Livforsakringsbolaget Skandia, Omsesidigt holds a focused book of 457 stocks worth $2.6B as of Q1 2026 (disclosed May 5, 2026, a ~45-day 13F lag). This quarter they opened TD Synnex Corp and trimmed Alphabet Inc-CL A. Their largest long position is Nvidia Corp at 9% of the equity book. Cloning the disclosed picks since 2013 would be +393% (+13.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1547926/holdings"
Use Arkolith to show Livforsakringsbolaget Skandia, Omsesidigt's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 27.9 points over this window.
Growth of $10,000 cloning Livforsakringsbolaget Skandia, Omsesidigt's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia corp COM | $233.1M | 1.34M | 9.0% | ▲+12% Added · +140K sh | |
| 2 | Apple inc COM | $191.2M | 753.7K | 7.4% | ▲+10% Added · +70K sh | |
| 3 | Alphabet inc-cl a CAP STK CL A | $143.5M | 499.1K | 5.6% | ▼−10% Reduced · −56K sh | |
| 4 | Microsoft corp COM | $132.1M | 356.9K | 5.1% | ▲+8.5% Added · +28K sh | |
| 5 | Amazon.com inc COM | $95.7M | 459.4K | 3.7% | ▲+8.8% Added · +37K sh | |
| 6 | Broadcom inc COM | $89.6M | 289.5K | 3.5% | ▲+8.9% Added · +24K sh | |
| 7 | Jpmorgan chase & co COM | $59.1M | 200.9K | 2.3% | ▼−0.2% Reduced · −457 sh | |
| 8 | Meta platforms inc-class a CL A | $55.0M | 96.1K | 2.1% | ▼−19% Reduced · −22K sh | |
| 9 | Johnson & johnson COM | $51.8M | 211.8K | 2.0% | ▲13× Added · +195K sh | |
| 10 | Kla corp COM | $43.7M | 29.7K | 1.7% | ▲+9.6% Added · +3K sh | |
| 11 | Eli lilly & co COM | $37.7M | 41.0K | 1.5% | ▲+38% Added · +11K sh | |
| 12 | Goldman sachs group inc COM | $37.1M | 43.9K | 1.4% | ▲+9.2% Added · +4K sh | |
| 13 | Abbvie inc COM | $33.8M | 155.5K | 1.3% | ▲+14% Added · +19K sh | |
| 14 | Micron technology inc COM | $33.2M | 98.3K | 1.3% | ▲+140% Added · +57K sh | |
| 15 | Cisco systems inc COM | $31.6M | 407.4K | 1.2% | ▲+11% Added · +40K sh | |
| 16 | Visa inc-class a shares COM | $29.2M | 96.8K | 1.1% | ▲+8.6% Added · +8K sh | |
| 17 | Cummins inc COM | $27.7M | 51.4K | 1.1% | ▲+9.8% Added · +5K sh | |
| 18 | Dell technologies -c COM | $26.8M | 202.8K | 1.0% | ▲+182% Added · +131K sh | |
| 19 | Applied materials inc COM | $26.0M | 76.2K | 1.0% | ▲+9.0% Added · +6K sh | |
| 20 | Mckesson corp COM | $25.7M | 30.3K | 1.0% | ▲33× Added · +29K sh | |
| 21 | Lam research corp COM | $25.1M | 117.5K | 1.0% | ▲+9.2% Added · +10K sh | |
| 22 | Cardinal health inc COM | $24.6M | 116.6K | 1.0% | ▲+9.9% Added · +11K sh | |
| 23 | Amgen inc COM | $24.0M | 68.1K | 0.9% | ▲+19% Added · +11K sh | |
| 24 | Mastercard inc - a CL A | $23.5M | 47.0K | 0.9% | ▲+33% Added · +12K sh | |
| 25 | Tesla inc COM | $22.5M | 60.5K | 0.9% | ▼−12% Reduced · −8K sh | |
| 26 | Jabil inc COM | $20.9M | 83.1K | 0.8% | ▲+11% Added · +8K sh | |
| 27 | Hartford insurance group inc COM | $20.4M | 150.6K | 0.8% | ▲+9.9% Added · +14K sh | |
| 28 | General motors co COM | $20.0M | 269.1K | 0.8% | ▲+9.6% Added · +24K sh | |
| 29 | Cencora inc COM | $19.5M | 62.1K | 0.8% | ▲+9.7% Added · +6K sh | |
| 30 | United rentals inc COM | $19.2M | 26.4K | 0.7% | ▲+9.8% Added · +2K sh | |
| 31 | Ebay inc COM | $19.1M | 210.3K | 0.7% | ▲+9.7% Added · +19K sh | |
| 32 | Kroger co COM | $18.6M | 256.6K | 0.7% | ▲+9.9% Added · +23K sh | |
| 33 | United therapeutics corp COM | $18.3M | 30.9K | 0.7% | ▲+46% Added · +10K sh | |
| 34 | Delta air lines inc COM NEW | $18.0M | 268.8K | 0.7% | ▲+34% Added · +69K sh | |
| 35 | Booking holdings inc COM | $17.4M | 4.1K | 0.7% | ▲+9.2% Added · +350 sh | |
| 36 | Snap-on inc COM | $17.3M | 94.9K | 0.7% | ▲+149% Added · +57K sh | |
| 37 | Fox corp - class a CL A COM | $16.8M | 287.0K | 0.7% | ▲+9.9% Added · +26K sh | |
| 38 | Emcor group inc COM | $16.6M | 45.2K | 0.6% | ▲+396% Added · +36K sh | |
| 39 | Berkshire hathaway inc-cl b CL B NEW | $16.4M | 34.3K | 0.6% | ▼−14% Reduced · −6K sh | |
| 40 | Bank of america corp COM | $15.7M | 321.8K | 0.6% | ▲+8.3% Added · +25K sh | |
| 41 | Exelixis inc COM | $15.6M | 241.1K | 0.6% | ▼−17% Reduced · −50K sh | |
| 42 | Expedia group inc COM | $15.5M | 67.1K | 0.6% | ▲+9.6% Added · +6K sh | |
| 43 | Laureate education inc COMMON STOCK | $14.9M | 340.8K | 0.6% | ▲+15% Added · +44K sh | |
| 44 | Newmont corp COM | $14.7M | 135.7K | 0.6% | ▲19× Added · +129K sh | |
| 45 | Urban outfitters inc COM | $14.6M | 204.1K | 0.6% | ▲+85% Added · +94K sh | |
| 46 | Synchrony financial COM | $14.6M | 214.1K | 0.6% | ▲+9.8% Added · +19K sh | |
| 47 | Morgan stanley COM | $14.2M | 86.1K | 0.5% | ▲+8.8% Added · +7K sh | |
| 48 | Netapp inc COM | $13.6M | 132.7K | 0.5% | ▲+18% Added · +20K sh | |
| 49 | First citizens bcshs -cl a CL A | $13.3M | 7.0K | 0.5% | ▼−63% Reduced · −12K sh | |
| 50 | Pultegroup inc COM | $12.7M | 107.9K | 0.5% | ▲+9.8% Added · +10K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 601 | $2.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 615 | $2.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 18, 2025 | 630 | $2.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 634 | $2.3B | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 677 | $1.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 683 | $1.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 717 | $1.9B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 15, 2024 | 696 | $1.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 23, 2024 | 702 | $1.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 31, 2024 | 709 | $1.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 20, 2023 | 723 | $911.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 6, 2023 | 723 | $964.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 736 | $954.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 733 | $871.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 740 | $809.7M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 16, 2022 | 754 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Jun 21, 2022 | 785 | $1.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 795 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 28, 2021 | 844 | $1.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 13, 2021 | 844 | $1.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 7, 2021 | 834 | $1.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Mar 2, 2021 | 830 | $1.2B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 9, 2020 | 838 | $934.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.