Andra Ap-Fonden Top Holdings and 13F Report (2026) About Andra Ap-FondenInvestment ActivityAndra Ap-Fonden has $8.70 billion in total holdings as of June 30, 2026.Andra Ap-Fonden owns shares of 393 different stocks, but just 138 companies or ETFs make up 80% of its holdings.Approximately 12.65% of the portfolio was purchased this quarter.About 20.04% of the portfolio was sold this quarter.This quarter, Andra Ap-Fonden has purchased 396 new stocks and bought additional shares in 160 stocks.Andra Ap-Fonden sold shares of 180 stocks and completely divested from 56 stocks this quarter.Largest Holdings NVIDIA $594,867,170Apple $557,691,341Microsoft $336,483,437Amazon.com $290,786,955Alphabet $269,822,212 Largest New Holdings this Quarter 891160509 - Toronto Dominion Bank $46,658,643 Holding55024U109 - Lumentum $17,503,566 Holding983793100 - XPO $16,854,309 Holding855244109 - Starbucks $12,089,690 Holding42824C109 - Hewlett Packard Enterprise $10,758,735 Holding Largest Purchases this Quarter Toronto Dominion Bank 270,579 shares (about $46.66M)KLA 140,152 shares (about $42.29M)AstraZeneca 290,412 shares (about $40.95M)Salesforce 165,072 shares (about $25.86M)Applied Materials 32,340 shares (about $23.38M) Largest Sales this Quarter NVIDIA 549,800 shares (about $110.01M)Advanced Micro Devices 130,500 shares (about $75.81M)Apple 252,340 shares (about $73.02M)Microsoft 131,000 shares (about $48.87M)Amazon.com 171,400 shares (about $40.85M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAndra Ap-Fonden Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$594,867,170$110,009,482 ▼-15.6%2,972,9986.8%TechnologyAAPLApple$557,691,341$73,017,102 ▼-11.6%1,927,3276.4%TechnologyMSFTMicrosoft$336,483,437$48,865,620 ▼-12.7%902,0523.9%TechnologyAMZNAmazon.com$290,786,955$40,851,476 ▼-12.3%1,220,0513.3%Consumer DiscretionaryGOOGLAlphabet$269,822,212$35,777,383 ▼-11.7%755,0223.1%Communication ServicesAVGOBroadcom$223,575,115$21,849,060 ▼-8.9%591,8602.6%TechnologyGOOGAlphabet$214,053,321$40,477,485 ▼-15.9%605,8172.5%Communication ServicesMUMicron Technology$196,185,437$39,015,002 ▼-16.6%169,9622.3%TechnologyMETAMeta Platforms$160,143,910$22,869,574 ▼-12.5%284,3011.8%Communication ServicesLLYEli Lilly and Company$136,150,898$16,456,180 ▼-10.8%113,5131.6%HealthcareAMDAdvanced Micro Devices$107,868,016$75,808,755 ▼-41.3%185,6881.2%TechnologyJPMJPMorgan Chase & Co.$105,428,083$19,836,198 ▼-15.8%322,0851.2%FinanceAMATApplied Materials$91,263,567$23,381,820 ▲34.4%126,2291.0%TechnologyJNJJohnson & Johnson$89,696,363$11,352,459 ▼-11.2%353,1771.0%HealthcareLAM RESEARCH CORP$82,132,935$4,679,964 ▲6.0%189,5390.9%COMAZNCFAstraZeneca$74,266,674$40,948,092 ▲122.9%526,7140.9%HealthcareWALMART INC$72,706,124$6,467,146 ▼-8.2%641,9400.8%COMINTCIntel$72,121,827$8,531,393 ▼-10.6%516,5210.8%TechnologyABBVAbbVie$67,643,600$3,774,600 ▼-5.3%268,8110.8%HealthcareVVisa$67,305,338$10,567,172 ▼-13.6%196,1740.8%FinanceCSCOCisco Systems$65,550,550$1,891,106 ▼-2.8%558,0670.8%TechnologyMAMastercard$60,547,790$11,093,760 ▼-15.5%117,8890.7%FinanceBACBank of America$51,236,929$4,797,203 ▲10.3%899,2090.6%FinanceCOSTCostco Wholesale$51,209,499$7,371,504 ▼-12.6%54,7420.6%Consumer StaplesKOCocaCola$50,272,322$4,079,754 ▼-7.5%618,5840.6%Consumer StaplesMRKMerck & Co., Inc.$50,023,122$3,186,800 ▲6.8%389,2850.6%HealthcareGEGE Aerospace$49,851,845$14,007,400 ▼-21.9%133,3900.6%IndustrialsTDToronto Dominion Bank$46,658,643$46,658,643 ▲New Holding270,5790.5%FinanceUNHUnitedHealth Group$46,207,665$4,222,801 ▲10.1%111,1750.5%HealthcareKLACKLA$46,137,493$42,285,260 ▲1,097.7%152,9200.5%TechnologySHOPIFY INC$45,158,905$15,106,406 ▲50.3%278,3120.5%CL AHDHome Depot$44,523,029$6,320,026 ▼-12.4%126,2420.5%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$44,416,269$3,150,090 ▼-6.6%380,7000.5%CL AWDCWestern Digital$44,108,087$8,098,970 ▼-15.5%69,0570.5%TechnologyRYRoyal Bank Of Canada$43,869,037$2,261,336 ▼-4.9%149,3770.5%FinancePEPPepsiCo$40,456,708$2,802,780 ▲7.4%298,7940.5%Consumer StaplesTXNTexas Instruments$40,145,856$2,384,560 ▲6.3%134,6860.5%TechnologyQCOMQualcomm$38,673,590$10,773,257 ▼-21.8%209,2840.4%TechnologyCCitigroup$38,433,016$7,011,996 ▲22.3%274,6000.4%FinanceIBMInternational Business Machines$37,901,484$3,340,775 ▲9.7%134,7800.4%TechnologyDELLDell Technologies$37,178,045$5,134,374 ▲16.0%86,1680.4%TechnologyTJXTJX Companies$36,836,468$1,075,650 ▼-2.8%243,1450.4%Consumer DiscretionaryNUNU$36,562,312$5,497,640 ▲17.7%2,736,7000.4%FinanceTMOThermo Fisher Scientific$36,327,042$7,341,415 ▲25.3%72,4570.4%HealthcareGSThe Goldman Sachs Group$35,152,187$161,819 ▲0.5%34,7570.4%FinanceCRWDCrowdStrike$34,182,567$61,051 ▲0.2%44,7920.4%TechnologyNFLXNetflix$33,490,170$1,152,396 ▼-3.3%469,0500.4%Communication ServicesISRGIntuitive Surgical$32,518,294$12,614,410 ▲63.4%81,7700.4%HealthcareAPHAmphenol$32,264,444$9,979,712 ▼-23.6%182,9880.4%TechnologyNEENextEra Energy$32,123,381$482,735 ▲1.5%365,9950.4%UtilitiesPGProcter & Gamble$31,569,246$10,704,720 ▼-25.3%215,2840.4%Consumer StaplesMSMorgan Stanley$31,548,317$4,661,592 ▼-12.9%150,9200.4%FinanceTERTeradyne$30,849,638$4,780,339 ▲18.3%63,7600.4%TechnologyMRVLMarvell Technology$30,237,920$18,290,446 ▼-37.7%101,5070.3%TechnologyBMYBristol Myers Squibb$29,355,200$10,187,216 ▲53.1%509,4620.3%HealthcareKGCKinross Gold$29,143,142$2,649,462 ▲10.0%867,8720.3%MaterialsGLWCorning$29,106,248$5,568,374 ▼-16.1%113,9500.3%TechnologyWELLWelltower$28,984,069$5,265,704 ▼-15.4%127,7000.3%Real EstatePHParker-Hannifin$28,920,074$860,746 ▲3.1%29,5670.3%IndustrialsWFCWells Fargo & Company$28,436,424$7,900,384 ▼-21.7%344,1000.3%FinanceORCLOracle$28,120,893$4,792,185 ▼-14.6%191,8860.3%TechnologySTXSeagate Technology$27,914,555$3,628,400 ▼-11.5%28,9270.3%TechnologyAEMAgnico Eagle Mines$27,338,082$330,540 ▼-1.2%124,0610.3%MaterialsBNSBank of Nova Scotia$27,151,450$702,639 ▲2.7%220,2600.3%FinanceARISTA NETWORKS INC$26,756,100$15,713,900 ▼-37.0%157,5000.3%COMGILDGilead Sciences$26,683,134$1,440,276 ▼-5.1%211,2010.3%HealthcareCBChubb$26,510,594$5,370,062 ▲25.4%77,8030.3%FinanceCRMSalesforce$26,392,824$25,860,180 ▲4,855.1%168,4720.3%TechnologyNTRANatera$26,259,259$3,800,300 ▲16.9%96,7370.3%HealthcareSCHWCharles Schwab$25,630,022$1,946,897 ▲8.2%277,7720.3%FinanceEXPEExpedia Group$25,094,919$7,983,456 ▲46.7%98,0730.3%Consumer DiscretionaryADIAnalog Devices$24,730,187$12,073,968 ▼-32.8%62,2660.3%TechnologyDISWalt Disney$24,478,300$5,159,000 ▼-17.4%254,3200.3%Communication ServicesABNBAirbnb$23,673,033$9,215,640 ▲63.7%165,4300.3%Consumer DiscretionaryPLDPrologis$23,670,402$2,397,819 ▲11.3%174,7280.3%Real EstateLOWLowe's Companies$23,220,463$2,954,566 ▲14.6%105,3130.3%Consumer DiscretionaryFSLRFirst Solar$23,090,102$4,626,468 ▲25.1%97,8560.3%TechnologyVZVerizon Communications$22,907,718$6,558,466 ▲40.1%541,0420.3%Communication ServicesCMCanadian Imperial Bank of Commerce$22,463,686$9,031,596 ▼-28.7%137,5440.3%FinanceAXPAmerican Express$22,459,800$7,752,690 ▼-25.7%66,4000.3%FinanceMCDMcDonald's$22,168,393$1,394,800 ▼-5.9%82,0110.3%Consumer DiscretionaryHCAHCA Healthcare$21,959,774$3,820,922 ▲21.1%56,3230.3%HealthcareFIXComfort Systems USA$21,767,757$6,005,309 ▼-21.6%10,9830.3%IndustrialsBEBloom Energy$21,758,681$5,993,460 ▼-21.6%71,8820.3%IndustrialsFDXFedEx$21,705,545$7,746,836 ▲55.5%69,3180.2%IndustrialsUSBU.S. Bancorp$21,617,160$2,869,000 ▲15.3%357,9000.2%FinanceVRTVertiv$21,265,423$6,013,367 ▼-22.0%63,5130.2%IndustrialsUBERUber Technologies$21,150,096$2,590,544 ▼-10.9%293,1000.2%IndustrialsPANWPalo Alto Networks$20,952,269$10,435,212 ▼-33.2%61,4400.2%TechnologyJCIJohnson Controls International$20,948,667$540,607 ▼-2.5%143,3760.2%IndustrialsAPPLOVIN CORP$20,766,860$12,551,003 ▼-37.7%40,3060.2%COMLINDE PLC$20,760,195$10,441,073 ▼-33.5%40,0050.2%SHSSSNCSS&C Technologies$20,538,550$7,452,205 ▲56.9%331,0000.2%IndustrialsNXPINXP Semiconductors$20,470,506$1,348,944 ▲7.1%72,8410.2%TechnologyCMECME Group$20,314,152$9,707,687 ▲91.5%91,9900.2%FinanceVERALTO CORP$20,050,548$665,100 ▲3.4%226,1000.2%COMECLEcolab$19,961,013$7,578,192 ▼-27.5%71,6450.2%MaterialsDGDollar General$19,814,230$10,981,494 ▲124.3%172,1330.2%Consumer StaplesGE VERNOVA INC$19,747,047$3,101,630 ▼-13.6%16,8080.2%COMUNPUnion Pacific$19,739,856$1,060,800 ▼-5.1%72,5730.2%IndustrialsShowing largest 100 holdings. 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