Alecta Tjanstepension Omsesidigt Q2 2025 Filing
Filed July 10, 2025
Portfolio Value
$21.3T
Holdings
66
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 4,537,200 | $2.3T | 10.58% | |
| 2 | GOOGLALPHABET INC | 7,829,000 | $1.4T | 6.47% | |
| 3 | AMZNAMAZON.COM INC. | 5,185,100 | $1.1T | 5.33% | |
| 4 | NVDANVIDIA CORP | 7,173,600 | $1.1T | 5.31% | |
| 5 | APHAMPHENOL CORPORATION | 8,427,600 | $832.0B | 3.90% | |
| 6 | TJXTJX COS INC | 5,732,165 | $707.7B | 3.32% | |
| 7 | NFLXNETFLIX INC | 442,000 | $591.5B | 2.77% | |
| 8 | AVGOBROADCOM CORPORATION | 2,080,000 | $573.4B | 2.69% | |
| 9 | VVISA INC A | 1,522,600 | $540.1B | 2.53% | |
| 10 | TXNTEXAS INSTRUMENTS | 2,583,000 | $536.0B | 2.51% | |
| 11 | AAPLAPPLE INC | 2,555,900 | $524.1B | 2.46% | |
| 12 | DISWALT DISNEY CO/THE | 3,890,400 | $482.1B | 2.26% | |
| 13 | SPOTSPOTIFY TECHNOLOGY S.A | 621,000 | $476.1B | 2.23% | |
| 14 | LLYELI LILLY & CO | 542,600 | $422.7B | 1.98% | |
| 15 | AMEAMETEK INC | 2,223,965 | $402.3B | 1.89% | |
| 16 | KLACKLA CORP | 430,000 | $384.9B | 1.81% | |
| 17 | JPMJ.P. MORGAN CHASE & CO | 1,242,500 | $360.0B | 1.69% | |
| 18 | AMDADVANCED MICRO DEV | 2,234,000 | $317.0B | 1.49% | |
| 19 | ADIANALOG DEVICES | 1,306,400 | $310.9B | 1.46% | |
| 20 | CITCINTAS CORPORATION | 1,390,600 | $309.8B | 1.45% | |
| 21 | ITWILLINOIS TOOL WORKS INC | 1,236,600 | $305.5B | 1.43% | |
| 22 | SPGIS&P GLOBAL INC | 575,000 | $303.0B | 1.42% | |
| 23 | AMATAPPLIED MATERIALS INC | 1,649,000 | $301.8B | 1.42% | |
| 24 | ROKROCKWELL AUTOMATION INC | 890,875 | $295.8B | 1.39% | |
| 25 | BSXBOSTON SCIENTIFIC CORP | 2,743,100 | $294.5B | 1.38% | |
| 26 | BACBANK OF AMERICA CORPORATION | 6,207,200 | $293.4B | 1.38% | |
| 27 | TMOTHERMO FISHER SCIENTIFIC INC | 712,900 | $288.9B | 1.36% | |
| 28 | ORCLORACLE CORP | 1,193,000 | $260.7B | 1.22% | |
| 29 | LINLINDE PLC | 546,500 | $256.3B | 1.20% | |
| 30 | NKENIKE INC | 3,454,700 | $245.3B | 1.15% | |
| 31 | ULTAULTA BEAUTY INC | 488,805 | $228.6B | 1.07% | |
| 32 | DHRDANAHER CORP | 1,114,000 | $220.0B | 1.03% | |
| 33 | ECLECOLAB | 755,400 | $203.5B | 0.95% | |
| 34 | ABBVABBVIE INC | 1,048,600 | $194.6B | 0.91% | |
| 35 | ABTABBOTT LABS | 1,388,100 | $188.7B | 0.88% | |
| 36 | ELLAUDER (ESTEE) CO. | 2,285,300 | $184.6B | 0.87% | |
| 37 | SYKSTRYKER CORP | 458,300 | $181.2B | 0.85% | |
| 38 | DGDOLLAR GENERAL | 1,546,200 | $176.8B | 0.83% | |
| 39 | TTTRANE TECHNOLOGIES PLC | 400,000 | $174.9B | 0.82% | |
| 40 | SNPSSYNOPSYS INC. | 331,000 | $169.7B | 0.80% | |
| 41 | ACNACCENTURE PLC | 556,000 | $166.0B | 0.78% | |
| 42 | TSCOTRACTOR SUPPLY CO | 3,134,400 | $165.3B | 0.78% | |
| 43 | PNCPNC BANK CORP | 845,700 | $157.6B | 0.74% | |
| 44 | GGGGRACO INC | 1,750,000 | $150.4B | 0.71% | |
| 45 | AKXANSYS INC | 400,000 | $140.4B | 0.66% | |
| 46 | COSTCOSTCO WHOLESALE CORP | 140,000 | $138.5B | 0.65% | |
| 47 | CRMSALESFORCE COM INC | 495,000 | $134.9B | 0.63% | |
| 48 | MCXMCCORMICK & CO INC/MD | 1,779,000 | $134.8B | 0.63% | |
| 49 | DWDMORGAN STANLEY | 942,000 | $132.6B | 0.62% | |
| 50 | MRKMERCK & CO | 1,640,300 | $129.7B | 0.61% | |
| 51 | CATCATERPILLAR INC. | 328,600 | $127.5B | 0.60% | |
| 52 | UNHUNITED HEALTHCARE | 400,500 | $124.9B | 0.59% | |
| 53 | IEXIDEX CORP | 689,900 | $121.1B | 0.57% | |
| 54 | BKNGBOOKING HOLDINGS INC | 19,200 | $111.0B | 0.52% | |
| 55 | ZTSZOETIS INC | 709,900 | $110.7B | 0.52% | |
| 56 | USBU.S. BANCORP | 2,413,000 | $109.1B | 0.51% | |
| 57 | MCKMCKESSON CORP (NEW) | 139,500 | $102.2B | 0.48% | |
| 58 | COOCOOPER COS INC/THE | 1,349,500 | $96.0B | 0.45% | |
| 59 | ISRGINTUITIVE SURGICAL INC | 169,700 | $92.2B | 0.43% | |
| 60 | PODDINSULET CORP | 265,300 | $83.3B | 0.39% | |
| 61 | ADBEADOBE SYSTEMS | 198,000 | $76.6B | 0.36% | |
| 62 | WMTWAL-MART STORES, INC. | 768,300 | $75.1B | 0.35% | |
| 63 | FITBFIFTH THIRD BANCORP | 1,460,300 | $60.1B | 0.28% | |
| 64 | HDHOME DEPOT INC | 140,900 | $51.7B | 0.24% | |
| 65 | INTCINTEL CORP | 2,009,600 | $45.0B | 0.21% | |
| 66 | BF/BBROWN-FORMAN CORP | 1,600,000 | $43.0B | 0.20% |