Livforsakringsbolaget Skandia, Omsesidigt Portfolio Stock Holdings

Livforsakringsbolaget Skandia, Omsesidigt disclosed 459 stock positions valued at approximately $2.6 billion in its latest SEC 13F filing. The largest holdings include Nvidia corp, Apple inc, and Alphabet inc-cl a. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.

Report Period
March 31, 2026
No. of Stocks
459
Portfolio Value
$2.6B
Holdings by Sector
Livforsakringsbolaget Skandia, Omsesidigt Portfolio Holdings in Q1 2026

453 holdings in the latest reporting period.

Page 1 of 5
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Nvidia corpNVDATechnology9.05%1,337,375+140,200+11.71%$233,104,463
Apple incAAPLTechnology7.42%753,700+70,100+10.25%$191,176,005
Alphabet inc-cl aGOOGLCommunication Services5.57%499,068-56,200-10.12%$143,497,023
Microsoft corpMSFTTechnology5.13%356,918+28,100+8.55%$132,102,491
Amazon.com incAMZNConsumer Cyclical3.71%459,381+37,000+8.76%$95,670,687
Broadcom incAVGOTechnology3.48%289,518+23,700+8.92%$89,562,393
Jpmorgan chase & coJPMFinancial Services2.29%200,900-457-0.23%$59,096,744
Meta platforms inc-class aMETACommunication Services2.13%96,106-22,450-18.94%$54,973,593
Johnson & johnsonJNJHealthcare2.01%211,806+195,100+1167.84%$51,761,150
Kla corpKLACTechnology1.69%29,687+2,600+9.60%$43,676,405
Eli lilly & coLLYHealthcare1.46%41,040+11,200+37.53%$37,747,361
Goldman sachs group incGSFinancial Services1.44%43,856+3,700+9.21%$37,079,810
Abbvie incABBVHealthcare1.31%155,470+18,500+13.51%$33,803,843
Micron technology incMUTechnology1.29%98,342+57,350+139.91%$33,196,080
Cisco systems incCSCOTechnology1.23%407,377+39,500+10.74%$31,600,234
Visa inc-class a sharesVFinancial Services1.13%96,757+7,700+8.65%$29,235,128
Cummins incCMIIndustrials1.07%51,440+4,600+9.82%$27,658,259
Dell technologies -cSSNCTechnology1.04%202,800+64,300+46.43%$26,843,678
Applied materials incAMATTechnology1.01%76,207+6,300+9.01%$26,023,166
Mckesson corpWYNNConsumer Cyclical1.00%30,332-222-0.73%$25,722,268
Lam research corpLRCXOther0.97%117,498+9,900+9.20%$25,111,790
Cardinal health incCAHHealthcare0.96%116,599+10,500+9.90%$24,633,871
Amgen incAMGNHealthcare0.93%68,130+10,752+18.74%$23,950,420
Mastercard inc - aMAFinancial Services0.91%46,990+11,600+32.78%$23,479,023
Tesla incTSLAConsumer Cyclical0.87%60,526-8,300-12.06%$22,499,330
Jabil incIBKRFinancial Services0.81%83,060+74,948+923.92%$20,925,066
Hartford insurance group incHIGFinancial Services0.79%150,565+13,600+9.93%$20,437,693
General motors coGMConsumer Cyclical0.78%269,119+23,600+9.61%$20,049,366
Cencora incCORHealthcare0.76%62,075+5,500+9.72%$19,496,516
United rentals incURIIndustrials0.75%26,447+2,350+9.75%$19,240,457
Ebay incEBAYConsumer Cyclical0.74%210,326+18,600+9.70%$19,143,873
Kroger coKRConsumer Defensive0.72%256,586+23,200+9.94%$18,561,431
United therapeutics corpUTHRHealthcare0.71%30,900+9,700+45.75%$18,315,666
Delta air lines incDALIndustrials0.70%268,758-195,344-42.09%$17,967,526
Booking holdings incBKNGConsumer Cyclical0.67%4,134+350+9.25%$17,387,852
Snap-on incCOOPFinancial Services0.67%94,913+51,887+120.59%$17,296,105
Fox corp - class aFOXACommunication Services0.65%287,000+25,900+9.92%$16,755,060
Emcor group incNTRAHealthcare0.64%45,187+934+2.11%$16,551,524
Berkshire hathaway inc-cl bBRK-BFinancial Services0.64%34,260-5,600-14.05%$16,416,364
Bank of america corpBACFinancial Services0.61%321,751+24,600+8.28%$15,682,144
Exelixis incEXELHealthcare0.60%241,103+153,350+174.75%$15,565,875
Expedia group incEXPEConsumer Cyclical0.60%67,137+5,900+9.63%$15,487,163
Laureate education incLAURConsumer Defensive0.58%340,800+274,500+414.03%$14,895,003
Newmont corpNEMBasic Materials0.57%135,700+128,578+1805.36%$14,685,454
Urban outfitters incURBNConsumer Cyclical0.57%204,100+105,500+107.00%$14,566,086
Synchrony financialSYFFinancial Services0.57%214,112+19,100+9.79%$14,561,757
Morgan stanleyMSFinancial Services0.55%86,138+6,947+8.77%$14,169,701
Netapp incNTAPTechnology0.53%132,741+20,400+18.16%$13,590,024
First citizens bcshs -cl aOPRACommunication Services0.51%7,040-12,160-63.33%$13,268,006
Pultegroup incPHMConsumer Cyclical0.49%107,852+9,600+9.77%$12,708,310
Universal health services-bUHSHealthcare0.46%66,700+6,000+9.88%$11,925,293
Qualcomm incQCOMTechnology0.46%91,591-12,500-12.01%$11,786,846
Walmart incWMTConsumer Defensive0.44%92,100-20,653-18.32%$11,464,643
Deckers outdoor corpDECKConsumer Cyclical0.44%112,974+81,200+255.55%$11,304,178
General electricGEIndustrials0.44%39,544+4,900+14.14%$11,234,827
Caterpillar incCATIndustrials0.43%15,752-7,700-32.83%$11,153,204
F5 incFFIVTechnology0.43%38,287+9,800+34.40%$11,077,195
Hca healthcare incHCAHealthcare0.42%23,100+969+4.38%$10,924,914
Equitable holdings incEQHFinancial Services0.42%291,100+26,100+9.85%$10,799,810
Sea ltd-adrSEConsumer Cyclical0.40%126,000--$10,434,060
Tapestry incTPRConsumer Cyclical0.40%73,803+6,600+9.82%$10,414,341
Costco wholesale corpCOSTConsumer Defensive0.39%10,001+350+3.63%$9,963,396
Affiliated managers groupAMGFinancial Services0.38%34,950+3,100+9.73%$9,670,665
Salesforce incRDDTCommunication Services0.37%56,761+37,200+190.17%$9,536,805
Netflix incNFLXCommunication Services0.37%99,162-37,400-27.39%$9,534,426
Alphabet inc-cl cGOOGCommunication Services0.36%32,580--$9,341,989
Ameriprise financial incAMPFinancial Services0.35%20,431+1,800+9.66%$9,075,041
Globe life incGLFinancial Services0.35%105,530+30,700+41.03%$8,963,369
Omnicom groupACTFinancial Services0.33%111,022+108,500+4302.14%$8,593,668
Ralph lauren corpMATConsumer Cyclical0.32%30,000-400-1.32%$8,293,682
Nextpower inc-cl aNXTTechnology0.32%68,734+9,200+15.45%$8,285,884
Cognizant tech solutions-aCTSHTechnology0.32%133,690-19,400-12.67%$8,197,871
Tenet healthcare corpTHCHealthcare0.32%43,050+4,400+11.38%$8,123,966
Dover corpDOVIndustrials0.31%38,350+2,864+8.07%$7,994,058
Fedex corpFDXIndustrials0.30%21,496+1,800+9.14%$7,656,230
Halozyme therapeutics incHALOHealthcare0.29%116,100+11,200+10.68%$7,503,543
Steel dynamics incSTLDBasic Materials0.28%40,300+39,400+4377.78%$7,272,155
Vertiv holdings co-aVICIReal Estate0.28%30,256+20,121+198.53%$7,199,903
Autoliv incALVConsumer Cyclical0.27%66,850+6,100+10.04%$7,027,941
Ross stores incROSTConsumer Cyclical0.27%31,987+30,000+1509.81%$6,927,425
Td synnex corpSNXTechnology0.27%40,800+40,800+100.00%$6,883,368
Unum groupUNMFinancial Services0.26%92,700+8,500+10.10%$6,769,881
Ge vernova incGEVUtilities0.25%7,466+5,540+287.64%$6,515,522
Virtu financial inc-class aWTSIndustrials0.25%141,200+139,800+9985.71%$6,382,393
Home depot incHDConsumer Cyclical0.24%18,894-1,900-9.14%$6,210,835
Allison transmission holdingALSNConsumer Cyclical0.24%52,400+4,700+9.85%$6,133,944
Pepsico incPEPConsumer Defensive0.23%37,992-13,200-25.79%$5,899,018
Atmus filtration technologieATMUIndustrials0.23%103,500+9,300+9.87%$5,875,695
Palantir technologies inc-aNTNXTechnology0.23%45,280+38,162+536.13%$5,863,321
Toll brothers incVNTTechnology0.23%58,600--$5,805,442
Reinsurance group of americaRGAFinancial Services0.22%27,400+2,500+10.04%$5,591,518
Godaddy inc - class aGDDYTechnology0.22%67,300-3,900-5.48%$5,563,018
Jpmorgan chase & coFGFinancial Services0.21%18,579+18,515+28929.69%$5,456,596
Caci international inc -cl aCACITechnology0.21%9,900+9,900+100.00%$5,383,719
Acuity incAYIIndustrials0.20%18,800+1,700+9.94%$5,263,624
Amphenol corp-cl aAPHTechnology0.20%41,407+17,700+74.66%$5,239,257
Autonation incANConsumer Cyclical0.20%26,650+3,200+13.65%$5,203,679
Firstcash holdings incFCFSFinancial Services0.20%26,800+5,800+27.62%$5,037,864
Procter & gamble co/thePGConsumer Defensive0.19%33,541+100+0.30%$4,843,320
EnersysENSIndustrials0.18%27,400+27,400+100.00%$4,758,558
Livforsakringsbolaget Skandia, Omsesidigt Portfolio Stock Holdings | InsiderSet