Alecta Tjanstepension Omsesidigt Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$22.7B
Holdings
73
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (73 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 4,300,000 | $2.1B | 9.14% | |
| 2 | GOOGLALPHABET INC | 6,296,000 | $2.0B | 8.66% | |
| 3 | NVDANVIDIA CORP | 7,173,600 | $1.3B | 5.88% | |
| 4 | AMZNAMAZON.COM INC. | 4,853,200 | $1.1B | 4.93% | |
| 5 | APHAMPHENOL CORPORATION | 6,690,000 | $904.2M | 3.98% | |
| 6 | AAPLAPPLE INC | 2,656,000 | $722.0M | 3.17% | |
| 7 | AVGOBROADCOM CORPORATION | 2,080,000 | $719.7M | 3.16% | |
| 8 | TJXTJX COS INC | 4,509,665 | $692.8M | 3.05% | |
| 9 | VVISA INC A | 1,407,600 | $493.9M | 2.17% | |
| 10 | LLYELI LILLY & CO | 444,100 | $477.3M | 2.10% | |
| 11 | AMDADVANCED MICRO DEV | 2,154,000 | $461.2M | 2.03% | |
| 12 | KLACKLA CORP | 378,000 | $459.2M | 2.02% | |
| 13 | TXNTEXAS INSTRUMENTS | 2,583,000 | $448.0M | 1.97% | |
| 14 | DISWALT DISNEY CO/THE | 3,890,400 | $442.6M | 1.95% | |
| 15 | AMATAPPLIED MATERIALS INC | 1,649,000 | $423.5M | 1.86% | |
| 16 | JPMJ.P. MORGAN CHASE & CO | 1,242,500 | $400.4M | 1.76% | |
| 17 | NFLXNETFLIX INC | 4,260,000 | $399.4M | 1.76% | |
| 18 | ADIANALOG DEVICES | 1,306,400 | $354.2M | 1.56% | |
| 19 | SPOTSPOTIFY TECHNOLOGY S.A | 593,000 | $344.3M | 1.51% | |
| 20 | BACBANK OF AMERICA CORPORATION | 5,810,300 | $319.5M | 1.40% | |
| 21 | ABBVABBVIE INC | 1,343,800 | $307.0M | 1.35% | |
| 22 | AMEAMETEK INC | 1,473,965 | $302.6M | 1.33% | |
| 23 | TMOTHERMO FISHER SCIENTIFIC INC | 477,900 | $276.9M | 1.22% | |
| 24 | SPGIS&P GLOBAL INC | 508,000 | $265.5M | 1.17% | |
| 25 | BSXBOSTON SCIENTIFIC CORP | 2,743,100 | $261.6M | 1.15% | |
| 26 | CITCINTAS CORPORATION | 1,390,600 | $261.5M | 1.15% | |
| 27 | DHRDANAHER CORP | 1,114,000 | $255.1M | 1.12% | |
| 28 | LINLINDE PLC | 546,500 | $233.0M | 1.02% | |
| 29 | ORCLORACLE CORP | 1,193,000 | $232.6M | 1.02% | |
| 30 | SNPSSYNOPSYS INC. | 466,960 | $219.3M | 0.96% | |
| 31 | ROKROCKWELL AUTOMATION INC | 551,275 | $214.5M | 0.94% | |
| 32 | PNCPNC BANK CORP | 981,700 | $204.9M | 0.90% | |
| 33 | ITWILLINOIS TOOL WORKS INC | 813,700 | $200.4M | 0.88% | |
| 34 | ULTAULTA BEAUTY INC | 320,105 | $193.7M | 0.85% | |
| 35 | NKENIKE INC | 3,030,200 | $193.1M | 0.85% | |
| 36 | ABTABBOTT LABS | 1,388,100 | $173.9M | 0.76% | |
| 37 | MRKMERCK & CO | 1,640,300 | $172.7M | 0.76% | |
| 38 | SYKSTRYKER CORP | 487,500 | $171.3M | 0.75% | |
| 39 | ACNACCENTURE PLC | 630,000 | $169.1M | 0.74% | |
| 40 | DWDMORGAN STANLEY | 942,000 | $167.2M | 0.74% | |
| 41 | HDHOME DEPOT INC | 465,700 | $160.3M | 0.70% | |
| 42 | PGRPROGRESSIVE CORP/THE | 694,800 | $158.2M | 0.70% | |
| 43 | FITBFIFTH THIRD BANCORP | 3,367,700 | $157.5M | 0.69% | |
| 44 | TTTRANE TECHNOLOGIES PLC | 400,000 | $155.7M | 0.68% | |
| 45 | UNHUNITED HEALTHCARE | 464,800 | $153.5M | 0.67% | |
| 46 | CRMSALESFORCE COM INC | 560,000 | $148.3M | 0.65% | |
| 47 | GGGGRACO INC | 1,750,000 | $143.4M | 0.63% | |
| 48 | CATCATERPILLAR INC. | 248,500 | $142.3M | 0.63% | |
| 49 | WMTWAL-MART STORES, INC. | 1,277,800 | $142.2M | 0.63% | |
| 50 | COOCOOPER COS INC/THE | 1,563,000 | $128.1M | 0.56% | |
| 51 | ECLECOLAB | 479,000 | $125.8M | 0.55% | |
| 52 | DGDOLLAR GENERAL | 933,800 | $124.0M | 0.54% | |
| 53 | IEXIDEX CORP | 689,900 | $122.7M | 0.54% | |
| 54 | ISRGINTUITIVE SURGICAL INC | 212,800 | $120.5M | 0.53% | |
| 55 | TSCOTRACTOR SUPPLY CO | 2,405,200 | $120.2M | 0.53% | |
| 56 | METAMETA PLATFORMS INC | 180,000 | $118.8M | 0.52% | |
| 57 | NOWSERVICENOW INC | 750,000 | $114.9M | 0.50% | |
| 58 | MCKMCKESSON CORP (NEW) | 139,500 | $114.4M | 0.50% | |
| 59 | ZTSZOETIS INC | 882,200 | $111.0M | 0.49% | |
| 60 | PODDINSULET CORP | 365,000 | $103.7M | 0.46% | |
| 61 | BKNGBOOKING HOLDINGS INC | 19,200 | $102.8M | 0.45% | |
| 62 | PANWPALO ALTO NETWORKS INC | 555,000 | $102.2M | 0.45% | |
| 63 | ELLAUDER (ESTEE) CO. | 966,200 | $101.2M | 0.44% | |
| 64 | GILDGILEAD SCIENCES INC | 814,325 | $100.0M | 0.44% | |
| 65 | USBU.S. BANCORP | 1,791,500 | $95.6M | 0.42% | |
| 66 | COSTCOSTCO WHOLESALE CORP | 107,700 | $92.9M | 0.41% | |
| 67 | MCXMCCORMICK & CO INC/MD | 1,306,700 | $89.0M | 0.39% | |
| 68 | INTCINTEL CORP | 2,009,600 | $74.2M | 0.33% | |
| 69 | ADBEADOBE SYSTEMS | 198,000 | $69.3M | 0.30% | |
| 70 | MAMASTERCARD INC | 114,600 | $65.4M | 0.29% | |
| 71 | ADPAUTOMATIC DATA PROCESSING INC | 233,400 | $60.0M | 0.26% | |
| 72 | BF/BBROWN-FORMAN CORP | 1,600,000 | $41.7M | 0.18% | |
| 73 | VRSKVERISK ANALYTICS INC | 178,637 | $40.0M | 0.18% |