Elo Mutual Pension Insurance Co

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Elo Mutual Pension Insurance Co reported 593 stock positions worth $7.8 billion. Its top holding was Nvidia (NVDA) at 7.3% of the portfolio, followed by Apple (AAPL, 6.2%) and SS SPDR P High Yield ETF (SPHY, 4.3%). Compared with Q1 2026, it opened 151 new positions, sold out of 140, added to 254 and reduced 182. The biggest buy was SS SPDR P High Yield ETF (SPHY, shares +140%) and the biggest sale an exit from SS Technology Select Sector (XLK).

Most Recent 13F
Q2 2026
Location
ESPOO, H9
CIK
0001739877
Portfolio Value
$7.8B (Q2 2026)
SEC Filing
0001739877-26-000003 ↗ filed Aug 13, 2026

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $4.3B Q1 2024 Q2 2024: $4.3B Q2 2024 Q3 2024: $4.7B Q3 2024 Q4 2024: $4.7B Q4 2024 Q1 2025: $4.5B Q1 2025 Q2 2025: $4.9B Q2 2025 Q3 2025: $6.1B Q3 2025 Q4 2025: $6.5B Q4 2025 Q1 2026: $6.1B Q1 2026 Q2 2026: $7.8B $7.8B Q2 2026

Holdings 593 stocks · $7.8B

NVDA Nvidia Corp. 7.29% 2,829,665 $566.2M Add +6.4%
AAPL Apple Inc. 6.18% 1,658,675 $480.0M Add +4.8%
SPHY SS SPDR P High Yield ETF 4.31% 14,297,990 $335.1M Add +140.3%
MSFT Microsoft Corp. 3.81% 793,846 $296.1M Add +14.6%
GOOGL Alphabet Inc. Class A 3.30% 718,050 $256.6M Add +13.0%
AMZN Amazon.com Inc. 3.21% 1,048,057 $249.8M Add +20.2%
META Meta Platforms Inc. Class A 2.70% 372,662 $209.9M Add +32.5%
GOOG Alphabet Inc. Class C 2.68% 589,317 $208.2M Add +10.3%
AVGO Broadcom Inc. 2.28% 468,816 $177.1M Reduce -2.7%
TSLA Tesla Inc. 1.53% 283,583 $119.3M Reduce -11.5%
AMD Advanced Micro Devices 1.51% 201,675 $117.2M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.36% 141,800 $105.9M New
LLY Eli Lilly & Co. 1.32% 85,566 $102.6M Add +11.4%
MU Micron Technology Inc. 1.21% 81,191 $93.7M Add +126.8%
JNJ Johnson & Johnson 1.07% 326,117 $82.8M Add +23.1%
USHY iShares Broad Usd High Yield 1.00% 2,096,382 $77.6M Reduce -44.0%
JPM JPMorgan Chase & Co. 0.98% 232,892 $76.2M Add +24.9%
AMAT Applied Materials Inc. 0.97% 104,620 $75.6M Add +15.6%
SOXX iShares Semiconductor ETF 0.93% 112,320 $72.0M Reduce -63.4%
UNH Unitedhealth Group Inc. 0.88% 164,522 $68.4M Add +38.4%
V Visa Inc. Class A 0.87% 197,827 $67.9M Add +11.3%
IEMG iShares Core MSCI Emerging 0.81% 760,800 $63.0M Add +2292.4%
SMH Vaneck Semiconductor ETF 0.78% 92,560 $60.7M New
CSCO Cisco Systems Inc. 0.77% 512,257 $60.2M Add +23.5%
BAC Bank of America Corp. 0.77% 1,045,795 $59.6M Add +72.4%
WMT Walmart Inc. 0.75% 514,630 $58.3M Add +21.9%
RSP Invesco S&P 500 Equal Weight 0.71% 260,274 $55.4M New
XOM Exxon Mobil Corp. 0.71% 402,288 $55.0M Add +22.5%
COST Costco Wholesale Corp. 0.65% 53,903 $50.4M Add +70.7%
INTC Intel Corp. 0.64% 353,867 $49.4M Add +47.7%
ABBV Abbvie Inc. 0.63% 194,138 $48.9M Reduce -3.8%
EWY iShares MSCI South Korea ETF 0.62% 239,064 $48.3M Reduce -21.7%
MA Mastercard Inc. Class A 0.62% 93,290 $47.9M Add +2.0%
NFLX Netflix Inc. 0.61% 667,455 $47.7M Add +38.7%
C Citigroup Inc. 0.58% 322,745 $45.2M Add +104.8%
KLAC KLA Corp. 0.54% 139,483 $42.1M Add +13.6%
CAT Caterpillar Inc. 0.50% 36,253 $38.6M Add +61.3%
PLTR Palantir Technologies Inc. Class A 0.48% 322,353 $37.6M Add +12.2%
MRK Merck & Co. Inc. 0.48% 292,589 $37.6M Add +33.8%
HD Home Depot Inc. 0.48% 104,756 $36.9M Add +2.2%
KO The Coca-Cola Co. 0.47% 450,307 $36.6M Add +13.4%
QCOM Qualcomm Inc. 0.42% 178,696 $33.0M Add +75.5%
GEV GE Vernova Inc. 0.42% 27,566 $32.4M Add +3.1%
TSM Taiwan Semiconductor-SP ADR 0.41% 67,154 $32.1M Add +43.4%
PANW Palo Alto Networks Inc. 0.41% 93,512 $31.9M Add +48.7%
PG The Procter & Gamble Co. 0.41% 217,405 $31.9M Add +65.0%
CVX Chevron Corp. 0.40% 186,674 $30.9M Add +47.9%
GS Goldman Sachs Group Inc. 0.39% 29,921 $30.3M Reduce -4.6%
BRK.B Berkshire Hathaway Inc. Class B 0.38% 59,033 $29.5M Add +14.6%
AMGN Amgen Inc. 0.36% 78,004 $28.2M Add +11.5%
MRVL Marvell Technology Inc. 0.33% 85,281 $25.4M Add +29.1%
ORCL Oracle Corp. 0.32% 170,878 $25.0M Add +63.3%
AXP American Express Co. 0.32% 73,354 $24.8M Add +0.8%
ADI Analog Devices Inc. 0.32% 62,310 $24.7M Add +48.5%
GILD Gilead Sciences Inc. 0.32% 195,699 $24.7M Add +47.8%
MCD McDonald's Corp. 0.31% 87,697 $23.7M Add +27.1%
MS Morgan Stanley 0.30% 112,450 $23.5M Add +4.7%
SNDK Sandisk Corp. 0.30% 10,276 $23.4M New
UBER Uber Technologies Inc. 0.30% 323,733 $23.4M Add +28.3%
KBWB Invesco KBW Bank ETF 0.29% 243,434 $22.6M New
RTX RTX Corp. 0.29% 119,036 $22.6M New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.28% 230,061 $22.1M Add +55.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.28% 76,988 $21.6M Reduce -26.0%
VZ Verizon Communications Inc. 0.27% 494,847 $21.0M Add +66.4%
PEP Pepsico Inc. 0.27% 152,967 $20.7M Add +119.1%
WFC Wells Fargo & Co. 0.26% 242,249 $20.0M Add +19.3%
PGR Progressive Corp. 0.25% 90,661 $19.8M Add +40.1%
TMO Thermo Fisher Scientific Inc. 0.25% 38,413 $19.3M Add +4.8%
EWT iShares MSCI Taiwan ETF 0.24% 175,000 $19.0M New
BLK BlackRock Inc. 0.24% 19,658 $18.9M Add +7.0%
WDC Western Digital Corp. 0.24% 29,019 $18.5M Reduce -19.8%
ISRG Intuitive Surgical Inc. 0.24% 46,209 $18.4M Add +5.8%
PFE Pfizer Inc. 0.23% 747,091 $18.0M Add +30.2%
DELL Dell Technologies -C 0.23% 40,938 $17.7M Reduce -16.5%
COF Capital One Financial Corp. 0.22% 87,036 $17.5M Add +12.4%
T AT&T Inc. 0.22% 837,919 $17.3M Add +86.1%
CVS CVS Health Corp. 0.22% 165,030 $17.1M Reduce -8.0%
CRWD CrowdStrike Holdings Inc. Class A 0.22% 22,321 $17.0M Add +47.0%
GLW Corning Inc. 0.22% 66,495 $17.0M Add +6.7%
PLD Prologis Inc. 0.22% 125,076 $16.9M New
CB Chubb Ltd. 0.22% 49,488 $16.9M Reduce -1.5%
TXN Texas Instruments Inc. 0.22% 56,425 $16.8M Add +14.8%
BMY Bristol-Myers Squibb Co. 0.21% 289,019 $16.7M Add +4.4%
VRTX Vertex Pharmaceuticals Inc. 0.21% 33,374 $16.6M Add +6.4%
MDT Medtronic PLC 0.21% 211,336 $16.5M Add +40.3%
MCK McKesson Corp. 0.21% 21,582 $16.3M Add +6.0%
ETN Eaton Corp. PLC 0.20% 37,171 $15.8M Add +7.2%
STX Seagate Technology Holdings 0.20% 16,400 $15.8M Reduce -25.0%
BKNG Booking Holdings Inc. 0.20% 88,554 $15.8M New
ABT Abbott Laboratories 0.20% 172,853 $15.7M Add +7.1%
DE Deere & Co. 0.20% 24,318 $15.4M Add +2.5%
PH Parker Hannifin Corp. 0.19% 15,309 $15.0M Add +9.3%
DHR Danaher Corp. 0.19% 78,337 $14.9M Add +7.8%
NEE Nextera Energy Inc. 0.19% 168,905 $14.8M Add +38.8%
LIN Linde PLC 0.19% 28,529 $14.8M Add +12.9%
SCHW Schwab (charles) Corp. 0.19% 158,660 $14.6M Add +132.5%
TT Trane Technologies PLC 0.18% 28,854 $14.2M Add +16.9%
BA The Boeing Co. 0.18% 65,433 $14.2M Add +25.1%
ADBE Adobe Inc. 0.18% 68,794 $14.1M Add +36.8%
NEM Newmont Corp. 0.18% 150,775 $14.1M Add +0.5%

Show all 593 holdings

Portfolio Sells Q1 2026 → Q2 2026

XLK SS Technology Select Sector Sold out 0.00% −2.09
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Sold out 0.00% −1.84
USHY iShares Broad Usd High Yield Reduce -44.0% 1.00% −1.28
SOXX iShares Semiconductor ETF Reduce -63.4% 0.93% −0.74
TSLA Tesla Inc. Reduce -11.5% 1.53% −0.43
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −0.37
XLI SS Industrial Select Sector Sold out 0.00% −0.21
HON Honeywell International Inc. Sold out 0.00% −0.20
AVGO Broadcom Inc. Reduce -2.7% 2.28% −0.18
BIDU Baidu Inc. - Spon ADR Sold out 0.00% −0.15
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.15
COR Cencora Inc. Sold out 0.00% −0.14
IBM Intl Business Machines Corp. Reduce -26.0% 0.28% −0.14
BSX Boston Scientific Corp. Reduce -17.8% 0.09% −0.12
CRM Salesforce Inc. Reduce -8.1% 0.17% −0.11
LMT Lockheed Martin Corp. Reduce -12.2% 0.15% −0.11
PNC PNC Financial Services Group Sold out 0.00% −0.10
ABBV Abbvie Inc. Reduce -3.8% 0.63% −0.09
ITA iShares U.S. Aerospace & Def Sold out 0.00% −0.09
ROK Rockwell Automation Inc. Sold out 0.00% −0.09
MMM 3M Co. Reduce -52.5% 0.06% −0.09
TJX TJX Companies Inc. Reduce -10.7% 0.17% −0.09
SYK Stryker Corp. Reduce -29.9% 0.10% −0.09
ECL Ecolab Inc. Reduce -31.1% 0.11% −0.09
NRG NRG Energy Inc. Sold out 0.00% −0.08
KDP Keurig Dr Pepper Inc. Sold out 0.00% −0.08
WSM Williams-Sonoma Inc. Sold out 0.00% −0.08
SLB SLB Ltd. Reduce -29.5% 0.08% −0.08
J Jacobs Solutions Inc. Sold out 0.00% −0.07
BX Blackstone Inc. Reduce -19.5% 0.13% −0.07
TTWO Take-Two Interactive Softwre Sold out 0.00% −0.07
RCL Royal Caribbean Cruises Ltd. Sold out 0.00% −0.07
EOG EOG Resources Inc. Reduce -8.5% 0.13% −0.07
WMS Advanced Drainage Systems Inc. Sold out 0.00% −0.07
WAT Waters Corp. Sold out 0.00% −0.07
MAR Marriott International Class A Sold out 0.00% −0.07
RBLX Roblox Corp. Class A Sold out 0.00% −0.07
TGT Target Corp. Reduce -28.8% 0.10% −0.07
INSM Insmed Inc. Sold out 0.00% −0.07
ZTS Zoetis Inc. Reduce -24.2% 0.04% −0.06
PCG P G & E Corp. Sold out 0.00% −0.06
NTRA Natera Inc. Sold out 0.00% −0.06
BKR Baker Hughes Co. Reduce -18.8% 0.08% −0.06
CLX Clorox Company Sold out 0.00% −0.06
EMR Emerson Electric Co. Reduce -32.7% 0.08% −0.06
FLS Flowserve Corp. Sold out 0.00% −0.06
IDCC Interdigital Inc. Sold out 0.00% −0.06
PEGA Pegasystems Inc. Sold out 0.00% −0.06
GEHC GE Healthcare Technology Sold out 0.00% −0.05
MCO Moody's Corp. Reduce -23.7% 0.09% −0.05

Portfolio Buys Q1 2026 → Q2 2026

SPHY SS SPDR P High Yield ETF Add +140.3% 4.31% +2.02
SPY SS SPDR S&P 500 ETF Trust-US New 1.36% +1.36
MU Micron Technology Inc. Add +126.8% 1.21% +1.01
SMH Vaneck Semiconductor ETF New 0.78% +0.78
IEMG iShares Core MSCI Emerging Add +2292.4% 0.81% +0.77
RSP Invesco S&P 500 Equal Weight New 0.71% +0.71
AMAT Applied Materials Inc. Add +15.6% 0.97% +0.46
INTC Intel Corp. Add +47.7% 0.64% +0.46
UNH Unitedhealth Group Inc. Add +38.4% 0.88% +0.35
SNDK Sandisk Corp. New 0.30% +0.30
KBWB Invesco KBW Bank ETF New 0.29% +0.29
RTX RTX Corp. New 0.29% +0.29
GOOGL Alphabet Inc. Class A Add +13.0% 3.30% +0.29
C Citigroup Inc. Add +104.8% 0.58% +0.29
BAC Bank of America Corp. Add +72.4% 0.77% +0.28
EWT iShares MSCI Taiwan ETF New 0.24% +0.24
PANW Palo Alto Networks Inc. Add +48.7% 0.41% +0.24
CSCO Cisco Systems Inc. Add +23.5% 0.77% +0.24
KLAC KLA Corp. Add +13.6% 0.54% +0.24
CAT Caterpillar Inc. Add +61.3% 0.50% +0.23
AMZN Amazon.com Inc. Add +20.2% 3.21% +0.22
MRVL Marvell Technology Inc. Add +29.1% 0.33% +0.22
PLD Prologis Inc. New 0.22% +0.22
QCOM Qualcomm Inc. Add +75.5% 0.42% +0.21
BKNG Booking Holdings Inc. New 0.20% +0.20
LLY Eli Lilly & Co. Add +11.4% 1.32% +0.16
TSM Taiwan Semiconductor-SP ADR Add +43.4% 0.41% +0.15
GOOG Alphabet Inc. Class C Add +10.3% 2.68% +0.15
COST Costco Wholesale Corp. Add +70.7% 0.65% +0.13
CRWD CrowdStrike Holdings Inc. Class A Add +47.0% 0.22% +0.12
O Realty Income Corp. New 0.11% +0.11
SPG Simon Property Group Inc. New 0.10% +0.10
ADI Analog Devices Inc. Add +48.5% 0.32% +0.10
NOC Northrop Grumman Corp. New 0.10% +0.10
PG The Procter & Gamble Co. Add +65.0% 0.41% +0.10
MSI Motorola Solutions Inc. New 0.10% +0.10
AMT American Tower Corp. New 0.10% +0.10
PEP Pepsico Inc. Add +119.1% 0.27% +0.09
CBRE CBRE Group Inc. Class A New 0.09% +0.09
SCHW Schwab (charles) Corp. Add +132.5% 0.19% +0.08
GLW Corning Inc. Add +6.7% 0.22% +0.08
JPM JPMorgan Chase & Co. Add +24.9% 0.98% +0.08
AAOI Applied Optoelectronics Inc. New 0.07% +0.07
DDOG Datadog Inc. Class A Add +72.4% 0.11% +0.07
VTR Ventas Inc. New 0.07% +0.07
ORCL Oracle Corp. Add +63.3% 0.32% +0.07
BE Bloom Energy Corp. Class A New 0.07% +0.07
XYL Xylem Inc. New 0.07% +0.07
IQV Iqvia Holdings Inc. New 0.07% +0.07
SNOW Snowflake Inc. New 0.07% +0.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 593$7.8BNVDA, AAPL, SPHY, MSFT, GOOGL
Q1 2026 581$6.1BNVDA, AAPL, MSFT, GOOGL, AMZN
Q4 2025 595$6.5BNVDA, AAPL, MSFT, AMZN, XLK
Q3 2025 614$6.1BNVDA, AAPL, MSFT, META, AMZN
Q2 2025 626$4.9BNVDA, AAPL, MSFT, META, AMZN
Q1 2025 615$4.5BAAPL, NVDA, MSFT, META, AMZN
Q4 2024 525$4.7BAAPL, NVDA, MSFT, AMZN, META
Q3 2024 473$4.7BAAPL, MSFT, NVDA, IEMG, AMZN
Q2 2024 470$4.3BMSFT, AAPL, NVDA, IEMG, AMZN
Q1 2024 469$4.3BMSFT, AAPL, NVDA, IEMG, AMZN