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Portfolio (Quarterly) Guide ↗

Alecta Tjanstepension Omsesidigt

· CIK 0001484429
13F Portfolio $23.8B AUM 91 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 24 Added 24 Reduced 1 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PH PARKER-HANNIFIN CORP Industrials 117,200.0 $114.6M 0.48% +47K +67.3% $977.93 +2.4%
22 EL LAUDER (ESTEE) CO. Consumer Defensive 1,325,500.0 $104.6M 0.44% +137K +11.5% $78.95 +29.1%
23 BKNG BOOKING HOLDINGS INC Consumer Cyclical 514,000.0 $91.6M 0.39% +488K +1900.0% $178.22 +17.6%
24 PODD INSULET CORP Healthcare 469,400.0 $71.5M 0.30% +75K +19.1% $152.24 -2.7%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.5%
Communication Services 13.8%
Financial Services 12.0%
Healthcare 11.6%
Consumer Cyclical 8.0%
Industrials 5.6%
Consumer Defensive 3.8%
Basic Materials 1.8%