Livforsakringsbolaget Skandia, Omsesidigt Top Holdings and 13F Report (2025)

About Livforsakringsbolaget Skandia, Omsesidigt

Investment Activity

Livforsakringsbolaget Skandia, Omsesidigt has $2.28 billion in total holdings as of June 30, 2025.
Livforsakringsbolaget Skandia, Omsesidigt owns shares of 542 different stocks, but just 82 companies or ETFs make up 80% of its holdings.
Approximately 46.21% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Livforsakringsbolaget Skandia, Omsesidigt has purchased 583 new stocks and bought additional shares in 106 stocks.
Livforsakringsbolaget Skandia, Omsesidigt sold shares of 83 stocks and completely divested from 51 stocks this quarter.

Largest Holdings

NetApp: $158,969,723
Mastercard: $138,109,551
Apple: $135,770,782
Alphabet: $96,107,241
Exelixis: $82,034,604

Largest New Holdings this Quarter

30161Q104 - Exelixis: $82,034,604 Holding
917047102 - Urban Outfitters: $5,566,900 Holding
109641100 - Brinker International: $5,062,305 Holding
68404L201 - Option Care Health: $2,879,172 Holding
29364G103 - Entergy: $265,920 Holding

Largest Purchases this Quarter

NetApp: 931,850 shares (about $147.02M)
Mastercard: 250,160 shares (about $124.73M)
Exelixis: 111,158 shares (about $82.03M)
Wynn Resorts: 328,072 shares (about $71.97M)
Berkshire Hathaway: 201,540 shares (about $57.32M)

Largest Sales this Quarter

Bancorp: 26,985 shares (about $155.94M)
Microsoft: 222,480 shares (about $126.53M)
NVIDIA: 724,800 shares (about $77.86M)
JPMorgan Chase & Co.: 121,020 shares (about $75.53M)
Meta Platforms: 91,558 shares (about $67.57M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NTAP NetApp	$158,969,723	$147,019,908 ▲	1,230.3%	1,007,591	7.0%	Computer and Technology
MA Mastercard	$138,109,551	$124,727,384 ▲	932.0%	277,000	6.0%	Business Services
AAPL Apple	$135,770,782	$19,848,840 ▲	17.1%	662,135	5.9%	Computer and Technology
GOOGL Alphabet	$96,107,241	$15,575,196 ▲	19.3%	545,475	4.2%	Computer and Technology
EXEL Exelixis	$82,034,604	$82,034,604 ▲	New Holding	111,158	3.6%	Medical
WYNN Wynn Resorts	$72,015,888	$71,965,874 ▲	143,891.2%	328,300	3.2%	Consumer Discretionary
BRK.B Berkshire Hathaway	$68,055,234	$57,317,993 ▲	533.8%	239,294	3.0%	Finance
IBP Installed Building Products	$51,519,328	$48,940,464 ▲	1,897.8%	177,800	2.3%	Construction
NVDA NVIDIA	$30,723,227	$77,861,094 ▼	-71.7%	285,999	1.3%	Computer and Technology
MSFT Microsoft	$30,092,834	$126,531,859 ▼	-80.8%	52,912	1.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$28,794,864	$75,525,671 ▼	-72.4%	46,140	1.3%	Finance
OSIS OSI Systems	$27,328,427	$25,230,443 ▲	1,202.6%	125,050	1.2%	Computer and Technology
DAL Delta Air Lines	$26,189,059	$14,417,424 ▼	-35.5%	37,020	1.1%	Transportation
VMI Valmont Industries	$25,178,735	$24,753,059 ▲	5,815.0%	70,980	1.1%	Industrials
ABBV AbbVie	$24,044,304	$3,804,185 ▲	18.8%	129,570	1.1%	Medical
CAH Cardinal Health	$23,326,314	$17,300,343 ▲	287.1%	332,899	1.0%	Medical
TPR Tapestry	$19,674,081	$12,687,321 ▲	181.6%	61,950	0.9%	Retail/Wholesale
ISRG Intuitive Surgical	$19,300,178	$17,917,211 ▲	1,295.6%	119,223	0.8%	Medical
MTG MGIC Investment	$18,613,587	$30,392,669 ▼	-62.0%	25,410	0.8%	Finance
AX AXOS FINANCIAL	$18,416,674	$2,600,458 ▲	16.4%	37,960	0.8%	Finance
SE SEA	$18,345,118	$1,631,388 ▲	9.8%	114,700	0.8%	Computer and Technology
TEX Terex	$18,232,280	$6,855,940 ▼	-27.3%	24,200	0.8%	Industrials
COST Costco Wholesale	$17,877,159	$12,563,574 ▲	236.4%	48,081	0.8%	Retail/Wholesale
Lam research corp	$17,860,977	$26,425,462 ▼	-59.7%	31,720	0.8%	COM
NMIH NMI	$17,853,055	$44,646,021 ▼	-71.4%	13,340	0.8%	Finance
CI Cigna Group	$17,797,897	$15,219,977 ▲	590.4%	103,677	0.8%	Medical
PG Procter & Gamble	$17,571,731	$5,053,704 ▲	40.4%	110,360	0.8%	Consumer Staples
HCA HCA Healthcare	$17,199,360	$14,958,345 ▲	667.5%	131,999	0.8%	Medical
APO Apollo Global Management	$17,176,267	$2,439,992 ▲	16.6%	121,079	0.8%	Finance
TBBK Bancorp	$16,267,097	$155,938,761 ▼	-90.6%	2,815	0.7%	Finance
INTU Intuit	$16,234,255	$13,545,203 ▲	503.7%	69,035	0.7%	Computer and Technology
AMGN Amgen	$15,689,319	$2,567,536 ▲	19.6%	56,218	0.7%	Medical
AMZN Amazon.com	$15,607,464	$59,314,944 ▼	-79.2%	71,150	0.7%	Retail/Wholesale
XYL Xylem	$15,256,766	$14,600,335 ▲	2,224.2%	50,900	0.7%	Business Services
GE GE Aerospace	$14,202,927	$9,170,801 ▲	182.2%	75,732	0.6%	Aerospace
LEN Lennar	$14,177,264	$16,140 ▼	-0.1%	26,352	0.6%	Construction
KBH KB Home	$14,106,624	$11,798,528 ▲	511.2%	196,800	0.6%	Construction
ALV Autoliv	$14,103,966	$25,609,833 ▼	-64.5%	3,800	0.6%	Auto/Tires/Trucks
FCFS FirstCash	$14,052,909	$13,083,936 ▲	1,350.3%	250,900	0.6%	Business Services
DOV Dover	$13,722,287	$11,748,431 ▲	595.2%	183,436	0.6%	Industrials
CORT Corcept Therapeutics	$13,275,869	$11,297,349 ▲	571.0%	13,420	0.6%	Medical
ELV Elevance Health	$13,044,162	$2,139,280 ▲	19.6%	33,536	0.6%	Medical
RGA Reinsurance Group of America	$12,720,104	$7,288,128 ▲	134.2%	46,600	0.6%	Finance
HD Home Depot	$12,681,046	$1,721,466 ▼	-12.0%	20,184	0.6%	Retail/Wholesale
AMAT Applied Materials	$12,648,654	$2,013,330 ▲	18.9%	69,107	0.6%	Computer and Technology
CORT Corcept Therapeutics	$12,208,310	$8,295,390 ▲	212.0%	6,240	0.5%	Medical
CAT Caterpillar	$12,201,861	$10,278,788 ▲	534.5%	143,092	0.5%	Industrials
PPC Pilgrim's Pride	$12,023,209	$10,302,877 ▲	598.9%	75,480	0.5%	Consumer Staples
AZO AutoZone	$11,977,553	$11,816,970 ▲	7,358.8%	243,231	0.5%	Retail/Wholesale
META Meta Platforms	$11,846,376	$67,569,804 ▼	-85.1%	16,052	0.5%	Computer and Technology
FOXA FOX	$11,687,088	$599,022 ▲	5.4%	237,050	0.5%	Consumer Discretionary
LRN Stride	$11,671,077	$10,129,614 ▲	657.1%	174,900	0.5%	Consumer Discretionary
CMCSA Comcast	$11,443,453	$29,756,930 ▼	-72.2%	61,388	0.5%	Consumer Discretionary
MCD McDonald's	$11,296,906	$8,686,429 ▲	332.8%	74,520	0.5%	Retail/Wholesale
SLM SLM	$11,164,182	$14,522,766 ▼	-56.5%	35,900	0.5%	Finance
MS Morgan Stanley	$10,777,756	$5,208,524 ▲	93.5%	98,393	0.5%	Finance
DBX Dropbox	$10,592,778	$14,392,448 ▼	-57.6%	66,350	0.5%	Computer and Technology
FFIV F5	$10,421,958	$6,183,207 ▲	145.9%	60,207	0.5%	Computer and Technology
AVGO Broadcom	$10,371,186	$35,296,175 ▼	-77.3%	50,363	0.5%	Computer and Technology
EQH Equitable	$10,099,336	$10,438,674 ▼	-50.8%	62,500	0.4%	Finance
LAUR Laureate Education	$9,951,005	$242,965 ▼	-2.4%	94,200	0.4%	Consumer Discretionary
KEYS Keysight Technologies	$9,683,401	$7,349,071 ▲	314.8%	98,098	0.4%	Computer and Technology
AMP Ameriprise Financial	$9,671,257	$1,653,571 ▲	20.6%	18,131	0.4%	Finance
TSLA Tesla	$9,459,358	$17,802,245 ▼	-65.3%	29,942	0.4%	Auto/Tires/Trucks
PCTY Paylocity	$9,313,830	$8,869,290 ▲	1,995.2%	259,800	0.4%	Computer and Technology
LLY Eli Lilly and Company	$9,230,429	$844,351 ▼	-8.4%	21,536	0.4%	Medical
EXPE Expedia Group	$9,226,941	$5,074,280 ▼	-35.5%	31,767	0.4%	Retail/Wholesale
CSCO Cisco Systems	$8,975,859	$2,310,867 ▼	-20.5%	222,176	0.4%	Computer and Technology
EA Electronic Arts	$8,708,325	$6,124,042 ▲	237.0%	151,513	0.4%	Consumer Discretionary
VCTR Victory Capital	$8,181,675	$4,027,300 ▲	96.9%	83,700	0.4%	Finance
DECK Deckers Outdoor	$8,098,796	$3,073,073 ▲	61.1%	41,534	0.4%	Retail/Wholesale
ADBE Adobe	$8,032,741		0.0%	20,772	0.4%	Computer and Technology
GFF Griffon	$7,807,284	$10,987,221 ▼	-58.5%	20,400	0.3%	Multi-Sector Conglomerates
CBT Cabot	$7,722,195	$2,134,275 ▲	38.2%	19,900	0.3%	Basic Materials
UNH UnitedHealth Group	$7,659,407	$3,940,540 ▲	106.0%	82,512	0.3%	Medical
OPRA Opera	$7,474,212	$1,835,892 ▼	-19.7%	54,350	0.3%	Computer and Technology
V Visa	$7,337,610	$2,773,367 ▼	-27.4%	47,835	0.3%	Business Services
FTNT Fortinet	$7,085,645	$5,776,341 ▲	441.2%	30,912	0.3%	Computer and Technology
HALO Halozyme Therapeutics	$6,998,203	$14,007,404 ▼	-66.7%	19,090	0.3%	Medical
NXT Nextracker	$6,952,345	$4,531,046 ▲	187.1%	96,000	0.3%	Energy
NFLX Netflix	$6,911,282	$1,159,533 ▲	20.2%	14,901	0.3%	Consumer Discretionary
JNJ Johnson & Johnson	$6,769,749	$14,733,421 ▼	-68.5%	42,617	0.3%	Medical
SYK Stryker	$6,760,099	$5,463,276 ▲	421.3%	67,115	0.3%	Medical
ABT Abbott Laboratories	$6,720,330	$856,422 ▲	14.6%	49,436	0.3%	Medical
OPRA Opera	$6,611,787	$1,146,366 ▲	21.0%	81,900	0.3%	Computer and Technology
GOOG Alphabet	$6,580,894		0.0%	37,111	0.3%	Computer and Technology
GL Globe Life	$6,473,095	$11,190,246 ▼	-63.4%	6,230	0.3%	Finance
TOL Toll Brothers	$6,304,020	$1,739,040 ▲	38.1%	34,800	0.3%	Construction
CROX Crocs	$6,221,616	$2,059,344 ▲	49.5%	28,550	0.3%	Consumer Discretionary
GS The Goldman Sachs Group	$6,209,997	$3,087,560 ▲	98.9%	65,345	0.3%	Finance
QCOM QUALCOMM	$6,179,166	$9,998,334 ▼	-61.8%	32,891	0.3%	Computer and Technology
OC Owens Corning	$6,036,611	$63,446 ▼	-1.0%	45,670	0.3%	Construction
DELL Dell Technologies	$6,008,006	$5,592,297 ▲	1,345.2%	33,573	0.3%	Computer and Technology
BAC Bank of America	$5,712,664	$25,684,068 ▼	-81.8%	68,917	0.3%	Finance
DAL Delta Air Lines	$5,635,976	$3,995,484 ▲	243.6%	197,200	0.2%	Transportation
URBN Urban Outfitters	$5,566,900	$5,566,900 ▲	New Holding	124,400	0.2%	Retail/Wholesale
AMG Affiliated Managers Group	$5,550,278	$3,281,049 ▲	144.6%	28,250	0.2%	Finance
CSL Carlisle Companies	$5,379,506	$5,041,412 ▲	1,491.1%	73,510	0.2%	Multi-Sector Conglomerates
GPI Group 1 Automotive	$5,305,020	$4,922,747 ▲	1,287.8%	102,000	0.2%	Retail/Wholesale
GL Globe Life	$5,302,584	$4,905,124 ▲	1,234.1%	226,800	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Livforsakringsbolaget Skandia, Omsesidigt Top Holdings and 13F Report (2025)

About Livforsakringsbolaget Skandia, Omsesidigt

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Livforsakringsbolaget Skandia, Omsesidigt Top Holdings and 13F Report (2025)

About Livforsakringsbolaget Skandia, Omsesidigt

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLivforsakringsbolaget Skandia, Omsesidigt

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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