Holders — by stockHoldings — by fund
Ilmarinen Mutual Pension Insurance Co
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 0001661580
$14.81B
disclosed book value
445
positions
17%
largest position share
Positions, as of 2026-06-30
top 100 of 445 · 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
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | USCADBX ETF TR | 57.5M | $2.52B | 17% |
| 2 | USCLISHARES TR | 30.3M | $2.52B | 17% |
| 3 | NVDANVIDIA CORP | 3.2M | $634.7M | 4.3% |
| 4 | AAPLAPPLE INC | 2.0M | $583.4M | 3.9% |
| 5 | USHYISHARES TR | 14.1M | $522.4M | 3.5% |
| 6 | GOOGLALPHABET INC | 1.4M | $505.9M | 3.4% |
| 7 | SPHYSPDR SER TR | 20.9M | $491.1M | 3.3% |
| 8 | MSFTMICROSOFT CORP | 965,714 | $360.2M | 2.4% |
| 9 | AMZNAMAZON COM INC | 1.3M | $302.7M | 2% |
| 10 | AVGOBROADCOM INC | 586,503 | $221.6M | 1.5% |
| 11 | IYRISHARES TR | 2.0M | $201.4M | 1.4% |
| 12 | MUMICRON TECHNOLOGY INC | 160,806 | $185.6M | 1.3% |
| 13 | METAMETA PLATFORMS INC | 301,887 | $170.1M | 1.1% |
| 14 | TSLATESLA INC | 361,000 | $151.8M | 1% |
| 15 | JPMJPMORGAN CHASE & CO | 399,018 | $130.6M | 0.9% |
| 16 | LLYLILLY ELI & CO | 106,300 | $127.5M | 0.9% |
| 17 | AMDADVANCED MICRO DEVICES INC | 217,777 | $126.5M | 0.9% |
| 18 | EEMISHARES TR | 1.5M | $105.5M | 0.7% |
| 19 | VVISA INC | 278,077 | $95.4M | 0.6% |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 188,840 | $94.5M | 0.6% |
| 21 | INTCINTEL CORP | 591,958 | $82.7M | 0.6% |
| 22 | AMATAPPLIED MATLS INC | 114,103 | $82.5M | 0.6% |
| 23 | JNJJOHNSON & JOHNSON | 315,500 | $80.1M | 0.5% |
| 24 | LRCXLAM RESH CORP | 175,225 | $75.9M | 0.5% |
| 25 | XOMEXXON MOBIL CORP | 543,000 | $74.2M | 0.5% |
| 26 | MAMASTERCARD INC | 138,011 | $70.9M | 0.5% |
| 27 | CATCATERPILLAR INC | 65,500 | $69.8M | 0.5% |
| 28 | WMTWALMART INC | 604,535 | $68.5M | 0.5% |
| 29 | COSTCOSTCO WHSL CORP NEW | 63,885 | $59.8M | 0.4% |
| 30 | BACBANK AMER CORP | 1.0M | $59.4M | 0.4% |
| 31 | KLACKLA CORP | 196,011 | $59.1M | 0.4% |
| 32 | CSCOCISCO SYS INC | 494,225 | $58.1M | 0.4% |
| 33 | ABBVABBVIE INC | 228,400 | $57.5M | 0.4% |
| 34 | GEGENERAL ELEC CO | 147,500 | $55.1M | 0.4% |
| 35 | KOCOCA COLA CO | 662,227 | $53.8M | 0.4% |
| 36 | UNHUNITEDHEALTH GROUP INC | 129,300 | $53.7M | 0.4% |
| 37 | MRKMERCK & CO INC NEW | 366,500 | $47.1M | 0.3% |
| 38 | HDHOME DEPOT INC | 130,000 | $45.8M | 0.3% |
| 39 | GEVGE VERNOVA INC | 37,900 | $44.5M | 0.3% |
| 40 | NFLXNETFLIX INC | 617,037 | $44.1M | 0.3% |
| 41 | MSMORGAN STANLEY | 191,034 | $39.9M | 0.3% |
| 42 | PGPROCTER & GAMBLE CO | 262,155 | $38.4M | 0.3% |
| 43 | TXNTEXAS INSTRS INC | 126,740 | $37.8M | 0.3% |
| 44 | PANWPALO ALTO NETWORKS INC | 108,570 | $37.0M | 0.3% |
| 45 | WDCWESTERN DIGITAL CORP | 55,621 | $35.5M | 0.2% |
| 46 | MRVLMARVELL TECHNOLOGY INC | 114,925 | $34.2M | 0.2% |
| 47 | APHAMPHENOL CORP NEW | 193,718 | $34.2M | 0.2% |
| 48 | SCHWSCHWAB CHARLES CORP NEW | 366,441 | $33.8M | 0.2% |
| 49 | CVXCHEVRON CORP NEW | 203,000 | $33.6M | 0.2% |
| 50 | LINLINDE PLC NEW | 64,600 | $33.5M | 0.2% |
| 51 | ORCLORACLE CORP | 223,762 | $32.8M | 0.2% |
| 52 | PLTRPALANTIR TECHNOLOGIES INC | 279,781 | $32.6M | 0.2% |
| 53 | STXSEAGATE TECHNOLOGY HLDGS PUB LTD CO | 32,384 | $31.3M | 0.2% |
| 54 | IBMINTERNATIONAL BUSINESS MACHS CORP | 109,736 | $30.9M | 0.2% |
| 55 | ADIANALOG DEVICES INC | 74,477 | $29.6M | 0.2% |
| 56 | TMOTHERMO FISHER SCIENTIFIC INC | 55,300 | $27.7M | 0.2% |
| 57 | AMGNAMGEN INC | 75,832 | $27.5M | 0.2% |
| 58 | TJXTJX COS INC NEW | 180,000 | $27.3M | 0.2% |
| 59 | MRSHMARSH & MCLENNAN COS INC | 163,003 | $27.2M | 0.2% |
| 60 | ANETARISTA NETWORKS INC | 158,860 | $27.0M | 0.2% |
| 61 | QCOMQUALCOMM INC | 144,593 | $26.7M | 0.2% |
| 62 | ETNEATON CORP PLC | 61,515 | $26.2M | 0.2% |
| 63 | GSGOLDMAN SACHS GROUP INC | 25,707 | $26.0M | 0.2% |
| 64 | BLKBLACKROCK INC NEW | 26,897 | $25.9M | 0.2% |
| 65 | DEDEERE & CO | 40,373 | $25.6M | 0.2% |
| 66 | GLWCORNING INC | 99,995 | $25.5M | 0.2% |
| 67 | GILDGILEAD SCIENCES INC | 198,000 | $25.0M | 0.2% |
| 68 | UNPUNION PAC CORP | 89,612 | $24.4M | 0.2% |
| 69 | WFCWELLS FARGO & CO NEW | 284,085 | $23.5M | 0.2% |
| 70 | MCDMCDONALDS CORP | 85,500 | $23.1M | 0.2% |
| 71 | AFLAFLAC INC | 196,292 | $23.0M | 0.2% |
| 72 | CRWDCROWDSTRIKE HLDGS INC | 30,070 | $22.9M | 0.2% |
| 73 | CBCHUBB LTD | 66,628 | $22.7M | 0.2% |
| 74 | VZVERIZON COMMUNICATIONS INC | 531,751 | $22.5M | 0.2% |
| 75 | SPOTSPOTIFY TECHNOLOGY S A | 48,898 | $22.5M | 0.2% |
| 76 | CCITIGROUP INC | 159,625 | $22.3M | 0.2% |
| 77 | ISRGINTUITIVE SURGICAL INC | 54,800 | $21.8M | 0.1% |
| 78 | DISDISNEY WALT CO | 224,221 | $21.6M | 0.1% |
| 79 | BNYBANK NEW YORK MELLON CORP | 142,239 | $20.6M | 0.1% |
| 80 | BABOEING CO | 95,000 | $20.6M | 0.1% |
| 81 | CRMSALESFORCE INC | 127,068 | $19.9M | 0.1% |
| 82 | PHPARKER-HANNIFIN CORP | 20,046 | $19.6M | 0.1% |
| 83 | UBERUBER TECHNOLOGIES INC | 266,075 | $19.2M | 0.1% |
| 84 | ABTABBOTT LABS | 211,500 | $19.2M | 0.1% |
| 85 | AMPAMERIPRISE FINL INC | 41,551 | $19.1M | 0.1% |
| 86 | DHRDANAHER CORP | 99,500 | $19.0M | 0.1% |
| 87 | APPAPPLOVIN CORP | 36,734 | $18.9M | 0.1% |
| 88 | AXPAMERICAN EXPRESS CO | 55,279 | $18.7M | 0.1% |
| 89 | CLCOLGATE PALMOLIVE CO | 200,000 | $18.3M | 0.1% |
| 90 | TTTRANE TECHNOLOGIES PLC | 36,920 | $18.1M | 0.1% |
| 91 | ORLYO REILLY AUTOMOTIVE INC NEW | 195,000 | $18.0M | 0.1% |
| 92 | MNSTMONSTER BEVERAGE CORP NEW | 186,580 | $17.9M | 0.1% |
| 93 | TAT&T INC | 841,276 | $17.4M | 0.1% |
| 94 | AJGGALLAGHER ARTHUR J & CO | 74,414 | $17.1M | 0.1% |
| 95 | VRTVERTIV HLDGS CO | 50,500 | $16.9M | 0.1% |
| 96 | DELLDELL TECHNOLOGIES INC | 39,006 | $16.8M | 0.1% |
| 97 | HONHONEYWELL INTL INC | 75,000 | $16.8M | 0.1% |
| 98 | VRTXVERTEX PHARMACEUTICALS INC | 33,800 | $16.8M | 0.1% |
| 99 | COPCONOCOPHILLIPS | 161,000 | $16.7M | 0.1% |
| 100 | MARMARRIOTT INTL INC NEW | 45,000 | $16.7M | 0.1% |
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.