Elo Mutual Pension Insurance Co

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Elo Mutual Pension Insurance Co reported 614 stock positions worth $6.1 billion. Its top holding was Nvidia (NVDA) at 7.8% of the portfolio, followed by Apple (AAPL, 6.8%) and Microsoft (MSFT, 5.6%). Compared with Q2 2025, it opened 114 new positions, sold out of 126, added to 420 and reduced 79. The biggest buy was a new position in SS Health Care Select Sector (XLV) and the biggest sale Amazon.com (AMZN, shares −3%).

Most Recent 13F
Q2 2026
Location
ESPOO, H9
CIK
0001739877
Portfolio Value
$6.1B (Q3 2025)
SEC Filing
0001739877-25-000008 ↗ filed Nov 12, 2025

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 $6.1B Q3 2025 Q4 2025: $6.5B Q4 2025 Q1 2026: $6.1B Q1 2026 Q2 2026: $7.8B Q2 2026

Holdings 614 stocks · $6.1B

NVDA Nvidia Corp. 7.84% 2,558,420 $477.4M Add +5.0%
AAPL Apple Inc. 6.83% 1,632,742 $415.7M Add +9.6%
MSFT Microsoft Corp. 5.60% 658,687 $341.2M Add +12.3%
META Meta Platforms Inc. Class A 3.15% 261,145 $191.8M Add +4.7%
AMZN Amazon.com Inc. 2.78% 772,181 $169.5M Reduce -3.1%
TSLA Tesla Inc. 2.50% 341,770 $152.0M Add +9.7%
XLV SS Health Care Select Sector 2.24% 979,291 $136.3M New
AVGO Broadcom Inc. 2.22% 409,272 $135.0M Add +5.9%
IEMG iShares Core MSCI Emerging 2.02% 1,867,100 $123.1M No change
GOOGL Alphabet Inc. Class A 1.94% 484,994 $117.9M Add +0.6%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 1.87% 1,400,000 $113.7M New
GOOG Alphabet Inc. Class C 1.63% 408,016 $99.4M Add +0.8%
JPM JPMorgan Chase & Co. 1.17% 225,586 $71.2M Add +0.4%
V Visa Inc. Class A 1.09% 194,624 $66.4M Add +9.0%
NFLX Netflix Inc. 1.09% 55,338 $66.3M Add +1.5%
LLY Eli Lilly & Co. 0.98% 77,832 $59.4M Reduce -0.3%
JNJ Johnson & Johnson 0.92% 300,666 $55.7M Add +7.6%
MA Mastercard Inc. Class A 0.87% 93,578 $53.2M Add +10.9%
WMT Walmart Inc. 0.87% 513,621 $52.9M Add +31.1%
PLTR Palantir Technologies Inc. Class A 0.85% 282,682 $51.6M Add +1.6%
COST Costco Wholesale Corp. 0.81% 53,263 $49.3M Add +28.9%
ABBV Abbvie Inc. 0.78% 205,301 $47.5M Add +2.9%
HD Home Depot Inc. 0.72% 108,860 $44.1M Reduce -5.8%
XOM Exxon Mobil Corp. 0.71% 380,922 $42.9M Add +12.6%
UNH Unitedhealth Group Inc. 0.68% 120,501 $41.6M Add +1.7%
BRK.B Berkshire Hathaway Inc. Class B 0.62% 75,008 $37.7M Add +2.9%
AMD Advanced Micro Devices 0.59% 221,485 $35.8M Add +11.2%
ORCL Oracle Corp. 0.58% 124,685 $35.1M Add +12.8%
PG The Procter & Gamble Co. 0.54% 213,858 $32.9M Add +3.0%
KO The Coca-Cola Co. 0.53% 489,446 $32.5M Add +2.7%
CVX Chevron Corp. 0.49% 191,251 $29.7M Add +39.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.48% 569,473 $29.4M Reduce -0.9%
CSCO Cisco Systems Inc. 0.48% 424,784 $29.1M Add +13.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.46% 99,875 $28.2M Add +3.6%
GS Goldman Sachs Group Inc. 0.44% 33,411 $26.6M Reduce -0.0%
INTU Intuit Inc. 0.42% 37,584 $25.7M Add +0.2%
UBER Uber Technologies Inc. 0.40% 251,015 $24.6M Add +1.5%
MRK Merck & Co. Inc. 0.40% 288,211 $24.2M Add +14.2%
ABT Abbott Laboratories 0.38% 171,649 $23.0M Add +2.7%
ADBE Adobe Inc. 0.38% 64,841 $22.9M Add +23.1%
CRM Salesforce Inc. 0.37% 96,189 $22.8M Reduce -0.4%
QCOM Qualcomm Inc. 0.36% 132,926 $22.1M Add +17.1%
NOW ServiceNow Inc. 0.36% 23,598 $21.7M Reduce -0.8%
AXP American Express Co. 0.35% 64,927 $21.6M Add +14.6%
MCD McDonald's Corp. 0.35% 70,862 $21.5M Add +2.9%
ISRG Intuitive Surgical Inc. 0.33% 44,942 $20.1M Add +1.5%
ACN Accenture PLC Class A 0.33% 80,604 $19.9M Add +3.6%
AMAT Applied Materials Inc. 0.33% 96,712 $19.8M Add +21.8%
PEP Pepsico Inc. 0.32% 138,359 $19.4M Add +16.2%
TMO Thermo Fisher Scientific Inc. 0.31% 38,953 $18.9M Add +1.5%
BLK BlackRock Inc. 0.30% 15,850 $18.5M Add +2.0%
GILD Gilead Sciences Inc. 0.30% 165,116 $18.3M Add +3.1%
T AT&T Inc. 0.29% 635,071 $17.9M Add +18.5%
RTX RTX Corp. 0.29% 106,995 $17.9M Add +2.8%
AMGN Amgen Inc. 0.29% 62,898 $17.7M Add +2.3%
PANW Palo Alto Networks Inc. 0.29% 87,045 $17.7M Add +3.6%
MS Morgan Stanley 0.29% 111,409 $17.7M Reduce -1.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.29% 154,400 $17.7M Add +1.5%
LIN Linde PLC 0.29% 36,858 $17.5M Add +1.5%
VZ Verizon Communications Inc. 0.29% 397,637 $17.5M Add +19.0%
SPGI S&P Global Inc. 0.29% 35,705 $17.4M Add +1.5%
PFE Pfizer Inc. 0.28% 676,539 $17.2M Add +19.6%
PGR Progressive Corp. 0.28% 68,891 $17.0M Reduce -2.1%
GEV GE Vernova Inc. 0.27% 26,842 $16.5M Add +1.5%
MDT Medtronic PLC 0.27% 172,058 $16.4M Add +21.4%
BSX Boston Scientific Corp. 0.27% 167,571 $16.4M Add +1.5%
MCK McKesson Corp. 0.27% 21,084 $16.3M Add +26.2%
KLAC KLA Corp. 0.26% 14,951 $16.1M Add +16.4%
ETN Eaton Corp. PLC 0.26% 43,053 $16.1M Add +11.6%
C Citigroup Inc. 0.26% 158,190 $16.1M Reduce -1.9%
CB Chubb Ltd. 0.25% 54,777 $15.5M Add +22.7%
APP AppLovin Corp. Class A 0.25% 21,439 $15.4M Add +14.9%
HOOD Robinhood Markets Inc. Class A 0.25% 106,680 $15.3M Add +44.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.25% 104,154 $15.1M Add +1.5%
ADP Automatic Data Processing 0.25% 51,185 $15.0M Add +1.5%
CME Cme Group Inc. 0.24% 54,450 $14.7M Add +28.2%
PLD Prologis Inc. 0.23% 124,850 $14.3M Add +1.5%
CVS CVS Health Corp. 0.23% 187,852 $14.2M Add +21.6%
LOW Lowe's Cos Inc. 0.23% 55,529 $14.0M Add +1.5%
TT Trane Technologies PLC 0.23% 32,612 $13.8M Add +32.9%
BMY Bristol-Myers Squibb Co. 0.22% 302,104 $13.6M Add +23.6%
NEE Nextera Energy Inc. 0.22% 176,117 $13.3M Add +3.0%
VRTX Vertex Pharmaceuticals Inc. 0.22% 33,783 $13.2M Add +1.5%
SYK Stryker Corp. 0.21% 35,095 $13.0M Add +1.5%
COF Capital One Financial Corp. 0.21% 60,655 $12.9M Add +13.4%
ECL Ecolab Inc. 0.20% 45,495 $12.5M Add +40.2%
DHR Danaher Corp. 0.20% 62,288 $12.3M Add +1.5%
CI The Cigna Group 0.20% 42,685 $12.3M Add +18.7%
WFC Wells Fargo & Co. 0.20% 145,755 $12.2M Add +11.0%
CDNS Cadence Design SYS Inc. 0.20% 34,687 $12.2M Add +25.9%
CAT Caterpillar Inc. 0.19% 24,706 $11.8M Reduce -37.2%
CEG Constellation Energy 0.19% 35,785 $11.8M Add +74.0%
NEM Newmont Corp. 0.19% 139,218 $11.7M Add +18.5%
ADSK Autodesk Inc. 0.19% 36,506 $11.6M Add +14.9%
ELV Elevance Health Inc. 0.19% 35,583 $11.5M Add +21.9%
NKE Nike Inc. Class B 0.18% 161,043 $11.2M Add +1.5%
MCO Moody's Corp. 0.18% 23,476 $11.2M Add +24.5%
DE Deere & Co. 0.18% 24,343 $11.1M Add +1.5%
SCHW Schwab (charles) Corp. 0.18% 116,139 $11.1M Reduce -8.8%
WELL Welltower Inc. 0.18% 61,898 $11.0M Add +28.3%

Show all 614 holdings

Portfolio Sells Q2 2025 → Q3 2025

AMZN Amazon.com Inc. Reduce -3.1% 2.78% −0.78
LLY Eli Lilly & Co. Reduce -0.3% 0.98% −0.26
EWH iShares MSCI Hong Kong ETF Sold out 0.00% −0.20
EWY iShares MSCI South Korea ETF Sold out 0.00% −0.17
CRM Salesforce Inc. Reduce -0.4% 0.37% −0.16
KKR KKR & Co. Inc. Reduce -66.9% 0.06% −0.16
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −0.15
NOW ServiceNow Inc. Reduce -0.8% 0.36% −0.14
EOG EOG Resources Inc. Sold out 0.00% −0.14
HD Home Depot Inc. Reduce -5.8% 0.72% −0.14
CAT Caterpillar Inc. Reduce -37.2% 0.19% −0.12
SLB SLB Ltd. Sold out 0.00% −0.11
PGR Progressive Corp. Reduce -2.1% 0.28% −0.10
BKR Baker Hughes Co. Sold out 0.00% −0.09
MSTR Strategy Inc. Sold out 0.00% −0.09
INDA iShares MSCI India ETF Sold out 0.00% −0.09
HES Hess Corp. Sold out 0.00% −0.08
PSX Phillips 66 Sold out 0.00% −0.08
CCEP Coca-Cola Europacific Partne Sold out 0.00% −0.08
CNC Centene Corp. Sold out 0.00% −0.07
BAC Bank of America Corp. Reduce -0.9% 0.48% −0.07
VLO Valero Energy Corp. Sold out 0.00% −0.07
EFX Equifax Inc. Sold out 0.00% −0.06
BX Blackstone Inc. Reduce -19.8% 0.18% −0.06
EQT Eqt Corp. Sold out 0.00% −0.06
EXE Expand Energy Corp. Sold out 0.00% −0.06
OKE Oneok Inc. Sold out 0.00% −0.06
SCHW Schwab (charles) Corp. Reduce -8.8% 0.18% −0.05
CARR Carrier Global Corp. Reduce -17.7% 0.06% −0.05
HSY The Hershey Co. Sold out 0.00% −0.05
TTD Trade Desk Inc./the Class A Sold out 0.00% −0.05
VMRK Vivmark Residential Sold out 0.00% −0.05
FANG Diamondback Energy Inc. Sold out 0.00% −0.05
GS Goldman Sachs Group Inc. Reduce -0.0% 0.44% −0.04
AVB Avalonbay Communities Inc. Sold out 0.00% −0.04
DTE DTE Energy Company Sold out 0.00% −0.04
MPC Marathon Petroleum Corp. Sold out 0.00% −0.04
AWK American Water Works Co. Inc. Sold out 0.00% −0.04
CTRA Coterra Energy Inc. Sold out 0.00% −0.04
BJ Bj's Wholesale Club Holdings Sold out 0.00% −0.04
DVN Devon Energy Corp. Sold out 0.00% −0.04
O Realty Income Corp. Reduce -14.1% 0.10% −0.04
HPE Hewlett Packard Enterprise Reduce -53.8% 0.03% −0.04
CHD Church & Dwight Co. Inc. Sold out 0.00% −0.03
MS Morgan Stanley Reduce -1.3% 0.29% −0.03
PFGC Performance Food Group Co. Sold out 0.00% −0.03
KMI Kinder Morgan Inc. Sold out 0.00% −0.03
RSG Republic Services Inc. Reduce -26.6% 0.04% −0.03
MAR Marriott International Class A Reduce -20.8% 0.05% −0.03
PRU Prudential Financial Inc. Reduce -25.8% 0.04% −0.03

Portfolio Buys Q2 2025 → Q3 2025

XLV SS Health Care Select Sector New 2.24% +2.24
HYG Ishr Ibx Usd Hiyld CB ETF-Ui New 1.87% +1.87
AAPL Apple Inc. Add +9.6% 6.83% +0.60
TSLA Tesla Inc. Add +9.7% 2.50% +0.48
GOOGL Alphabet Inc. Class A Add +0.6% 1.94% +0.20
GOOG Alphabet Inc. Class C Add +0.8% 1.63% +0.17
APP AppLovin Corp. Class A Add +14.9% 0.25% +0.12
AMP Ameriprise Financial Inc. New 0.11% +0.11
HOOD Robinhood Markets Inc. Class A Add +44.8% 0.25% +0.11
WMT Walmart Inc. Add +31.1% 0.87% +0.09
CVX Chevron Corp. Add +39.7% 0.49% +0.09
ROK Rockwell Automation Inc. New 0.09% +0.09
FFIV F5 Inc. New 0.09% +0.09
ORCL Oracle Corp. Add +12.8% 0.58% +0.08
PLTR Palantir Technologies Inc. Class A Add +1.6% 0.85% +0.07
BABA Alibaba Group Holding-SP ADR New 0.07% +0.07
VMC Vulcan Materials Co. New 0.07% +0.07
WDC Western Digital Corp. Add +274.5% 0.08% +0.06
LH Labcorp Holdings Inc. New 0.06% +0.06
CEG Constellation Energy Add +74.0% 0.19% +0.06
PAYC Paycom Software Inc. New 0.06% +0.06
NEM Newmont Corp. Add +18.5% 0.19% +0.05
MKTX Marketaxess Holdings Inc. New 0.05% +0.05
CINF Cincinnati Financial Corp. New 0.05% +0.05
SNX TD Synnex Corp. New 0.05% +0.05
INTC Intel Corp. Add +32.4% 0.13% +0.05
AVGO Broadcom Inc. Add +5.9% 2.22% +0.05
MTB M & T Bank Corp. New 0.05% +0.05
JNJ Johnson & Johnson Add +7.6% 0.92% +0.05
SSNC Ss&c Technologies Holdings New 0.04% +0.04
IQV Iqvia Holdings Inc. Add +97.0% 0.09% +0.04
AIZ Assurant Inc. New 0.04% +0.04
PCTY Paylocity Holding Corp. New 0.04% +0.04
STE Steris PLC New 0.04% +0.04
EBAY eBay Inc. Add +49.0% 0.13% +0.04
DHI D.R. Horton Inc. Add +55.0% 0.10% +0.04
ALNY Alnylam Pharmaceuticals Inc. Add +26.5% 0.13% +0.04
OSK Oshkosh Corp. New 0.04% +0.04
ILMN Illumina Inc. New 0.04% +0.04
SPG Simon Property Group Inc. Add +59.5% 0.11% +0.04
LYV Live Nation Entertainment Inc. New 0.04% +0.04
AEP American Electric Power Add +77.3% 0.10% +0.04
MTCH Match Group Inc. Add +142.1% 0.07% +0.04
ALV Autoliv Inc. New 0.04% +0.04
STX Seagate Technology Holdings Add +29.6% 0.09% +0.04
INSM Insmed Inc. New 0.04% +0.04
DRI Darden Restaurants Inc. New 0.04% +0.04
EA Electronic Arts Inc. Add +35.5% 0.13% +0.04
MET Metlife Inc. Add +65.8% 0.13% +0.03
LHX L3HARRIS Technologies Inc. Add +34.0% 0.14% +0.03

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