Livforsakringsbolaget Skandia, Omsesidigt Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$2.3T
Holdings
528
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (528 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTAPNetapp inc | 1,007,591 | $159.0B | 6.96% | |
| 2 | MAMastercard inc - a | 277,000 | $138.1B | 6.05% | |
| 3 | AAPLApple inc | 662,135 | $135.8B | 5.95% | |
| 4 | GOOGLAlphabet inc-cl a | 545,475 | $96.1B | 4.21% | |
| 5 | EX9Exelixis inc | 111,158 | $82.0B | 3.59% | |
| 6 | WYNNAmazon.com inc | 328,300 | $72.0B | 3.15% | |
| 7 | BRK/BBerkshire hathaway inc-cl b | 239,294 | $68.1B | 2.98% | |
| 8 | IBPInstalled building products | 177,800 | $51.5B | 2.26% | |
| 9 | NVDANvidia corp | 285,999 | $30.7B | 1.35% | |
| 10 | MSFTMicrosoft corp | 52,912 | $30.1B | 1.32% | |
| 11 | JPMJpmorgan chase & co | 46,140 | $28.8B | 1.26% | |
| 12 | OSISOsi systems inc | 125,050 | $27.3B | 1.20% | |
| 13 | DALGeneral motors co | 37,020 | $26.2B | 1.15% | |
| 14 | VMIValmont industries | 70,980 | $25.2B | 1.10% | |
| 15 | ABBVAbbvie inc | 129,570 | $24.0B | 1.05% | |
| 16 | CAHCardinal health inc | 332,899 | $23.3B | 1.02% | |
| 17 | TPRTapestry inc | 61,950 | $19.7B | 0.86% | |
| 18 | ISRGIntuitive surgical inc | 119,223 | $19.3B | 0.85% | |
| 19 | MTGMgic investment corp | 25,410 | $18.6B | 0.82% | |
| 20 | BB4Axos financial inc | 37,960 | $18.4B | 0.81% | |
| 21 | SESea ltd-adr | 114,700 | $18.3B | 0.80% | |
| 22 | TEXTerex corp | 24,200 | $18.2B | 0.80% | |
| 23 | COSTCostco wholesale corp | 48,081 | $17.9B | 0.78% | |
| 24 | LRCXLam research corp | 31,720 | $17.9B | 0.78% | |
| 25 | NMIHNmi holdings inc | 13,340 | $17.9B | 0.78% | |
| 26 | CIThe cigna group | 103,677 | $17.8B | 0.78% | |
| 27 | PGProcter & gamble co/the | 110,360 | $17.6B | 0.77% | |
| 28 | HCAHca healthcare inc | 131,999 | $17.2B | 0.75% | |
| 29 | APOApollo global management inc | 121,079 | $17.2B | 0.75% | |
| 30 | TBBKBancorp inc/the | 2,815 | $16.3B | 0.71% | |
| 31 | INTUIntuit inc | 69,035 | $16.2B | 0.71% | |
| 32 | AMGNAmgen inc | 56,218 | $15.7B | 0.69% | |
| 33 | AMZNAmazon.com inc | 71,150 | $15.6B | 0.68% | |
| 34 | XYLCencora inc | 50,900 | $15.3B | 0.67% | |
| 35 | GEGeneral electric | 75,732 | $14.2B | 0.62% | |
| 36 | LENLennar corp-a | 26,352 | $14.2B | 0.62% | |
| 37 | KBHKb home | 196,800 | $14.1B | 0.62% | |
| 38 | ALVAutoliv inc | 3,800 | $14.1B | 0.62% | |
| 39 | FCFSFirstcash holdings inc | 250,900 | $14.1B | 0.62% | |
| 40 | DOVDover corp | 183,436 | $13.7B | 0.60% | |
| 41 | HTDCorcept therapeutics inc | 13,420 | $13.3B | 0.58% | |
| 42 | ELVElevance health inc | 33,536 | $13.0B | 0.57% | |
| 43 | RGAReinsurance group of america | 46,600 | $12.7B | 0.56% | |
| 44 | HDHome depot inc | 20,184 | $12.7B | 0.56% | |
| 45 | AMATApplied materials inc | 69,107 | $12.6B | 0.55% | |
| 46 | HTDMeta platforms inc-class a | 6,240 | $12.2B | 0.53% | |
| 47 | CATCaterpillar inc | 143,092 | $12.2B | 0.53% | |
| 48 | PPCPilgrim's pride corp | 75,480 | $12.0B | 0.53% | |
| 49 | AZOAutozone inc | 243,231 | $12.0B | 0.52% | |
| 50 | METAMeta platforms inc-class a | 16,052 | $11.8B | 0.52% | |
| 51 | FOXAFox corp - class a | 237,050 | $11.7B | 0.51% | |
| 52 | LRNStride inc | 174,900 | $11.7B | 0.51% | |
| 53 | CMCSAComcast corp-class a | 61,388 | $11.4B | 0.50% | |
| 54 | MCDMcdonald's corp | 74,520 | $11.3B | 0.49% | |
| 55 | SLMSlm corp | 35,900 | $11.2B | 0.49% | |
| 56 | DWDMorgan stanley | 98,393 | $10.8B | 0.47% | |
| 57 | DBXDropbox inc-class a | 66,350 | $10.6B | 0.46% | |
| 58 | FFIVF5 inc | 60,207 | $10.4B | 0.46% | |
| 59 | AVGOBroadcom inc | 50,363 | $10.4B | 0.45% | |
| 60 | EQHEquitable holdings inc | 62,500 | $10.1B | 0.44% | |
| 61 | LAURPrimerica inc | 94,200 | $10.0B | 0.44% | |
| 62 | KEYSKeysight technologies in | 98,098 | $9.7B | 0.42% | |
| 63 | A4SAmeriprise financial inc | 18,131 | $9.7B | 0.42% | |
| 64 | TSLATesla inc | 29,942 | $9.5B | 0.41% | |
| 65 | PCTYPaylocity holding corp | 259,800 | $9.3B | 0.41% | |
| 66 | LLYEli lilly & co | 21,536 | $9.2B | 0.40% | |
| 67 | EXPEExpedia group inc | 31,767 | $9.2B | 0.40% | |
| 68 | CSCOCisco systems inc | 222,176 | $9.0B | 0.39% | |
| 69 | EAElectronic arts inc | 151,513 | $8.7B | 0.38% | |
| 70 | VCTRVictory capital holding - a | 83,700 | $8.2B | 0.36% | |
| 71 | DECKDeckers outdoor corp | 41,534 | $8.1B | 0.35% | |
| 72 | ADBEAdobe inc | 20,772 | $8.0B | 0.35% | |
| 73 | GFFGriffon corp | 20,400 | $7.8B | 0.34% | |
| 74 | CBTCabot corp | 19,900 | $7.7B | 0.34% | |
| 75 | UNHUnitedhealth group inc | 82,512 | $7.7B | 0.34% | |
| 76 | OPRAOpera ltd-adr | 54,350 | $7.5B | 0.33% | |
| 77 | VVisa inc-class a shares | 47,835 | $7.3B | 0.32% | |
| 78 | FTNTFortinet inc | 30,912 | $7.1B | 0.31% | |
| 79 | HALOHalozyme therapeutics inc | 19,090 | $7.0B | 0.31% | |
| 80 | NXTNextracker inc-cl a | 96,000 | $7.0B | 0.30% | |
| 81 | NFLXNetflix inc | 14,901 | $6.9B | 0.30% | |
| 82 | JNJJohnson & johnson | 42,617 | $6.8B | 0.30% | |
| 83 | SYKStryker corp | 67,115 | $6.8B | 0.30% | |
| 84 | ABTAbbott laboratories | 49,436 | $6.7B | 0.29% | |
| 85 | OPRAUnited rentals inc | 81,900 | $6.6B | 0.29% | |
| 86 | GOOGAlphabet inc-cl c | 37,111 | $6.6B | 0.29% | |
| 87 | GLGlobe life inc | 6,230 | $6.5B | 0.28% | |
| 88 | TOLToll brothers inc | 34,800 | $6.3B | 0.28% | |
| 89 | CROXCrocs inc | 28,550 | $6.2B | 0.27% | |
| 90 | GSGoldman sachs group inc | 65,345 | $6.2B | 0.27% | |
| 91 | QCOMQualcomm inc | 32,891 | $6.2B | 0.27% | |
| 92 | OCOwens corning | 45,670 | $6.0B | 0.26% | |
| 93 | DELLDell technologies -c | 33,573 | $6.0B | 0.26% | |
| 94 | BACBank of america corp | 68,917 | $5.7B | 0.25% | |
| 95 | DALDelta air lines inc | 197,200 | $5.6B | 0.25% | |
| 96 | URBNUrban outfitters inc | 124,400 | $5.6B | 0.24% | |
| 97 | AMGAffiliated managers group | 28,250 | $5.6B | 0.24% | |
| 98 | CSLCarlisle cos inc | 73,510 | $5.4B | 0.24% | |
| 99 | GPIGroup 1 automotive inc | 102,000 | $5.3B | 0.23% | |
| 100 | GLKontoor brands inc | 226,800 | $5.3B | 0.23% |
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