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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 1661580

$14.8M

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

#IssuerSharesValue% of book
1DBX ETF TR57.5M$2.5M17%
2ISHARES TR30.3M$2.5M17%
3NVDANVIDIA CORP3.2M$634,6744.3%
4AAPLAPPLE INC2.0M$583,4403.9%
5USHYISHARES TR14.1M$522,3523.5%
6GOOGLALPHABET INC1.4M$505,9363.4%
7SPHYSPDR SER TR20.9M$491,0683.3%
8MSFTMICROSOFT CORP965,714$360,2312.4%
9AMZNAMAZON COM INC1.3M$302,6922%
10AVGOBROADCOM INC586,503$221,5521.5%
11IYRISHARES TR2.0M$201,4381.4%
12MUMICRON TECHNOLOGY INC160,806$185,6171.3%
13METAMETA PLATFORMS INC301,887$170,0501.1%
14TSLATESLA INC361,000$151,8371%
15JPMJPMORGAN CHASE & CO399,018$130,6110.9%
16LLYLILLY ELI & CO106,300$127,4990.9%
17AMDADVANCED MICRO DEVICES INC217,777$126,5090.9%
18EEMISHARES TR1.5M$105,5400.7%
19VVISA INC278,077$95,4050.6%
20BRK/BBERKSHIRE HATHAWAY INC DEL188,840$94,4940.6%
21INTCINTEL CORP591,958$82,6550.6%
22AMATAPPLIED MATLS INC114,103$82,4960.6%
23JNJJOHNSON & JOHNSON315,500$80,1280.5%
24LRCXLAM RESH CORP175,225$75,9300.5%
25EXMOCEXXON MOBIL CORP543,000$74,2390.5%
26MAMASTERCARD INC138,011$70,8820.5%
27CATCATERPILLAR INC65,500$69,7510.5%
28WMTWALMART INC604,535$68,4700.5%
29COSTCOSTCO WHSL CORP NEW63,885$59,7630.4%
30BACBANK AMER CORP1.0M$59,4220.4%
31KLACKLA CORP196,011$59,1380.4%
32CSCOCISCO SYS INC494,225$58,0520.4%
33ABBVABBVIE INC228,400$57,4750.4%
34GEGENERAL ELEC CO147,500$55,1250.4%
35KOCOCA COLA CO662,227$53,8190.4%
36UNHUNITEDHEALTH GROUP INC129,300$53,7410.4%
37MRKMERCK & CO INC NEW366,500$47,0950.3%
38HDHOME DEPOT INC130,000$45,8480.3%
39GEVGE VERNOVA INC37,900$44,5270.3%
40NFLXNETFLIX INC617,037$44,0560.3%
41MSMORGAN STANLEY191,034$39,9340.3%
42PGPROCTER & GAMBLE CO262,155$38,4420.3%
43TXNTEXAS INSTRS INC126,740$37,7770.3%
44PANWPALO ALTO NETWORKS INC108,570$37,0250.3%
45WDCWESTERN DIGITAL CORP55,621$35,5260.2%
46MRVLMARVELL TECHNOLOGY INC114,925$34,2350.2%
47APHAMPHENOL CORP NEW193,718$34,1560.2%
48SCHWSCHWAB CHARLES CORP NEW366,441$33,8120.2%
49CVXCHEVRON CORP NEW203,000$33,6490.2%
50LINDE PLC NEW64,600$33,5240.2%
51ORCLORACLE CORP223,762$32,7920.2%
52PLTRPALANTIR TECHNOLOGIES INC279,781$32,6420.2%
53SEAGATE TECHNOLOGY HLDGS PUB LTD CO32,384$31,2510.2%
54IBMINTERNATIONAL BUSINESS MACHS CORP109,736$30,8590.2%
55ADIANALOG DEVICES INC74,477$29,5800.2%
56TMOTHERMO FISHER SCIENTIFIC INC55,300$27,7250.2%
57AMGNAMGEN INC75,832$27,4600.2%
58TJXTJX COS INC NEW180,000$27,2700.2%
59MRSHMARSH & MCLENNAN COS INC163,003$27,1680.2%
60ANETARISTA NETWORKS INC158,860$26,9870.2%
61QCOMQUALCOMM INC144,593$26,7190.2%
62EATON CORP PLC61,515$26,2130.2%
63GSGOLDMAN SACHS GROUP INC25,707$25,9990.2%
64BLKBLACKROCK INC NEW26,897$25,8630.2%
65DEDEERE & CO40,373$25,6100.2%
66GLWCORNING INC99,995$25,5420.2%
67GILDGILEAD SCIENCES INC198,000$25,0150.2%
68UNPUNION PAC CORP89,612$24,3740.2%
69WFCWELLS FARGO & CO NEW284,085$23,4770.2%
70MCDMCDONALDS CORP85,500$23,1120.2%
71AFLAFLAC INC196,292$23,0150.2%
72CRWDCROWDSTRIKE HLDGS INC30,070$22,9480.2%
73CHUBB LTD66,628$22,7030.2%
74VZVERIZON COMMUNICATIONS INC531,751$22,5140.2%
75SPOTIFY TECHNOLOGY S A48,898$22,4510.2%
76CCITIGROUP INC159,625$22,3410.2%
77ISRGINTUITIVE SURGICAL INC54,800$21,7930.1%
78DISDISNEY WALT CO224,221$21,5810.1%
79BNYBANK NEW YORK MELLON CORP142,239$20,5690.1%
80BABOEING CO95,000$20,5650.1%
81CRMSALESFORCE INC127,068$19,9060.1%
82PHPARKER-HANNIFIN CORP20,046$19,6070.1%
83UBERUBER TECHNOLOGIES INC266,075$19,2000.1%
84ABTABBOTT LABS211,500$19,1920.1%
85AMPAMERIPRISE FINL INC41,551$19,0620.1%
86DHRDANAHER CORP99,500$18,9530.1%
87APPAPPLOVIN CORP36,734$18,9260.1%
88AXPAMERICAN EXPRESS CO55,279$18,6980.1%
89CLCOLGATE PALMOLIVE CO200,000$18,3360.1%
90TRANE TECHNOLOGIES PLC36,920$18,1340.1%
91ORLYO REILLY AUTOMOTIVE INC NEW195,000$17,9580.1%
92MNSTMONSTER BEVERAGE CORP NEW186,580$17,9340.1%
93TAT&T INC841,276$17,4140.1%
94AJGGALLAGHER ARTHUR J & CO74,414$17,0830.1%
95VRTVERTIV HLDGS CO50,500$16,9080.1%
96DELLDELL TECHNOLOGIES INC39,006$16,8300.1%
97HONEYWELL INTL INC75,000$16,7930.1%
98VRTXVERTEX PHARMACEUTICALS INC33,800$16,7890.1%
99COPCONOCOPHILLIPS161,000$16,7380.1%
100MARMARRIOTT INTL INC NEW45,000$16,6770.1%

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.

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