Arkolith/Funds/Mandatum Life Insurance Co Ltd

Mandatum Life Insurance Co Ltd

CIK 1664324Insurance
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Mandatum Life Insurance Co Ltd holds a focused book of 90 stocks worth $540.1M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Klarna Group PLC and trimmed Meta Platforms Inc-Class A. Their largest long position is Ishares Core S&P 500 ETF at 36% of the equity book. Cloning the disclosed picks since 2024 would be +41% (+21.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Mandatum Life Insurance Co Ltd's latest
holdings, largest changes, and filing provenance.
Opened
44
new positions
Added to
17
existing
Trimmed
14
reduced
Sold out
4
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+41.2%
+21.4%/yr · since Oct '24
Their reported book
+37.1%
held from quarter-end
S&P 500
+30.3%
same window
$9K$10K$12K$13K$15KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Mandatum Life Insurance Co Ltd (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.1 points over this window.

Growth of $10,000 cloning Mandatum Life Insurance Co Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with 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.

Concentration

Top-heavy: focused book

Top 5 holdings
55%
Top 10 holdings
65%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

45% mapped to company sectors

ETF / fund or unclassified
55%
Information Technology
19%
Financials
10%
Consumer Discretionary
5%
Industrials
5%
Health Care
4%
Materials
2%
Communication Services
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

90 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P 500 ETF
$196.3M262.1K
36.3%
+6.1%
Added · +15K sh
2Vanguard Index FDS S&P 500 ETF
SHS
$48.4M70.4K
9.0%
+12%
Added · +8K sh
3Ishares TR
CORE MSCI PAC
$21.5M261.9K
4.0%
+14%
Added · +31K sh
4Alphabet Inc
CAP STK CL A
$16.5M46.2K
3.1%
Held
5Cisco Sys Inc
COM
$16.5M140.5K
3.1%
Held
6Citigroup Inc
COM NEW
$12.0M85.4K
2.2%
Held
7Ishares TR
RUSSELL 2000 ETF
$11.2M37.1K
2.1%
+20%
Added · +6K sh
8Rockwell Automation Inc
COM
$11.0M22.2K
2.0%
Held
9Ge Healthcare Technologies I
COMMON STOCK
$10.6M165.0K
2.0%
+65%
Added · +65K sh
10JPMorgan Chase & Co
COM
$10.0M30.5K
1.8%
Held
11Microsoft Corp
COM
$9.2M24.7K
1.7%
+13%
Added · +3K sh
12Klarna Group PLC
SHS
$9.1M450.7K
1.7%
New
New position
13Emerson Elec Co
COM
$8.9M62.5K
1.7%
+25%
Added · +13K sh
14Carrier Global Corporation
COM
$8.2M111.2K
1.5%
Held
15Mastercard Inc
CL A
$7.4M14.4K
1.4%
Held
16Bank Amer Corp
COM
$7.3M128.9K
1.4%
Held
17TJX Cos Inc
NEW COM
$6.8M45.0K
1.3%
Held
18Visa Inc
COM CL A
$6.4M18.6K
1.2%
Held
19Salesforce Inc
COM
$6.3M40.2K
1.2%
+150%
Added · +24K sh
20Facebook Inc
CL A
$6.0M10.7K
1.1%
−1.9%
Reduced · −213 sh
21Target Corp
COM
$5.8M44.7K
1.1%
Held
22Humana Inc
COM
$5.6M14.0K
1.0%
Held
23Vaneck Vectors ETF TR
AGRIBUSINESS ETF
$5.0M63.4K
0.9%
Held
24Tesla Inc
COM
$4.9M11.7K
0.9%
Held
25Gap Inc
DEL COM
$4.7M250.0K
0.9%
Held
26Kimberly Clark Corp
COM
$4.6M42.2K
0.9%
+61%
Added · +16K sh
27Medtronic PLC
SHS
$4.6M59.1K
0.9%
Held
28Flowserve Corp
COM
$4.4M60.0K
0.8%
Held
29Micron Technology Inc
COM
$4.3M3.7K
0.8%
−77%
Reduced · −13K sh
30Ishares TR
USA MIN VOL ETF
$4.0M41.5K
0.7%
Held
31Caterpillar Inc
COM
$3.5M3.3K
0.6%
+0.7%
Added · +23 sh
32Zebra Technologies Corporati
CL A
$3.4M13.0K
0.6%
New
New position
33Palo Alto Networks Inc
COM
$3.4M10.0K
0.6%
−5.5%
Reduced · −590 sh
34Disney Walt Co
COM DISNEY
$3.4M35.0K
0.6%
−0.9%
Reduced · −310 sh
35Airbnb Inc
COM CL A ADDED
$3.2M22.6K
0.6%
Held
36Colgate Palmolive Co
COM
$3.0M32.5K
0.6%
Held
37Ishares TR
MSCI EMG MKT ETF
$2.9M42.1K
0.5%
Held
38Nvidia Corporation
COM
$2.7M13.3K
0.5%
+14%
Added · +2K sh
39Taiwan Semiconductor MFG Ltd
SPONSORED ADR
$2.6M5.5K
0.5%
−16%
Reduced · −1K sh
40Arista Networks Inc
COM SHS
$2.6M15.3K
0.5%
Held
41Deere & Co
COM
$2.2M3.5K
0.4%
+1.4%
Added · +48 sh
42SPDR S&P 500 ETF TR
TR UNIT
$2.2M2.9K
0.4%
Held
43Palantir Technologies Inc
CL A
$2.0M17.2K
0.4%
Held
44Zeta Global Holdings Corp
CL A
$1.7M88.0K
0.3%
Held
45Mongodb Inc
CL A
$1.7M5.1K
0.3%
Held
46Comcast Corp New
CL A
$1.6M65.2K
0.3%
Held
47Qualcomm Inc
COM
$1.6M8.6K
0.3%
−34%
Reduced · −4K sh
48Constellation Energy Corp
COM
$1.5M6.1K
0.3%
Held
49Ishares TR
IBOXX HI YD ETF
$1.1M13.7K
0.2%
−50%
Reduced · −14K sh
50Advanced Micro Devices Inc
COM
$1.1M1.8K
0.2%
+9.0%
Added · +150 sh
Showing 50 of 90 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202690$540.1M13F-HR
Q1 2026Mar 31, 2026May 5, 202684$444.8M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202677$438.0M13F-HR
Q3 2025Sep 30, 2025Nov 6, 202581$418.6M13F-HR
Q2 2025Jun 30, 2025Jul 11, 202582$379.9M13F-HR
Q1 2025Mar 31, 2025May 5, 202574$325.7M13F-HR
Q4 2024Dec 31, 2024Jan 16, 202581$337.4M13F-HR
Q3 2024Sep 30, 2024Oct 21, 202484$326.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.