Elo Mutual Pension Insurance Co
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Elo Mutual Pension Insurance Co reported 581 stock positions worth $6.1 billion. Its top holding was Nvidia (NVDA) at 7.6% of the portfolio, followed by Apple (AAPL, 6.6%) and Microsoft (MSFT, 4.2%). Compared with Q4 2025, it opened 110 new positions, sold out of 125, added to 219 and reduced 249. The biggest buy was SS SPDR P High Yield ETF (SPHY, shares +467%) and the biggest sale iShares Core MSCI Emerging (IEMG, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- ESPOO, H9
- CIK
- 0001739877
- Portfolio Value
- $6.1B (Q1 2026)
- SEC Filing
- 0001739877-26-000002 ↗ filed May 11, 2026
Holdings Value
Holdings 581 stocks · $6.1B
| NVDA Nvidia Corp. | 7.65% | 2,659,902 | $463.9M | Reduce -0.8% |
| AAPL Apple Inc. | 6.63% | 1,583,428 | $401.9M | Add +3.4% |
| MSFT Microsoft Corp. | 4.23% | 692,766 | $256.4M | Add +8.1% |
| GOOGL Alphabet Inc. Class A | 3.01% | 635,428 | $182.7M | Add +0.5% |
| AMZN Amazon.com Inc. | 2.99% | 871,982 | $181.6M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 2.65% | 281,181 | $160.9M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 2.53% | 534,515 | $153.3M | Add +16.2% |
| AVGO Broadcom Inc. | 2.46% | 481,642 | $149.1M | Reduce -3.0% |
| SPHY SS SPDR P High Yield ETF | 2.29% | 5,950,000 | $138.8M | Add +466.7% |
| USHY iShares Broad Usd High Yield | 2.27% | 3,745,000 | $138.0M | Add +459.0% |
| XLK SS Technology Select Sector | 2.09% | 953,731 | $126.8M | Reduce -31.1% |
| TSLA Tesla Inc. | 1.96% | 320,356 | $119.1M | Add +13.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.84% | 1,400,000 | $111.4M | No change |
| SOXX iShares Semiconductor ETF | 1.66% | 306,800 | $100.8M | Add +95.7% |
| LLY Eli Lilly & Co. | 1.16% | 76,774 | $70.6M | Add +4.9% |
| JNJ Johnson & Johnson | 1.07% | 264,890 | $64.7M | Reduce -4.6% |
| XOM Exxon Mobil Corp. | 0.92% | 328,448 | $55.7M | Reduce -25.8% |
| JPM JPMorgan Chase & Co. | 0.90% | 186,479 | $54.9M | Reduce -13.4% |
| V Visa Inc. Class A | 0.89% | 177,828 | $53.7M | Reduce -0.8% |
| WMT Walmart Inc. | 0.87% | 422,324 | $52.5M | Reduce -11.2% |
| NFLX Netflix Inc. | 0.76% | 481,133 | $46.3M | Reduce -4.6% |
| MA Mastercard Inc. Class A | 0.75% | 91,471 | $45.7M | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.72% | 201,728 | $43.9M | Add +3.0% |
| PLTR Palantir Technologies Inc. Class A | 0.69% | 287,385 | $42.0M | Add +0.8% |
| AMD Advanced Micro Devices | 0.68% | 201,948 | $41.1M | Reduce -7.5% |
| EWY iShares MSCI South Korea ETF | 0.62% | 305,452 | $37.6M | Add +65.6% |
| HD Home Depot Inc. | 0.56% | 102,499 | $33.7M | Add +3.7% |
| CSCO Cisco Systems Inc. | 0.53% | 414,767 | $32.2M | Reduce -8.1% |
| UNH Unitedhealth Group Inc. | 0.53% | 118,872 | $32.2M | Add +3.0% |
| COST Costco Wholesale Corp. | 0.52% | 31,578 | $31.5M | Reduce -25.2% |
| AMAT Applied Materials Inc. | 0.51% | 90,516 | $30.9M | Add +1.0% |
| KO The Coca-Cola Co. | 0.50% | 396,922 | $30.2M | Reduce -15.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 606,598 | $29.6M | Reduce -3.8% |
| GS Goldman Sachs Group Inc. | 0.44% | 31,356 | $26.5M | Reduce -4.9% |
| MRK Merck & Co. Inc. | 0.43% | 218,614 | $26.3M | Reduce -28.2% |
| CVX Chevron Corp. | 0.43% | 126,180 | $26.1M | Reduce -29.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 104,067 | $25.2M | Add +13.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 51,495 | $24.7M | Reduce -31.4% |
| AMGN Amgen Inc. | 0.41% | 69,958 | $24.6M | Reduce -0.7% |
| GEV GE Vernova Inc. | 0.38% | 26,738 | $23.3M | Add +3.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.37% | 487,078 | $22.4M | New |
| AXP American Express Co. | 0.36% | 72,789 | $22.0M | Reduce -2.6% |
| MCD McDonald's Corp. | 0.35% | 69,002 | $21.4M | Add +30.4% |
| ISRG Intuitive Surgical Inc. | 0.33% | 43,689 | $20.1M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.31% | 131,795 | $19.0M | Reduce -38.6% |
| GILD Gilead Sciences Inc. | 0.30% | 132,378 | $18.4M | Reduce -31.6% |
| ACN Accenture PLC Class A | 0.30% | 92,255 | $18.3M | Add +18.2% |
| UBER Uber Technologies Inc. | 0.30% | 252,364 | $18.2M | Reduce -12.6% |
| KLAC KLA Corp. | 0.30% | 12,283 | $18.1M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 36,646 | $18.0M | Reduce -13.9% |
| C Citigroup Inc. | 0.29% | 157,611 | $17.9M | Reduce -10.4% |
| MS Morgan Stanley | 0.29% | 107,422 | $17.7M | Reduce -8.1% |
| BLK BlackRock Inc. | 0.29% | 18,368 | $17.7M | Add +2.0% |
| MCK McKesson Corp. | 0.29% | 20,361 | $17.6M | Reduce -0.7% |
| CRM Salesforce Inc. | 0.28% | 92,518 | $17.3M | Reduce -4.8% |
| BMY Bristol-Myers Squibb Co. | 0.28% | 276,927 | $16.8M | Reduce -9.3% |
| ABT Abbott Laboratories | 0.27% | 161,400 | $16.6M | Reduce -0.8% |
| CB Chubb Ltd. | 0.27% | 50,227 | $16.4M | Reduce -11.3% |
| NEM Newmont Corp. | 0.27% | 150,060 | $16.2M | Add +16.6% |
| WFC Wells Fargo & Co. | 0.27% | 203,138 | $16.2M | Reduce -8.3% |
| PFE Pfizer Inc. | 0.27% | 573,689 | $16.1M | Reduce -28.0% |
| INTU Intuit Inc. | 0.26% | 36,990 | $16.0M | Reduce -1.5% |
| CAT Caterpillar Inc. | 0.26% | 22,470 | $15.9M | Add +3.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 46,843 | $15.8M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 98,696 | $15.8M | Add +28.3% |
| ORCL Oracle Corp. | 0.25% | 104,628 | $15.4M | Reduce -28.1% |
| LMT Lockheed Martin Corp. | 0.25% | 25,340 | $15.3M | Reduce -4.7% |
| VZ Verizon Communications Inc. | 0.25% | 297,420 | $14.9M | Reduce -19.1% |
| SPGI S&P Global Inc. | 0.24% | 33,899 | $14.4M | Reduce -15.9% |
| CMCSA Comcast Corp. Class A | 0.24% | 498,527 | $14.3M | Add +16.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 148,443 | $14.3M | Add +0.7% |
| COF Capital One Financial Corp. | 0.23% | 77,459 | $14.1M | Add +1.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 31,378 | $14.0M | Reduce -0.7% |
| DHR Danaher Corp. | 0.23% | 72,639 | $13.8M | Add +27.8% |
| CME Cme Group Inc. | 0.22% | 45,582 | $13.5M | Reduce -10.2% |
| DE Deere & Co. | 0.22% | 23,724 | $13.4M | Add +6.3% |
| ADI Analog Devices Inc. | 0.22% | 41,970 | $13.4M | Add +3.0% |
| QCOM Qualcomm Inc. | 0.22% | 101,843 | $13.1M | Reduce -18.7% |
| T AT&T Inc. | 0.22% | 450,279 | $13.1M | Reduce -21.4% |
| MDT Medtronic PLC | 0.22% | 150,643 | $13.1M | Reduce -10.0% |
| CVS CVS Health Corp. | 0.21% | 179,421 | $12.9M | Reduce -8.0% |
| PGR Progressive Corp. | 0.21% | 64,706 | $12.8M | Reduce -10.6% |
| XLI SS Industrial Select Sector | 0.21% | 78,068 | $12.6M | Reduce -47.6% |
| BSX Boston Scientific Corp. | 0.21% | 201,021 | $12.6M | Add +4.3% |
| PH Parker Hannifin Corp. | 0.21% | 14,012 | $12.5M | Add +34.9% |
| LIN Linde PLC | 0.21% | 25,277 | $12.5M | Reduce -24.6% |
| BX Blackstone Inc. | 0.21% | 108,595 | $12.5M | Add +29.4% |
| ETN Eaton Corp. PLC | 0.20% | 34,691 | $12.4M | Reduce -21.8% |
| EOG EOG Resources Inc. | 0.20% | 84,945 | $12.3M | New |
| ADBE Adobe Inc. | 0.20% | 50,274 | $12.2M | Reduce -18.6% |
| HON Honeywell International Inc. | 0.20% | 54,012 | $12.2M | Add +0.5% |
| ADP Automatic Data Processing | 0.20% | 59,929 | $12.2M | Add +3.7% |
| MU Micron Technology Inc. | 0.20% | 35,798 | $12.1M | Add +256.3% |
| ECL Ecolab Inc. | 0.20% | 44,812 | $11.9M | Add +2.8% |
| NOW ServiceNow Inc. | 0.20% | 113,857 | $11.9M | Reduce -15.8% |
| NEE Nextera Energy Inc. | 0.19% | 121,732 | $11.3M | Reduce -24.3% |
| CI The Cigna Group | 0.19% | 42,107 | $11.2M | Add +1.9% |
| SYK Stryker Corp. | 0.18% | 33,927 | $11.1M | Reduce -21.5% |
| PEP Pepsico Inc. | 0.18% | 69,808 | $10.8M | Reduce -54.3% |
| MRSH Marsh & McLennan Cos | 0.18% | 61,252 | $10.6M | Reduce -2.1% |
Portfolio Sells Q4 2025 → Q1 2026
| IEMG iShares Core MSCI Emerging | Reduce -98.3% | 0.04% | −1.89 |
| XLK SS Technology Select Sector | Reduce -31.1% | 2.09% | −0.97 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.61 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.23 |
| ORCL Oracle Corp. | Reduce -28.1% | 0.25% | −0.18 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.18 |
| AVGO Broadcom Inc. | Reduce -3.0% | 2.46% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -31.4% | 0.41% | −0.17 |
| JPM JPMorgan Chase & Co. | Reduce -13.4% | 0.90% | −0.16 |
| PG The Procter & Gamble Co. | Reduce -38.6% | 0.31% | −0.16 |
| PEP Pepsico Inc. | Reduce -54.3% | 0.18% | −0.16 |
| XLI SS Industrial Select Sector | Reduce -47.6% | 0.21% | −0.15 |
| PANW Palo Alto Networks Inc. | Reduce -41.3% | 0.17% | −0.14 |
| ADBE Adobe Inc. | Reduce -18.6% | 0.20% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 2.99% | −0.13 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.12 |
| NOW ServiceNow Inc. | Reduce -15.8% | 0.20% | −0.12 |
| BABA Alibaba Group Holding-SP ADR | Reduce -40.2% | 0.15% | −0.12 |
| INTU Intuit Inc. | Reduce -1.5% | 0.26% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -18.7% | 0.22% | −0.11 |
| CRM Salesforce Inc. | Reduce -4.8% | 0.28% | −0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -46.4% | 0.10% | −0.11 |
| HOOD Robinhood Markets Inc. Class A | Reduce -31.7% | 0.09% | −0.11 |
| SPGI S&P Global Inc. | Reduce -15.9% | 0.24% | −0.09 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.08 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.08 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -13.9% | 0.30% | −0.08 |
| DASH DoorDash Inc. Class A | Reduce -32.9% | 0.07% | −0.08 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.08 |
| V Visa Inc. Class A | Reduce -0.8% | 0.89% | −0.08 |
| EWT iShares MSCI Taiwan ETF | Sold out | 0.00% | −0.08 |
| CSX CSX Corp. | Reduce -79.7% | 0.02% | −0.07 |
| AFL Aflac Inc. | Reduce -54.8% | 0.06% | −0.07 |
| FOX Fox Corp. Class B | Reduce -69.9% | 0.02% | −0.07 |
| WDAY Workday Inc. Class A | Reduce -56.0% | 0.03% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -12.6% | 0.30% | −0.06 |
| DOV Dover Corp. | Sold out | 0.00% | −0.06 |
| KKR KKR & Co. Inc. | Reduce -39.9% | 0.05% | −0.06 |
| DDOG Datadog Inc. Class A | Reduce -60.1% | 0.04% | −0.06 |
| AXP American Express Co. | Reduce -2.6% | 0.36% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -31.6% | 0.30% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -28.2% | 0.43% | −0.06 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.06 |
| CINF Cincinnati Financial Corp. | Sold out | 0.00% | −0.06 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.06 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.06 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.06 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 0.75% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| SPHY SS SPDR P High Yield ETF | Add +466.7% | 2.29% | +1.91 |
| USHY iShares Broad Usd High Yield | Add +459.0% | 2.27% | +1.89 |
| SOXX iShares Semiconductor ETF | Add +95.7% | 1.66% | +0.94 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.37% | +0.37 |
| EWY iShares MSCI South Korea ETF | Add +65.6% | 0.62% | +0.34 |
| GOOG Alphabet Inc. Class C | Add +16.2% | 2.53% | +0.32 |
| AAPL Apple Inc. | Add +3.4% | 6.63% | +0.24 |
| EOG EOG Resources Inc. | New | 0.20% | +0.20 |
| SLB SLB Ltd. | New | 0.16% | +0.16 |
| AMAT Applied Materials Inc. | Add +1.0% | 0.51% | +0.16 |
| MU Micron Technology Inc. | Add +256.3% | 0.20% | +0.16 |
| BKR Baker Hughes Co. | New | 0.14% | +0.14 |
| GEV GE Vernova Inc. | Add +3.9% | 0.38% | +0.13 |
| VLO Valero Energy Corp. | New | 0.12% | +0.12 |
| MCD McDonald's Corp. | Add +30.4% | 0.35% | +0.11 |
| DVN Devon Energy Corp. | New | 0.10% | +0.10 |
| ITA iShares U.S. Aerospace & Def | New | 0.09% | +0.09 |
| PSX Phillips 66 | New | 0.09% | +0.09 |
| ROK Rockwell Automation Inc. | New | 0.09% | +0.09 |
| TJX TJX Companies Inc. | Add +28.3% | 0.26% | +0.08 |
| FOXA Fox Corp. Class A | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | Add +3.4% | 0.26% | +0.07 |
| PCAR Paccar Inc. | Add +86.3% | 0.14% | +0.07 |
| NEM Newmont Corp. | Add +16.6% | 0.27% | +0.07 |
| TXN Texas Instruments Inc. | Add +49.5% | 0.16% | +0.07 |
| TGT Target Corp. | Add +30.0% | 0.16% | +0.07 |
| TER Teradyne Inc. | New | 0.07% | +0.07 |
| PH Parker Hannifin Corp. | Add +34.9% | 0.21% | +0.07 |
| WAT Waters Corp. | New | 0.07% | +0.07 |
| EXE Expand Energy Corp. | New | 0.07% | +0.07 |
| DE Deere & Co. | Add +6.3% | 0.22% | +0.06 |
| HL Hecla Mining Co. | Add +242.4% | 0.08% | +0.06 |
| GEHC GE Healthcare Technology | New | 0.05% | +0.05 |
| CDE Coeur Mining Inc. | Add +563.9% | 0.06% | +0.05 |
| ADI Analog Devices Inc. | Add +3.0% | 0.22% | +0.05 |
| KDP Keurig Dr Pepper Inc. | Add +134.0% | 0.08% | +0.05 |
| RGA Reinsurance Group of America | New | 0.05% | +0.05 |
| JBL Jabil Inc. | New | 0.05% | +0.05 |
| PPG PPG Industries Inc. | Add +79.8% | 0.09% | +0.05 |
| TROW T Rowe Price Group Inc. | Add +102.1% | 0.09% | +0.04 |
| EXC Exelon Corp. | Add +16.8% | 0.14% | +0.04 |
| HON Honeywell International Inc. | Add +0.5% | 0.20% | +0.04 |
| NTRS Northern Trust Corp. | New | 0.04% | +0.04 |
| MKTX Marketaxess Holdings Inc. | New | 0.04% | +0.04 |
| CMCSA Comcast Corp. Class A | Add +16.0% | 0.24% | +0.04 |
| GPOR Gulfport Energy Corp. | New | 0.04% | +0.04 |
| CART Maplebear Inc. | Add +134.3% | 0.07% | +0.04 |
| CRC California Resources Corp. | New | 0.04% | +0.04 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 0.04% | +0.04 |
| TKO Tko Group Holdings Inc. | New | 0.04% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 593 | $7.8B | NVDA, AAPL, SPHY, MSFT, GOOGL |
| Q1 2026 | 581 | $6.1B | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q4 2025 | 595 | $6.5B | NVDA, AAPL, MSFT, AMZN, XLK |
| Q3 2025 | 614 | $6.1B | NVDA, AAPL, MSFT, META, AMZN |
| Q2 2025 | 626 | $4.9B | NVDA, AAPL, MSFT, META, AMZN |
| Q1 2025 | 615 | $4.5B | AAPL, NVDA, MSFT, META, AMZN |
| Q4 2024 | 525 | $4.7B | AAPL, NVDA, MSFT, AMZN, META |
| Q3 2024 | 473 | $4.7B | AAPL, MSFT, NVDA, IEMG, AMZN |
| Q2 2024 | 470 | $4.3B | MSFT, AAPL, NVDA, IEMG, AMZN |
| Q1 2024 | 469 | $4.3B | MSFT, AAPL, NVDA, IEMG, AMZN |