Livforsakringsbolaget Skandia, Omsesidigt
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Meta platforms inc-class a(META) | 16,052 | 130,010 | +113,958 | 11,846,376 | 95,432,540 | 3.73% | +83,586,164 |
| Alphabet inc-cl a(GOOG) | 545,475 | 558,275 | +12,800 | 96,107,241 | 135,694,322 | 5.31% | +39,587,081 |
| Nvidia corp(NVDA) | 1,187,899 | 1,208,499 | +20,600 | 187,531,833 | 225,479,931 | 8.82% | +37,948,098 |
| Apple inc(AAPL) | 662,135 | 672,335 | +10,200 | 135,770,782 | 171,129,428 | 6.70% | +35,358,646 |
| Celestica inc(CLS) | 0 | 82,400 | +82,400 | 0 | 20,289,352 | 0.79% | +20,289,352 |
| Cencora inc | 1,875 | 56,575 | +54,700 | 562,013 | 17,676,293 | 0.69% | +17,114,280 |
| Broadcom inc(AVGO) | 262,163 | 267,863 | +5,700 | 72,265,231 | 88,309,074 | 3.46% | +16,043,843 |
| Johnson & johnson(JNJ) | 135,367 | 195,267 | +59,900 | 20,661,065 | 36,200,549 | 1.42% | +15,539,484 |
| Jabil inc(IBKR) | 1,398 | 69,848 | +68,450 | 304,708 | 15,168,891 | 0.59% | +14,864,183 |
| Booking holdings inc(EAT) | 18,450 | 22,745 | +4,295 | 3,327,089 | 18,124,843 | 0.71% | +14,797,754 |
| General motors co(GM) | 6,961 | 246,711 | +239,750 | 342,412 | 15,037,036 | 0.59% | +14,694,624 |
| Dell technologies -c(DELL) | 15,923 | 116,923 | +101,000 | 1,950,568 | 16,573,835 | 0.65% | +14,623,267 |
| Primerica inc(LAUR) | 11,700 | 108,600 | +96,900 | 3,201,822 | 16,068,969 | 0.63% | +12,867,147 |
| Salesforce inc(RDDT) | 7,071 | 66,182 | +59,111 | 1,930,126 | 14,086,741 | 0.55% | +12,156,615 |
| Microsoft corp(MSFT) | 323,092 | 326,592 | +3,500 | 160,618,726 | 169,155,060 | 6.62% | +8,536,334 |
| Abbvie inc(ABBV) | 129,570 | 137,770 | +8,200 | 24,044,304 | 31,891,000 | 1.25% | +7,846,696 |
| Jpmorgan chase & co(JPM) | 198,460 | 202,860 | +4,400 | 57,505,770 | 63,973,930 | 2.50% | +6,468,160 |
| Emcor group inc(EME) | 8,619 | 17,039 | +8,420 | 4,610,217 | 11,067,342 | 0.43% | +6,457,125 |
| Uber technologies inc(UBER) | 13,066 | 77,866 | +64,800 | 1,218,535 | 7,625,417 | 0.30% | +6,406,882 |
| Kla corp(KLAC) | 26,483 | 27,183 | +700 | 23,706,257 | 29,289,138 | 1.15% | +5,582,881 |
| United rentals inc(OPRA) | 24,200 | 24,900 | +700 | 18,232,280 | 23,771,034 | 0.93% | +5,538,754 |
| Ralph lauren corp(MAT) | 14,100 | 180,800 | +166,700 | 3,876,028 | 9,157,725 | 0.36% | +5,281,697 |
| Cummins inc(CMI) | 45,540 | 46,840 | +1,300 | 14,913,439 | 19,783,811 | 0.77% | +4,870,372 |
| Automatic data processing | 3,559 | 19,459 | +15,900 | 1,096,777 | 5,708,298 | 0.22% | +4,611,521 |
| Goldman sachs group inc(GS) | 39,356 | 40,356 | +1,000 | 27,841,615 | 32,127,815 | 1.26% | +4,286,200 |
| Csg systems intl inc | 83,600 | 113,750 | +30,150 | 6,357,530 | 10,636,616 | 0.42% | +4,279,086 |
| Snap-on inc | 35,900 | 43,910 | +8,010 | 11,164,182 | 15,382,718 | 0.60% | +4,218,536 |
| Lam research corp(LRCX) | 106,350 | 108,550 | +2,200 | 10,368,647 | 14,551,236 | 0.57% | +4,182,589 |
| Cbre group inc - a(CBRE) | 2,797 | 26,997 | +24,200 | 391,720 | 4,252,028 | 0.17% | +3,860,308 |
| Tenet healthcare corp(THC) | 0 | 18,600 | +18,600 | 0 | 3,773,196 | 0.15% | +3,773,196 |
| Autoliv inc(ALV) | 13,000 | 40,650 | +27,650 | 1,453,790 | 5,018,243 | 0.20% | +3,564,453 |
| Ebay inc(EBAY) | 187,126 | 191,726 | +4,600 | 13,927,788 | 17,435,562 | 0.68% | +3,507,774 |
| Quanta services inc | 800 | 8,600 | +7,800 | 302,248 | 3,563,668 | 0.14% | +3,261,420 |
| Electronic arts inc(EA) | 68,363 | 70,263 | +1,900 | 10,914,153 | 14,172,047 | 0.55% | +3,257,894 |
| Exlservice holdings inc(CORT) | 2,000 | 75,600 | +73,600 | 146,800 | 3,328,668 | 0.13% | +3,181,868 |
| Sea ltd-adr(SE) | 114,700 | 120,300 | +5,600 | 18,345,118 | 21,490,392 | 0.84% | +3,145,274 |
| Expedia group inc(EXPE) | 59,537 | 61,237 | +1,700 | 10,038,534 | 13,074,100 | 0.51% | +3,035,566 |
| Vertiv holdings co-a(VRT) | 2,721 | 21,900 | +19,179 | 349,186 | 3,302,958 | 0.13% | +2,953,772 |
| Bank ozk(OZK) | 0 | 57,500 | +57,500 | 0 | 2,930,200 | 0.11% | +2,930,200 |
| Nutanix inc - a(NTNX) | 1,800 | 17,119 | +15,319 | 137,592 | 2,927,610 | 0.11% | +2,790,018 |
| Aecom(ACM) | 0 | 21,000 | +21,000 | 0 | 2,739,870 | 0.11% | +2,739,870 |
| Urban outfitters inc(URBN) | 75,500 | 84,500 | +9,000 | 5,472,995 | 8,188,274 | 0.32% | +2,715,279 |
| Autozone inc(AZO) | 3,931 | 4,031 | +100 | 14,590,182 | 17,273,480 | 0.68% | +2,683,298 |
| Enova international inc(EXEL) | 78,100 | 102,650 | +24,550 | 3,441,867 | 6,050,990 | 0.24% | +2,609,123 |
| Halozyme therapeutics inc(HALO) | 102,000 | 104,900 | +2,900 | 5,305,020 | 7,691,268 | 0.30% | +2,386,248 |
| Caterpillar inc(CAT) | 23,252 | 23,752 | +500 | 9,022,939 | 11,325,904 | 0.44% | +2,302,965 |
| Arista networks inc(ANET) | 7,920 | 21,220 | +13,300 | 810,295 | 3,091,966 | 0.12% | +2,281,671 |
| Fox corp - class a(FOX) | 254,800 | 261,100 | +6,300 | 14,271,348 | 16,459,744 | 0.64% | +2,188,396 |
| Alphabet inc-cl c(GOOG) | 37,111 | 35,511 | -1,600 | 6,580,894 | 8,646,573 | 0.34% | +2,065,679 |
| Laureate education inc(LAUR) | 226,800 | 233,300 | +6,500 | 5,302,584 | 7,355,949 | 0.29% | +2,053,365 |
| Netapp inc(NTAP) | 91,541 | 99,541 | +8,000 | 9,748,202 | 11,784,659 | 0.46% | +2,036,457 |
| Tapestry inc(TPR) | 64,300 | 67,200 | +2,900 | 5,644,897 | 7,605,024 | 0.30% | +1,960,127 |
| Natera inc(NTRA) | 7,995 | 25,095 | +17,100 | 791,163 | 2,732,044 | 0.11% | +1,940,881 |
| 3m co(MMM) | 3,785 | 16,135 | +12,350 | 575,699 | 2,502,378 | 0.10% | +1,926,679 |
| Docusign inc(DOCU) | 1,500 | 28,100 | +26,600 | 116,760 | 2,025,729 | 0.08% | +1,908,969 |
| Nextracker inc-cl a | 48,234 | 59,534 | +11,300 | 2,622,000 | 4,402,539 | 0.17% | +1,780,539 |
| Applied materials inc | 69,107 | 70,407 | +1,300 | 12,648,654 | 14,413,721 | 0.56% | +1,765,067 |
| Enact holdings inc | 0 | 45,700 | +45,700 | 0 | 1,752,138 | 0.07% | +1,752,138 |
| Amphenol corp-cl a | 8,548 | 20,648 | +12,100 | 845,057 | 2,557,904 | 0.10% | +1,712,847 |
| Morgan stanley(MS) | 77,943 | 79,743 | +1,800 | 10,973,595 | 12,672,758 | 0.50% | +1,699,163 |
| Bank of america corp | 293,567 | 300,467 | +6,900 | 13,876,912 | 15,492,079 | 0.61% | +1,615,167 |
| Mastercard inc - a(MA) | 31,240 | 33,540 | +2,300 | 17,545,947 | 19,069,168 | 0.75% | +1,523,221 |
| Mckesson corp(MCK) | 26,432 | 27,032 | +600 | 19,362,233 | 20,883,301 | 0.82% | +1,521,068 |
| Tesla inc(TSLA) | 83,292 | 62,892 | -20,400 | 26,451,873 | 27,957,381 | 1.09% | +1,505,508 |
| Advanced micro devices(AMD) | 12,391 | 19,491 | +7,100 | 1,758,159 | 3,152,669 | 0.12% | +1,394,510 |
| Affiliated managers group | 28,250 | 29,050 | +800 | 5,550,278 | 6,926,392 | 0.27% | +1,376,114 |
| Dr horton inc(DHI) | 30,703 | 31,303 | +600 | 3,956,389 | 5,303,354 | 0.21% | +1,346,965 |
| Hartford insurance group inc(HIG) | 133,565 | 136,965 | +3,400 | 16,990,255 | 18,316,338 | 0.72% | +1,326,083 |
| Dick's sporting goods inc(DKS) | 40,700 | 41,800 | +1,100 | 8,050,867 | 9,288,796 | 0.36% | +1,237,929 |
| Globe life inc | 59,300 | 60,500 | +1,200 | 6,371,859 | 7,567,229 | 0.30% | +1,195,370 |
| F5 inc(FFIV) | 31,187 | 32,087 | +900 | 9,173,968 | 10,366,026 | 0.41% | +1,192,058 |
| Omnicom group(OMC) | 97,618 | 100,318 | +2,700 | 7,069,690 | 8,237,009 | 0.32% | +1,167,319 |
| Hca healthcare inc(HCA) | 21,999 | 22,399 | +400 | 8,419,237 | 9,546,454 | 0.37% | +1,127,217 |
| Synchrony financial(SYF) | 178,612 | 183,312 | +4,700 | 11,918,779 | 13,022,484 | 0.51% | +1,103,705 |
| Qualcomm inc(QCOM) | 102,611 | 104,711 | +2,100 | 16,336,697 | 17,418,675 | 0.68% | +1,081,978 |
| Armstrong world industries(AWI) | 27,400 | 28,200 | +800 | 4,450,856 | 5,526,072 | 0.22% | +1,075,216 |
| Universal health services-b(UHS) | 35,200 | 36,200 | +1,000 | 6,376,480 | 7,400,728 | 0.29% | +1,024,248 |
| Tjx companies inc(SNDK) | 7,755 | 11,104 | +3,349 | 957,432 | 1,941,271 | 0.08% | +983,839 |
| Futu holdings ltd-adr(FUTU) | 18,500 | 18,500 | 0 | 2,280,310 | 3,215,485 | 0.13% | +935,175 |
| Atmus filtration technologie(ATMU) | 91,600 | 94,200 | +2,600 | 3,336,072 | 4,247,478 | 0.17% | +911,406 |
| Equitable holdings inc | 153,400 | 186,900 | +33,500 | 8,605,740 | 9,488,913 | 0.37% | +883,173 |
| Visa inc-class a shares(V) | 84,015 | 89,915 | +5,900 | 29,802,641 | 30,670,007 | 1.20% | +867,366 |
| Toll brothers inc(TOL) | 30,600 | 31,500 | +900 | 3,492,378 | 4,348,260 | 0.17% | +855,882 |
| Acuity inc(AYI) | 13,750 | 14,150 | +400 | 4,102,175 | 4,873,119 | 0.19% | +770,944 |
| Pinterest inc- class a(PINS) | 264,000 | 317,100 | +53,100 | 9,464,400 | 10,194,765 | 0.40% | +730,365 |
| Amazon.com inc(WYNN) | 328,300 | 331,200 | +2,900 | 72,015,888 | 72,708,336 | 2.84% | +692,448 |
| Frontdoor inc(FTDR) | 64,600 | 66,400 | +1,800 | 3,807,524 | 4,468,056 | 0.17% | +660,532 |
| Bancorp inc/the(TBBK) | 36,200 | 36,200 | 0 | 2,061,228 | 2,711,018 | 0.11% | +649,790 |
| Delta air lines inc(DAL) | 69,700 | 71,700 | +2,000 | 3,425,755 | 4,068,258 | 0.16% | +642,503 |
| Palantir technologies inc-a(PLTR) | 15,519 | 15,000 | -519 | 2,115,550 | 2,735,550 | 0.11% | +620,000 |
| Pepsico inc(PEP) | 54,317 | 55,417 | +1,100 | 7,170,387 | 7,778,884 | 0.30% | +608,497 |
| Applovin corp-class a(APP) | 1,600 | 1,600 | 0 | 559,520 | 1,149,408 | 0.04% | +589,888 |
| Amgen inc(AMGN) | 56,218 | 57,618 | +1,400 | 15,689,319 | 16,251,157 | 0.64% | +561,838 |
| Home depot inc(HD) | 26,724 | 25,554 | -1,170 | 9,796,751 | 10,353,970 | 0.41% | +557,219 |
| Nvr inc(NVR) | 555 | 575 | +20 | 4,099,041 | 4,619,929 | 0.18% | +520,888 |
| Walmart inc(WMT) | 115,753 | 114,853 | -900 | 11,314,856 | 11,834,453 | 0.46% | +519,597 |
| Autodesk inc | 20,886 | 21,986 | +1,100 | 6,462,128 | 6,980,775 | 0.27% | +518,647 |
| Crane nxt co(CXT) | 37,900 | 37,900 | 0 | 2,042,052 | 2,541,574 | 0.10% | +499,522 |
| Firstcash holdings inc(FCFS) | 21,000 | 21,000 | 0 | 2,837,520 | 3,326,820 | 0.13% | +489,300 |
| Dropbox inc-class a(DBX) | 197,200 | 202,800 | +5,600 | 5,635,976 | 6,124,560 | 0.24% | +488,584 |