Alecta Tjanstepension Omsesidigt Top Holdings and 13F Report (2025) About Alecta Tjanstepension OmsesidigtInvestment ActivityAlecta Tjanstepension Omsesidigt has $21.32 billion in total holdings as of June 30, 2025.Alecta Tjanstepension Omsesidigt owns shares of 66 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 8.22% of the portfolio was purchased this quarter.About 5.68% of the portfolio was sold this quarter.This quarter, Alecta Tjanstepension Omsesidigt has purchased 65 new stocks and bought additional shares in 24 stocks.Alecta Tjanstepension Omsesidigt sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $2,255,578,236Alphabet $1,379,391,510Amazon.com $1,137,403,536NVIDIA $1,132,424,496Amphenol $831,972,672 Largest New Holdings this Quarter 58155Q103 - McKesson $102,187,935 Holding46120E602 - Intuitive Surgical $92,216,677 Holding437076102 - Home Depot $51,652,531 Holding Largest Purchases this Quarter Apple 1,501,900 shares (about $307.96M)Broadcom 532,000 shares (about $146.66M)NVIDIA 825,000 shares (about $130.23M)McKesson 139,500 shares (about $102.19M)Intuitive Surgical 169,700 shares (about $92.22M) Largest Sales this Quarter Amphenol 2,514,000 shares (about $248.18M)Spotify Technology 151,400 shares (about $116.08M)NIKE 1,555,900 shares (about $110.48M)Amazon.com 473,600 shares (about $103.89M)Danaher 419,000 shares (about $82.74M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlecta Tjanstepension Omsesidigt Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$2,255,578,236$32,810,580 ▲1.5%4,537,20010.6%Computer and TechnologyGOOGLAlphabet$1,379,391,510$38,797,038 ▼-2.7%7,829,0006.5%Computer and TechnologyAMZNAmazon.com$1,137,403,536$103,888,896 ▼-8.4%5,185,1005.3%Retail/WholesaleNVDANVIDIA$1,132,424,496$130,234,500 ▲13.0%7,173,6005.3%Computer and TechnologyAPHAmphenol$831,972,672$248,182,080 ▼-23.0%8,427,6003.9%Computer and TechnologyTJXTJX Companies$707,693,091$45,062,900 ▼-6.0%5,732,1653.3%Retail/WholesaleNFLXNetflix$591,533,020$12,312,452 ▼-2.0%442,0002.8%Consumer DiscretionaryAVGOBroadcom$573,393,600$146,656,440 ▲34.4%2,080,0002.7%Computer and TechnologyVVisa$540,111,898$63,496,670 ▼-10.5%1,522,6002.5%Business ServicesTXNTexas Instruments$535,998,330$45,652,200 ▼-7.8%2,583,0002.5%Computer and TechnologyAAPLApple$524,087,295$307,964,595 ▲142.5%2,555,9002.5%Computer and TechnologyDISWalt Disney$482,137,272$28,627,830 ▲6.3%3,890,4002.3%Consumer DiscretionarySPOTSpotify Technology$476,133,120$116,081,408 ▼-19.6%621,0002.2%Computer and TechnologyLLYEli Lilly and Company$422,690,8260.0%542,6002.0%MedicalAMEAMETEK$402,337,508$73,141,913 ▼-15.4%2,223,9651.9%Computer and TechnologyKLACKLA$384,914,500$31,598,795 ▼-7.6%430,0001.8%Computer and TechnologyJPMJPMorgan Chase & Co.$360,026,800$31,004,320 ▲9.4%1,242,5001.7%FinanceAMDAdvanced Micro Devices$316,982,260$68,107,200 ▲27.4%2,234,0001.5%Computer and TechnologyADIAnalog Devices$310,884,0080.0%1,306,4001.5%Computer and TechnologyCTASCintas$309,783,9620.0%1,390,6001.5%Business ServicesITWIllinois Tool Works$305,526,7620.0%1,236,6001.4%IndustrialsSPGIS&P Global$303,013,5000.0%575,0001.4%FinanceAMATApplied Materials$301,816,470$58,752,630 ▲24.2%1,649,0001.4%Computer and TechnologyROKRockwell Automation$295,770,500$36,420,400 ▼-11.0%890,8751.4%Computer and TechnologyBSXBoston Scientific$294,471,7850.0%2,743,1001.4%MedicalBACBank of America$293,414,3440.0%6,207,2001.4%FinanceTMOThermo Fisher Scientific$288,938,370$55,850,340 ▼-16.2%712,9001.4%MedicalORCLOracle$260,718,220$78,674,400 ▲43.2%1,193,0001.2%Computer and TechnologyLINDE PLC$256,275,710$21,196,088 ▲9.0%546,5001.2%SHSNKENIKE$245,318,247$110,484,459 ▼-31.1%3,454,7001.2%Consumer DiscretionaryULTAUlta Beauty$228,584,7700.0%488,8051.1%Retail/WholesaleDHRDanaher$219,970,440$82,735,740 ▼-27.3%1,114,0001.0%MedicalECLEcolab$203,534,9760.0%755,4001.0%Basic MaterialsABBVAbbVie$194,588,7020.0%1,048,6000.9%MedicalABTAbbott Laboratories$188,698,314$83,290,438 ▲79.0%1,388,1000.9%MedicalELEstee Lauder Companies$184,629,387$24,883,320 ▼-11.9%2,285,3000.9%Consumer StaplesSYKStryker$181,234,735$81,660,425 ▲82.0%458,3000.8%MedicalDGDollar General$176,823,432$24,724,632 ▼-12.3%1,546,2000.8%Retail/WholesaleTTTrane Technologies$174,892,0000.0%400,0000.8%ConstructionSNPSSynopsys$169,677,220$23,067,900 ▲15.7%331,0000.8%Computer and TechnologyACNAccenture$166,043,840$54,949,760 ▲49.5%556,0000.8%Computer and TechnologyTSCOTractor Supply$165,276,912$14,374,198 ▼-8.0%3,134,4000.8%Retail/WholesalePNCThe PNC Financial Services Group$157,630,023$23,112,360 ▲17.2%845,7000.7%FinanceGGGGraco$150,412,5000.0%1,750,0000.7%IndustrialsANSSANSYS$140,368,0000.0%400,0000.7%Computer and TechnologyCOSTCostco Wholesale$138,496,400$9,101,192 ▼-6.2%140,0000.6%Retail/WholesaleCRMSalesforce$134,941,950$38,165,400 ▲39.4%495,0000.6%Computer and TechnologyMKCMcCormick & Company, Incorporated$134,794,830$65,578,935 ▲94.7%1,779,0000.6%Consumer StaplesMSMorgan Stanley$132,624,180$50,262,030 ▲61.0%942,0000.6%FinanceMRKMerck & Co., Inc.$129,747,7300.0%1,640,3000.6%MedicalCATCaterpillar$127,513,2300.0%328,6000.6%IndustrialsUNHUnitedHealth Group$124,879,905$57,061,230 ▲84.1%400,5000.6%MedicalIEXIDEX$121,125,743$19,330,257 ▼-13.8%689,9000.6%IndustrialsBKNGBooking$110,951,4240.0%19,2000.5%Retail/WholesaleZTSZoetis$110,659,212$21,745,260 ▲24.5%709,9000.5%MedicalUSBU.S. Bancorp$109,139,990$30,168,410 ▼-21.7%2,413,0000.5%FinanceMCKMcKesson$102,187,935$102,187,935 ▲New Holding139,5000.5%MedicalCOOPER COS INC/THE$96,030,420$36,277,368 ▲60.7%1,349,5000.5%COMISRGIntuitive Surgical$92,216,677$92,216,677 ▲New Holding169,7000.4%MedicalPODDInsulet$83,330,730$19,317,150 ▲30.2%265,3000.4%MedicalADBEAdobe$76,568,5800.0%198,0000.4%Computer and TechnologyWMTWalmart$75,101,325$31,221,350 ▲71.2%768,3000.4%Retail/WholesaleFITBFifth Third Bancorp$60,062,139$17,044,272 ▲39.6%1,460,3000.3%FinanceHDHome Depot$51,652,531$51,652,531 ▲New Holding140,9000.2%Retail/WholesaleINTCIntel$44,974,8480.0%2,009,6000.2%Computer and TechnologyBF.BBrown-Forman$43,040,0000.0%1,600,0000.2%Consumer StaplesBBWIBath & Body Works$0$21,908,068 ▼-100.0%00.0%Retail/WholesalePSNYPolestar Automotive Holding UK$0$3,071,250 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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