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)

StockValue
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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