1y return+17.9%S&P 500 +20.9%
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 December 31, 2024: $122 against $127 in the S&P 500.2
Avanza Fonder ABS&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 |
|---|---|---|---|
| AAPLApple Inc | $322.5M | 7.0% | +9.6% |
| NVDANvidia Corporation | $319.4M | 7.0% | +9.0% |
| MSFTMicrosoft Corp | $214.6M | 4.7% | +18.4% |
| AMZNAmazon Com Inc | $201.2M | 4.4% | +18.3% |
| GOOGLAlphabet Inc | $162.9M | 3.5% | +14.9% |
| GOOGAlphabet Inc | $129.2M | 2.8% | +7.0% |
| MUMicron Technology Inc | $115.5M | 2.5% | +10.7% |
| TSLATesla Inc | $108.6M | 2.4% | +14.5% |
| AVGOBroadcom Inc | $105.6M | 2.3% | +33.2% |
| AMDAdvanced Micro Devices Inc | $101.6M | 2.2% | +8.7% |
| METAMeta Platforms Inc | $96.2M | 2.1% | +15.8% |
| JNJJohnson & Johnson | $67.3M | 1.5% | +1.9% |
| LRCXLam Research Corp | $57.2M | 1.2% | +8.1% |
| AMATApplied Matls Inc | $57.0M | 1.2% | |
| CSCOCisco Sys Inc | $51.1M | 1.1% | +5.3% |
| VVisa Inc | $51.0M | 1.1% | +10.0% |
| WMTWalmart Inc | $49.8M | 1.1% | +3.1% |
| PGProcter & Gamble Co | $44.3M | 1.0% | +6.6% |
| HDHome Depot Inc | $41.6M | 0.9% | +7.3% |
| KOCoca Cola Co | $39.6M | 0.9% | +7.5% |
| MRKMerck & Co Inc | $38.6M | 0.8% | +5.3% |
| KLACKla Corp | $37.8M | 0.8% | +889.2% |
| LLYEli Lilly & Co | $36.7M | 0.8% | +2.1% |
| MAMastercard Incorporated | $35.4M | 0.8% | +9.1% |
| JPMJpmorgan Chase & Co | $32.0M | 0.7% | +6.4% |
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 |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $57.2M |
| GLWCorning Inc | December 31, 2024 | +437.5% | $21.2M |
| AMDAdvanced Micro Devices Inc | December 31, 2024 | +380.9% | $101.6M |
| AMATApplied Matls Inc | December 31, 2024 | +344.6% | $57.0M |
| VRTVertiv Holdings Co | December 31, 2024 | +194.7% | $21.1M |
| CSCOCisco Sys Inc | December 31, 2024 | +98.4% | $51.1M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $162.9M |
| PANWPalo Alto Networks Inc | December 31, 2024 | +87.4% | $18.8M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $129.2M |
| WELLWelltower Inc | December 31, 2024 | +80.1% | $18.6M |
Sold off last quarter
- Pentair PLCCUSIP G7S00T104 was $3.4M
- Thomson Reuters CorpCUSIP 884903808 was $2.1M
- Carnival CorpCUSIP 143658300 was $1.9M
- Dupont De Nemours IncCUSIP 26614N102 was $1.9M
- Hologic IncCUSIP 436440101 was $1.9M
- MKCMccormick & Co Inc was $1.7M
- PODDInsulet Corp was $1.7M
- COOCooper Cos Inc was $1.5M
- Allegion PLCCUSIP G0176J109 was $1.5M
- CLXClorox Co Del was $1.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.9% | +14.8% |
| March 31, 2026 | −6.2% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +8.6% | +7.8% |
| June 30, 2025 | +10.9% | +10.5% |
| March 31, 2025 | −6.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Avanza Fonder AB Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2035325&type=13F-HR&dateb=&owner=include&count=40CIK 2035325
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2035325/000203532526000005/Filed July 17, 2026 · accession 0002035325-26-000005