Alecta Tjanstepension Omsesidigt
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 7,829,000 | 6,998,000 | -831,000 | 1,379,391,510 | 1,700,933,880 | 7.59% | +321,542,370 |
| AMPHENOL CORPORATION | 8,427,600 | 8,427,600 | 0 | 831,972,672 | 1,042,915,500 | 4.65% | +210,942,828 |
| NVIDIA CORP(NVDA) | 7,173,600 | 7,173,600 | 0 | 1,132,424,496 | 1,338,378,552 | 5.97% | +205,954,056 |
| APPLE INC(AAPL) | 2,555,900 | 2,656,000 | +100,100 | 524,087,295 | 676,031,680 | 3.02% | +151,944,385 |
| PROGRESSIVE CORP/THE(PGR) | 0 | 533,600 | +533,600 | 0 | 131,756,512 | 0.59% | +131,756,512 |
| BROADCOM CORPORATION(AVGO) | 2,080,000 | 2,080,000 | 0 | 573,393,600 | 685,734,400 | 3.06% | +112,340,800 |
| KLA CORP(KLAC) | 430,000 | 430,000 | 0 | 384,914,500 | 463,316,400 | 2.07% | +78,401,900 |
| TJX COS INC(TJX) | 5,732,165 | 5,436,265 | -295,900 | 707,693,091 | 785,703,380 | 3.50% | +78,010,289 |
| ORACLE CORP(ORCL) | 1,193,000 | 1,193,000 | 0 | 260,718,220 | 335,280,720 | 1.50% | +74,562,500 |
| ABBVIE INC(ABBV) | 1,048,600 | 1,158,900 | +110,300 | 194,588,702 | 268,262,172 | 1.20% | +73,673,470 |
| AUTOMATIC DATA PROCESSING INC | 0 | 233,400 | +233,400 | 0 | 68,467,890 | 0.31% | +68,467,890 |
| HOME DEPOT INC(HD) | 140,900 | 284,000 | +143,100 | 51,652,531 | 115,071,120 | 0.51% | +63,418,589 |
| SYNOPSYS INC.(SNPS) | 331,000 | 466,960 | +135,960 | 169,677,220 | 230,407,403 | 1.03% | +60,730,183 |
| VERISK ANALYTICS INC(VRSK) | 0 | 178,637 | +178,637 | 0 | 44,902,196 | 0.20% | +44,902,196 |
| ADVANCED MICRO DEV(AMD) | 2,234,000 | 2,234,000 | 0 | 316,982,260 | 361,349,500 | 1.61% | +44,367,240 |
| WAL-MART STORES, INC.(WMT) | 768,300 | 1,091,400 | +323,100 | 75,101,325 | 112,457,856 | 0.50% | +37,356,531 |
| APPLIED MATERIALS INC | 1,649,000 | 1,649,000 | 0 | 301,816,470 | 337,583,280 | 1.51% | +35,766,810 |
| J.P. MORGAN CHASE & CO(JPM) | 1,242,500 | 1,242,500 | 0 | 360,026,800 | 391,834,800 | 1.75% | +31,808,000 |
| INSULET CORP(PODD) | 265,300 | 365,000 | +99,700 | 83,330,730 | 112,682,800 | 0.50% | +29,352,070 |
| CATERPILLAR INC.(CAT) | 328,600 | 328,600 | 0 | 127,513,230 | 156,689,624 | 0.70% | +29,176,394 |
| BANK OF AMERICA CORPORATION | 6,207,200 | 6,207,200 | 0 | 293,414,344 | 320,043,232 | 1.43% | +26,628,888 |
| INTEL CORP(INTC) | 2,009,600 | 2,009,600 | 0 | 44,974,848 | 67,401,984 | 0.30% | +22,427,136 |
| ZOETIS INC(ZTS) | 709,900 | 882,200 | +172,300 | 110,659,212 | 129,021,750 | 0.58% | +18,362,538 |
| ULTA BEAUTY INC(ULTA) | 488,805 | 450,505 | -38,300 | 228,584,770 | 246,313,609 | 1.10% | +17,728,839 |
| MORGAN STANLEY(MS) | 942,000 | 942,000 | 0 | 132,624,180 | 149,702,640 | 0.67% | +17,078,460 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 712,900 | 625,400 | -87,500 | 288,938,370 | 303,043,824 | 1.35% | +14,105,454 |
| UNITED HEALTHCARE(UNH) | 400,500 | 400,500 | 0 | 124,879,905 | 138,272,625 | 0.62% | +13,392,720 |
| PNC BANK CORP(PNC) | 845,700 | 845,700 | 0 | 157,630,023 | 169,901,130 | 0.76% | +12,271,107 |
| COOPER COS INC/THE(COO) | 1,349,500 | 1,563,000 | +213,500 | 96,030,420 | 107,112,390 | 0.48% | +11,081,970 |
| ANALOG DEVICES(ADI) | 1,306,400 | 1,306,400 | 0 | 310,884,008 | 320,786,520 | 1.43% | +9,902,512 |
| MERCK & CO(MRK) | 1,640,300 | 1,640,300 | 0 | 129,747,730 | 137,637,573 | 0.61% | +7,889,843 |
| U.S. BANCORP(USB) | 2,413,000 | 2,413,000 | 0 | 109,139,990 | 116,572,030 | 0.52% | +7,432,040 |
| MCKESSON CORP (NEW)(MCK) | 139,500 | 139,500 | 0 | 102,187,935 | 107,783,280 | 0.48% | +5,595,345 |
| FIFTH THIRD BANCORP(FITB) | 1,460,300 | 1,460,300 | 0 | 60,062,139 | 65,012,556 | 0.29% | +4,950,417 |
| LINDE PLC(LIN) | 546,500 | 546,500 | 0 | 256,275,710 | 259,532,850 | 1.16% | +3,257,140 |
| INTUITIVE SURGICAL INC | 169,700 | 212,800 | +43,100 | 92,216,677 | 95,159,904 | 0.42% | +2,943,227 |
| DANAHER CORP(DHR) | 1,114,000 | 1,114,000 | 0 | 219,970,440 | 220,672,260 | 0.98% | +701,820 |
| BROWN-FORMAN CORP(BF-A) | 1,600,000 | 1,600,000 | 0 | 43,040,000 | 43,312,000 | 0.19% | +272,000 |
| GRACO INC(GGG) | 1,750,000 | 1,750,000 | 0 | 150,412,500 | 148,697,500 | 0.66% | -1,715,000 |
| SALESFORCE COM INC(CRM) | 495,000 | 560,000 | +65,000 | 134,941,950 | 132,697,600 | 0.59% | -2,244,350 |
| ABBOTT LABS | 1,388,100 | 1,388,100 | 0 | 188,698,314 | 185,922,114 | 0.83% | -2,776,200 |
| ILLINOIS TOOL WORKS INC(ITW) | 1,236,600 | 1,155,900 | -80,700 | 305,526,762 | 301,343,130 | 1.34% | -4,183,632 |
| NIKE INC(NKE) | 3,454,700 | 3,454,700 | 0 | 245,318,247 | 240,861,684 | 1.07% | -4,456,563 |
| TRANE TECHNOLOGIES PLC(TT) | 400,000 | 400,000 | 0 | 174,892,000 | 168,832,000 | 0.75% | -6,060,000 |
| ADOBE SYSTEMS(ADBE) | 198,000 | 198,000 | 0 | 76,568,580 | 69,806,880 | 0.31% | -6,761,700 |
| BOOKING HOLDINGS INC(BKNG) | 19,200 | 19,200 | 0 | 110,951,424 | 103,529,088 | 0.46% | -7,422,336 |
| ELI LILLY & CO(LLY) | 542,600 | 543,400 | +800 | 422,690,826 | 414,271,858 | 1.85% | -8,418,968 |
| IDEX CORP(IEX) | 689,900 | 689,900 | 0 | 121,125,743 | 112,246,730 | 0.50% | -8,879,013 |
| ACCENTURE PLC | 556,000 | 630,000 | +74,000 | 166,043,840 | 155,370,600 | 0.69% | -10,673,240 |
| STRYKER CORP(SYK) | 458,300 | 458,300 | 0 | 181,234,735 | 169,378,514 | 0.76% | -11,856,221 |
| MCCORMICK & CO INC/MD(MKC) | 1,779,000 | 1,779,000 | 0 | 134,794,830 | 119,032,890 | 0.53% | -15,761,940 |
| TRACTOR SUPPLY CO(TSCO) | 3,134,400 | 2,602,500 | -531,900 | 165,276,912 | 147,926,100 | 0.66% | -17,350,812 |
| ECOLAB(ECL) | 755,400 | 677,100 | -78,300 | 203,534,976 | 185,423,835 | 0.83% | -18,111,141 |
| ROCKWELL AUTOMATION INC(ROK) | 890,875 | 776,875 | -114,000 | 295,770,500 | 271,447,894 | 1.21% | -24,322,606 |
| CINTAS CORPORATION(CTAS) | 1,390,600 | 1,390,600 | 0 | 309,783,962 | 285,323,308 | 1.27% | -24,460,654 |
| BOSTON SCIENTIFIC CORP(BSX) | 2,743,100 | 2,743,100 | 0 | 294,471,785 | 267,753,991 | 1.19% | -26,717,794 |
| MICROSOFT CORP(MSFT) | 4,537,200 | 4,300,000 | -237,200 | 2,255,578,236 | 2,227,142,000 | 9.93% | -28,436,236 |
| WALT DISNEY CO/THE(DIS) | 3,890,400 | 3,890,400 | 0 | 482,137,272 | 445,295,184 | 1.99% | -36,842,088 |
| COSTCO WHOLESALE CORP(COST) | 140,000 | 107,700 | -32,300 | 138,496,400 | 99,678,504 | 0.44% | -38,817,896 |
| LAUDER (ESTEE) CO.(EL) | 2,285,300 | 1,604,900 | -680,400 | 184,629,387 | 141,439,837 | 0.63% | -43,189,550 |
| DOLLAR GENERAL(DG) | 1,546,200 | 1,273,100 | -273,100 | 176,823,432 | 131,485,768 | 0.59% | -45,337,664 |
| AMAZON.COM INC.(AMZN) | 5,185,100 | 4,949,800 | -235,300 | 1,137,403,536 | 1,086,629,594 | 4.85% | -50,773,942 |
| S&P GLOBAL INC(SPGI) | 575,000 | 508,000 | -67,000 | 303,013,500 | 247,136,920 | 1.10% | -55,876,580 |
| VISA INC A(V) | 1,522,600 | 1,407,600 | -115,000 | 540,111,898 | 480,132,360 | 2.14% | -59,979,538 |
| TEXAS INSTRUMENTS(TXN) | 2,583,000 | 2,583,000 | 0 | 535,998,330 | 474,445,440 | 2.12% | -61,552,890 |
| SPOTIFY TECHNOLOGY S.A(SPOT) | 621,000 | 593,000 | -28,000 | 476,133,120 | 413,724,240 | 1.85% | -62,408,880 |
| AMETEK INC | 2,223,965 | 1,721,965 | -502,000 | 402,337,508 | 323,505,565 | 1.44% | -78,831,943 |
| NETFLIX INC(NFLX) | 442,000 | 426,000 | -16,000 | 591,533,020 | 510,407,640 | 2.28% | -81,125,380 |
| ANSYS INC | 400,000 | 0 | -400,000 | 140,368,000 | 0 | — | -140,368,000 |