Livforsakringsbolaget Skandia, Omsesidigt Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$2.3B
Holdings
528
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (528 positions)
| Stock | Value |
|---|---|
NTAPNetapp inc | $159.0M |
MAMastercard inc - a | $138.1M |
AAPLApple inc | $135.8M |
GOOGLAlphabet inc-cl a | $96.1M |
EX9Exelixis inc | $82.0M |
WYNNAmazon.com inc | $72.0M |
BRK/BBerkshire hathaway inc-cl b | $68.1M |
IBPInstalled building products | $51.5M |
NVDANvidia corp | $30.7M |
MSFTMicrosoft corp | $30.1M |
JPMJpmorgan chase & co | $28.8M |
OSISOsi systems inc | $27.3M |
DALGeneral motors co | $26.2M |
VMIValmont industries | $25.2M |
ABBVAbbvie inc | $24.0M |
CAHCardinal health inc | $23.3M |
TPRTapestry inc | $19.7M |
ISRGIntuitive surgical inc | $19.3M |
MTGMgic investment corp | $18.6M |
BB4Axos financial inc | $18.4M |
SESea ltd-adr | $18.3M |
TEXTerex corp | $18.2M |
COSTCostco wholesale corp | $17.9M |
LRCXLam research corp | $17.9M |
NMIHNmi holdings inc | $17.9M |
CIThe cigna group | $17.8M |
PGProcter & gamble co/the | $17.6M |
HCAHca healthcare inc | $17.2M |
APOApollo global management inc | $17.2M |
TBBKBancorp inc/the | $16.3M |
INTUIntuit inc | $16.2M |
AMGNAmgen inc | $15.7M |
AMZNAmazon.com inc | $15.6M |
XYLCencora inc | $15.3M |
GEGeneral electric | $14.2M |
LENLennar corp-a | $14.2M |
KBHKb home | $14.1M |
ALVAutoliv inc | $14.1M |
FCFSFirstcash holdings inc | $14.1M |
DOVDover corp | $13.7M |
HTDCorcept therapeutics inc | $13.3M |
ELVElevance health inc | $13.0M |
RGAReinsurance group of america | $12.7M |
HDHome depot inc | $12.7M |
AMATApplied materials inc | $12.6M |
HTDMeta platforms inc-class a | $12.2M |
CATCaterpillar inc | $12.2M |
PPCPilgrim's pride corp | $12.0M |
AZOAutozone inc | $12.0M |
METAMeta platforms inc-class a | $11.8M |
FOXAFox corp - class a | $11.7M |
LRNStride inc | $11.7M |
CMCSAComcast corp-class a | $11.4M |
MCDMcdonald's corp | $11.3M |
SLMSlm corp | $11.2M |
DWDMorgan stanley | $10.8M |
DBXDropbox inc-class a | $10.6M |
FFIVF5 inc | $10.4M |
AVGOBroadcom inc | $10.4M |
EQHEquitable holdings inc | $10.1M |
LAURPrimerica inc | $10.0M |
KEYSKeysight technologies in | $9.7M |
A4SAmeriprise financial inc | $9.7M |
TSLATesla inc | $9.5M |
PCTYPaylocity holding corp | $9.3M |
LLYEli lilly & co | $9.2M |
EXPEExpedia group inc | $9.2M |
CSCOCisco systems inc | $9.0M |
EAElectronic arts inc | $8.7M |
VCTRVictory capital holding - a | $8.2M |
DECKDeckers outdoor corp | $8.1M |
ADBEAdobe inc | $8.0M |
GFFGriffon corp | $7.8M |
CBTCabot corp | $7.7M |
UNHUnitedhealth group inc | $7.7M |
OPRAOpera ltd-adr | $7.5M |
VVisa inc-class a shares | $7.3M |
FTNTFortinet inc | $7.1M |
HALOHalozyme therapeutics inc | $7.0M |
NXTNextracker inc-cl a | $7.0M |
NFLXNetflix inc | $6.9M |
JNJJohnson & johnson | $6.8M |
SYKStryker corp | $6.8M |
ABTAbbott laboratories | $6.7M |
OPRAUnited rentals inc | $6.6M |
GOOGAlphabet inc-cl c | $6.6M |
GLGlobe life inc | $6.5M |
TOLToll brothers inc | $6.3M |
CROXCrocs inc | $6.2M |
GSGoldman sachs group inc | $6.2M |
QCOMQualcomm inc | $6.2M |
OCOwens corning | $6.0M |
DELLDell technologies -c | $6.0M |
BACBank of america corp | $5.7M |
DALDelta air lines inc | $5.6M |
URBNUrban outfitters inc | $5.6M |
AMGAffiliated managers group | $5.6M |
CSLCarlisle cos inc | $5.4M |
GPIGroup 1 automotive inc | $5.3M |
GLKontoor brands inc | $5.3M |
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