Alecta Tjanstepension Omsesidigt Q3 2025 Filing

Filed December 8, 2025

Portfolio Value

$22.4T

Holdings

68

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (68 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
4,300,000$2.2T9.93%
2
GOOGLALPHABET INC
6,998,000$1.7T7.59%
3
NVDANVIDIA CORP
7,173,600$1.3T5.97%
4
AMZNAMAZON.COM INC.
4,949,800$1.1T4.85%
5
APHAMPHENOL CORPORATION
8,427,600$1.0T4.65%
6
TJXTJX COS INC
5,436,265$785.7B3.50%
7
AVGOBROADCOM CORPORATION
2,080,000$685.7B3.06%
8
AAPLAPPLE INC
2,656,000$676.0B3.02%
9
NFLXNETFLIX INC
426,000$510.4B2.28%
10
VVISA INC A
1,407,600$480.1B2.14%
11
TXNTEXAS INSTRUMENTS
2,583,000$474.4B2.12%
12
KLACKLA CORP
430,000$463.3B2.07%
13
DISWALT DISNEY CO/THE
3,890,400$445.3B1.99%
14
LLYELI LILLY & CO
543,400$414.3B1.85%
15
SPOTSPOTIFY TECHNOLOGY S.A
593,000$413.7B1.85%
16
JPMJ.P. MORGAN CHASE & CO
1,242,500$391.8B1.75%
17
AMDADVANCED MICRO DEV
2,234,000$361.3B1.61%
18
AMATAPPLIED MATERIALS INC
1,649,000$337.6B1.51%
19
ORCLORACLE CORP
1,193,000$335.3B1.50%
20
AMEAMETEK INC
1,721,965$323.5B1.44%
21
ADIANALOG DEVICES
1,306,400$320.8B1.43%
22
BACBANK OF AMERICA CORPORATION
6,207,200$320.0B1.43%
23
TMOTHERMO FISHER SCIENTIFIC INC
625,400$303.0B1.35%
24
ITWILLINOIS TOOL WORKS INC
1,155,900$301.3B1.34%
25
CITCINTAS CORPORATION
1,390,600$285.3B1.27%
26
ROKROCKWELL AUTOMATION INC
776,875$271.4B1.21%
27
ABBVABBVIE INC
1,158,900$268.3B1.20%
28
BSXBOSTON SCIENTIFIC CORP
2,743,100$267.8B1.19%
29
LINLINDE PLC
546,500$259.5B1.16%
30
SPGIS&P GLOBAL INC
508,000$247.1B1.10%
31
ULTAULTA BEAUTY INC
450,505$246.3B1.10%
32
NKENIKE INC
3,454,700$240.9B1.07%
33
SNPSSYNOPSYS INC.
466,960$230.4B1.03%
34
DHRDANAHER CORP
1,114,000$220.7B0.98%
35
ABTABBOTT LABS
1,388,100$185.9B0.83%
36
ECLECOLAB
677,100$185.4B0.83%
37
PNCPNC BANK CORP
845,700$169.9B0.76%
38
SYKSTRYKER CORP
458,300$169.4B0.76%
39
TTTRANE TECHNOLOGIES PLC
400,000$168.8B0.75%
40
CATCATERPILLAR INC.
328,600$156.7B0.70%
41
ACNACCENTURE PLC
630,000$155.4B0.69%
42
DWDMORGAN STANLEY
942,000$149.7B0.67%
43
GGGGRACO INC
1,750,000$148.7B0.66%
44
TSCOTRACTOR SUPPLY CO
2,602,500$147.9B0.66%
45
ELLAUDER (ESTEE) CO.
1,604,900$141.4B0.63%
46
UNHUNITED HEALTHCARE
400,500$138.3B0.62%
47
MRKMERCK & CO
1,640,300$137.6B0.61%
48
CRMSALESFORCE COM INC
560,000$132.7B0.59%
49
PGRPROGRESSIVE CORP/THE
533,600$131.8B0.59%
50
DGDOLLAR GENERAL
1,273,100$131.5B0.59%
51
ZTSZOETIS INC
882,200$129.0B0.58%
52
MCXMCCORMICK & CO INC/MD
1,779,000$119.0B0.53%
53
USBU.S. BANCORP
2,413,000$116.6B0.52%
54
HDHOME DEPOT INC
284,000$115.1B0.51%
55
PODDINSULET CORP
365,000$112.7B0.50%
56
WMTWAL-MART STORES, INC.
1,091,400$112.5B0.50%
57
IEXIDEX CORP
689,900$112.2B0.50%
58
MCKMCKESSON CORP (NEW)
139,500$107.8B0.48%
59
COOCOOPER COS INC/THE
1,563,000$107.1B0.48%
60
BKNGBOOKING HOLDINGS INC
19,200$103.5B0.46%
61
COSTCOSTCO WHOLESALE CORP
107,700$99.7B0.44%
62
ISRGINTUITIVE SURGICAL INC
212,800$95.2B0.42%
63
ADBEADOBE SYSTEMS
198,000$69.8B0.31%
64
ADPAUTOMATIC DATA PROCESSING INC
233,400$68.5B0.31%
65
INTCINTEL CORP
2,009,600$67.4B0.30%
66
FITBFIFTH THIRD BANCORP
1,460,300$65.0B0.29%
67
VRSKVERISK ANALYTICS INC
178,637$44.9B0.20%
68
BF/BBROWN-FORMAN CORP
1,600,000$43.3B0.19%