Ilmarinen Mutual Pension Insurance Co
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES TR | 32,992,268 | 33,480,268 | +488,000 | 2,437,522 | 2,619,670 | 19.66% | +182,148 |
| DBX ETF TR | 62,536,796 | 63,394,611 | +857,815 | 2,431,268 | 2,610,317 | 19.59% | +179,049 |
| ALPHABET INC(GOOG) | 1,614,888 | 1,665,197 | +50,309 | 284,592 | 404,809 | 3.04% | +120,217 |
| NVIDIA CORP(NVDA) | 2,723,340 | 2,750,147 | +26,807 | 430,260 | 513,122 | 3.85% | +82,862 |
| TESLA INC(TSLA) | 449,500 | 465,000 | +15,500 | 142,788 | 206,795 | 1.55% | +64,007 |
| ISHARES TR | 854,977 | 1,302,977 | +448,000 | 81,026 | 126,493 | 0.95% | +45,467 |
| SPDR SER TR | 28,250,000 | 29,650,000 | +1,400,000 | 672,350 | 709,821 | 5.33% | +37,471 |
| ORACLE CORP(ORCL) | 381,587 | 392,587 | +11,000 | 83,426 | 110,411 | 0.83% | +26,985 |
| MICROSOFT CORP(MSFT) | 786,919 | 793,498 | +6,579 | 391,421 | 410,992 | 3.08% | +19,571 |
| ISHARES TR | 17,080,000 | 17,430,000 | +350,000 | 640,671 | 658,505 | 4.94% | +17,834 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 458,500 | 434,591 | -23,909 | 62,503 | 79,278 | 0.59% | +16,775 |
| SNOWFLAKE INC(SNOW) | 0 | 64,940 | +64,940 | 0 | 14,647 | 0.11% | +14,647 |
| CHEVRON CORP NEW(CVX) | 278,500 | 336,325 | +57,825 | 39,878 | 52,228 | 0.39% | +12,350 |
| JPMORGAN CHASE & CO(JPM) | 457,869 | 457,869 | 0 | 132,741 | 144,426 | 1.08% | +11,685 |
| JOHNSON & JOHNSON(JNJ) | 422,600 | 409,100 | -13,500 | 64,552 | 75,855 | 0.57% | +11,303 |
| PEPSICO INC(PEP) | 176,500 | 245,000 | +68,500 | 23,305 | 34,408 | 0.26% | +11,103 |
| ABBVIE INC(ABBV) | 311,500 | 287,500 | -24,000 | 57,821 | 66,568 | 0.50% | +8,747 |
| ISHARES TR | 61,907 | 186,673 | +124,766 | 2,986 | 9,968 | 0.07% | +6,982 |
| WORKDAY INC(WDAY) | 65,716 | 93,049 | +27,333 | 15,772 | 22,400 | 0.17% | +6,628 |
| ADVANCED MICRO DEVICES INC(AMD) | 338,500 | 336,905 | -1,595 | 48,033 | 54,508 | 0.41% | +6,475 |
| HOME DEPOT INC(HD) | 176,096 | 175,096 | -1,000 | 64,564 | 70,947 | 0.53% | +6,383 |
| HERSHEY CO(HSY) | 0 | 33,500 | +33,500 | 0 | 6,266 | 0.05% | +6,266 |
| UNITEDHEALTH GROUP INC(UNH) | 180,600 | 180,600 | 0 | 56,342 | 62,361 | 0.47% | +6,019 |
| SALESFORCE INC(CRM) | 205,000 | 260,519 | +55,519 | 55,901 | 61,743 | 0.46% | +5,842 |
| FEDEX CORP(FDX) | 12,000 | 36,250 | +24,250 | 2,728 | 8,548 | 0.06% | +5,820 |
| WABTEC(WAB) | 0 | 28,700 | +28,700 | 0 | 5,753 | 0.04% | +5,753 |
| ADOBE SYS INC(ADBE) | 96,951 | 121,735 | +24,784 | 37,508 | 42,942 | 0.32% | +5,434 |
| PROGRESSIVE CORP OH(PGR) | 139,395 | 172,395 | +33,000 | 37,199 | 42,573 | 0.32% | +5,374 |
| EQUIFAX INC(EFX) | 0 | 20,750 | +20,750 | 0 | 5,323 | 0.04% | +5,323 |
| SELECT SECTOR SPDR TR | 0 | 36,515 | +36,515 | 0 | 5,082 | 0.04% | +5,082 |
| ROBINHOOD MKTS INC(HOOD) | 102,000 | 102,000 | 0 | 9,550 | 14,604 | 0.11% | +5,054 |
| SYNOPSYS INC(SNPS) | 40,746 | 52,299 | +11,553 | 20,890 | 25,804 | 0.19% | +4,914 |
| BROADRIDGE FINL SOLUTIONS INC(BR) | 0 | 19,500 | +19,500 | 0 | 4,644 | 0.03% | +4,644 |
| XCEL ENERGY INC(XEL) | 160,500 | 191,500 | +31,000 | 10,930 | 15,444 | 0.12% | +4,514 |
| TRANE TECHNOLOGIES PLC(TT) | 26,500 | 37,500 | +11,000 | 11,591 | 15,824 | 0.12% | +4,233 |
| CRH PLC | 150,000 | 150,000 | 0 | 13,770 | 17,985 | 0.13% | +4,215 |
| EVERSOURCE ENERGY(ES) | 0 | 58,500 | +58,500 | 0 | 4,162 | 0.03% | +4,162 |
| BANK AMER CORP | 1,335,620 | 1,305,620 | -30,000 | 63,202 | 67,357 | 0.51% | +4,155 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 70,800 | 67,300 | -3,500 | 28,707 | 32,642 | 0.24% | +3,935 |
| EXXON MOBIL CORP | 765,000 | 765,000 | 0 | 82,467 | 86,254 | 0.65% | +3,787 |
| WALMART INC(WMT) | 730,000 | 729,000 | -1,000 | 71,379 | 75,131 | 0.56% | +3,752 |
| NEWMONT CORP(NEM) | 142,000 | 142,000 | 0 | 8,273 | 11,972 | 0.09% | +3,699 |
| SOUTHERN CO(SO) | 228,000 | 259,000 | +31,000 | 20,937 | 24,545 | 0.18% | +3,608 |
| EOG RES INC(EOG) | 29,500 | 62,500 | +33,000 | 3,528 | 7,008 | 0.05% | +3,480 |
| AMETEK INC NEW | 22,000 | 39,000 | +17,000 | 3,981 | 7,332 | 0.06% | +3,351 |
| AMAZON COM INC(AMZN) | 1,310,216 | 1,323,716 | +13,500 | 287,448 | 290,648 | 2.18% | +3,200 |
| AERCAP HOLDINGS N V(AER) | 65,000 | 89,000 | +24,000 | 7,605 | 10,769 | 0.08% | +3,164 |
| ALPHABET INC(GOOG) | 25,000 | 30,708 | +5,708 | 4,435 | 7,479 | 0.06% | +3,044 |
| IDEXX LABS INC(IDXX) | 7,000 | 10,600 | +3,600 | 3,754 | 6,772 | 0.05% | +3,018 |
| DEERE & CO(DE) | 40,197 | 51,297 | +11,100 | 20,440 | 23,456 | 0.18% | +3,016 |
| ACCENTURE PLC IRELAND | 133,500 | 173,932 | +40,432 | 39,902 | 42,892 | 0.32% | +2,990 |
| XYLEM INC(XYL) | 24,000 | 40,750 | +16,750 | 3,105 | 6,011 | 0.05% | +2,906 |
| JACOBS SOLUTIONS INC(J) | 0 | 19,000 | +19,000 | 0 | 2,847 | 0.02% | +2,847 |
| FORTIVE CORP(FTV) | 0 | 56,750 | +56,750 | 0 | 2,780 | 0.02% | +2,780 |
| AECOM(ACM) | 0 | 21,000 | +21,000 | 0 | 2,740 | 0.02% | +2,740 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 21,000 | 21,000 | 0 | 6,848 | 9,576 | 0.07% | +2,728 |
| TRANSUNION(TRU) | 0 | 32,500 | +32,500 | 0 | 2,723 | 0.02% | +2,723 |
| VERTIV HLDGS CO(VRT) | 47,000 | 58,000 | +11,000 | 6,035 | 8,750 | 0.07% | +2,715 |
| MARVELL TECHNOLOGY INC(MRVL) | 175,500 | 193,436 | +17,936 | 13,584 | 16,262 | 0.12% | +2,678 |
| EXELON CORP(EXC) | 165,000 | 218,000 | +53,000 | 7,164 | 9,812 | 0.07% | +2,648 |
| UBER TECHNOLOGIES INC(UBER) | 290,000 | 303,044 | +13,044 | 27,057 | 29,689 | 0.22% | +2,632 |
| EATON CORP PLC(ETN) | 85,600 | 88,600 | +3,000 | 30,558 | 33,159 | 0.25% | +2,601 |
| UNITED PARCEL SVC INC(UPS) | 77,000 | 123,000 | +46,000 | 7,772 | 10,274 | 0.08% | +2,502 |
| CARLISLE COS INC(CSL) | 0 | 7,250 | +7,250 | 0 | 2,385 | 0.02% | +2,385 |
| DUKE ENERGY CORP NEW(DUK) | 165,000 | 175,000 | +10,000 | 19,470 | 21,656 | 0.16% | +2,186 |
| BOOZ ALLEN HAMILTON HLDG CORP | 0 | 20,750 | +20,750 | 0 | 2,074 | 0.02% | +2,074 |
| MERCK & CO INC NEW(MRK) | 433,000 | 433,000 | 0 | 34,276 | 36,342 | 0.27% | +2,066 |
| IDEX CORP(IEX) | 0 | 12,500 | +12,500 | 0 | 2,035 | 0.02% | +2,035 |
| TAIWAN SEMICONDUCTOR MFG CO LTD(TSM) | 38,150 | 38,150 | 0 | 8,641 | 10,655 | 0.08% | +2,014 |
| VERALTO CORP(VLTO) | 24,000 | 41,500 | +17,500 | 2,423 | 4,424 | 0.03% | +2,001 |
| HUBSPOT INC(HUBS) | 10,800 | 16,879 | +6,079 | 6,012 | 7,896 | 0.06% | +1,884 |
| GENERAL MTRS CO(GM) | 160,000 | 160,000 | 0 | 7,874 | 9,755 | 0.07% | +1,881 |
| PAYCOM SOFTWARE INC(PAYC) | 0 | 8,700 | +8,700 | 0 | 1,811 | 0.01% | +1,811 |
| KIMBERLY-CLARK CORP(KMB) | 0 | 14,000 | +14,000 | 0 | 1,741 | 0.01% | +1,741 |
| CUMMINS INC(CMI) | 24,500 | 23,100 | -1,400 | 8,024 | 9,757 | 0.07% | +1,733 |
| BAKER HUGHES CO(BKR) | 162,500 | 162,500 | 0 | 6,230 | 7,917 | 0.06% | +1,687 |
| MCDONALDS CORP(MCD) | 138,397 | 138,397 | 0 | 40,435 | 42,057 | 0.32% | +1,622 |
| MCKESSON CORP(MCK) | 40,428 | 40,428 | 0 | 29,625 | 31,232 | 0.23% | +1,607 |
| SPDR SER TR | 90,329 | 90,329 | 0 | 7,491 | 9,051 | 0.07% | +1,560 |
| SLB LTD(SLB) | 218,685 | 260,185 | +41,500 | 7,392 | 8,943 | 0.07% | +1,551 |
| EQUITY LIFESTYLE PPTYS INC(ELS) | 0 | 25,000 | +25,000 | 0 | 1,518 | 0.01% | +1,518 |
| EMERSON ELEC CO(EMR) | 140,500 | 154,250 | +13,750 | 18,733 | 20,235 | 0.15% | +1,502 |
| UNION PAC CORP(UNP) | 87,500 | 91,500 | +4,000 | 20,132 | 21,628 | 0.16% | +1,496 |
| DOORDASH INC(DASH) | 58,000 | 58,000 | 0 | 14,298 | 15,775 | 0.12% | +1,477 |
| WELLS FARGO & CO NEW(WFC) | 396,500 | 396,500 | 0 | 31,768 | 33,235 | 0.25% | +1,467 |
| QUANTA SVCS INC | 23,700 | 24,800 | +1,100 | 8,960 | 10,278 | 0.08% | +1,318 |
| QUALCOMM INC(QCOM) | 233,000 | 230,718 | -2,282 | 37,108 | 38,382 | 0.29% | +1,274 |
| EBAY INC(EBAY) | 75,000 | 75,000 | 0 | 5,585 | 6,821 | 0.05% | +1,236 |
| OLD DOMINION FREIGHT LINE INC(ODFL) | 20,000 | 31,800 | +11,800 | 3,246 | 4,477 | 0.03% | +1,231 |
| ILLUMINA INC(ILMN) | 9,000 | 22,000 | +13,000 | 859 | 2,089 | 0.02% | +1,230 |
| CLOUDFLARE INC(NET) | 63,000 | 63,000 | 0 | 12,337 | 13,519 | 0.10% | +1,182 |
| CONSTELLATION ENERGY CORP(CEG) | 53,000 | 55,500 | +2,500 | 17,106 | 18,263 | 0.14% | +1,157 |
| CINTAS CORP(CTAS) | 80,300 | 92,800 | +12,500 | 17,896 | 19,048 | 0.14% | +1,152 |
| MASTERCARD INC(MA) | 166,025 | 166,025 | 0 | 93,296 | 94,437 | 0.71% | +1,141 |
| SCHWAB CHARLES CORP NEW(SCHW) | 233,971 | 235,471 | +1,500 | 21,348 | 22,480 | 0.17% | +1,132 |
| HEWLETT PACKARD ENTERPRISE CO(HPE) | 270,000 | 270,000 | 0 | 5,522 | 6,631 | 0.05% | +1,109 |
| STATE STR CORP(STT) | 113,800 | 113,800 | 0 | 12,101 | 13,202 | 0.10% | +1,101 |
| DOMINION ENERGY INC(D) | 85,000 | 96,500 | +11,500 | 4,804 | 5,903 | 0.04% | +1,099 |
| MORGAN STANLEY(MS) | 244,984 | 223,984 | -21,000 | 34,508 | 35,604 | 0.27% | +1,096 |
| NORFOLK SOUTHN CORP(NSC) | 36,500 | 34,750 | -1,750 | 9,343 | 10,439 | 0.08% | +1,096 |