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AMF Tjanstepension AB

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001553562

$16.88B

disclosed book value

121

positions

9.5%

largest position share

Positions, as of 2026-06-30

top 100 of 121 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION8.0M$1.60B9.5%
2MSFTMICROSOFT CORP2.8M$1.05B6.2%
3AAPLAPPLE INC3.3M$943.0M5.6%
4GOOGALPHABET INC2.5M$874.8M5.2%
5TSMTAIWAN SEMICONDUCTOR MANUFAC1.6M$742.7M4.4%
6AMZNAMAZON COM INC2.5M$587.8M3.5%
7LLYELI LILLY & CO478,077$573.4M3.4%
8BACBANK OF AMER CORP9.6M$544.9M3.2%
9WDCWESTERN DIGITAL CORP850,847$543.5M3.2%
10VVISA INC1.4M$488.2M2.9%
11LINLINDE PLC890,930$462.3M2.7%
12PLDPROLOGIS INC.3.1M$420.1M2.5%
13PHPARKER-HANNIFIN CORP360,645$352.8M2.1%
14AVGOBROADCOM INC831,667$314.2M1.9%
15GOOGLALPHABET INC841,228$300.6M1.8%
16METAMETA PLATFORMS INC520,699$293.3M1.7%
17MUMICRON TECHNOLOGY INC253,300$292.4M1.7%
18JPMJPMORGAN CHASE & CO853,194$279.3M1.7%
19ICEINTERCONTINENTAL EXCHANGE IN2.2M$266.2M1.6%
20MELIMERCADOLIBRE INC156,128$265.0M1.6%
21KOCOCA COLA CO2.9M$236.5M1.4%
22SPOTSPOTIFY TECHNOLOGY S A500,000$229.6M1.4%
23FIXCOMFORT SYS USA INC109,590$217.2M1.3%
24BABAALIBABA GROUP HLDG LTD2.2M$207.4M1.2%
25BRK/BBERKSHIRE HATHAWAY INC DEL412,511$206.4M1.2%
26KLACKLA CORP675,450$203.8M1.2%
27GEGE AEROSPACE439,350$164.2M1%
28VRTXVERTEX PHARMACEUTICALS INC314,765$156.4M0.9%
29CCITIGROUP INC1.1M$153.9M0.9%
30ETNEATON CORP PLC359,646$153.3M0.9%
31ROLROLLINS INC3.6M$148.4M0.9%
32CRMSALESFORCE INC931,126$145.9M0.9%
33ADBEADOBE INC689,047$141.3M0.8%
34GSGOLDMAN SACHS GROUP INC128,848$130.3M0.8%
35PGRPROGRESSIVE CORP556,076$121.5M0.7%
36GEVGE VERNOVA INC93,333$109.7M0.6%
37VZVERIZON COMMUNICATIONS INC2.5M$107.7M0.6%
38CSCOCISCO SYS INC839,133$98.6M0.6%
39COSTCOSTCO WHOLESALE CORPORATION104,753$98.0M0.6%
40RCLROYAL CARIBBEAN GROUP304,790$96.8M0.6%
41URIUNITED RENTALS INC83,698$94.8M0.6%
42YUMYUM BRANDS INC579,067$92.6M0.5%
43ELVELEVANCE HEALTH INC FORMERLY238,133$92.1M0.5%
44NFLXNETFLIX INC.1.3M$90.5M0.5%
45NEENEXTERA ENERGY INC1.0M$88.0M0.5%
46MCDMCDONALDS CORP319,360$86.3M0.5%
47COFCAPITAL ONE FINL CORP429,374$86.1M0.5%
48TTTRANE TECHNOLOGIES PLC174,917$85.9M0.5%
49CLCOLGATE PALMOLIVE CO850,709$78.0M0.5%
50HPEHEWLETT PACKARD ENTERPRISE C1.7M$76.7M0.5%
51MSMORGAN STANLEY360,596$75.4M0.4%
52SFMSPROUTS FMRS MKT INC855,628$72.4M0.4%
53GILDGILEAD SCIENCES INC542,262$68.5M0.4%
54ISRGINTUITIVE SURGICAL INC171,089$68.0M0.4%
55DHRDANAHER CORP DEL353,691$67.4M0.4%
56AZOAUTOZONE INC20,147$64.4M0.4%
57HUMHUMANA INC155,989$62.0M0.4%
58NEMNEWMONT CORP649,774$60.7M0.4%
59SLBSLB LIMITED1.2M$53.5M0.3%
60SRESEMPRA546,238$50.6M0.3%
61HCAHCA HEALTHCARE INC129,154$50.4M0.3%
62ALLALLSTATE CORP203,131$48.3M0.3%
63ETRENTERGY CORP NEW402,074$46.2M0.3%
64CITHE CIGNA GROUP166,085$45.8M0.3%
65AFLAFLAC INC371,149$43.5M0.3%
66MRSHMARSH & MCLENNAN COS INC257,521$42.9M0.3%
67SYKSTRYKER CORPORATION130,128$41.0M0.2%
68AONAON PLC122,843$40.7M0.2%
69CAHCARDINAL HEALTH INC170,668$40.5M0.2%
70BKRBAKER HUGHES COMPANY729,153$40.4M0.2%
71SHOPSHOPIFY INC350,833$40.1M0.2%
72BSXBOSTON SCIENTIFIC CORP928,424$39.6M0.2%
73TRVTRAVELERS COMPANIES INC118,841$39.2M0.2%
74PEGPUBLIC SVC ENTERPRISE GROUP470,925$38.2M0.2%
75EXCEXELON CORP742,992$34.6M0.2%
76CORCENCORA INC115,849$32.8M0.2%
77EDCONSOLIDATED EDISON INC294,856$32.6M0.2%
78SAPSAP SE195,895$30.2M0.2%
79HIGHARTFORD INSURANCE GROUP INC201,947$26.8M0.2%
80ULTAULTA BEAUTY INC59,247$26.7M0.2%
81APPAPPLOVIN CORP45,925$23.7M0.1%
82ORCLORACLE CORP155,318$22.8M0.1%
83AWKAMERICAN WTR WKS CO INC NEW155,622$20.5M0.1%
84WTWWILLIS TOWERS WATSON PLC LTD69,828$18.3M0.1%
85ATOATMOS ENERGY CORP105,704$18.2M0.1%
86ESEVERSOURCE ENERGY251,833$18.2M0.1%
87VLOVALERO ENERGY CORP55,525$14.5M0.1%
88AMDADVANCED MICRO DEVICES INC24,687$14.3M0.1%
89ITTITT INC44,854$8.9M0.1%
90WELLWELLTOWER INC37,040$8.4M0%
91ABBVABBVIE INC30,909$7.8M0%
92LRCXLAM RESEARCH CORP17,916$7.8M0%
93NXTNEXTPOWER INC59,117$7.0M0%
94LEVILEVI STRAUSS & CO NEW249,510$6.2M0%
95MRVLMARVELL TECHNOLOGY INC19,463$5.8M0%
96WWDWOODWARD INC12,983$5.5M0%
97APHAMPHENOL CORP30,362$5.4M0%
98NUNU HLDGS LTD362,742$4.8M0%
99CLSCELESTICA INC11,549$4.2M0%
100ACGLARCH CAP GROUP LTD43,035$4.2M0%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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