1y return+19.3%S&P 500 +20.9%
3y return+65.8%S&P 500 +68.5%
5y return+55.3%S&P 500 +74.5%
10y return+223.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $324 against $357 in the S&P 500.2
Alecta Tjanstepension OmsesidigtS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp | $2.0B | 8.3% | +1.4% |
| GOOGLAlphabet Inc | $2.0B | 8.2% | −3.1% |
| MSFTMicrosoft Corp | $1.6B | 6.7% | |
| AMZNAmazon.com Inc. | $1.2B | 5.0% | −1.6% |
| AVGOBroadcom Corporation | $972.0M | 4.1% | +4.0% |
| AAPLApple Inc | $767.8M | 3.2% | |
| METAMeta Platforms Inc | $613.8M | 2.6% | +73.0% |
| JPMJ.p. Morgan Chase & Co | $608.8M | 2.6% | +28.6% |
| AMDAdvanced Micro Dev | $557.9M | 2.3% | −44.3% |
| AMATApplied Materials Inc | $531.8M | 2.2% | −16.0% |
| VVisa Inc A | $510.1M | 2.1% | +5.8% |
| TXNTexas Instruments | $507.7M | 2.1% | −27.0% |
| LLYEli Lilly & Co | $505.7M | 2.1% | |
| APHAmphenol Corporation | $481.8M | 2.0% | −13.9% |
| ADIAnalog Devices | $366.4M | 1.5% | −6.2% |
| KLACKla Corp | $358.7M | 1.5% | +498.5% |
| ABBVAbbvie Inc | $350.1M | 1.5% | |
| PANWPalo Alto Networks Inc | $349.1M | 1.5% | |
| NFLXNetflix Inc | $304.0M | 1.3% | |
| TJXTjx Cos Inc | $301.2M | 1.3% | −44.3% |
| FITBFifth Third Bancorp | $282.7M | 1.2% | +27.7% |
| INTCIntel Corp | $280.3M | 1.2% | |
| MAMastercard Inc | $277.4M | 1.2% | |
| Spotify Technology S.aCUSIP L8681T102 | $272.2M | 1.1% | |
| PNCPnc Bank Corp | $271.9M | 1.1% | +12.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| APHAmphenol Corporation | June 30, 2020 | +636.1% | $481.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $2.0B |
| AMDAdvanced Micro Dev | December 31, 2024 | +380.9% | $557.9M |
| AMATApplied Materials Inc | December 31, 2024 | +344.6% | $531.8M |
| TJXTjx Cos Inc | June 30, 2020 | +199.6% | $301.2M |
| CATCaterpillar Inc. | December 31, 2024 | +193.6% | $233.8M |
| CTASCintas Corporation | June 30, 2020 | +155.4% | $216.9M |
| TXNTexas Instruments | June 30, 2020 | +134.8% | $507.7M |
| ROKRockwell Automation Inc | June 30, 2020 | +132.4% | $180.6M |
| ADIAnalog Devices | September 30, 2023 | +126.8% | $366.4M |
Sold off last quarter
- USBU.s. Bancorp was $77.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.8% | +14.8% |
| March 31, 2026 | −7.5% | −4.6% |
| December 31, 2025 | +4.6% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +16.5% | +10.5% |
| March 31, 2025 | −5.4% | −4.6% |
| December 31, 2024 | +2.4% | +2.1% |
| September 30, 2024 | +1.2% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +10.3% | +10.0% |
| December 31, 2023 | +13.2% | +11.2% |
| September 30, 2023 | −5.1% | −3.6% |
| June 30, 2023 | +7.6% | +8.3% |
| March 31, 2023 | +11.4% | +7.0% |
| December 31, 2022 | +3.7% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −18.2% | −16.5% |
| March 31, 2022 | −11.3% | −4.9% |
| December 31, 2021 | +10.2% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Alecta Tjanstepension Omsesidigt Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1484429&type=13F-HR&dateb=&owner=include&count=40CIK 1484429
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1484429/000106299326003791/Filed July 23, 2026 · accession 0001062993-26-003791