Livforsakringsbolaget Skandia, Omsesidigt
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Livforsakringsbolaget Skandia, Omsesidigt reported 457 stock positions worth $2.6 billion. Its top holding was Nvidia (NVDA) at 9.0% of the portfolio, followed by Apple (AAPL, 7.4%) and Alphabet Class A (GOOGL, 5.6%). Compared with Q4 2025, it opened 12 new positions, sold out of 38, added to 127 and reduced 48. The biggest buy was Johnson & Johnson (JNJ, shares +1168%) and the biggest sale Vici Properties (VICI, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- Stockholm, V7
- CIK
- 0001547926
- Portfolio Value
- $2.6B (Q1 2026)
- SEC Filing
- 0001193125-26-205068 ↗ filed May 5, 2026
Holdings Value
Holdings 457 stocks · $2.6B
| NVDA Nvidia Corp. | 9.05% | 1,337,375 | $233.1M | Add +11.7% |
| AAPL Apple Inc. | 7.42% | 753,700 | $191.2M | Add +10.3% |
| GOOGL Alphabet Inc. Class A | 5.57% | 499,068 | $143.5M | Reduce -10.1% |
| MSFT Microsoft Corp. | 5.13% | 356,918 | $132.1M | Add +8.6% |
| AMZN Amazon.com Inc. | 3.71% | 459,381 | $95.7M | Add +8.8% |
| AVGO Broadcom Inc. | 3.48% | 289,518 | $89.6M | Add +8.9% |
| JPM JPMorgan Chase & Co. | 2.29% | 200,900 | $59.1M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 2.13% | 96,106 | $55.0M | Reduce -18.9% |
| JNJ Johnson & Johnson | 2.01% | 211,806 | $51.8M | Add +1167.8% |
| KLAC KLA Corp. | 1.70% | 29,687 | $43.7M | Add +9.6% |
| LLY Eli Lilly & Co. | 1.46% | 41,040 | $37.7M | Add +37.5% |
| GS Goldman Sachs Group Inc. | 1.44% | 43,856 | $37.1M | Add +9.2% |
| ABBV Abbvie Inc. | 1.31% | 155,470 | $33.8M | Add +13.5% |
| MU Micron Technology Inc. | 1.29% | 98,342 | $33.2M | Add +139.9% |
| CSCO Cisco Systems Inc. | 1.23% | 407,377 | $31.6M | Add +10.7% |
| V Visa Inc. Class A | 1.13% | 96,757 | $29.2M | Add +8.7% |
| CMI Cummins Inc. | 1.07% | 51,440 | $27.7M | Add +9.8% |
| SSNC Ss&c Technologies Holdings | 1.04% | 202,800 | $26.8M | Add +182.4% |
| AMAT Applied Materials Inc. | 1.01% | 76,207 | $26.0M | Add +9.0% |
| WYNN WYNN Resorts Ltd. | 1.00% | 30,332 | $25.7M | Add +3189.8% |
| LRCX Lam Research Corp. | 0.97% | 117,498 | $25.1M | Add +9.2% |
| CAH Cardinal Health Inc. | 0.96% | 116,599 | $24.6M | Add +9.9% |
| AMGN Amgen Inc. | 0.93% | 68,130 | $24.0M | Add +18.7% |
| MA Mastercard Inc. Class A | 0.91% | 46,990 | $23.5M | Add +32.8% |
| TSLA Tesla Inc. | 0.87% | 60,526 | $22.5M | Reduce -12.1% |
| IBKR Interactive Brokers Gro Class A | 0.81% | 83,060 | $20.9M | Add +11.1% |
| HIG Hartford Insurance Group Inc. | 0.79% | 150,565 | $20.4M | Add +9.9% |
| GM General Motors Co. | 0.78% | 269,119 | $20.0M | Add +9.6% |
| COR Cencora Inc. | 0.76% | 62,075 | $19.5M | Add +9.7% |
| URI United Rentals Inc. | 0.75% | 26,447 | $19.2M | Add +9.8% |
| EBAY eBay Inc. | 0.74% | 210,326 | $19.1M | Add +9.7% |
| KR Kroger Co. | 0.72% | 256,586 | $18.6M | Add +9.9% |
| UTHR United Therapeutics Corp. | 0.71% | 30,900 | $18.3M | Add +45.8% |
| DAL Delta Air Lines Inc. | 0.70% | 268,758 | $18.0M | Add +34.4% |
| BKNG Booking Holdings Inc. | 0.67% | 4,134 | $17.4M | Add +9.3% |
| COOP Mr Cooper Group Inc. | 0.67% | 94,913 | $17.3M | Add +149.0% |
| FOXA Fox Corp. Class A | 0.65% | 287,000 | $16.8M | Add +9.9% |
| NTRA Natera Inc. | 0.64% | 45,187 | $16.6M | Add +395.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 34,260 | $16.4M | Reduce -14.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.61% | 321,751 | $15.7M | Add +8.3% |
| EXEL Exelixis Inc. | 0.60% | 241,103 | $15.6M | Reduce -17.3% |
| EXPE Expedia Group Inc. | 0.60% | 67,137 | $15.5M | Add +9.6% |
| LAUR Laureate Education Inc. | 0.58% | 340,800 | $14.9M | Add +15.0% |
| NEM Newmont Corp. | 0.57% | 135,700 | $14.7M | Add +1805.4% |
| URBN Urban Outfitters Inc. | 0.57% | 204,100 | $14.6M | Add +85.3% |
| SYF Synchrony Financial | 0.57% | 214,112 | $14.6M | Add +9.8% |
| MS Morgan Stanley | 0.55% | 86,138 | $14.2M | Add +8.8% |
| NTAP Netapp Inc. | 0.53% | 132,741 | $13.6M | Add +18.2% |
| OPRA Opera Ltd.-ADR | 0.51% | 7,040 | $13.3M | Reduce -63.3% |
| PHM Pultegroup Inc. | 0.49% | 107,852 | $12.7M | Add +9.8% |
| UHS Universal Health Services-B | 0.46% | 66,700 | $11.9M | Add +9.9% |
| QCOM Qualcomm Inc. | 0.46% | 91,591 | $11.8M | Reduce -12.0% |
| WMT Walmart Inc. | 0.44% | 92,100 | $11.5M | Reduce -18.3% |
| DECK Deckers Outdoor Corp. | 0.44% | 112,974 | $11.3M | Add +255.6% |
| GE General Electric filed as GE AEROSPACE | 0.44% | 39,544 | $11.2M | Add +14.1% |
| CAT Caterpillar Inc. | 0.43% | 15,752 | $11.2M | Reduce -32.8% |
| FFIV F5 Inc. | 0.43% | 38,287 | $11.1M | Add +34.4% |
| HCA HCA Healthcare Inc. | 0.42% | 23,100 | $10.9M | Add +4.4% |
| EQH Equitable Holdings Inc. | 0.42% | 291,100 | $10.8M | Add +9.8% |
| SE Sea Ltd.-ADR | 0.40% | 126,000 | $10.4M | No change |
| TPR Tapestry Inc. | 0.40% | 73,803 | $10.4M | Add +9.8% |
| COST Costco Wholesale Corp. | 0.39% | 10,001 | $10.0M | Add +3.6% |
| AMG Affiliated Managers Group | 0.38% | 34,950 | $9.7M | Add +9.7% |
| RDDT Reddit Inc. Class A | 0.37% | 56,761 | $9.5M | Add +192.0% |
| NFLX Netflix Inc. | 0.37% | 99,162 | $9.5M | Reduce -27.4% |
| GOOG Alphabet Inc. Class C | 0.36% | 32,580 | $9.3M | No change |
| AMP Ameriprise Financial Inc. | 0.35% | 20,431 | $9.1M | Add +9.7% |
| GL Globe Life Inc. | 0.35% | 105,530 | $9.0M | Add +73.2% |
| ACT Enact Holdings Inc. | 0.33% | 111,022 | $8.6M | Add +122.4% |
| MAT Mattel Inc. | 0.32% | 30,000 | $8.3M | Reduce -86.9% |
| NXT Nextpower Inc. | 0.32% | 68,734 | $8.3M | Add +15.4% |
| CTSH Cognizant Tech Solutions-A | 0.32% | 133,690 | $8.2M | Reduce -12.7% |
| THC Tenet Healthcare Corp. | 0.32% | 43,050 | $8.1M | Add +11.4% |
| DOV Dover Corp. | 0.31% | 38,350 | $8.0M | Add +8.1% |
| FDX FedEx Corp. | 0.30% | 21,496 | $7.7M | Add +9.1% |
| HALO Halozyme Therapeutics Inc. | 0.29% | 116,100 | $7.5M | Add +10.7% |
| STLD Steel Dynamics Inc. | 0.28% | 40,300 | $7.3M | Add +4377.8% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.28% | 30,256 | $7.2M | Reduce -85.6% |
| ALV Autoliv Inc. | 0.27% | 66,850 | $7.0M | Add +10.0% |
| ROST Ross Stores Inc. | 0.27% | 31,987 | $6.9M | Add +1509.8% |
| SNX TD Synnex Corp. | 0.27% | 40,800 | $6.9M | New |
| UNM Unum Group | 0.26% | 92,700 | $6.8M | Add +10.1% |
| GEV GE Vernova Inc. | 0.25% | 7,466 | $6.5M | Add +287.6% |
| WTS Watts Water Technologies-A | 0.25% | 141,200 | $6.4M | Add +20071.4% |
| HD Home Depot Inc. | 0.24% | 18,894 | $6.2M | Reduce -9.1% |
| ALSN Allison Transmission Holding | 0.24% | 52,400 | $6.1M | Add +9.8% |
| Q Qnity Electronics Inc. | 0.24% | 37,471 | $6.1M | Add +2285.2% |
| PEP Pepsico Inc. | 0.23% | 37,992 | $5.9M | Reduce -25.8% |
| ATMU Atmus Filtration Technologie | 0.23% | 103,500 | $5.9M | Add +9.9% |
| NTNX Nutanix Inc. Class A | 0.23% | 45,280 | $5.9M | Add +10.2% |
| VNT Vontier Corp. | 0.23% | 58,600 | $5.8M | Add +170.1% |
| RGA Reinsurance Group of America | 0.22% | 27,400 | $5.6M | Add +10.0% |
| GDDY GoDaddy Inc. Class A | 0.22% | 67,300 | $5.6M | Reduce -5.5% |
| FG F&G Annuities & Life Inc. | 0.21% | 18,579 | $5.5M | Add +57959.4% |
| CACI Caci International Inc. Class A | 0.21% | 9,900 | $5.4M | New |
| AYI Acuity Inc. | 0.20% | 18,800 | $5.3M | Add +9.9% |
| APH Amphenol Corp. Class A | 0.20% | 41,407 | $5.2M | Add +74.7% |
| AN Autonation Inc. | 0.20% | 26,650 | $5.2M | Add +13.7% |
| FCFS Firstcash Holdings Inc. | 0.20% | 26,800 | $5.0M | Add +27.6% |
| PG The Procter & Gamble Co. | 0.19% | 33,541 | $4.8M | Add +0.3% |
Portfolio Sells Q4 2025 → Q1 2026
| VICI Vici Properties Inc. | Reduce -85.6% | 0.28% | −1.31 |
| GOOGL Alphabet Inc. Class A | Reduce -10.1% | 5.57% | −1.20 |
| META Meta Platforms Inc. Class A | Reduce -18.9% | 2.13% | −0.91 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.83 |
| DELL Dell Technologies -C | Reduce -98.2% | 0.01% | −0.60 |
| MAT Mattel Inc. | Reduce -86.9% | 0.32% | −0.55 |
| FCNCA First Citizens Bcshs Class A | Reduce -99.9% | 0.00% | −0.54 |
| CBRE CBRE Group Inc. Class A | Reduce -96.1% | 0.01% | −0.41 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.40 |
| AZO AutoZone Inc. | Reduce -95.1% | 0.02% | −0.34 |
| TSLA Tesla Inc. | Reduce -12.1% | 0.87% | −0.33 |
| PINS Pinterest Inc. Class A | Reduce -98.6% | 0.00% | −0.31 |
| INTU Intuit Inc. | Reduce -54.8% | 0.12% | −0.28 |
| AWI Armstrong World Industries | Sold out | 0.00% | −0.24 |
| QCOM Qualcomm Inc. | Reduce -12.0% | 0.46% | −0.24 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 2.29% | −0.23 |
| DRI Darden Restaurants Inc. | Reduce -99.9% | 0.00% | −0.21 |
| DKS Dick's Sporting Goods Inc. | Reduce -98.4% | 0.00% | −0.19 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.18 |
| CTSH Cognizant Tech Solutions-A | Reduce -12.7% | 0.32% | −0.18 |
| ABT Abbott Laboratories | Reduce -72.4% | 0.05% | −0.17 |
| OC Owens Corning | Reduce -67.9% | 0.08% | −0.17 |
| VIRT Virtu Financial Inc. Class A | Sold out | 0.00% | −0.17 |
| EXEL Exelixis Inc. | Reduce -17.3% | 0.60% | −0.16 |
| MMM 3M Co. | Reduce -88.5% | 0.02% | −0.15 |
| FTDR Frontdoor Inc. | Sold out | 0.00% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -14.1% | 0.64% | −0.14 |
| QLYS Qualys Inc. | Sold out | 0.00% | −0.14 |
| APO Apollo Global Management Inc. | Reduce -88.7% | 0.01% | −0.13 |
| NFLX Netflix Inc. | Reduce -27.4% | 0.37% | −0.13 |
| GDDY GoDaddy Inc. Class A | Reduce -5.5% | 0.22% | −0.13 |
| CORT Corcept Therapeutics Inc. | Reduce -36.7% | 0.07% | −0.11 |
| ADSK Autodesk Inc. | Reduce -21.6% | 0.18% | −0.10 |
| CPAY Corpay Inc. | Reduce -95.3% | 0.00% | −0.10 |
| WSM Williams-Sonoma Inc. | Reduce -93.5% | 0.01% | −0.10 |
| AMD Advanced Micro Devices | Reduce -50.4% | 0.09% | −0.10 |
| CAT Caterpillar Inc. | Reduce -32.8% | 0.43% | −0.09 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.07 |
| CXT Crane NXT Co. | Sold out | 0.00% | −0.07 |
| PEP Pepsico Inc. | Reduce -25.8% | 0.23% | −0.06 |
| GPOR Gulfport Energy Corp. | Sold out | 0.00% | −0.06 |
| TMHC Taylor Morrison Home Corp. | Reduce -51.8% | 0.05% | −0.06 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.05 |
| CSGS CSG Systems Intl Inc. | Reduce -50.9% | 0.01% | −0.05 |
| WMT Walmart Inc. | Reduce -18.3% | 0.44% | −0.05 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.04 |
| ABNB Airbnb Inc. Class A | Reduce -69.7% | 0.02% | −0.04 |
| PWR Quanta Services Inc. | Reduce -77.1% | 0.02% | −0.04 |
| FERG Ferguson Enterprises Inc. | Reduce -68.0% | 0.03% | −0.04 |
| HD Home Depot Inc. | Reduce -9.1% | 0.24% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| JNJ Johnson & Johnson | Add +1167.8% | 2.01% | +1.87 |
| WYNN WYNN Resorts Ltd. | Add +3189.8% | 1.00% | +0.97 |
| MU Micron Technology Inc. | Add +139.9% | 1.29% | +0.83 |
| SSNC Ss&c Technologies Holdings | Add +182.4% | 1.04% | +0.80 |
| NTRA Natera Inc. | Add +395.8% | 0.64% | +0.60 |
| NEM Newmont Corp. | Add +1805.4% | 0.57% | +0.54 |
| KLAC KLA Corp. | Add +9.6% | 1.70% | +0.41 |
| NVDA Nvidia Corp. | Add +11.7% | 9.05% | +0.35 |
| AMAT Applied Materials Inc. | Add +9.0% | 1.01% | +0.31 |
| DECK Deckers Outdoor Corp. | Add +255.6% | 0.44% | +0.31 |
| UTHR United Therapeutics Corp. | Add +45.8% | 0.71% | +0.31 |
| STLD Steel Dynamics Inc. | Add +4377.8% | 0.28% | +0.28 |
| SNX TD Synnex Corp. | New | 0.27% | +0.27 |
| LRCX Lam Research Corp. | Add +9.2% | 0.97% | +0.26 |
| ROST Ross Stores Inc. | Add +1509.8% | 0.27% | +0.25 |
| ACT Enact Holdings Inc. | Add +122.4% | 0.33% | +0.25 |
| RDDT Reddit Inc. Class A | Add +192.0% | 0.37% | +0.25 |
| WTS Watts Water Technologies-A | Add +20071.4% | 0.25% | +0.24 |
| Q Qnity Electronics Inc. | Add +2285.2% | 0.24% | +0.23 |
| LLY Eli Lilly & Co. | Add +37.5% | 1.46% | +0.22 |
| FG F&G Annuities & Life Inc. | Add +57959.4% | 0.21% | +0.21 |
| CACI Caci International Inc. Class A | New | 0.21% | +0.21 |
| GEV GE Vernova Inc. | Add +287.6% | 0.25% | +0.20 |
| AMGN Amgen Inc. | Add +18.7% | 0.93% | +0.20 |
| VNT Vontier Corp. | Add +170.1% | 0.23% | +0.19 |
| ENS Enersys | New | 0.18% | +0.18 |
| AAPL Apple Inc. | Add +10.3% | 7.42% | +0.18 |
| IBKR Interactive Brokers Gro Class A | Add +11.1% | 0.81% | +0.18 |
| SSD Simpson Manufacturing Co. Inc. | New | 0.17% | +0.17 |
| PSNY Polestar Automotive Class A ADS | Add +133.2% | 0.18% | +0.17 |
| ETR Entergy Corp. | Add +236.2% | 0.17% | +0.16 |
| COOP Mr Cooper Group Inc. | Add +149.0% | 0.67% | +0.16 |
| DAL Delta Air Lines Inc. | Add +34.4% | 0.70% | +0.16 |
| KR Kroger Co. | Add +9.9% | 0.72% | +0.15 |
| FFIV F5 Inc. | Add +34.4% | 0.43% | +0.15 |
| CMI Cummins Inc. | Add +9.8% | 1.07% | +0.14 |
| URBN Urban Outfitters Inc. | Add +85.3% | 0.57% | +0.14 |
| MA Mastercard Inc. Class A | Add +32.8% | 0.91% | +0.12 |
| CSCO Cisco Systems Inc. | Add +10.7% | 1.23% | +0.12 |
| NXT Nextpower Inc. | Add +15.4% | 0.32% | +0.12 |
| CAH Cardinal Health Inc. | Add +9.9% | 0.96% | +0.11 |
| EXLS Exlservice Holdings Inc. | New | 0.10% | +0.10 |
| ABBV Abbvie Inc. | Add +13.5% | 1.31% | +0.09 |
| EBAY eBay Inc. | Add +9.7% | 0.74% | +0.09 |
| APH Amphenol Corp. Class A | Add +74.7% | 0.20% | +0.08 |
| FDX FedEx Corp. | Add +9.1% | 0.30% | +0.07 |
| TPR Tapestry Inc. | Add +9.8% | 0.40% | +0.07 |
| PAHC Phibro Animal Health Corp. Class A | New | 0.07% | +0.07 |
| GL Globe Life Inc. | Add +73.2% | 0.35% | +0.07 |
| FCFS Firstcash Holdings Inc. | Add +27.6% | 0.20% | +0.07 |
Notes & Other Activity Q4 2025 → Q1 2026
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 444 | $3.1B | NVDA, AAPL, GOOGL, MSFT, MU |
| Q1 2026 | 457 | $2.6B | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q4 2025 | 484 | $2.6B | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q3 2025 | 508 | $2.6B | NVDA, AAPL, MSFT, GOOGL, META |
| Q2 2025Amended | 528 | $2.3B | NVDA, MSFT, AAPL, GOOGL, CORT |
| Q1 2025 | 569 | $1.8B | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q4 2024 | 572 | $1.9B | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q3 2024 | 595 | $1.9B | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q2 2024 | 564 | $1.2B | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q1 2024 | 568 | $1.2B | MSFT, AAPL, NVDA, GOOGL, AMZN |