFT, GOOGL, NVDA, AMZN, APH
Q3 2025	68	$22.4B	MSFT, GOOGL, NVDA, AMZN, APH
Q2 2025	66	$21.3B	MSFT, GOOGL, AMZN, NVDA, APH
Q1 2025	65	$17.8B	MSFT, GOOGL, AMZN, TJX, APH
Q4 2024	58	$19.0B	MSFT, GOOGL, AMZN, V, APH
Q3 2024	40	$18.2B	MSFT, GOOGL, AMZN, TJX, V
Q2 2024	40	$17.9B	GOOGL, MSFT, AMZN, TJX, APH
Q1 2024	40	$17.5B	MSFT, GOOGL, AMZN, TJX, V