2026 Q2 Portfolio Activity
In 2026 Q2, Livforsakringsbolaget Skandia, Omsesidigt maintained a portfolio of 471 distinct positions. The most significant new addition was Par pacific holdings inc, now representing 0.15% of the total fund value. They heavily accumulated shares in F&g annuities & life inc, increasing the position by 1072.9%. Conversely, Livforsakringsbolaget Skandia, Omsesidigt completely exited their position in Jpmorgan chase & co.
Position History
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Total Positions
471
Quarter
2026 Q2
Top Holding
NVDA (8.6%)
Top 10 Concentration
43.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 471
Livforsakringsbolaget Skandia, Omsesidigt Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
Nvidia corp
|
Technology | 8.65% | 9.05% |
#1
Prev: #1
|
6.0 |
—
|
9,900 | 0.7% |
P
S
|
1,347,275 | $269,131,654 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
AAPL
Apple inc
|
Technology | 7.08% | 7.42% |
#2
Prev: #2
|
4.8 |
—
|
8,580 | 1.1% |
P
S
|
762,280 | $220,367,525 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
GOOGL
Alphabet inc-cl...
|
Communication Services | 5.81% | 5.57% |
#3
Prev: #3
|
3.8 |
—
|
7,180 | 1.4% |
P
S
|
506,248 | $180,760,911 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
MSFT
Microsoft corp
|
Technology | 4.24% | 5.13% |
#4
Prev: #4
|
2.7 |
—
|
-3,080 | -0.9% |
P
S
|
353,838 | $131,900,192 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
MU
Micron technolo...
|
Technology | 3.71% | 1.29% |
#5
9
Prev: #14
|
2.5 |
—
|
1,920 | 2.0% |
P
S
|
100,262 | $115,377,499 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
AMZN
Amazon.com inc
|
Consumer Cyclical | 3.63% | 3.71% |
#6
1
Prev: #5
|
2.0 |
—
|
15,000 | 3.3% |
P
S
|
474,381 | $112,988,067 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
AVGO
Broadcom inc
|
Technology | 3.48% | 3.48% |
#7
1
Prev: #6
|
1.9 |
—
|
-1,880 | -0.6% |
P
S
|
287,638 | $108,451,032 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
KLAC
Kla corp
|
Technology | 2.49% | 1.69% |
#8
2
Prev: #10
|
4.0 |
—
|
227,983 | 768.0% |
P
S
|
257,670 | $77,607,627 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
FG
F&g annuities &...
|
Financial Services | 2.29% | 0.21% |
#9
85
Prev: #94
|
3.9 |
—
|
199,340 | 1072.9% |
P
S
|
217,919 | $71,293,477 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
DELL
Dell technologi...
|
Technology | 1.91% | 0.01% |
#10
243
Prev: #253
|
3.8 |
—
|
135,800 | 5845.9% |
P
S
|
138,123 | $59,562,781 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
JNJ
Johnson & johns...
|
Healthcare | 1.81% | 2.01% |
#11
2
Prev: #9
|
1.2 |
—
|
10,400 | 4.9% |
P
S
|
222,206 | $56,431,436 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
META
Meta platforms ...
|
Communication Services | 1.76% | 2.13% |
#12
4
Prev: #8
|
1.2 |
—
|
1,380 | 1.4% |
P
S
|
97,486 | $54,872,920 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
AMAT
Applied materia...
|
Technology | 1.76% | 1.01% |
#13
6
Prev: #19
|
1.2 |
—
|
-640 | -0.8% |
P
S
|
75,567 | $54,634,941 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
LLY
Eli lilly & co
|
Healthcare | 1.69% | 1.46% |
#14
3
Prev: #11
|
2.7 |
—
|
2,890 | 7.0% |
P
S
|
43,930 | $52,685,249 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
LRCX
Lam research co...
|
Technology | 1.63% | 0.97% |
#15
6
Prev: #21
|
1.2 |
—
|
-600 | -0.5% |
P
S
|
116,898 | $50,673,062 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
CSCO
Cisco systems i...
|
Technology | 1.53% | 1.23% |
#16
1
Prev: #15
|
1.1 |
—
|
-2,900 | -0.7% |
P
S
|
404,477 | $47,469,421 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
GS
Goldman sachs g...
|
Financial Services | 1.42% | 1.44% |
#17
5
Prev: #12
|
1.1 |
—
|
-200 | -0.5% |
P
S
|
43,656 | $44,137,526 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
ABBV
Abbvie inc
|
Healthcare | 1.35% | 1.31% |
#18
5
Prev: #13
|
2.5 |
—
|
11,800 | 7.6% |
P
S
|
167,270 | $42,018,224 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
CMI
Cummins inc
|
Industrials | 1.18% | 1.07% |
#19
2
Prev: #17
|
1.0 |
—
|
120 | 0.2% |
P
S
|
51,560 | $36,749,906 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
V
Visa inc-class ...
|
Financial Services | 1.05% | 1.13% |
#20
4
Prev: #16
|
0.9 |
—
|
-1,000 | -1.0% |
P
S
|
95,757 | $32,805,390 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
AMD
Advanced micro ...
|
Technology | 0.99% | 0.09% |
#21
108
Prev: #129
|
3.4 |
—
|
41,950 | 384.2% |
P
S
|
52,869 | $30,672,479 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
IBKR
Expand energy c...
|
Financial Services | 0.97% | 0.81% |
#22
4
Prev: #26
|
0.9 |
—
|
-160 | -0.2% |
P
S
|
82,900 | $30,100,919 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
URI
United rentals ...
|
Industrials | 0.91% | 0.75% |
#23
7
Prev: #30
|
0.9 |
—
|
-1,380 | -5.2% |
P
S
|
25,067 | $28,390,634 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
CAH
Cardinal health...
|
Healthcare | 0.89% | 0.96% |
#24
2
Prev: #22
|
1.4 |
—
|
no change | no change |
P
S
|
116,599 | $27,693,428 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
EXEL
Walmart inc
|
Healthcare | 0.85% | 0.60% |
#25
16
Prev: #41
|
2.8 |
—
|
52,600 | 21.8% |
P
S
|
293,703 | $26,502,106 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
OKLO
Amgen inc
|
Utilities | 0.83% | 0.05% |
#26
120
Prev: #146
|
3.3 |
—
|
67,330 | 1513.7% |
P
S
|
71,778 | $25,982,919 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
NTAP
Netapp inc
|
Technology | 0.83% | 0.53% |
#27
21
Prev: #48
|
2.8 |
—
|
34,050 | 25.7% |
P
S
|
166,791 | $25,797,564 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
DAL
Paccar inc
|
Industrials | 0.80% | 0.70% |
#28
6
Prev: #34
|
0.8 |
—
|
-1,500 | -0.6% |
P
S
|
267,258 | $25,018,126 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
MA
Mastercard inc ...
|
Financial Services | 0.76% | 0.91% |
#29
5
Prev: #24
|
0.8 |
—
|
-680 | -1.4% |
P
S
|
46,310 | $23,777,407 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
EBAY
Ebay inc
|
Consumer Cyclical | 0.75% | 0.74% |
#30
1
Prev: #31
|
0.8 |
—
|
-900 | -0.4% |
P
S
|
209,426 | $23,403,356 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
SNDK
Newmont corp
|
Technology | 0.72% | 0.10% |
#31
94
Prev: #125
|
3.3 |
—
|
214,600 | 1219.0% |
P
S
|
232,205 | $22,302,499 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
ETR
Archer-daniels-...
|
Utilities | 0.69% | 0.17% |
#32
73
Prev: #105
|
3.3 |
—
|
32,620 | 266.2% |
P
S
|
44,876 | $21,363,524 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
GM
General motors ...
|
Consumer Cyclical | 0.66% | 0.78% |
#33
5
Prev: #28
|
0.8 |
—
|
-1,100 | -0.4% |
P
S
|
268,019 | $20,653,544 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
HIG
Hartford insura...
|
Financial Services | 0.64% | 0.79% |
#34
7
Prev: #27
|
1.3 |
—
|
no change | no change |
P
S
|
150,565 | $20,029,662 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
UTHR
United therapeu...
|
Healthcare | 0.63% | 0.71% |
#35
2
Prev: #33
|
2.3 |
—
|
5,500 | 17.8% |
P
S
|
36,400 | $19,702,228 | 2013 Q3 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
TSLA
Tesla inc
|
Consumer Cyclical | 0.63% | 0.87% |
#36
11
Prev: #25
|
0.3 |
—
|
-14,170 | -23.4% |
P
S
|
46,356 | $19,483,427 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
WYNN
Mckesson corp
|
Consumer Cyclical | 0.62% | 1.00% |
#37
17
Prev: #20
|
0.7 |
—
|
-4,250 | -14.0% |
P
S
|
26,082 | $19,244,890 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
COOP
Sherwin-william...
|
Unknown | 0.62% | 0.67% |
#38
2
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
94,913 | $19,173,274 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
INTC
Intel corp
|
Technology | 0.61% | 0.05% |
#39
104
Prev: #143
|
3.2 |
—
|
105,200 | 334.1% |
P
S
|
136,692 | $19,067,167 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
URBN
Frontdoor inc
|
Consumer Cyclical | 0.61% | 0.57% |
#40
5
Prev: #45
|
0.7 |
—
|
1,200 | 0.6% |
P
S
|
205,300 | $18,927,309 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
NTRA
Emcor group inc
|
Healthcare | 0.59% | 0.64% |
#41
3
Prev: #38
|
0.7 |
—
|
360 | 0.8% |
P
S
|
45,547 | $18,493,010 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
BKNG
Booking holding...
|
Consumer Cyclical | 0.59% | 0.67% |
#42
7
Prev: #35
|
3.2 |
—
|
98,426 | 2380.9% |
P
S
|
102,560 | $18,278,244 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
EXPE
Expedia group i...
|
Consumer Cyclical | 0.58% | 0.60% |
#43
1
Prev: #42
|
2.2 |
—
|
3,700 | 5.5% |
P
S
|
70,837 | $18,125,772 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
BAC
Bank of america...
|
Financial Services | 0.58% | 0.61% |
#44
4
Prev: #40
|
0.7 |
—
|
-4,200 | -1.3% |
P
S
|
317,551 | $18,084,529 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
MS
Morgan stanley
|
Financial Services | 0.57% | 0.55% |
#45
2
Prev: #47
|
0.7 |
—
|
-1,000 | -1.2% |
P
S
|
85,138 | $17,791,288 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
COR
Cencora inc
|
Healthcare | 0.56% | 0.76% |
#46
17
Prev: #29
|
1.2 |
—
|
no change | no change |
P
S
|
62,075 | $17,565,984 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
QCOM
Qualcomm inc
|
Technology | 0.54% | 0.46% |
#47
5
Prev: #52
|
0.7 |
—
|
-800 | -0.9% |
P
S
|
90,791 | $16,775,453 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
SYF
Synchrony finan...
|
Financial Services | 0.52% | 0.57% |
#48
2
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
214,112 | $16,281,076 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
FFIV
F5 inc
|
Technology | 0.51% | 0.43% |
#49
8
Prev: #57
|
1.2 |
—
|
no change | no change |
P
S
|
38,287 | $15,925,861 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 | |||
|
CAT
Caterpillar inc
|
Industrials | 0.51% | 0.43% |
#50
6
Prev: #56
|
0.7 |
—
|
-970 | -6.2% |
P
S
|
14,782 | $15,734,848 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-18 |
Showing 1-50 of 471 holdings