Livforsakringsbolaget Skandia, Omsesidigt

CIK 0001547926 · Q1 2026

13F Equity AUM

$2.6B

+0.4% QoQ

Positions

456

-25 QoQ

AUM Rank

#1,550

Top 13%

Skill Alpha (FF)

+0.2%/yr^ns

No Clear Edge

Rank #2,162 · Top 26%

vs S&P -1.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 30.9%Top 10: 42.5%Top 20: 54.5%

NVDA9.1%

AAPL7.4%

GOOGL5.6%

MSFT5.1%

AMZN3.7%

AVGO3.5%

JPM2.3%

META2.1%

JNJ2.0%

KLAC1.7%

Others (446)57.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology37.8%

Financial Services14.6%

Consumer Cyclical12.4%

Healthcare11.2%

Communication Services10.2%

Industrials6.2%

Consumer Defensive2.9%

Other4.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 456Median: 0.02%Avg: 0.22%

0–0.5%

407(25.2%)

0.5–1%

30(21.4%)

1–3%

13(19.1%)

3–5%

2(7.2%)

5%+

4(27.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 454Unique: 2vs 20 funds

6.2%Low

456

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

11.4%

STATE STREET CORP

13.3%

MORGAN STANLEY

8.6%

GEODE CAPITAL MANAGEMENT, LLC

13.2%

JPMORGAN CHASE & CO

9.4%

BANK OF AMERICA CORP /DE/

9.6%

VANGUARD CAPITAL MANAGEMENT LLC

13.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

16%

FMR LLC

15.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New13Increased127Decreased50Exited38

New Positions

SUX0.3%

+41K

CA8A0.2%

+10K

ENS0.2%

+27K

SSD0.2%

+26K

EXLS0.1%

+85K

PAHC0.1%

+32K

CW0.0%

+240

6RJ00.0%

+3K

COHR0.0%

+1K

LITE0.0%

+500

Increased

JNJ2.0%

+195K(+1168%)

WTS0.3%

+141K(+20071%)

NVDA9.1%

+140K(+12%)

SSNC1.0%

+131K(+182%)

NEM0.6%

+129K(+1805%)

URBN0.6%

+94K(+85%)

DECK0.4%

+81K(+256%)

AAPL7.4%

+70K(+10%)

DAL0.7%

+69K(+34%)

ACT0.3%

+61K(+122%)

Decreased

PINS0.0%

-301,600(-99%)

MAT0.3%

-198,700(-87%)

VICI0.3%

-179,365(-86%)

DELL0.0%

-123,600(-98%)

HTD0.1%

-66,695(-37%)

CBRE0.0%

-64,300(-96%)

GOOGL5.6%

-56,200(-10%)

EX90.6%

-50,247(-17%)

AM0.0%

-38,107(-99%)

OC0.1%

-37,900(-68%)

Exited

-26,110

-16,920

-32,700

-33,600

-127,900

-66,400

-27,150

-28,100

-37,900

-7,200

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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