Livforsakringsbolaget Skandia, Omsesidigt 13F Holdings · Q2 2026
Livforsakringsbolaget Skandia, Omsesidigt reported 443 securities worth $3.11B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (8.65%), AAPL (7.08%), GOOGL (5.81%). Among its top 25 positions this quarter: 15 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia corp | $269.1M | 8.65% | 1.3M | Added |
| 2 | AAPL | Apple inc | $220.4M | 7.08% | 762,280 | Added |
| 3 | GOOGL | Alphabet inc-cl a | $180.8M | 5.81% | 506,248 | Added |
| 4 | MSFT | Microsoft corp | $131.9M | 4.24% | 353,838 | Trimmed |
| 5 | MU | Micron technology inc | $115.4M | 3.71% | 100,262 | Added |
| 6 | AMZN | Amazon.com inc | $113.0M | 3.63% | 474,381 | Added |
| 7 | AVGO | Broadcom inc | $108.5M | 3.48% | 287,638 | Trimmed |
| 8 | KLAC | Kla corp | $77.6M | 2.49% | 257,670 | Added |
| 9 | FG | Jpmorgan chase & co | $71.3M | 2.29% | 217,919 | Added |
| 10 | DELL | Dell technologies -c | $59.6M | 1.91% | 138,123 | Added |
| 11 | JNJ | Johnson & johnson | $56.4M | 1.81% | 222,206 | Added |
| 12 | AMAT | Applied materials inc | $54.6M | 1.76% | 75,567 | Trimmed |
| 13 | META | Meta platforms inc-class a | $54.9M | 1.76% | 97,486 | Added |
| 14 | LLY | Eli lilly & co | $52.7M | 1.69% | 43,930 | Added |
| 15 | LRCX | Lam research corp | $50.7M | 1.63% | 116,898 | Trimmed |
| 16 | CSCO | Cisco systems inc | $47.5M | 1.53% | 404,477 | Trimmed |
| 17 | GS | Goldman sachs group inc | $44.1M | 1.42% | 43,656 | Trimmed |
| 18 | ABBV | Abbvie inc | $42.0M | 1.35% | 167,270 | Added |
| 19 | CMI | Cummins inc | $36.7M | 1.18% | 51,560 | Added |
| 20 | V | Visa inc-class a shares | $32.8M | 1.05% | 95,757 | Trimmed |
| 21 | AMD | Advanced micro devices | $30.7M | 0.99% | 52,869 | Added |
| 22 | IBKR | Jabil inc | $30.1M | 0.97% | 82,900 | Trimmed |
| 23 | URI | United rentals inc | $28.4M | 0.91% | 25,067 | Trimmed |
| 24 | CAH | Cardinal health inc | $27.7M | 0.89% | 116,599 | Hold |
| 25 | EXEL | Walmart inc | $26.5M | 0.85% | 293,703 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR