13F HOLDINGS REPORT
Alecta Tjanstepension Omsesidigt
Quarter ended Q4 2025 · Filed February 3, 2026 · Accession 0001062993-26-000560
Total Value
$22.75B
Positions
73
Other Managers
0
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 4,300,000 | $2.08B | 9.14% |
| 2 | ALPHABET INC | GOOG | 6,296,000 | $1.97B | 8.66% |
| 3 | NVIDIA CORP | NVDA | 7,173,600 | $1.34B | 5.88% |
| 4 | AMAZON.COM INC. | AMZN | 4,853,200 | $1.12B | 4.93% |
| 5 | AMPHENOL CORPORATION | 032095101 | 6,690,000 | $904.2M | 3.98% |
| 6 | APPLE INC | AAPL | 2,656,000 | $722.0M | 3.17% |
| 7 | BROADCOM CORPORATION | AVGO | 2,080,000 | $719.7M | 3.16% |
| 8 | TJX COS INC | 872540109 | 4,509,665 | $692.8M | 3.05% |
| 9 | VISA INC A | V | 1,407,600 | $493.9M | 2.17% |
| 10 | ELI LILLY & CO | LLY | 444,100 | $477.3M | 2.10% |
| 11 | ADVANCED MICRO DEV | AMD | 2,154,000 | $461.2M | 2.03% |
| 12 | KLA CORP | KLAC | 378,000 | $459.2M | 2.02% |
| 13 | TEXAS INSTRUMENTS | 882508104 | 2,583,000 | $448.0M | 1.97% |
| 14 | WALT DISNEY CO/THE | 254687106 | 3,890,400 | $442.6M | 1.95% |
| 15 | APPLIED MATERIALS INC | 038222105 | 1,649,000 | $423.5M | 1.86% |
| 16 | J.P. MORGAN CHASE & CO | VYLD | 1,242,500 | $400.4M | 1.76% |
| 17 | NETFLIX INC | NFLX | 4,260,000 | $399.4M | 1.76% |
| 18 | ANALOG DEVICES | ADI | 1,306,400 | $354.2M | 1.56% |
| 19 | SPOTIFY TECHNOLOGY S.A | SPOT | 593,000 | $344.3M | 1.51% |
| 20 | BANK OF AMERICA CORPORATION | 060505104 | 5,810,300 | $319.5M | 1.40% |
| 21 | ABBVIE INC | ABBV | 1,343,800 | $307.0M | 1.35% |
| 22 | AMETEK INC | AME | 1,473,965 | $302.6M | 1.33% |
| 23 | THERMO FISHER SCIENTIFIC INC | TMO | 477,900 | $276.9M | 1.22% |
| 24 | S&P GLOBAL INC | SPGI | 508,000 | $265.5M | 1.17% |
| 25 | BOSTON SCIENTIFIC CORP | BSX | 2,743,100 | $261.6M | 1.15% |
| 26 | CINTAS CORPORATION | CTAS | 1,390,600 | $261.5M | 1.15% |
| 27 | DANAHER CORP | 235851102 | 1,114,000 | $255.1M | 1.12% |
| 28 | LINDE PLC | LIN | 546,500 | $233.0M | 1.02% |
| 29 | ORACLE CORP | ORCL-PD | 1,193,000 | $232.6M | 1.02% |
| 30 | SYNOPSYS INC. | SNPS | 466,960 | $219.3M | 0.96% |
| 31 | ROCKWELL AUTOMATION INC | ROK | 551,275 | $214.5M | 0.94% |
| 32 | PNC BANK CORP | 693475105 | 981,700 | $204.9M | 0.90% |
| 33 | ILLINOIS TOOL WORKS INC | 452308109 | 813,700 | $200.4M | 0.88% |
| 34 | ULTA BEAUTY INC | ULTA | 320,105 | $193.7M | 0.85% |
| 35 | NIKE INC | NKE | 3,030,200 | $193.1M | 0.85% |
| 36 | ABBOTT LABS | ABLZF | 1,388,100 | $173.9M | 0.76% |
| 37 | MERCK & CO | MRK | 1,640,300 | $172.7M | 0.76% |
| 38 | STRYKER CORP | SYK | 487,500 | $171.3M | 0.75% |
| 39 | ACCENTURE PLC | ACN | 630,000 | $169.1M | 0.74% |
| 40 | MORGAN STANLEY | MS-PQ | 942,000 | $167.2M | 0.74% |
| 41 | HOME DEPOT INC | HD | 465,700 | $160.3M | 0.70% |
| 42 | PROGRESSIVE CORP/THE | 743315103 | 694,800 | $158.2M | 0.70% |
| 43 | FIFTH THIRD BANCORP | FITBM | 3,367,700 | $157.5M | 0.69% |
| 44 | TRANE TECHNOLOGIES PLC | TT | 400,000 | $155.7M | 0.68% |
| 45 | UNITED HEALTHCARE | UNH | 464,800 | $153.5M | 0.67% |
| 46 | SALESFORCE COM INC | CRM | 560,000 | $148.3M | 0.65% |
| 47 | GRACO INC | GGG | 1,750,000 | $143.4M | 0.63% |
| 48 | CATERPILLAR INC. | CAT | 248,500 | $142.3M | 0.63% |
| 49 | WAL-MART STORES, INC. | WMT | 1,277,800 | $142.2M | 0.63% |
| 50 | COOPER COS INC/THE | 216648501 | 1,563,000 | $128.1M | 0.56% |
| 51 | ECOLAB | ECL | 479,000 | $125.8M | 0.55% |
| 52 | DOLLAR GENERAL | 256677105 | 933,800 | $124.0M | 0.54% |
| 53 | IDEX CORP | 45167R104 | 689,900 | $122.7M | 0.54% |
| 54 | INTUITIVE SURGICAL INC | ISRG | 212,800 | $120.5M | 0.53% |
| 55 | TRACTOR SUPPLY CO | TSCO | 2,405,200 | $120.2M | 0.53% |
| 56 | META PLATFORMS INC | META | 180,000 | $118.8M | 0.52% |
| 57 | SERVICENOW INC | NOW | 750,000 | $114.9M | 0.50% |
| 58 | MCKESSON CORP (NEW) | MCK | 139,500 | $114.4M | 0.50% |
| 59 | ZOETIS INC | ZTS | 882,200 | $111.0M | 0.49% |
| 60 | INSULET CORP | PODD | 365,000 | $103.7M | 0.46% |
| 61 | BOOKING HOLDINGS INC | BKNG | 19,200 | $102.8M | 0.45% |
| 62 | PALO ALTO NETWORKS INC | PANW | 555,000 | $102.2M | 0.45% |
| 63 | LAUDER (ESTEE) CO. | 518439104 | 966,200 | $101.2M | 0.44% |
| 64 | GILEAD SCIENCES INC | GILD | 814,325 | $100.0M | 0.44% |
| 65 | U.S. BANCORP | USB-PS | 1,791,500 | $95.6M | 0.42% |
| 66 | COSTCO WHOLESALE CORP | 22160K105 | 107,700 | $92.9M | 0.41% |
| 67 | MCCORMICK & CO INC/MD | MKC-V | 1,306,700 | $89.0M | 0.39% |
| 68 | INTEL CORP | INTC | 2,009,600 | $74.2M | 0.33% |
| 69 | ADOBE SYSTEMS | ADBE | 198,000 | $69.3M | 0.30% |
| 70 | MASTERCARD INC | MA | 114,600 | $65.4M | 0.29% |
| 71 | AUTOMATIC DATA PROCESSING INC | ADP | 233,400 | $60.0M | 0.26% |
| 72 | BROWN-FORMAN CORP | BF-B | 1,600,000 | $41.7M | 0.18% |
| 73 | VERISK ANALYTICS INC | VRSK | 178,637 | $40.0M | 0.18% |