Lansforsakringar Fondforvaltning AB (publ)
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| ASTRAZENECA PLC | 0 | 2,438,551 | +2,438,551 | 0 | 473,781,994 | +473,781,994 |
| VERIZON COMMUNICATIONS INC | 2,376,970 | 2,450,129 | +73,159 | 96,813,988 | 122,995,830 | +26,181,842 |
| APPLIED MATLS INC | 257,795 | 264,856 | +7,061 | 66,250,737 | 90,524,657 | +24,273,920 |
| JOHNSON & JOHNSON | 822,510 | 791,412 | -31,098 | 170,218,445 | 193,451,734 | +23,233,289 |
| LINDE PLC | 149,090 | 171,299 | +22,209 | 63,570,485 | 84,922,747 | +21,352,262 |
| LAM RESEARCH CORP | 408,814 | 423,496 | +14,682 | 69,980,781 | 90,483,680 | +20,502,899 |
| CATERPILLAR INC | 148,704 | 147,920 | -784 | 85,188,060 | 104,794,853 | +19,606,793 |
| WALMART INC | 1,390,033 | 1,383,150 | -6,883 | 154,863,577 | 171,896,980 | +17,033,403 |
| PEPSICO INC | 441,241 | 514,552 | +73,311 | 63,326,908 | 79,904,361 | +16,577,453 |
| CORNING INC | 264,241 | 270,460 | +6,219 | 23,136,942 | 36,774,253 | +13,637,311 |
| INTEL CORP | 1,456,337 | 1,520,799 | +64,462 | 53,738,835 | 67,112,508 | +13,373,673 |
| PFIZER INC | 3,055,225 | 3,158,825 | +103,600 | 76,075,102 | 88,699,340 | +12,624,238 |
| FEDEX CORP | 179,796 | 179,109 | -687 | 51,935,873 | 63,794,709 | +11,858,836 |
| INSMED INC | 0 | 68,489 | +68,489 | 0 | 11,199,262 | +11,199,262 |
| GILEAD SCIENCES INC | 692,315 | 689,133 | -3,182 | 84,974,743 | 96,043,962 | +11,069,219 |
| SUNBELT RENTALS HOLDINGS INC | 0 | 176,248 | +176,248 | 0 | 11,039,808 | +11,039,808 |
| COMFORT SYS USA INC | 0 | 7,963 | +7,963 | 0 | 10,980,840 | +10,980,840 |
| KLA CORP | 42,461 | 42,173 | -288 | 51,593,512 | 62,095,621 | +10,502,109 |
| WASTE MGMT INC DEL | 132,083 | 170,523 | +38,440 | 29,019,956 | 39,184,275 | +10,164,319 |
| NEXTERA ENERGY INC | 647,421 | 667,937 | +20,516 | 51,974,958 | 62,037,663 | +10,062,705 |
| VERTIV HOLDINGS CO | 117,172 | 114,919 | -2,253 | 18,983,036 | 28,796,252 | +9,813,216 |
| AT&T INC | 2,309,654 | 2,313,238 | +3,584 | 57,371,805 | 67,060,418 | +9,688,613 |
| EATON CORP PLC | 138,733 | 150,193 | +11,460 | 44,187,848 | 53,719,248 | +9,531,400 |
| NETFLIX INC. | 1,799,824 | 1,843,033 | +43,209 | 168,751,498 | 177,206,693 | +8,455,195 |
| DEERE & CO | 82,187 | 82,424 | +237 | 38,263,802 | 46,429,196 | +8,165,394 |
| BAKER HUGHES COMPANY | 312,966 | 366,162 | +53,196 | 14,252,472 | 22,354,073 | +8,101,601 |
| ANALOG DEVICES INC | 157,541 | 158,885 | +1,344 | 42,725,119 | 50,547,409 | +7,822,290 |
| COCA COLA CO | 1,304,903 | 1,299,124 | -5,779 | 91,225,769 | 98,797,862 | +7,572,093 |
| CARNIVAL CORP | 0 | 291,418 | +291,418 | 0 | 7,541,858 | +7,541,858 |
| GLOBE LIFE INC | 0 | 50,684 | +50,684 | 0 | 7,053,655 | +7,053,655 |
| DECKERS OUTDOOR CORP | 48,738 | 120,607 | +71,869 | 5,052,668 | 12,071,491 | +7,018,823 |
| QUANTA SVCS INC | 46,495 | 47,908 | +1,413 | 19,623,680 | 26,302,312 | +6,678,632 |
| EQUINIX INC | 31,432 | 31,215 | -217 | 24,081,941 | 30,598,031 | +6,516,090 |
| INTERCONTINENTAL EXCHANGE IN | 182,421 | 229,038 | +46,617 | 29,544,905 | 36,022,908 | +6,478,003 |
| TEXAS PACIFIC LAND CORPORATI | 17,436 | 24,107 | +6,671 | 5,007,968 | 11,440,158 | +6,432,190 |
| T-MOBILE US INC | 163,537 | 187,373 | +23,836 | 33,204,552 | 39,353,745 | +6,149,193 |
| COSTCO WHOLESALE CORPORATION | 70,442 | 67,097 | -3,345 | 60,744,954 | 66,857,113 | +6,112,159 |
| WESTERN DIGITAL CORP | 30,075 | 41,491 | +11,416 | 5,181,020 | 11,222,842 | +6,041,822 |
| CHENIERE ENERGY INC | 69,666 | 68,974 | -692 | 13,542,374 | 19,571,960 | +6,029,586 |
| MERCK & CO INC | 867,929 | 804,827 | -63,102 | 91,358,207 | 96,812,132 | +5,453,925 |
| CONSOLIDATED EDISON INC | 124,057 | 155,717 | +31,660 | 12,321,341 | 17,623,958 | +5,302,617 |
| SEAGATE TECHNOLOGY HLDNGS PL | 192,110 | 148,559 | -43,551 | 52,905,173 | 58,199,168 | +5,293,995 |
| PALO ALTO NETWORKS INC | 413,433 | 507,550 | +94,117 | 76,154,359 | 81,369,989 | +5,215,630 |
| ZOETIS INC | 328,595 | 393,516 | +64,921 | 41,343,823 | 46,517,282 | +5,173,459 |
| AMPHENOL CORP | 0 | 40,745 | +40,745 | 0 | 5,148,104 | +5,148,104 |
| DELL TECHNOLOGIES INC | 104,742 | 111,185 | +6,443 | 13,184,923 | 18,248,698 | +5,063,775 |
| REALTY INCOME CORP | 291,595 | 348,858 | +57,263 | 16,437,210 | 21,343,020 | +4,905,810 |
| MCDONALDS CORP | 226,654 | 238,555 | +11,901 | 69,272,262 | 74,140,119 | +4,867,857 |
| CHUBB LTD SWITZ | 202,744 | 209,011 | +6,267 | 63,280,457 | 68,122,598 | +4,842,141 |
| WILLIAMS COS INC | 393,697 | 390,228 | -3,469 | 23,665,127 | 28,400,645 | +4,735,518 |
| KINDER MORGAN INC DEL | 623,512 | 647,005 | +23,493 | 17,140,345 | 21,693,964 | +4,553,619 |
| HALLIBURTON CO | 271,176 | 310,629 | +39,453 | 7,663,434 | 12,111,361 | +4,447,927 |
| TARGA RES CORP | 68,832 | 68,148 | -684 | 12,699,504 | 17,086,658 | +4,387,154 |
| TRANE TECHNOLOGIES PLC | 127,624 | 129,368 | +1,744 | 49,671,261 | 53,912,537 | +4,241,276 |
| TAIWAN SEMICONDUCTOR MANUFAC | 122,223 | 122,223 | 0 | 37,142,347 | 41,305,046 | +4,162,699 |
| EDISON INTL | 122,164 | 157,014 | +34,850 | 7,332,283 | 11,490,224 | +4,157,941 |
| TARGET CORP | 149,988 | 155,236 | +5,248 | 14,661,327 | 18,814,504 | +4,153,177 |
| EXELON CORP | 327,362 | 375,678 | +48,316 | 14,269,710 | 18,415,639 | +4,145,929 |
| FLEXTRONICS INTL LTD | 0 | 60,743 | +60,743 | 0 | 3,976,216 | +3,976,216 |
| AGNICO EAGLE MINES LTD | 113,992 | 114,965 | +973 | 19,356,395 | 23,261,436 | +3,905,041 |
| ROYAL CARIBBEAN GROUP | 171,108 | 187,618 | +16,510 | 47,725,443 | 51,628,450 | +3,903,007 |
| KEYSIGHT TECHNOLOGIES INC | 58,010 | 55,559 | -2,451 | 11,787,052 | 15,688,112 | +3,901,060 |
| ROSS STORES INC | 103,697 | 102,343 | -1,354 | 18,679,978 | 22,170,448 | +3,490,470 |
| CORTEVA INC | 213,285 | 211,720 | -1,565 | 14,296,494 | 17,722,988 | +3,426,494 |
| ENTERGY CORP NEW | 140,032 | 144,893 | +4,861 | 12,943,158 | 16,280,092 | +3,336,934 |
| ENBRIDGE INC | 501,574 | 506,275 | +4,701 | 24,033,106 | 27,356,954 | +3,323,848 |
| CARDINAL HEALTH INC | 76,632 | 90,232 | +13,600 | 15,747,876 | 19,066,824 | +3,318,948 |
| ONEOK INC NEW | 196,224 | 196,262 | +38 | 14,422,464 | 17,740,029 | +3,317,565 |
| ILLINOIS TOOL WKS INC | 208,300 | 209,736 | +1,436 | 51,304,290 | 54,591,897 | +3,287,607 |
| OLD DOMINION FREIGHT LINE IN | 58,044 | 62,054 | +4,010 | 9,101,299 | 12,125,288 | +3,023,989 |
| F5 INC | 80,119 | 81,110 | +991 | 20,451,176 | 23,467,433 | +3,016,257 |
| DIGITAL RLTY TR INC | 107,693 | 108,844 | +1,151 | 16,661,184 | 19,614,674 | +2,953,490 |
| MCKESSON CORP | 40,072 | 41,304 | +1,232 | 32,870,661 | 35,742,642 | +2,871,981 |
| IONQ INC | 0 | 98,702 | +98,702 | 0 | 2,845,564 | +2,845,564 |
| CSX CORP | 587,084 | 586,512 | -572 | 21,281,795 | 24,076,191 | +2,794,396 |
| BUNGE GLOBAL SA | 43,746 | 51,600 | +7,854 | 3,896,894 | 6,563,486 | +2,666,592 |
| NEWMONT CORP | 349,527 | 346,618 | -2,909 | 34,900,271 | 37,521,202 | +2,620,931 |
| VEEVA SYS INC | 48,238 | 75,916 | +27,678 | 10,768,169 | 13,335,335 | +2,567,166 |
| TERADYNE INC | 0 | 8,618 | +8,618 | 0 | 2,554,879 | +2,554,879 |
| COMCAST CORP NEW | 1,215,846 | 1,351,163 | +135,317 | 36,341,637 | 38,791,686 | +2,450,049 |
| FREEPORT MCMORAN INC | 477,514 | 454,034 | -23,480 | 24,252,936 | 26,687,978 | +2,435,042 |
| FASTENAL CO | 376,780 | 378,220 | +1,440 | 15,120,181 | 17,549,316 | +2,429,135 |
| EVERSOURCE ENERGY | 115,563 | 147,226 | +31,663 | 7,780,857 | 10,199,764 | +2,418,907 |
| AIR PRODUCTS AND CHEMICALS I | 50,168 | 50,727 | +559 | 12,392,499 | 14,735,609 | +2,343,110 |
| MONOLITHIC PWR SYS INC | 11,699 | 11,839 | +140 | 10,603,506 | 12,944,103 | +2,340,597 |
| TRACTOR SUPPLY CO | 533,949 | 638,048 | +104,099 | 26,702,789 | 28,903,423 | +2,200,634 |
| EMCOR GROUP INC | 9,768 | 11,005 | +1,237 | 5,975,965 | 8,125,059 | +2,149,094 |
| JOHNSON CONTROLS INTERNATION | 210,762 | 209,136 | -1,626 | 25,238,749 | 27,386,215 | +2,147,466 |
| ROYALTY PHARMA PLC | 148,879 | 162,789 | +13,910 | 5,752,685 | 7,808,947 | +2,056,262 |
| HILTON WORLDWIDE HLDGS INC | 77,237 | 79,677 | +2,440 | 22,186,328 | 24,228,055 | +2,041,727 |
| WATERS CORP | 19,643 | 31,874 | +12,231 | 7,461,001 | 9,492,027 | +2,031,026 |
| HUBBELL INC | 46,836 | 46,520 | -316 | 20,800,336 | 22,829,105 | +2,028,769 |
| WELLTOWER INC | 217,934 | 214,661 | -3,273 | 40,450,730 | 42,440,404 | +1,989,674 |
| IRON MTN INC DEL | 99,754 | 100,257 | +503 | 8,274,594 | 10,240,196 | +1,965,602 |
| WARNER BROS DISCOVERY INC | 0 | 71,009 | +71,009 | 0 | 1,949,897 | +1,949,897 |
| TC ENERGY CORP | 237,797 | 241,215 | +3,418 | 13,111,579 | 15,056,521 | +1,944,942 |
| CBOE GLOBAL MKTS INC | 35,672 | 38,498 | +2,826 | 8,953,672 | 10,820,576 | +1,866,904 |
| FRANCO NEV CORP | 43,419 | 43,923 | +504 | 9,011,957 | 10,841,029 | +1,829,072 |
| UNION PAC CORP | 189,349 | 188,063 | -1,286 | 43,800,211 | 45,627,606 | +1,827,395 |
| SEMPRA | 204,607 | 204,457 | -150 | 18,064,752 | 19,866,982 | +1,802,230 |