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Alecta Tjanstepension Omsesidigt

13F for the quarter to June 30, 2026, filed July 23, 2026 · SEC CIK 1484429

Reported value
$23.8bn
100% in companies we cover
Positions we cover
91
Largest NVDA 8.3%
Copy, a year
+13.3%
S&P 500 +13.4%
Copy Sharpe ratio
0.66
S&P 500 0.71

How copying its 13F would have done

$10.0k$20.0k$40.0k 201520172019202120232025 $43.8k$43.1k
CopyS&P 500 $10,000 copying Alecta Tjanstepension Omsesidigt's filed holdings in companies we cover from February 13, 2015, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −31.0% (S&P 500 −31.8%); beta 1.04; alpha −0.4% a year (t = −0.25); last 12 months +11.1% against +12.1%.

Reported value by quarter

Alecta Tjanstepension Omsesidigt: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $5T $10T $15T $20T Reported value, 2014-12-31: $6.9B Reported value, 2015-03-31: $8.1B Reported value, 2015-06-30: $8.2B Reported value, 2015-09-30: $8.4B Reported value, 2015-12-31: $9.6B Reported value, 2016-03-31: $10.4B Reported value, 2016-06-30: $10.2B Reported value, 2016-09-30: $10.4B Reported value, 2016-12-31: $10.8B Reported value, 2017-03-31: $11.2B Reported value, 2017-06-30: $11.3B Reported value, 2017-09-30: $11.7B Reported value, 2017-12-31: $12.3B Reported value, 2018-03-31: $11.6B Reported value, 2018-06-30: $12B Reported value, 2018-09-30: $11.7B Reported value, 2018-12-31: $9.8B Reported value, 2019-03-31: $11.7B Reported value, 2019-06-30: $12.2B Reported value, 2019-09-30: $12.5B Reported value, 2019-12-31: $13.7B Reported value, 2020-03-31: $11.5B Reported value, 2020-06-30: $14.3B Reported value, 2020-09-30: $15.6B Reported value, 2020-12-31: $18.1B Reported value, 2021-03-31: $19.3B Reported value, 2021-06-30: $21.7B Reported value, 2021-09-30: $21.1B Reported value, 2021-12-31: $23B Reported value, 2022-03-31: $20.5B Reported value, 2022-06-30: $17.3B Reported value, 2022-09-30: $16.4B Reported value, 2022-12-31: $16.9T Reported value, 2023-03-31: $15.9B Reported value, 2023-06-30: $13.9B Reported value, 2023-09-30: $13.3B Reported value, 2023-12-31: $16.1B Reported value, 2024-03-31: $17.5B Reported value, 2024-06-30: $17.9B Reported value, 2024-09-30: $18.2B Reported value, 2024-12-31: $19B Reported value, 2025-03-31: $17.8B Reported value, 2025-06-30: $21.3B Reported value, 2025-09-30: $22.4B Reported value, 2025-12-31: $22.7B Reported value, 2026-03-31: $20.5B Reported value, 2026-06-30: $23.8B 2014-12-31 2017-06-30 2019-12-31 2022-06-30 2026-06-30 $23.8B
View chart data
Period Reported value
2014-12-31 $6.9B
2015-03-31 $8.1B
2015-06-30 $8.2B
2015-09-30 $8.4B
2015-12-31 $9.6B
2016-03-31 $10.4B
2016-06-30 $10.2B
2016-09-30 $10.4B
2016-12-31 $10.8B
2017-03-31 $11.2B
2017-06-30 $11.3B
2017-09-30 $11.7B
2017-12-31 $12.3B
2018-03-31 $11.6B
2018-06-30 $12B
2018-09-30 $11.7B
2018-12-31 $9.8B
2019-03-31 $11.7B
2019-06-30 $12.2B
2019-09-30 $12.5B
2019-12-31 $13.7B
2020-03-31 $11.5B
2020-06-30 $14.3B
2020-09-30 $15.6B
2020-12-31 $18.1B
2021-03-31 $19.3B
2021-06-30 $21.7B
2021-09-30 $21.1B
2021-12-31 $23B
2022-03-31 $20.5B
2022-06-30 $17.3B
2022-09-30 $16.4B
2022-12-31 $16.9T
2023-03-31 $15.9B
2023-06-30 $13.9B
2023-09-30 $13.3B
2023-12-31 $16.1B
2024-03-31 $17.5B
2024-06-30 $17.9B
2024-09-30 $18.2B
2024-12-31 $19B
2025-03-31 $17.8B
2025-06-30 $21.3B
2025-09-30 $22.4B
2025-12-31 $22.7B
2026-03-31 $20.5B
2026-06-30 $23.8B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
NVDANVIDIA Corporation8.27%$2.0bn9.84M+1.4% Added
GOOGLAlphabet Inc. (Class A)8.22%$2.0bn5.47M−3.1% Reduced
MSFTMicrosoft Corporation6.74%$1.6bn4.30M0.0%
AMZNAmazon5.00%$1.2bn4.99M−1.6% Reduced
AVGOBroadcom4.09%$972.0m2.58M+4.0% Added
AAPLApple Inc.3.23%$767.8m2.66M0.0%
METAMeta Platforms2.58%$613.8m1.09M+73.0% Added
JPMJPMorgan Chase2.56%$608.8m1.86M+28.6% Added
AMDAdvanced Micro Devices2.35%$557.9m961.6K−44.3% Reduced
AMATApplied Materials2.24%$531.8m735.5K−16.0% Reduced
VVisa Inc.2.15%$510.1m1.49M+5.8% Added
TXNTexas Instruments2.14%$507.7m1.70M−27.0% Reduced
LLYLilly (Eli)2.13%$505.7m421.7K0.0%
APHAmphenol2.03%$481.8m2.73M−13.9% Reduced
ADIAnalog Devices1.54%$366.4m923.3K−6.2% Reduced
KLACKLA Corporation1.51%$358.7m1.19M+498.5% Added
ABBVAbbVie1.47%$350.1m1.39M0.0%
PANWPalo Alto Networks1.47%$349.1m1.02M0.0%
NFLXNetflix1.28%$304.0m4.26M0.0%
TJXTJX Companies1.27%$301.2m1.99M−44.3% Reduced
FITBFifth Third Bancorp1.19%$282.7m5.02M+27.7% Added
INTCIntel1.18%$280.3m2.01M0.0%
MAMastercard1.17%$277.4m540.4K0.0%
SPOTSpotify Technology S.a.1.15%$272.2m593.0K0.0%
PNCPNC Financial Services1.14%$271.9m1.10M+12.6% Added
PGRProgressive Corporation1.00%$238.2m1.09M+57.1% Added
CATCaterpillar Inc.0.98%$233.8m219.6K−11.6% Reduced
CSCOCisco0.96%$229.3m1.95MNew
BACBank of America0.96%$228.0m4.00M0.0%
UNHUnitedHealth Group0.93%$221.4m533.0K+14.7% Added
WMTWalmart0.91%$217.3m1.92M+14.1% Added
CTASCintas0.91%$216.9m1.28M0.0%
JNJJohnson & Johnson0.91%$216.7m853.1K+40.5% Added
SNPSSynopsys Inc0.91%$216.2m484.9K0.0%
MRKMerck & Co.0.89%$210.6m1.64M0.0%
MUMicron Technology0.88%$208.4m181.1KNew
MSMorgan Stanley0.87%$207.6m993.5K−22.3% Reduced
KOThe Coca-Cola Company0.83%$197.5m2.43MNew
SPGIS&P Global0.78%$186.0m483.6K−4.8% Reduced
ROKRockwell Automation0.76%$180.6m364.9K−11.5% Reduced
TMOThermo Fisher Scientific0.75%$178.2m356.0K+1.1% Added
AMEAmetek0.74%$176.6m730.4K0.0%
SYKStryker Corporation0.73%$172.5m547.9K0.0%
LINLinde plc0.68%$160.4m309.1K−19.5% Reduced
COSTCostco0.65%$155.2m166.0K+95.5% Added
ORCLOracle Corporation0.64%$151.8m1.03M0.0%
ABTAbbott Laboratories0.61%$145.9m1.61M+10.5% Added
NOWServiceNow0.61%$144.9m1.46M0.0%
DGDollar General0.59%$139.7m1.21M+103.7% Added
KKRKKR & Co.0.58%$137.8m1.50M+103.1% Added
BSXBoston Scientific0.56%$133.0m3.12M+8.8% Added
ULTAUlta Beauty0.54%$129.1m286.5K+28.8% Added
CRMSalesforce0.54%$128.6m821.0K0.0%
QCOMQualcomm0.54%$128.4m695.0KNew
DHRDanaher Corporation0.52%$123.1m646.9K−26.4% Reduced
ISRGIntuitive Surgical0.50%$118.5m298.0K+12.9% Added
PHParker Hannifin0.48%$114.6m117.2K+67.3% Added
TTTrane Technologies0.47%$112.6m229.4K0.0%
COOThe Cooper Companies0.47%$112.1m1.56M0.0%
MCKMcKesson0.44%$105.3m139.5K0.0%
ELThe Estée Lauder Companies0.44%$104.6m1.33M+11.5% Added
GILDGilead Sciences0.43%$102.8m814.3K0.0%
ECLEcolab0.42%$100.3m360.3K−24.8% Reduced
BKNGBooking Holdings0.39%$91.6m514.0K+1900.0% Added
IEXIDEX Corporation0.36%$86.1m379.5K−34.5% Reduced
DISThe Walt Disney Company0.35%$83.7m869.5K−72.3% Reduced
ACNAccenture0.33%$78.4m630.0K0.0%
HDThe Home Depot0.33%$77.2m219.1K−46.0% Reduced
PODDInsulet Corporation0.30%$71.5m469.4K+19.0% Added
ITWIllinois Tool Works0.28%$67.0m247.6K−59.0% Reduced
INTUIntuit0.28%$66.6m255.2K0.0%
MKCMcCormick & Company0.28%$65.9m1.31M0.0%
ZTSZoetis0.27%$63.4m882.2K0.0%
TSCOTractor Supply0.23%$53.8m1.70M−22.5% Reduced
NEMNewmont0.21%$50.7m543.5KNew
CDNSCadence Design Systems Inc0.21%$49.9m133.0K0.0%
SHWSherwin-Williams0.18%$44.0m128.0K0.0%
FCXFreeport-McMoRan0.18%$43.4m689.8KNew
ADBEAdobe Inc.0.17%$40.6m198.0K0.0%
NKENike, Inc.0.15%$36.2m882.3K−58.0% Reduced
CRHCRH plc0.15%$35.3m329.5KNew
ADPAutomatic Data Processing0.13%$31.3m140.0K−40.0% Reduced
VMCVulcan Materials Company0.13%$30.8m104.3KNew
GGGGraco Inc0.11%$26.5m350.9K−77.1% Reduced
CRDOCredo Technology Group Holding Ltd0.10%$23.6m87.0KNew
XYLXylem Inc.0.09%$20.7m175.0KNew
ETNEaton Corporation0.09%$20.6m51.1KNew
EMREmerson Electric0.09%$20.6m143.3KNew
AMRZAmrize Ltd0.06%$14.6m274.0KNew
MBGLMobility Global Inc.0.05%$11.2m508.0KNew
VRSKVerisk Analytics, Inc.0.00%$346,2421.9K−98.9% Reduced
CompanyBought (value)Shares
KLACKLA Corporation$298.8m992.0K
METAMeta Platforms$259.1m460.3K
CSCOCisco$229.3m1.95M
MUMicron Technology$208.4m181.1K
KOThe Coca-Cola Company$197.5m2.43M
JPMJPMorgan Chase$135.5m414.2K
QCOMQualcomm$128.4m695.0K
BKNGBooking Holdings$87.0m488.3K
PGRProgressive Corporation$86.6m396.6K
COSTCostco$75.8m81.1K
DGDollar General$71.1m617.7K
KKRKKR & Co.$69.9m762.3K
JNJJohnson & Johnson$62.5m246.0K
FITBFifth Third Bancorp$61.3m1.09M
NEMNewmont$50.7m543.5K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
AMDAdvanced Micro Devices−$443.2m−763.9K
TJXTJX Companies−$239.1m−1.58M
DISThe Walt Disney Company−$218.8m−2.27M
TXNTexas Instruments−$187.5m−629.3K
AMATApplied Materials−$101.1m−139.9K
ITWIllinois Tool Works−$96.3m−355.9K
GGGGraco Inc−$89.5m−1.18M
APHAmphenol−$78.0m−442.6K
USBU.S. Bancorp−$77.0m−1.48M
HDThe Home Depot−$65.7m−186.4K
GOOGLAlphabet Inc. (Class A)−$61.7m−172.7K
MSMorgan Stanley−$59.7m−285.6K
NKENike, Inc.−$50.1m−1.22M
IEXIDEX Corporation−$45.2m−199.5K
DHRDanaher Corporation−$44.2m−232.4K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
USBU.S. Bancorp$77.0m1.48M
  • Technology42.9%
  • Communication Services13.6%
  • Financials12.4%
  • Health Care11.9%
  • Consumer Discretionary7.9%
  • Industrials5.6%
  • Consumer Staples3.7%
  • Materials2.0%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestFebruary 13, 2015 to November 2, 2026+13.3%+13.4%0.660.71−31.0%1.04
2018 onwardsJanuary 5, 2018 to November 2, 2026+13.9%+13.9%0.620.66−31.0%1.04
Last three yearsNovember 3, 2023 to November 2, 2026+22.4%+21.8%1.101.16−17.7%1.06
Last yearNovember 7, 2025 to November 2, 2026+13.4%+14.2%0.670.84−12.5%1.15

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.