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

About Livforsakringsbolaget Skandia, Omsesidigt

Investment Activity

Livforsakringsbolaget Skandia, Omsesidigt has $2.30 billion in total holdings as of June 30, 2025.
Livforsakringsbolaget Skandia, Omsesidigt owns shares of 542 different stocks, but just 77 companies or ETFs make up 80% of its holdings.
Approximately 23.61% of the portfolio was purchased this quarter.
About 14.53% of the portfolio was sold this quarter.
This quarter, Livforsakringsbolaget Skandia, Omsesidigt has purchased 583 new stocks and bought additional shares in 154 stocks.
Livforsakringsbolaget Skandia, Omsesidigt sold shares of 31 stocks and completely divested from 49 stocks this quarter.

Largest Holdings

NVIDIA: $187,531,833
Microsoft: $160,618,726
Apple: $135,770,782
Alphabet: $96,107,241
Corcept Therapeutics: $82,034,604

Largest New Holdings this Quarter

917047102 - Urban Outfitters: $5,472,995 Holding
30161Q104 - Exelixis: $3,441,867 Holding
109641100 - Brinker International: $3,327,089 Holding
68404L201 - Option Care Health: $3,182,060 Holding
29364G103 - Entergy: $265,920 Holding

Largest Purchases this Quarter

Corcept Therapeutics: 109,158 shares (about $80.56M)
Wynn Resorts: 328,072 shares (about $71.97M)
NVIDIA: 177,100 shares (about $27.96M)
Microsoft: 47,700 shares (about $23.71M)
Apple: 96,800 shares (about $19.85M)

Largest Sales this Quarter

Meta Platforms: 91,558 shares (about $67.57M)
Amazon.com: 270,400 shares (about $59.31M)
Opera: 43,500 shares (about $32.77M)
Laureate Education: 84,800 shares (about $23.21M)
United Rentals: 19,900 shares (about $14.99M)

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
NVDA NVIDIA	$187,531,833	$27,958,511 ▲	17.5%	1,187,899	8.2%	Computer and Technology
MSFT Microsoft	$160,618,726	$23,713,101 ▲	17.3%	323,092	7.0%	Computer and Technology
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
CORT Corcept Therapeutics	$82,034,604	$80,558,604 ▲	5,457.9%	111,158	3.6%	Medical
AVGO Broadcom	$72,265,231	$11,136,260 ▲	18.2%	262,163	3.1%	Computer and Technology
WYNN Wynn Resorts	$72,015,888	$71,965,874 ▲	143,891.2%	328,300	3.1%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$57,505,770	$9,069,488 ▲	18.7%	198,460	2.5%	Finance
ORCL Oracle	$30,024,774	$4,807,880 ▲	19.1%	137,388	1.3%	Computer and Technology
V Visa	$29,802,641	$6,420,613 ▲	27.5%	84,015	1.3%	Business Services
GS The Goldman Sachs Group	$27,841,615	$4,598,295 ▲	19.8%	39,356	1.2%	Finance
TSLA Tesla	$26,451,873	$952,740 ▼	-3.5%	83,292	1.2%	Auto/Tires/Trucks
CSCO Cisco Systems	$25,074,997	$5,705,859 ▲	29.5%	361,676	1.1%	Computer and Technology
ABBV AbbVie	$24,044,304	$3,804,185 ▲	18.8%	129,570	1.0%	Medical
KLAC KLA	$23,706,257	$4,028,175 ▲	20.5%	26,483	1.0%	Computer and Technology
BRK.B Berkshire Hathaway	$23,265,363	$4,948,632 ▲	27.0%	47,954	1.0%	Finance
NFLX Netflix	$22,136,985	$5,540,603 ▲	33.4%	16,541	1.0%	Consumer Discretionary
LLY Eli Lilly and Company	$21,583,251	$3,271,842 ▲	17.9%	27,706	0.9%	Medical
JNJ Johnson & Johnson	$20,661,065		0.0%	135,367	0.9%	Medical
MCK McKesson	$19,362,233	$3,296,385 ▲	20.5%	26,432	0.8%	Medical
SE SEA	$18,345,118	$1,631,388 ▲	9.8%	114,700	0.8%	Computer and Technology
OPRA Opera	$18,232,280	$32,772,900 ▼	-64.3%	24,200	0.8%	Computer and Technology
BKNG Booking	$17,705,998	$3,871,742 ▲	28.0%	3,064	0.8%	Retail/Wholesale
MA Mastercard	$17,545,947	$2,471,260 ▲	16.4%	31,240	0.8%	Business Services
CAH Cardinal Health	$17,432,004	$2,989,332 ▲	20.7%	103,799	0.8%	Medical
APO Apollo Global Management	$17,176,267	$2,439,992 ▲	16.6%	121,079	0.7%	Finance
HIG The Hartford Insurance Group	$16,990,255	$2,925,736 ▲	20.8%	133,565	0.7%	Finance
COST Costco Wholesale	$16,462,275	$2,324,761 ▲	16.4%	16,641	0.7%	Retail/Wholesale
QCOM QUALCOMM	$16,336,697	$2,626,965 ▲	19.2%	102,611	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
CMI Cummins	$14,913,439	$2,128,620 ▲	16.6%	45,540	0.6%	Auto/Tires/Trucks
PG Procter & Gamble	$14,641,937	$2,118,557 ▲	16.9%	91,920	0.6%	Consumer Staples
JBL Jabil	$14,592,422	$2,267,220 ▲	18.4%	66,950	0.6%	Computer and Technology
AZO AutoZone	$14,590,182	$2,486,752 ▲	20.5%	3,931	0.6%	Retail/Wholesale
KR Kroger	$14,435,348	$2,659,328 ▲	22.6%	201,386	0.6%	Retail/Wholesale
FOXA FOX	$14,271,348	$1,674,699 ▲	13.3%	254,800	0.6%	Consumer Discretionary
EBAY eBay	$13,927,788	$4,659,318 ▲	50.3%	187,126	0.6%	Retail/Wholesale
BAC Bank of America	$13,876,912	$4,027,404 ▼	-22.5%	293,567	0.6%	Finance
ELV Elevance Health	$13,044,162	$2,139,280 ▲	19.6%	33,536	0.6%	Medical
CRM Salesforce	$12,720,104	$5,617,318 ▲	79.1%	46,600	0.6%	Computer and Technology
AMAT Applied Materials	$12,648,654	$2,013,330 ▲	18.9%	69,107	0.6%	Computer and Technology
GDDY GoDaddy	$12,471,228	$2,159,520 ▲	20.9%	69,300	0.5%	Computer and Technology
FCNCA First Citizens BancShares	$12,225,918	$2,152,106 ▲	21.4%	6,249	0.5%	Finance
SYF Synchrony Financial	$11,918,779	$2,055,284 ▲	20.8%	178,612	0.5%	Finance
META Meta Platforms	$11,846,376	$67,569,804 ▼	-85.1%	16,052	0.5%	Computer and Technology
INTU Intuit	$11,524,331	$2,519,840 ▲	28.0%	14,635	0.5%	Computer and Technology
DAL Delta Air Lines	$11,468,649	$8,645,143 ▲	306.2%	233,150	0.5%	Transportation
WMT Walmart	$11,314,856	$1,436,925 ▲	14.5%	115,753	0.5%	Retail/Wholesale
CTSH Cognizant Technology Solutions	$11,170,252	$4,891,227 ▲	77.9%	143,190	0.5%	Computer and Technology
COOP Mr. Cooper Group	$11,164,182	$6,281,796 ▲	128.7%	35,900	0.5%	Finance
FI Fiserv	$11,096,273	$2,533,986 ▲	29.6%	64,371	0.5%	Business Services
MS Morgan Stanley	$10,973,595	$3,815,409 ▲	53.3%	77,943	0.5%	Finance
EA Electronic Arts	$10,914,153	$3,735,810 ▲	52.0%	68,363	0.5%	Consumer Discretionary
Corpay inc	$10,512,037	$1,823,855 ▲	21.0%	31,700	0.5%	COM
Lam research corp	$10,368,647	$2,700,625 ▲	35.2%	106,350	0.5%	COM
PHM PulteGroup	$10,093,826	$1,753,574 ▲	21.0%	95,552	0.4%	Construction
EXPE Expedia Group	$10,038,534	$1,736,683 ▲	20.9%	59,537	0.4%	Retail/Wholesale
HD Home Depot	$9,796,751	$1,393,042 ▲	16.6%	26,724	0.4%	Retail/Wholesale
NTAP NetApp	$9,748,202	$1,682,542 ▲	20.9%	91,541	0.4%	Computer and Technology
AMP Ameriprise Financial	$9,671,257	$1,653,571 ▲	20.6%	18,131	0.4%	Finance
PINS Pinterest	$9,464,400	$7,858,320 ▲	489.3%	264,000	0.4%	Computer and Technology
FFIV F5	$9,173,968	$1,970,872 ▲	27.4%	31,187	0.4%	Computer and Technology
CAT Caterpillar	$9,022,939	$271,635 ▲	3.1%	23,252	0.4%	Industrials
EQH Equitable	$8,605,740	$1,475,430 ▲	20.7%	153,400	0.4%	Finance
HCA HCA Healthcare	$8,419,237	$1,837,008 ▲	27.9%	21,999	0.4%	Medical
GE GE Aerospace	$8,393,603	$1,491,876 ▲	21.6%	32,632	0.4%	Aerospace
DKS DICK'S Sporting Goods	$8,050,867	$1,404,451 ▲	21.1%	40,700	0.4%	Retail/Wholesale
ADBE Adobe	$8,032,741		0.0%	20,772	0.3%	Computer and Technology
CMCSA Comcast	$7,881,502		0.0%	221,018	0.3%	Consumer Discretionary
OC Owens Corning	$7,666,740	$1,320,192 ▲	20.8%	55,750	0.3%	Construction
PEP PepsiCo	$7,170,387		0.0%	54,317	0.3%	Consumer Staples
KO CocaCola	$7,128,770	$63,639 ▼	-0.9%	100,817	0.3%	Consumer Staples
OMC Omnicom Group	$7,069,690	$1,223,932 ▲	20.9%	97,618	0.3%	Business Services
GWW W.W. Grainger	$6,858,571	$841,606 ▼	-10.9%	6,601	0.3%	Industrials
ABT Abbott Laboratories	$6,720,330	$856,422 ▲	14.6%	49,436	0.3%	Medical
UNM Unum Group	$6,611,787	$1,162,512 ▲	21.3%	81,900	0.3%	Finance
GOOG Alphabet	$6,580,894		0.0%	37,111	0.3%	Computer and Technology
ADSK Autodesk	$6,462,128	$1,547,000 ▲	31.5%	20,886	0.3%	Computer and Technology
UHS Universal Health Services	$6,376,480	$1,105,015 ▲	21.0%	35,200	0.3%	Medical
DRI Darden Restaurants	$6,228,372	$1,089,600 ▲	21.2%	28,581	0.3%	Retail/Wholesale
MCD McDonald's	$6,082,563	$1,051,740 ▲	20.9%	20,820	0.3%	Retail/Wholesale
SYK Stryker	$5,972,173	$871,561 ▲	17.1%	15,075	0.3%	Medical
DOV Dover	$5,839,921	$1,007,325 ▲	20.8%	31,886	0.3%	Industrials
TPR Tapestry	$5,644,897	$3,713,517 ▲	192.3%	64,300	0.2%	Retail/Wholesale
DBX Dropbox	$5,635,976	$1,163,206 ▲	26.0%	197,200	0.2%	Computer and Technology
VIRT Virtu Financial	$5,566,900	$3,566,575 ▲	178.3%	124,400	0.2%	Finance
AMG Affiliated Managers Group	$5,550,278	$3,281,049 ▲	144.6%	28,250	0.2%	Finance
URBN Urban Outfitters	$5,472,995	$5,472,995 ▲	New Holding	75,500	0.2%	Retail/Wholesale
HALO Halozyme Therapeutics	$5,305,020	$2,324,847 ▲	78.0%	102,000	0.2%	Medical
LAUR Laureate Education	$5,302,584	$3,046,414 ▲	135.0%	226,800	0.2%	Consumer Discretionary
ISRG Intuitive Surgical	$5,294,443	$652,092 ▲	14.0%	9,743	0.2%	Medical
SLM SLM	$5,256,237	$2,547,783 ▲	94.1%	160,300	0.2%	Finance
GL Globe Life	$5,243,772	$3,131,352 ▲	148.2%	42,200	0.2%	Finance
CSGS CSG Systems International	$5,062,305	$3,226,236 ▲	175.7%	77,200	0.2%	Computer and Technology
UNH UnitedHealth Group	$4,867,978	$7,623,755 ▼	-61.0%	15,612	0.2%	Medical
RGA Reinsurance Group of America	$4,795,472	$852,088 ▲	21.6%	24,200	0.2%	Finance
Ferguson enterprises inc	$4,690,030	$456,355 ▼	-8.9%	28,776	0.2%	COM
EME EMCOR Group	$4,610,217	$1,818,626 ▲	65.1%	8,619	0.2%	Construction

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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

Advanced Stock Screeners and Research Tools