1y return+21.8%S&P 500 +20.9%
3y return+76.5%S&P 500 +68.5%
5y return+80.9%S&P 500 +74.5%
10y return+267.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $367 against $357 in the S&P 500.2
Livforsakringsbolaget Skandia, OmsesidigtS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia corp | $269.1M | 8.6% | |
| AAPLApple inc | $220.4M | 7.1% | +1.1% |
| GOOGLAlphabet inc-cl a | $180.8M | 5.8% | +1.4% |
| MSFTMicrosoft corp | $131.9M | 4.2% | |
| MUMicron technology inc | $115.4M | 3.7% | +2.0% |
| AMZNAmazon.com inc | $113.0M | 3.6% | +3.3% |
| AVGOBroadcom inc | $108.5M | 3.5% | |
| KLACKla corp | $77.6M | 2.5% | +768.0% |
| FGF&g annuities & life inc | $71.3M | 2.3% | +1072.9% |
| DELLDell technologies -c | $59.6M | 1.9% | +5845.9% |
| JNJJohnson & johnson | $56.4M | 1.8% | +4.9% |
| METAMeta platforms inc-class a | $54.9M | 1.8% | +1.4% |
| AMATApplied materials inc | $54.6M | 1.8% | |
| LLYEli lilly & co | $52.7M | 1.7% | +7.0% |
| LRCXLam research corp | $50.7M | 1.6% | |
| CSCOCisco systems inc | $47.5M | 1.5% | |
| GSGoldman sachs group inc | $44.1M | 1.4% | |
| ABBVAbbvie inc | $42.0M | 1.3% | +7.6% |
| CMICummins inc | $36.7M | 1.2% | |
| VVisa inc-class a shares | $32.8M | 1.1% | −1.0% |
| AMDAdvanced micro devices | $30.7M | 1.0% | +384.2% |
| IBKRJabil inc | $30.1M | 1.0% | |
| URIUnited rentals inc | $28.4M | 0.9% | −5.2% |
| CAHCardinal health inc | $27.7M | 0.9% | |
| EXELWalmart inc | $26.5M | 0.9% | +21.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia corp | June 30, 2020 | +2006.7% | $269.1M |
| AVGOBroadcom inc | June 30, 2020 | +1096.9% | $108.5M |
| AMATApplied materials inc | June 30, 2020 | +1096.1% | $54.6M |
| AMDAdvanced micro devices | June 30, 2020 | +1004.1% | $30.7M |
| DELLDell technologies -c | June 30, 2020 | +685.4% | $59.6M |
| URIUnited rentals inc | June 30, 2020 | +660.3% | $28.4M |
| LLYEli lilly & co | June 30, 2020 | +630.6% | $52.7M |
| LRCXLam research corp | September 30, 2024 | +431.0% | $50.7M |
| GSGoldman sachs group inc | June 30, 2020 | +411.8% | $44.1M |
| GOOGLAlphabet inc-cl a | June 30, 2020 | +404.0% | $180.8M |
Sold off last quarter
- JPMJpmorgan chase & co was $59.1M
- AMGNAmgen inc was $24.0M
- BRK/BBerkshire hathaway inc-cl b was $16.4M
- NEMNewmont corp was $14.7M
- OPRAFirst citizens bcshs -cl a was $13.3M
- WMTWalmart inc was $11.5M
- HCAHca healthcare inc was $10.9M
- DOVDover corp was $8.0M
- CACICaci international inc -cl a was $5.4M
- OCOwens corning was $2.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.7% | +14.8% |
| March 31, 2026 | −6.5% | −4.6% |
| December 31, 2025 | +3.0% | +2.4% |
| September 30, 2025 | +10.2% | +7.8% |
| June 30, 2025 | +12.4% | +10.5% |
| March 31, 2025 | −6.1% | −4.6% |
| December 31, 2024 | +3.2% | +2.1% |
| September 30, 2024 | +4.8% | +5.4% |
| June 30, 2024 | +4.5% | +4.0% |
| March 31, 2024 | +12.3% | +10.0% |
| December 31, 2023 | +12.0% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +9.2% | +8.3% |
| March 31, 2023 | +8.1% | +7.0% |
| December 31, 2022 | +7.2% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −16.5% | −16.5% |
| March 31, 2022 | −6.3% | −4.9% |
| December 31, 2021 | +9.7% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Livforsakringsbolaget Skandia, Omsesidigt Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1547926&type=13F-HR&dateb=&owner=include&count=40CIK 1547926
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1547926/000119312526354662/Filed August 18, 2026 · accession 0001193125-26-354662