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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 NKE NIKE INC Consumer Cyclical 882,300.0 $36.2M 0.15% -1.2M -58.0% $41.03 -0.7%
22 ADP AUTOMATIC DATA PROCESSING INC Industrials 140,000.0 $31.3M 0.13% -93K -40.0% $223.86 +25.4%
23 GGG GRACO INC Industrials 350,865.0 $26.5M 0.11% -1.2M -77.1% $75.59 +6.7%
24 VRSK VERISK ANALYTICS INC Industrials 1,930.0 $346K 0.00% -177K -98.9% $179.40 +4.5%
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%