Ilmarinen Mutual Pension Insurance Co
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLE INC(AAPL) | 0 | 1,886,513 | +1,886,513 | 0 | 478,778 | 3.77% | +478,778 |
| NVIDIA CORP(NVDA) | 2,096,147 | 3,187,064 | +1,090,917 | 390,931 | 555,824 | 4.37% | +164,893 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 197,340 | +197,340 | 0 | 94,565 | 0.74% | +94,565 |
| COSTCO WHSL CORP NEW(COST) | 0 | 65,985 | +65,985 | 0 | 65,749 | 0.52% | +65,749 |
| MICRON TECHNOLOGY INC(MU) | 0 | 154,552 | +154,552 | 0 | 52,214 | 0.41% | +52,214 |
| ALPHABET INC(GOOG) | 1,128,697 | 1,374,295 | +245,598 | 353,282 | 395,192 | 3.11% | +41,910 |
| ISHARES TR | 840,469 | 1,542,754 | +702,285 | 45,982 | 87,613 | 0.69% | +41,631 |
| ISHARES TR | 1,196,577 | 1,620,907 | +424,330 | 112,347 | 153,273 | 1.21% | +40,926 |
| APPLIED MATLS INC | 0 | 100,566 | +100,566 | 0 | 34,372 | 0.27% | +34,372 |
| LAM RESH CORP(LRCX) | 0 | 156,323 | +156,323 | 0 | 33,400 | 0.26% | +33,400 |
| GE VERNOVA INC(GEV) | 10,000 | 40,000 | +30,000 | 6,536 | 34,916 | 0.27% | +28,380 |
| TJX COS INC NEW(TJX) | 0 | 160,500 | +160,500 | 0 | 25,632 | 0.20% | +25,632 |
| GENERAL ELEC CO(GE) | 61,000 | 155,000 | +94,000 | 18,790 | 43,984 | 0.35% | +25,194 |
| INTEL CORP(INTC) | 0 | 568,897 | +568,897 | 0 | 25,105 | 0.20% | +25,105 |
| KLA CORP(KLAC) | 0 | 16,288 | +16,288 | 0 | 23,983 | 0.19% | +23,983 |
| AMPHENOL CORP NEW | 0 | 186,158 | +186,158 | 0 | 23,521 | 0.19% | +23,521 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 0 | 48,329 | +48,329 | 0 | 23,435 | 0.18% | +23,435 |
| LOWES COS INC(LOW) | 0 | 83,000 | +83,000 | 0 | 19,611 | 0.15% | +19,611 |
| AMERIPRISE FINL INC(AMP) | 0 | 41,551 | +41,551 | 0 | 18,465 | 0.15% | +18,465 |
| APPLOVIN CORP(APP) | 0 | 46,057 | +46,057 | 0 | 18,331 | 0.14% | +18,331 |
| WESTERN DIGITAL CORP(WDC) | 0 | 66,775 | +66,775 | 0 | 18,062 | 0.14% | +18,062 |
| ARISTA NETWORKS INC(ANET) | 0 | 133,384 | +133,384 | 0 | 16,377 | 0.13% | +16,377 |
| TEXAS INSTRS INC(TXN) | 16,285 | 91,361 | +75,076 | 2,825 | 17,737 | 0.14% | +14,912 |
| SEAGATE TECHNOLOGY HLDGS PUB LTD CO ORD SHS | 0 | 37,716 | +37,716 | 0 | 14,776 | 0.12% | +14,776 |
| CORNING INC(GLW) | 0 | 99,995 | +99,995 | 0 | 13,596 | 0.11% | +13,596 |
| EXXON MOBIL CORP | 735,000 | 600,000 | -135,000 | 88,450 | 101,796 | 0.80% | +13,346 |
| ILLINOIS TOOL WKS INC(ITW) | 0 | 49,192 | +49,192 | 0 | 12,804 | 0.10% | +12,804 |
| ROSS STORES INC(ROST) | 14,446 | 70,000 | +55,554 | 2,602 | 15,164 | 0.12% | +12,562 |
| COLGATE PALMOLIVE CO(CL) | 120,000 | 255,000 | +135,000 | 9,482 | 21,734 | 0.17% | +12,252 |
| FREEPORT-MCMORAN INC(FCX) | 78,000 | 263,000 | +185,000 | 3,962 | 15,459 | 0.12% | +11,497 |
| COCA COLA CO(KO) | 744,000 | 832,227 | +88,227 | 52,013 | 63,291 | 0.50% | +11,278 |
| MARATHON PETE CORP(MPC) | 0 | 45,000 | +45,000 | 0 | 10,988 | 0.09% | +10,988 |
| PHILLIPS 66(PSX) | 0 | 60,000 | +60,000 | 0 | 10,931 | 0.09% | +10,931 |
| STRYKER CORP(SYK) | 11,000 | 44,000 | +33,000 | 3,866 | 14,458 | 0.11% | +10,592 |
| CAPITAL ONE FINL CORP(COF) | 0 | 57,741 | +57,741 | 0 | 10,534 | 0.08% | +10,534 |
| HUNTINGTON BANCSHARES INC(HBAN) | 0 | 630,000 | +630,000 | 0 | 9,860 | 0.08% | +9,860 |
| CHENIERE ENERGY INC(LNG) | 0 | 33,000 | +33,000 | 0 | 9,364 | 0.07% | +9,364 |
| LUMENTUM HLDGS INC(LITE) | 0 | 12,989 | +12,989 | 0 | 9,128 | 0.07% | +9,128 |
| COMFORT SYS USA INC(FIX) | 0 | 6,595 | +6,595 | 0 | 9,094 | 0.07% | +9,094 |
| MONSTER BEVERAGE CORP NEW(MNST) | 82,435 | 211,580 | +129,145 | 6,320 | 15,331 | 0.12% | +9,011 |
| MEDTRONIC PLC(MDT) | 55,000 | 164,000 | +109,000 | 5,283 | 14,211 | 0.11% | +8,928 |
| HOWMET AEROSPACE INC(HWM) | 20,000 | 56,000 | +36,000 | 4,100 | 12,906 | 0.10% | +8,806 |
| FERGUSON ENTERPRISES INC(FERG) | 0 | 37,695 | +37,695 | 0 | 8,793 | 0.07% | +8,793 |
| SUNBELT RENTALS HLDGS INC(SUNB) | 0 | 135,000 | +135,000 | 0 | 8,787 | 0.07% | +8,787 |
| O REILLY AUTOMOTIVE INC NEW(ORLY) | 0 | 93,500 | +93,500 | 0 | 8,631 | 0.07% | +8,631 |
| AMERICAN ELEC PWR CO INC | 0 | 65,000 | +65,000 | 0 | 8,520 | 0.07% | +8,520 |
| WARNER BROS DISCOVERY INC(WBD) | 0 | 300,227 | +300,227 | 0 | 8,244 | 0.06% | +8,244 |
| FERRARI N V NEW COM | 0 | 24,000 | +24,000 | 0 | 8,123 | 0.06% | +8,123 |
| TARGA RES CORP(TRGP) | 0 | 32,000 | +32,000 | 0 | 8,023 | 0.06% | +8,023 |
| DOORDASH INC(DASH) | 0 | 50,747 | +50,747 | 0 | 7,620 | 0.06% | +7,620 |
| FASTENAL CO(FAST) | 80,706 | 224,400 | +143,694 | 3,239 | 10,412 | 0.08% | +7,173 |
| VALERO ENERGY CORP NEW(VLO) | 24,308 | 45,000 | +20,692 | 3,957 | 11,119 | 0.09% | +7,162 |
| TE CONNECTIVITY PLC(TEL) | 0 | 33,828 | +33,828 | 0 | 7,071 | 0.06% | +7,071 |
| ARGENX SE(ARGX) | 3,600 | 13,800 | +10,200 | 3,027 | 10,077 | 0.08% | +7,050 |
| COHERENT CORP(COHR) | 0 | 29,505 | +29,505 | 0 | 7,028 | 0.06% | +7,028 |
| ALLSTATE CORP(ALL) | 0 | 33,834 | +33,834 | 0 | 7,015 | 0.06% | +7,015 |
| UNITED RENTALS INC(URI) | 0 | 9,500 | +9,500 | 0 | 6,921 | 0.05% | +6,921 |
| GARMIN LTD(GRMN) | 0 | 28,435 | +28,435 | 0 | 6,597 | 0.05% | +6,597 |
| INTUITIVE SURGICAL INC | 33,300 | 54,800 | +21,500 | 18,860 | 25,262 | 0.20% | +6,402 |
| NXP SEMICONDUCTORS N V COM | 0 | 32,045 | +32,045 | 0 | 6,308 | 0.05% | +6,308 |
| CBOE GLOBAL MKTS INC(CBOE) | 42,300 | 60,100 | +17,800 | 10,617 | 16,892 | 0.13% | +6,275 |
| CIENA CORP(CIEN) | 0 | 16,117 | +16,117 | 0 | 6,257 | 0.05% | +6,257 |
| WABTEC(WAB) | 0 | 25,000 | +25,000 | 0 | 6,248 | 0.05% | +6,248 |
| SYSCO CORP(SYY) | 0 | 86,517 | +86,517 | 0 | 6,171 | 0.05% | +6,171 |
| ROCKWELL AUTOMATION INC(ROK) | 0 | 17,000 | +17,000 | 0 | 6,101 | 0.05% | +6,101 |
| AFLAC INC(AFL) | 140,317 | 196,292 | +55,975 | 15,473 | 21,535 | 0.17% | +6,062 |
| MOTOROLA SOLUTIONS INC(MSI) | 0 | 13,927 | +13,927 | 0 | 6,044 | 0.05% | +6,044 |
| HUBBELL INC(HUBB) | 0 | 12,140 | +12,140 | 0 | 5,958 | 0.05% | +5,958 |
| MARRIOTT INTL INC NEW(MAR) | 37,000 | 53,000 | +16,000 | 11,479 | 17,335 | 0.14% | +5,856 |
| MONOLITHIC PWR SYS INC(MPWR) | 0 | 5,345 | +5,345 | 0 | 5,844 | 0.05% | +5,844 |
| AUTOZONE INC(AZO) | 0 | 1,700 | +1,700 | 0 | 5,742 | 0.05% | +5,742 |
| NEBIUS GRP N V(NBIS) | 0 | 54,869 | +54,869 | 0 | 5,693 | 0.04% | +5,693 |
| CVS HEALTH CORP(CVS) | 37,000 | 120,000 | +83,000 | 2,936 | 8,618 | 0.07% | +5,682 |
| ELECTRONIC ARTS INC(EA) | 0 | 26,918 | +26,918 | 0 | 5,488 | 0.04% | +5,488 |
| KROGER CO(KR) | 0 | 75,000 | +75,000 | 0 | 5,427 | 0.04% | +5,427 |
| CARVANA CO(CVNA) | 0 | 17,252 | +17,252 | 0 | 5,424 | 0.04% | +5,424 |
| GRAINGER W W INC(GWW) | 4,079 | 8,707 | +4,628 | 4,116 | 9,498 | 0.07% | +5,382 |
| TERADYNE INC(TER) | 0 | 18,133 | +18,133 | 0 | 5,376 | 0.04% | +5,376 |
| VERTIV HLDGS CO(VRT) | 58,000 | 58,000 | 0 | 9,397 | 14,534 | 0.11% | +5,137 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 0 | 18,189 | +18,189 | 0 | 5,136 | 0.04% | +5,136 |
| DOLLAR GEN CORP NEW(DG) | 0 | 42,130 | +42,130 | 0 | 5,002 | 0.04% | +5,002 |
| D R HORTON INC(DHI) | 0 | 35,992 | +35,992 | 0 | 4,939 | 0.04% | +4,939 |
| CATERPILLAR INC(CAT) | 76,800 | 68,800 | -8,000 | 43,996 | 48,742 | 0.38% | +4,746 |
| NUCOR CORP(NUE) | 0 | 28,000 | +28,000 | 0 | 4,735 | 0.04% | +4,735 |
| AXON ENTERPRISE INC(AXON) | 0 | 11,000 | +11,000 | 0 | 4,672 | 0.04% | +4,672 |
| DEVON ENERGY CORP NEW(DVN) | 0 | 90,000 | +90,000 | 0 | 4,529 | 0.04% | +4,529 |
| COPART INC(CPRT) | 0 | 135,000 | +135,000 | 0 | 4,482 | 0.04% | +4,482 |
| ARCHER-DANIELS MIDLAND CO | 0 | 61,530 | +61,530 | 0 | 4,473 | 0.04% | +4,473 |
| BLOOM ENERGY CORP | 0 | 33,000 | +33,000 | 0 | 4,471 | 0.04% | +4,471 |
| OTIS WORLDWIDE CORP(OTIS) | 0 | 58,000 | +58,000 | 0 | 4,471 | 0.04% | +4,471 |
| CORPAY INC(CPAY) | 0 | 15,261 | +15,261 | 0 | 4,441 | 0.03% | +4,441 |
| CENCORA INC | 8,500 | 23,000 | +14,500 | 2,871 | 7,225 | 0.06% | +4,354 |
| FORD MTR CO DEL(F) | 0 | 370,000 | +370,000 | 0 | 4,270 | 0.03% | +4,270 |
| ISHARES INC | 0 | 34,589 | +34,589 | 0 | 4,255 | 0.03% | +4,255 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC(IFF) | 50,000 | 105,000 | +55,000 | 3,370 | 7,618 | 0.06% | +4,248 |
| PULTEGROUP INC(PHM) | 0 | 35,882 | +35,882 | 0 | 4,220 | 0.03% | +4,220 |
| HALLIBURTON CO(HAL) | 30,744 | 130,000 | +99,256 | 869 | 5,069 | 0.04% | +4,200 |
| TRANSDIGM GROUP INC(TDG) | 4,000 | 8,200 | +4,200 | 5,319 | 9,503 | 0.07% | +4,184 |
| NVR INC(NVR) | 0 | 630 | +630 | 0 | 4,152 | 0.03% | +4,152 |
| TAKE-TWO INTERACTIVE SOFTWARE INC(TTWO) | 0 | 20,889 | +20,889 | 0 | 4,126 | 0.03% | +4,126 |