Livforsakringsbolaget Skandia, Omsesidigt

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 18, 2026), Livforsakringsbolaget Skandia, Omsesidigt reported 444 stock positions worth $3.1 billion. Its top holding was Nvidia (NVDA) at 8.6% of the portfolio, followed by Apple (AAPL, 7.1%) and Alphabet Class A (GOOGL, 5.8%). Compared with Q1 2026, it opened 13 new positions, sold out of 27, added to 54 and reduced 121. The biggest buy was Micron Technology (MU, shares +2%) and the biggest sale an exit from JPMorgan Chase (JPM).

Most Recent 13F
Q2 2026
Location
Stockholm, V7
CIK
0001547926
Portfolio Value
$3.1B (Q2 2026)
SEC Filing
0001193125-26-354662 ↗ filed Aug 18, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.9B Q3 2024 Q4 2024: $1.9B Q4 2024 Q1 2025: $1.8B Q1 2025 Q2 2025: $2.3B Q2 2025 Q3 2025: $2.6B Q3 2025 Q4 2025: $2.6B Q4 2025 Q1 2026: $2.6B Q1 2026 Q2 2026: $3.1B $3.1B Q2 2026

Holdings 444 stocks · $3.1B
NVDA Nvidia Corp. 8.65% 1,347,275 $269.1M Add +0.7%
AAPL Apple Inc. 7.08% 762,280 $220.4M Add +1.1%
GOOGL Alphabet Inc. Class A 5.81% 506,248 $180.8M Add +1.4%
MSFT Microsoft Corp. 4.24% 353,838 $131.9M Reduce -0.9%
MU Micron Technology Inc. 3.71% 100,262 $115.4M Add +1.9%
AMZN Amazon.com Inc. 3.63% 474,381 $113.0M Add +3.3%
AVGO Broadcom Inc. 3.48% 287,638 $108.5M Reduce -0.7%
KLAC KLA Corp. 2.49% 257,670 $77.6M Reduce -13.2%
FG F&G Annuities & Life Inc. 2.29% 217,919 $71.3M Add +1072.9%
DELL Dell Technologies -C 1.91% 138,123 $59.6M Add +5845.9%
JNJ Johnson & Johnson 1.81% 222,206 $56.4M Add +4.9%
META Meta Platforms Inc. Class A 1.76% 97,486 $54.9M Add +1.4%
AMAT Applied Materials Inc. 1.76% 75,567 $54.6M Reduce -0.8%
LLY Eli Lilly & Co. 1.69% 43,930 $52.7M Add +7.0%
LRCX Lam Research Corp. 1.63% 116,898 $50.7M Reduce -0.5%
CSCO Cisco Systems Inc. 1.53% 404,477 $47.5M Reduce -0.7%
GS Goldman Sachs Group Inc. 1.42% 43,656 $44.1M Reduce -0.5%
ABBV Abbvie Inc. 1.35% 167,270 $42.0M Add +7.6%
CMI Cummins Inc. 1.18% 51,560 $36.7M Add +0.2%
V Visa Inc. Class A 1.05% 95,757 $32.8M Reduce -1.0%
AMD Advanced Micro Devices 0.99% 52,869 $30.7M Add +384.2%
IBKR Interactive Brokers Gro Class A 0.97% 82,900 $30.1M Reduce -0.2%
URI United Rentals Inc. 0.91% 25,067 $28.4M Reduce -5.2%
CAH Cardinal Health Inc. 0.89% 116,599 $27.7M No change
EXEL Exelixis Inc. 0.85% 293,703 $26.5M Add +21.8%
OKLO Oklo Inc. 0.83% 71,778 $26.0M Add +1513.7%
NTAP Netapp Inc. 0.83% 166,791 $25.8M Add +25.6%
DAL Delta Air Lines Inc. 0.80% 267,258 $25.0M Reduce -0.6%
MA Mastercard Inc. Class A 0.76% 46,310 $23.8M Reduce -1.4%
EBAY eBay Inc. 0.75% 209,426 $23.4M Reduce -0.4%
SNDK Sandisk Corp. 0.72% 232,205 $22.3M Add +1219.0%
ETR Entergy Corp. 0.69% 44,876 $21.4M Add +266.2%
GM General Motors Co. 0.66% 268,019 $20.7M Reduce -0.4%
HIG Hartford Insurance Group Inc. 0.64% 150,565 $20.0M No change
UTHR United Therapeutics Corp. 0.63% 36,400 $19.7M Add +17.8%
TSLA Tesla Inc. 0.63% 46,356 $19.5M Reduce -23.4%
WYNN WYNN Resorts Ltd. 0.62% 26,082 $19.2M Reduce -14.0%
COOP Mr Cooper Group Inc. 0.62% 94,913 $19.2M No change
INTC Intel Corp. 0.61% 136,692 $19.1M Add +334.1%
URBN Urban Outfitters Inc. 0.61% 205,300 $18.9M Add +0.6%
NTRA Natera Inc. 0.59% 45,547 $18.5M Add +0.8%
BKNG Booking Holdings Inc. 0.59% 102,560 $18.3M Reduce -0.8%
EXPE Expedia Group Inc. 0.58% 70,837 $18.1M Add +5.5%
BAC Bank of America Corp. 0.58% 317,551 $18.1M Reduce -1.3%
MS Morgan Stanley 0.57% 85,138 $17.8M Reduce -1.2%
COR Cencora Inc. 0.56% 62,075 $17.6M No change
QCOM Qualcomm Inc. 0.54% 90,791 $16.8M Reduce -0.9%
SYF Synchrony Financial 0.52% 214,112 $16.3M No change
FFIV F5 Inc. 0.51% 38,287 $15.9M No change
CAT Caterpillar Inc. 0.51% 14,782 $15.7M Reduce -6.2%
PHM Pultegroup Inc. 0.49% 110,452 $15.2M Add +2.4%
LAUR Laureate Education Inc. 0.47% 301,300 $14.7M Reduce -11.6%
FCNCA First Citizens Bcshs Class A 0.47% 7,049 $14.7M Add +78222.2%
KR Kroger Co. 0.46% 255,486 $14.2M Reduce -0.4%
DECK Deckers Outdoor Corp. 0.43% 134,574 $13.4M Add +19.1%
GE General Electric filed as GE AEROSPACE 0.42% 35,264 $13.2M Reduce -10.8%
EQH Equitable Holdings Inc. 0.41% 288,000 $12.6M Reduce -1.1%
SE Sea Ltd.-ADR 0.40% 129,600 $12.4M Add +2.9%
AMG Affiliated Managers Group 0.38% 34,950 $11.8M No change
APH Amphenol Corp. Class A 0.37% 64,907 $11.5M Add +56.8%
SNX TD Synnex Corp. 0.35% 40,800 $10.9M No change
TPR Tapestry Inc. 0.35% 73,803 $10.8M No change
GOOG Alphabet Inc. Class C 0.34% 30,300 $10.7M Reduce -7.0%
GEV GE Vernova Inc. 0.34% 8,916 $10.5M Add +19.4%
UHS Universal Health Services-B 0.32% 66,300 $9.9M Reduce -0.6%
HALO Halozyme Therapeutics Inc. 0.31% 124,100 $9.7M Add +6.9%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.31% 30,256 $9.6M No change
DCI Donaldson Co. Inc. 0.30% 24,231 $9.4M Add +180.7%
AMP Ameriprise Financial Inc. 0.30% 20,431 $9.4M No change
STLD Steel Dynamics Inc. 0.30% 40,300 $9.3M No change
CIEN Ciena Corp. 0.30% 39,986 $9.2M Add +2344.1%
GL Globe Life Inc. 0.28% 48,590 $8.8M Reduce -54.0%
WTS Watts Water Technologies-A 0.28% 141,200 $8.6M No change
ACT Enact Holdings Inc. 0.27% 111,022 $8.3M No change
ALV Autoliv Inc. 0.27% 71,750 $8.3M Add +7.3%
NXT Nextpower Inc. 0.26% 68,734 $8.2M No change
THC Tenet Healthcare Corp. 0.26% 43,050 $8.1M No change
ENS Enersys 0.25% 33,200 $7.8M Add +21.2%
VNT Vontier Corp. 0.23% 43,700 $7.2M Reduce -25.4%
AYI Acuity Inc. 0.23% 18,800 $7.1M No change
NFLX Netflix Inc. 0.22% 97,362 $6.9M Reduce -1.8%
ALSN Allison Transmission Holding 0.22% 59,900 $6.7M Add +14.3%
ROST Ross Stores Inc. 0.22% 31,687 $6.7M Reduce -0.9%
FDX FedEx Corp. 0.21% 21,296 $6.7M Reduce -0.9%
UNM Unum Group 0.21% 72,400 $6.5M Reduce -21.9%
FCFS Firstcash Holdings Inc. 0.20% 28,400 $6.1M Add +6.0%
Q Qnity Electronics Inc. 0.19% 37,471 $6.0M No change
RGA Reinsurance Group of America 0.19% 27,400 $5.8M No change
SSD Simpson Manufacturing Co. Inc. 0.18% 27,500 $5.8M Add +6.6%
GDDY GoDaddy Inc. Class A 0.18% 66,300 $5.6M Reduce -1.5%
DBX Dropbox Inc. Class A 0.18% 202,800 $5.6M No change
MAT Mattel Inc. 0.16% 12,200 $4.9M Reduce -59.3%
ANET Arista Networks Inc. 0.15% 28,120 $4.8M Reduce -1.4%
OPCH Option Care Health Inc. 0.15% 142,600 $4.8M Reduce -3.3%
ADP Automatic Data Processing 0.15% 21,159 $4.7M No change
VCTR Victory Capital Holding - A 0.15% 56,100 $4.7M No change
ITT Itt Inc. 0.15% 23,600 $4.6M No change
COST Costco Wholesale Corp. 0.15% 4,871 $4.6M Reduce -51.3%
PARR Par Pacific Holdings Inc. 0.15% 81,100 $4.5M New
WFC Wells Fargo & Co. 0.14% 54,322 $4.5M Add +51.6%

Show all 444 holdings

Portfolio Sells Q1 2026 → Q2 2026
JPM JPMorgan Chase & Co. Sold out 0.00% −2.29
AMGN Amgen Inc. Sold out 0.00% −0.93
SSNC Ss&c Technologies Holdings Reduce -67.1% 0.13% −0.91
MSFT Microsoft Corp. Reduce -0.9% 4.24% −0.89
FOXA Fox Corp. Class A Reduce -99.5% 0.00% −0.65
BRK.B Berkshire Hathaway Inc. Class B Sold out 0.00% −0.64
NEM Newmont Corp. Sold out 0.00% −0.57
OPRA Opera Ltd.-ADR Sold out 0.00% −0.51
WMT Walmart Inc. Sold out 0.00% −0.44
HCA HCA Healthcare Inc. Sold out 0.00% −0.42
WYNN WYNN Resorts Ltd. Reduce -14.0% 0.62% −0.38
DOV Dover Corp. Sold out 0.00% −0.31
RDDT Reddit Inc. Class A Reduce -69.6% 0.07% −0.30
KR Kroger Co. Reduce -0.4% 0.46% −0.26
CTSH Cognizant Tech Solutions-A Reduce -63.6% 0.06% −0.26
TSLA Tesla Inc. Reduce -23.4% 0.63% −0.25
COST Costco Wholesale Corp. Reduce -51.3% 0.15% −0.24
CACI Caci International Inc. Class A Sold out 0.00% −0.21
PSNY Polestar Automotive Class A ADS Reduce -57.1% 0.01% −0.17
HD Home Depot Inc. Reduce -65.3% 0.07% −0.17
MAT Mattel Inc. Reduce -59.3% 0.16% −0.16
MA Mastercard Inc. Class A Reduce -1.4% 0.76% −0.15
NFLX Netflix Inc. Reduce -1.8% 0.22% −0.15
UHS Universal Health Services-B Reduce -0.6% 0.32% −0.15
NVR NVR Inc. Reduce -99.0% 0.00% −0.13
NTNX Nutanix Inc. Class A Reduce -32.0% 0.10% −0.13
ATMU Atmus Filtration Technologie Reduce -40.5% 0.10% −0.13
PG The Procter & Gamble Co. Reduce -60.8% 0.06% −0.13
PEP Pepsico Inc. Reduce -35.0% 0.11% −0.12
AN Autonation Inc. Reduce -49.2% 0.08% −0.12
GM General Motors Co. Reduce -0.4% 0.66% −0.11
LAUR Laureate Education Inc. Reduce -11.6% 0.47% −0.11
INTU Intuit Inc. Reduce -75.0% 0.01% −0.10
BKNG Booking Holdings Inc. Reduce -0.8% 0.59% −0.09
KO The Coca-Cola Co. Reduce -54.0% 0.06% −0.08
FDX FedEx Corp. Reduce -0.9% 0.21% −0.08
V Visa Inc. Class A Reduce -1.0% 1.05% −0.08
ADSK Autodesk Inc. Reduce -15.6% 0.10% −0.08
OC Owens Corning Sold out 0.00% −0.08
IBP Installed Building Products Sold out 0.00% −0.07
PAHC Phibro Animal Health Corp. Class A Sold out 0.00% −0.07
GL Globe Life Inc. Reduce -54.0% 0.28% −0.07
UNM Unum Group Reduce -21.9% 0.21% −0.05
ROST Ross Stores Inc. Reduce -0.9% 0.22% −0.05
TMHC Taylor Morrison Home Corp. Sold out 0.00% −0.05
ACM Aecom Reduce -32.7% 0.04% −0.05
GDDY GoDaddy Inc. Class A Reduce -1.5% 0.18% −0.04
BAC Bank of America Corp. Reduce -1.3% 0.58% −0.03
GS Goldman Sachs Group Inc. Reduce -0.5% 1.42% −0.02
VZ Verizon Communications Inc. Reduce -8.3% 0.04% −0.02

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. Add +1.9% 3.71% +2.42
FG F&G Annuities & Life Inc. Add +1072.9% 2.29% +2.08
DELL Dell Technologies -C Add +5845.9% 1.91% +1.90
AMD Advanced Micro Devices Add +384.2% 0.99% +0.90
OKLO Oklo Inc. Add +1513.7% 0.83% +0.78
SNDK Sandisk Corp. Add +1219.0% 0.72% +0.61
INTC Intel Corp. Add +334.1% 0.61% +0.56
ETR Entergy Corp. Add +266.2% 0.69% +0.51
FCNCA First Citizens Bcshs Class A Add +78222.2% 0.47% +0.47
NTAP Netapp Inc. Add +25.6% 0.83% +0.30
CIEN Ciena Corp. Add +2344.1% 0.30% +0.28
DCI Donaldson Co. Inc. Add +180.7% 0.30% +0.26
EXEL Exelixis Inc. Add +21.8% 0.85% +0.25
GOOGL Alphabet Inc. Class A Add +1.4% 5.81% +0.24
LLY Eli Lilly & Co. Add +7.0% 1.69% +0.23
APH Amphenol Corp. Class A Add +56.8% 0.37% +0.16
PARR Par Pacific Holdings Inc. New 0.15% +0.15
CPAY Corpay Inc. Add +2744.2% 0.13% +0.13
KEYS Keysight Technologies Inc. Add +657.1% 0.14% +0.12
EOG EOG Resources Inc. Add +1184.4% 0.13% +0.11
CMI Cummins Inc. Add +0.2% 1.18% +0.11
NBIX Neurocrine Biosciences Inc. Add +1750.0% 0.10% +0.10
GEV GE Vernova Inc. Add +19.4% 0.34% +0.08
MRVL Marvell Technology Inc. Add +50.9% 0.09% +0.07
ENS Enersys Add +21.2% 0.25% +0.06
VRTX Vertex Pharmaceuticals Inc. Add +207.4% 0.09% +0.06
Union pacific corp Add +146.4% 0.10% +0.06
URBN Urban Outfitters Inc. Add +0.6% 0.61% +0.04
GPOR Gulfport Energy Corp. New 0.04% +0.04
ABBV Abbvie Inc. Add +7.6% 1.35% +0.04
MUSA Murphy USA Inc. New 0.04% +0.04
WFC Wells Fargo & Co. Add +51.6% 0.14% +0.03
PANW Palo Alto Networks Inc. Add +5.8% 0.06% +0.03
HALO Halozyme Therapeutics Inc. Add +6.9% 0.31% +0.02
CF CF Industries Holdings Inc. New 0.02% +0.02
SNPS Synopsys Inc. New 0.02% +0.02
SLB SLB Ltd. New 0.02% +0.02
SPCX Space Exploration Techn Class A New 0.01% +0.01
SSD Simpson Manufacturing Co. Inc. Add +6.6% 0.18% +0.01
HAL Halliburton Co. Add +74.8% 0.06% +0.01
WCN Waste Connections Inc. New 0.01% +0.01
EAT Brinker International Inc. Add +14.2% 0.12% +0.01
RKLB Rocket Lab Corp. Add +36.0% 0.01% +0.00
PWR Quanta Services Inc. Add +15.0% 0.02% +0.00
CASY Casey's General Stores Inc. New 0.00% +0.00
CDE Coeur Mining Inc. New 0.00% +0.00
VRSN Verisign Inc. New 0.00% +0.00
HWM Howmet Aerospace Inc. Add +19.5% 0.02% +0.00
EXPD Expeditors Intl Wash Inc. New 0.00% +0.00
CHRW C.H. Robinson Worldwide Inc. Add +400.0% 0.00% +0.00

Notes & Other Activity Q1 2026 → Q2 2026
BAX Baxter International Inc. COM Sold out 0 $0before exit
CROX Crocs Inc. COM Sold out 0 $0before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 444$3.1BNVDA, AAPL, GOOGL, MSFT, MU
Q1 2026 457$2.6BNVDA, AAPL, GOOGL, MSFT, AMZN
Q4 2025 484$2.6BNVDA, AAPL, GOOGL, MSFT, AMZN
Q3 2025 508$2.6BNVDA, AAPL, MSFT, GOOGL, META
Q2 2025Amended 528$2.3BNVDA, MSFT, AAPL, GOOGL, CORT
Q1 2025 569$1.8BAAPL, NVDA, MSFT, GOOGL, AMZN
Q4 2024 572$1.9BAAPL, NVDA, MSFT, GOOGL, AMZN
Q3 2024 595$1.9BAAPL, NVDA, MSFT, GOOGL, AMZN
Q2 2024 564$1.2BAAPL, NVDA, MSFT, GOOGL, AMZN
Q1 2024 568$1.2BMSFT, AAPL, NVDA, GOOGL, AMZN