13F HOLDINGS REPORT
Alecta Tjanstepension Omsesidigt
Quarter ended Q4 2025 · Filed December 8, 2025 · Accession 0001062993-25-017220
Total Value
$22.42B
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 4,300,000 | $2.23B | 9.93% |
| 2 | ALPHABET INC | GOOG | 6,998,000 | $1.70B | 7.59% |
| 3 | NVIDIA CORP | NVDA | 7,173,600 | $1.34B | 5.97% |
| 4 | AMAZON.COM INC. | AMZN | 4,949,800 | $1.09B | 4.85% |
| 5 | AMPHENOL CORPORATION | 032095101 | 8,427,600 | $1.04B | 4.65% |
| 6 | TJX COS INC | 872540109 | 5,436,265 | $785.7M | 3.50% |
| 7 | BROADCOM CORPORATION | AVGO | 2,080,000 | $685.7M | 3.06% |
| 8 | APPLE INC | AAPL | 2,656,000 | $676.0M | 3.02% |
| 9 | NETFLIX INC | NFLX | 426,000 | $510.4M | 2.28% |
| 10 | VISA INC A | V | 1,407,600 | $480.1M | 2.14% |
| 11 | TEXAS INSTRUMENTS | 882508104 | 2,583,000 | $474.4M | 2.12% |
| 12 | KLA CORP | KLAC | 430,000 | $463.3M | 2.07% |
| 13 | WALT DISNEY CO/THE | 254687106 | 3,890,400 | $445.3M | 1.99% |
| 14 | ELI LILLY & CO | LLY | 543,400 | $414.3M | 1.85% |
| 15 | SPOTIFY TECHNOLOGY S.A | SPOT | 593,000 | $413.7M | 1.85% |
| 16 | J.P. MORGAN CHASE & CO | VYLD | 1,242,500 | $391.8M | 1.75% |
| 17 | ADVANCED MICRO DEV | AMD | 2,234,000 | $361.3M | 1.61% |
| 18 | APPLIED MATERIALS INC | 038222105 | 1,649,000 | $337.6M | 1.51% |
| 19 | ORACLE CORP | ORCL-PD | 1,193,000 | $335.3M | 1.50% |
| 20 | AMETEK INC | AME | 1,721,965 | $323.5M | 1.44% |
| 21 | ANALOG DEVICES | ADI | 1,306,400 | $320.8M | 1.43% |
| 22 | BANK OF AMERICA CORPORATION | 060505104 | 6,207,200 | $320.0M | 1.43% |
| 23 | THERMO FISHER SCIENTIFIC INC | TMO | 625,400 | $303.0M | 1.35% |
| 24 | ILLINOIS TOOL WORKS INC | 452308109 | 1,155,900 | $301.3M | 1.34% |
| 25 | CINTAS CORPORATION | CTAS | 1,390,600 | $285.3M | 1.27% |
| 26 | ROCKWELL AUTOMATION INC | ROK | 776,875 | $271.4M | 1.21% |
| 27 | ABBVIE INC | ABBV | 1,158,900 | $268.3M | 1.20% |
| 28 | BOSTON SCIENTIFIC CORP | BSX | 2,743,100 | $267.8M | 1.19% |
| 29 | LINDE PLC | LIN | 546,500 | $259.5M | 1.16% |
| 30 | S&P GLOBAL INC | SPGI | 508,000 | $247.1M | 1.10% |
| 31 | ULTA BEAUTY INC | ULTA | 450,505 | $246.3M | 1.10% |
| 32 | NIKE INC | NKE | 3,454,700 | $240.9M | 1.07% |
| 33 | SYNOPSYS INC. | SNPS | 466,960 | $230.4M | 1.03% |
| 34 | DANAHER CORP | 235851102 | 1,114,000 | $220.7M | 0.98% |
| 35 | ABBOTT LABS | ABLZF | 1,388,100 | $185.9M | 0.83% |
| 36 | ECOLAB | ECL | 677,100 | $185.4M | 0.83% |
| 37 | PNC BANK CORP | 693475105 | 845,700 | $169.9M | 0.76% |
| 38 | STRYKER CORP | SYK | 458,300 | $169.4M | 0.76% |
| 39 | TRANE TECHNOLOGIES PLC | TT | 400,000 | $168.8M | 0.75% |
| 40 | CATERPILLAR INC. | CAT | 328,600 | $156.7M | 0.70% |
| 41 | ACCENTURE PLC | ACN | 630,000 | $155.4M | 0.69% |
| 42 | MORGAN STANLEY | MS-PQ | 942,000 | $149.7M | 0.67% |
| 43 | GRACO INC | GGG | 1,750,000 | $148.7M | 0.66% |
| 44 | TRACTOR SUPPLY CO | TSCO | 2,602,500 | $147.9M | 0.66% |
| 45 | LAUDER (ESTEE) CO. | 518439104 | 1,604,900 | $141.4M | 0.63% |
| 46 | UNITED HEALTHCARE | UNH | 400,500 | $138.3M | 0.62% |
| 47 | MERCK & CO | MRK | 1,640,300 | $137.6M | 0.61% |
| 48 | SALESFORCE COM INC | CRM | 560,000 | $132.7M | 0.59% |
| 49 | PROGRESSIVE CORP/THE | 743315103 | 533,600 | $131.8M | 0.59% |
| 50 | DOLLAR GENERAL | 256677105 | 1,273,100 | $131.5M | 0.59% |
| 51 | ZOETIS INC | ZTS | 882,200 | $129.0M | 0.58% |
| 52 | MCCORMICK & CO INC/MD | MKC-V | 1,779,000 | $119.0M | 0.53% |
| 53 | U.S. BANCORP | USB-PS | 2,413,000 | $116.6M | 0.52% |
| 54 | HOME DEPOT INC | HD | 284,000 | $115.1M | 0.51% |
| 55 | INSULET CORP | PODD | 365,000 | $112.7M | 0.50% |
| 56 | WAL-MART STORES, INC. | WMT | 1,091,400 | $112.5M | 0.50% |
| 57 | IDEX CORP | 45167R104 | 689,900 | $112.2M | 0.50% |
| 58 | MCKESSON CORP (NEW) | MCK | 139,500 | $107.8M | 0.48% |
| 59 | COOPER COS INC/THE | 216648501 | 1,563,000 | $107.1M | 0.48% |
| 60 | BOOKING HOLDINGS INC | BKNG | 19,200 | $103.5M | 0.46% |
| 61 | COSTCO WHOLESALE CORP | 22160K105 | 107,700 | $99.7M | 0.44% |
| 62 | INTUITIVE SURGICAL INC | ISRG | 212,800 | $95.2M | 0.42% |
| 63 | ADOBE SYSTEMS | ADBE | 198,000 | $69.8M | 0.31% |
| 64 | AUTOMATIC DATA PROCESSING INC | ADP | 233,400 | $68.5M | 0.31% |
| 65 | INTEL CORP | INTC | 2,009,600 | $67.4M | 0.30% |
| 66 | FIFTH THIRD BANCORP | FITBM | 1,460,300 | $65.0M | 0.29% |
| 67 | VERISK ANALYTICS INC | VRSK | 178,637 | $44.9M | 0.20% |
| 68 | BROWN-FORMAN CORP | BF-B | 1,600,000 | $43.3M | 0.19% |