Livforsakringsbolaget Skandia, Omsesidigt Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$2.6B

Holdings

484

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (484 positions)

#StockSharesValue% PortfolioType
1
NVDANvidia corp
1,197,175$222.0M8.65%
2
AAPLApple inc
683,600$184.0M7.17%
3
GOOGLAlphabet inc-cl a
555,268$173.0M6.74%
4
MSFTMicrosoft corp
328,818$158.0M6.16%
5
AMZNAmazon.com inc
422,381$96.0M3.74%
6
AVGOBroadcom inc
265,818$91.0M3.54%
7
METAMeta platforms inc-class a
118,556$77.0M3.00%
8
JPMJpmorgan chase & co
201,357$63.0M2.45%
9
VICIJohnson & johnson
177,400$36.0M1.40%
10
GSGoldman sachs group inc
40,156$34.0M1.32%
11
KLACKla corp
27,087$32.0M1.25%
12
LLYEli lilly & co
29,840$31.0M1.21%
13
VVisa inc-class a shares
89,057$31.0M1.21%
14
TSLATesla inc
68,826$30.0M1.17%
15
ABBVAbbvie inc
136,970$30.0M1.17%
16
CSCOCisco systems inc
367,877$28.0M1.09%
17
CMICummins inc
46,840$23.0M0.90%
18
CAHCardinal health inc
106,099$21.0M0.82%
19
MCKMckesson corp
26,110$21.0M0.82%
20
GMGeneral motors co
245,519$19.0M0.74%
21
BRK/BBerkshire hathaway inc-cl b
39,860$19.0M0.74%
22
BKNGBooking holdings inc
3,784$19.0M0.74%
23
MAMastercard inc - a
35,390$19.0M0.74%
24
URIUnited rentals inc
24,097$19.0M0.74%
25
AMGNAmgen inc
57,378$18.0M0.70%
26
HIGHartford insurance group inc
136,965$18.0M0.70%
27
FOXAFox corp - class a
261,100$18.0M0.70%
28
ABGCencora inc
56,575$18.0M0.70%
29
QCOMQualcomm inc
104,091$17.0M0.66%
30
EXPEExpedia group inc
61,237$17.0M0.66%
31
AMATApplied materials inc
69,907$17.0M0.66%
32
LRCXLam research corp
107,598$17.0M0.66%
33
EBAEbay inc
191,726$16.0M0.62%
34
SESea ltd-adr
126,000$16.0M0.62%
35
IBKRJabil inc
69,848$15.0M0.58%
36
BACBank of america corp
297,151$15.0M0.58%
37
SYFSynchrony financial
195,012$15.0M0.58%
38
DELLDell technologies -c
125,923$15.0M0.58%
39
KRKroger co
233,386$14.0M0.55%
40
DWDMorgan stanley
79,191$13.0M0.51%
41
FCNCAFirst citizens bcshs -cl a
6,429$13.0M0.51%
42
UHSUniversal health services-b
60,700$13.0M0.51%
43
DALDelta air lines inc
198,800$13.0M0.51%
44
CTSHCognizant tech solutions-a
153,090$12.0M0.47%
45
WMTWalmart inc
112,753$12.0M0.47%
46
CATCaterpillar inc
23,452$12.0M0.47%
47
MATSalesforce inc
47,900$12.0M0.47%
48
07WASnap-on inc
36,900$12.0M0.47%
49
EQHEquitable holdings inc
265,000$12.0M0.47%
50
NFLXNetflix inc
136,562$12.0M0.47%
51
PHMPultegroup inc
98,252$11.0M0.43%
52
MUMicron technology inc
40,992$11.0M0.43%
53
NTAPNetapp inc
112,341$11.0M0.43%
54
CBRECbre group inc - a
66,897$10.0M0.39%
55
UTHUnited therapeutics corp
21,200$10.0M0.39%
56
GEGeneral electric
34,644$10.0M0.39%
57
GOOGAlphabet inc-cl c
32,580$10.0M0.39%
58
EMEEmcor group inc
16,920$10.0M0.39%
59
AMGAffiliated managers group
31,850$9.0M0.35%
60
INTUIntuit inc
15,435$9.0M0.35%
61
LAURLaureate education inc
272,600$9.0M0.35%
62
HCAHca healthcare inc
22,131$9.0M0.35%
63
TPRTapestry inc
67,203$8.0M0.31%
64
GDDYGodaddy inc - class a
71,200$8.0M0.31%
65
A4SAmeriprise financial inc
18,631$8.0M0.31%
66
AZOAutozone inc
2,671$8.0M0.31%
67
EX9Omnicom group
98,700$8.0M0.31%
68
PEPPepsico inc
51,192$7.0M0.27%
69
COSTCostco wholesale corp
9,651$7.0M0.27%
70
PINSPinterest inc- class a
305,800$7.0M0.27%
71
URBNUrban outfitters inc
102,000$7.0M0.27%
72
EX9Exelixis inc
164,700$7.0M0.27%
73
ALVAutoliv inc
60,750$7.0M0.27%
74
HALOHalozyme therapeutics inc
104,900$7.0M0.27%
75
FFIVF5 inc
28,487$7.0M0.27%
76
THCTenet healthcare corp
38,650$7.0M0.27%
77
NTNXPalantir technologies inc-a
38,419$6.0M0.23%
78
GLGlobe life inc
43,400$6.0M0.23%
79
DOVDover corp
35,486$6.0M0.23%
80
OCOwens corning
55,850$6.0M0.23%
81
HDHome depot inc
20,794$6.0M0.23%
82
AYIAcuity inc
17,100$6.0M0.23%
83
SSNCSs&c technologies holdings
71,800$6.0M0.23%
84
AWIArmstrong world industries
32,700$6.0M0.23%
85
ADSKAutodesk inc
24,486$6.0M0.23%
86
UNMUnum group
84,200$6.0M0.23%
87
DBXDropbox inc-class a
202,800$5.0M0.19%
88
DRIDarden restaurants inc
29,381$5.0M0.19%
89
NXTNextpower inc-cl a
59,534$5.0M0.19%
90
ABTAbbott laboratories
45,036$5.0M0.19%
91
FDXFedex corp
19,696$5.0M0.19%
92
RGAReinsurance group of america
24,900$5.0M0.19%
93
MATRalph lauren corp
14,500$5.0M0.19%
94
EX9Enova international inc
27,950$4.0M0.16%
95
ADPAutomatic data processing
19,459$4.0M0.16%
96
MATSlm corp
166,300$4.0M0.16%
97
TOLToll brothers inc
33,600$4.0M0.16%
98
VIRTVirtu financial inc-class a
127,900$4.0M0.16%
99
AMDAdvanced micro devices
22,019$4.0M0.16%
100
DKSDick's sporting goods inc
25,500$4.0M0.16%
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