Elo Mutual Pension Insurance
ESPOO, H9files as Elo Mutual Pension Insurance Co
$7.8bn in 593 US stocks at the end of 30 June 2026. The top 10 are 37.3% of the money. It changed about 20.5% of the portfolio this quarter.
Value
$7.8bn
Stocks
593
Top 10 share
37.3%
Turnover
20.5%
What changed this quarter
New
Bought for the first time this quarter.
- State STR Spdr S&P 500 ETF TSPY1.4% of the fund
- Vaneck ETF TrustSMH0.8% of the fund
- Invesco Exchange Traded FD TRSP0.7% of the fund
- SandiskSNDK0.3% of the fund
- Invesco Exch Traded FD TR IIKBWB0.3% of the fund
- RTXRTX0.3% of the fund
- IsharesEWT0.2% of the fund
- PrologisPLD0.2% of the fund
- Booking HoldingsBKNG0.2% of the fund
- Realty IncomeO0.1% of the fund
- Simon Property GroupSPG0.1% of the fund
- Northrop GrummanNOC<0.1% of the fund
- Motorola SolutionsMSI<0.1% of the fund
- American TowerAMT<0.1% of the fund
- Cbre GroupCBRE<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Applied OptoelectronicsAAOI<0.1% of the fund
- VentasVTR<0.1% of the fund
- Bloom EnergyBE<0.1% of the fund
- XylemXYL<0.1% of the fund
- Iqvia HoldingsIQV<0.1% of the fund
- SnowflakeSNOW<0.1% of the fund
- RelianceRS<0.1% of the fund
- Duke EnergyDUK<0.1% of the fund
- WatscoWSO<0.1% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA7.3% of the fund+6%
- AppleAAPL6.2% of the fund+5%
- Spdr Series TrustSPHY4.3% of the fund+140%
- MicrosoftMSFT3.8% of the fund+15%
- AlphabetGOOGL3.3% of the fund+13%
- Amazon.comAMZN3.2% of the fund+20%
- Meta PlatformsMETA2.7% of the fund+33%
- AlphabetGOOG2.7% of the fund+10%
- Eli LillyLLY1.3% of the fund+11%
- Micron TechnologyMU1.2% of the fund+127%
- Johnson & JohnsonJNJ1.1% of the fund+23%
- JPMorgan ChaseJPM1.0% of the fund+25%
- Applied MaterialsAMAT1.0% of the fund+16%
- UnitedHealth GroupUNH0.9% of the fund+38%
- VisaV0.9% of the fund+11%
- IsharesIEMG0.8% of the fund+2292%
- Cisco SystemsCSCO0.8% of the fund+24%
- Bank of AmericaBAC0.8% of the fund+72%
- WalmartWMT0.8% of the fund+22%
- ExxonMobil HoldingsXOM0.7% of the fund+22%
- Costco WholesaleCOST0.6% of the fund+71%
- IntelINTC0.6% of the fund+48%
- NetflixNFLX0.6% of the fund+39%
- CitigroupC0.6% of the fund+105%
- KLAKLAC0.5% of the fund+14%
Cut
Sold some of their stake.
- BroadcomAVGO2.3% of the fund-3%
- TeslaTSLA1.5% of the fund-11%
- Ishares TRUSHY1.0% of the fund-44%
- Ishares TRSOXX0.9% of the fund-63%
- AbbVieABBV0.6% of the fund-4%
- IsharesEWY0.6% of the fund-22%
- Goldman Sachs GroupGS0.4% of the fund-5%
- International Business MachinesIBM0.3% of the fund-26%
- Western DigitalWDC0.2% of the fund-20%
- Dell TechnologiesDELL0.2% of the fund-17%
- CVS HealthCVS0.2% of the fund-8%
- Seagate Technology HoldingsSTX0.2% of the fund-25%
- Astera LabsALAB0.2% of the fund-12%
- FortinetFTNT0.2% of the fund-9%
- TJX CompaniesTJX0.2% of the fund-11%
- SalesforceCRM0.2% of the fund-8%
- Automatic Data ProcessingADP0.1% of the fund-14%
- Lockheed MartinLMT0.1% of the fund-12%
- BlackstoneBX0.1% of the fund-20%
- EOG ResourcesEOG0.1% of the fund-9%
- Cardinal HealthCAH0.1% of the fund-5%
- CumminsCMI0.1% of the fund-12%
- Bank of New York MellonBNY0.1% of the fund-2%
- Travelers CompaniesTRV0.1% of the fund-6%
- AonAON0.1% of the fund-8%
Sold out
Sold their entire stake.
- Select Sector Spdr TRXLK-100%
- Ishares TRHYG-100%
- Select Sector Spdr TRXLU-100%
- Select Sector Spdr TRXLI-100%
- Honeywell InternationalHON-100%
- BaiduBIDU-100%
- Alibaba Group HldgBABA-100%
- CencoraCOR-100%
- PNC Financial Services GroupPNC-100%
- Ishares TRITA-100%
- Rockwell AutomationROK-100%
- NRG EnergyNRG-100%
- Keurig Dr PepperKDP-100%
- Williams SonomaWSM-100%
- Jacobs SolutionsJ-100%
- Take TWO Interactive SoftwareTTWO-100%
- Royal Caribbean CruisesRCL-100%
- Advanced Drainage SystemsWMS-100%
- WatersWAT-100%
- Marriott InternationalMAR-100%
- RobloxRBLX-100%
- InsmedINSM-100%
- Pg&ePCG-100%
- NateraNTRA-100%
- CloroxCLX-100%
Holdings
- Spdr Series TrustSPHY
- Share
- 4.3%
- Value
- $335m
- Shares
- 14,297,990
+140%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.4%
- Value
- $106m
- Shares
- 141,800
New
- Ishares TRUSHY
- Share
- 1.0%
- Value
- $78m
- Shares
- 2,096,382
-44%
- Ishares TRSOXX
- Share
- 0.9%
- Value
- $72m
- Shares
- 112,320
-63%
- IsharesIEMG
- Share
- 0.8%
- Value
- $63m
- Shares
- 760,800
+2292%
- Vaneck ETF TrustSMH
- Share
- 0.8%
- Value
- $61m
- Shares
- 92,560
New
- Invesco Exchange Traded FD TRSP
- Share
- 0.7%
- Value
- $55m
- Shares
- 260,274
New
- IsharesEWY
- Share
- 0.6%
- Value
- $48m
- Shares
- 239,064
-22%
- Invesco Exch Traded FD TR IIKBWB
- Share
- 0.3%
- Value
- $23m
- Shares
- 243,434
New
- IsharesEWT
- Share
- 0.2%
- Value
- $19m
- Shares
- 175,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 7.3% | $566m | 2,829,665 | +6% |
| AppleAAPL | 6.2% | $480m | 1,658,675 | +5% |
| Spdr Series TrustSPHY | 4.3% | $335m | 14,297,990 | +140% |
| MicrosoftMSFT | 3.8% | $296m | 793,846 | +15% |
| AlphabetGOOGL | 3.3% | $257m | 718,050 | +13% |
| Amazon.comAMZN | 3.2% | $250m | 1,048,057 | +20% |
| Meta PlatformsMETA | 2.7% | $210m | 372,662 | +33% |
| AlphabetGOOG | 2.7% | $208m | 589,317 | +10% |
| BroadcomAVGO | 2.3% | $177m | 468,816 | -3% |
| TeslaTSLA | 1.5% | $119m | 283,583 | -11% |
| Advanced Micro DevicesAMD | 1.5% | $117m | 201,675 | Held |
| State STR Spdr S&P 500 ETF TSPY | 1.4% | $106m | 141,800 | New |
| Eli LillyLLY | 1.3% | $103m | 85,566 | +11% |
| Micron TechnologyMU | 1.2% | $94m | 81,191 | +127% |
| Johnson & JohnsonJNJ | 1.1% | $83m | 326,117 | +23% |
| Ishares TRUSHY | 1.0% | $78m | 2,096,382 | -44% |
| JPMorgan ChaseJPM | 1.0% | $76m | 232,892 | +25% |
| Applied MaterialsAMAT | 1.0% | $76m | 104,620 | +16% |
| Ishares TRSOXX | 0.9% | $72m | 112,320 | -63% |
| UnitedHealth GroupUNH | 0.9% | $68m | 164,522 | +38% |
| VisaV | 0.9% | $68m | 197,827 | +11% |
| IsharesIEMG | 0.8% | $63m | 760,800 | +2292% |
| Vaneck ETF TrustSMH | 0.8% | $61m | 92,560 | New |
| Cisco SystemsCSCO | 0.8% | $60m | 512,257 | +24% |
| Bank of AmericaBAC | 0.8% | $60m | 1,045,795 | +72% |
| WalmartWMT | 0.8% | $58m | 514,630 | +22% |
| Invesco Exchange Traded FD TRSP | 0.7% | $55m | 260,274 | New |
| ExxonMobil HoldingsXOM | 0.7% | $55m | 402,288 | +22% |
| Costco WholesaleCOST | 0.6% | $50m | 53,903 | +71% |
| IntelINTC | 0.6% | $49m | 353,867 | +48% |
| AbbVieABBV | 0.6% | $49m | 194,138 | -4% |
| IsharesEWY | 0.6% | $48m | 239,064 | -22% |
| MastercardMA | 0.6% | $48m | 93,290 | Held |
| NetflixNFLX | 0.6% | $48m | 667,455 | +39% |
| CitigroupC | 0.6% | $45m | 322,745 | +105% |
| KLAKLAC | 0.5% | $42m | 139,483 | +14% |
| CaterpillarCAT | 0.5% | $39m | 36,253 | +61% |
| Palantir TechnologiesPLTR | 0.5% | $38m | 322,353 | +12% |
| MerckMRK | 0.5% | $38m | 292,589 | +34% |
| Home DepotHD | 0.5% | $37m | 104,756 | +2% |
| Coca-ColaKO | 0.5% | $37m | 450,307 | +13% |
| QualcommQCOM | 0.4% | $33m | 178,696 | +75% |
| GE VernovaGEV | 0.4% | $32m | 27,566 | +3% |
| Taiwan Semiconductor ManufacturingTSM | 0.4% | $32m | 67,154 | +43% |
| Palo Alto NetworksPANW | 0.4% | $32m | 93,512 | +49% |
| Procter & GamblePG | 0.4% | $32m | 217,405 | +65% |
| ChevronCVX | 0.4% | $31m | 186,674 | +48% |
| Goldman Sachs GroupGS | 0.4% | $30m | 29,921 | -5% |
| Berkshire HathawayBRK-B | 0.4% | $30m | 59,033 | +15% |
| AmgenAMGN | 0.4% | $28m | 78,004 | +12% |
| Marvell TechnologyMRVL | 0.3% | $25m | 85,281 | +29% |
| OracleORCL | 0.3% | $25m | 170,878 | +63% |
| American ExpressAXP | 0.3% | $25m | 73,354 | Held |
| Analog DevicesADI | 0.3% | $25m | 62,310 | +48% |
| Gilead SciencesGILD | 0.3% | $25m | 195,699 | +48% |
| McDonald'sMCD | 0.3% | $24m | 87,697 | +27% |
| Morgan StanleyMS | 0.3% | $24m | 112,450 | +5% |
| SandiskSNDK | 0.3% | $23m | 10,276 | New |
| Uber TechnologiesUBER | 0.3% | $23m | 323,733 | +28% |
| Invesco Exch Traded FD TR IIKBWB | 0.3% | $23m | 243,434 | New |
| RTXRTX | 0.3% | $23m | 119,036 | New |
| Walt DisneyDIS | 0.3% | $22m | 230,061 | +55% |
| International Business MachinesIBM | 0.3% | $22m | 76,988 | -26% |
| Verizon CommunicationsVZ | 0.3% | $21m | 494,847 | +66% |
| PepsiCoPEP | 0.3% | $21m | 152,967 | +119% |
| Wells Fargo & CompanyWFC | 0.3% | $20m | 242,249 | +19% |
| ProgressivePGR | 0.3% | $20m | 90,661 | +40% |
| Thermo Fisher ScientificTMO | 0.2% | $19m | 38,413 | +5% |
| IsharesEWT | 0.2% | $19m | 175,000 | New |
| BlackRockBLK | 0.2% | $19m | 19,658 | +7% |
| Western DigitalWDC | 0.2% | $19m | 29,019 | -20% |
| Intuitive SurgicalISRG | 0.2% | $18m | 46,209 | +6% |
| PfizerPFE | 0.2% | $18m | 747,091 | +30% |
| Dell TechnologiesDELL | 0.2% | $18m | 40,938 | -17% |
| Capital One FinancialCOF | 0.2% | $17m | 87,036 | +12% |
| AT&TT | 0.2% | $17m | 837,919 | +86% |
| CVS HealthCVS | 0.2% | $17m | 165,030 | -8% |
| CrowdStrike HoldingsCRWD | 0.2% | $17m | 22,321 | +47% |
| CorningGLW | 0.2% | $17m | 66,495 | +7% |
| PrologisPLD | 0.2% | $17m | 125,076 | New |
| ChubbCB | 0.2% | $17m | 49,488 | Held |
| Texas InstrumentsTXN | 0.2% | $17m | 56,425 | +15% |
| Bristol-Myers SquibbBMY | 0.2% | $17m | 289,019 | +4% |
| Vertex PharmaceuticalsVRTX | 0.2% | $17m | 33,374 | +6% |
| MedtronicMDT | 0.2% | $17m | 211,336 | +40% |
| MckessonMCK | 0.2% | $16m | 21,582 | +6% |
| EatonETN | 0.2% | $16m | 37,171 | +7% |
| Seagate Technology HoldingsSTX | 0.2% | $16m | 16,400 | -25% |
| Booking HoldingsBKNG | 0.2% | $16m | 88,554 | New |
| Abbott LaboratoriesABT | 0.2% | $16m | 172,853 | +7% |
| DeereDE | 0.2% | $15m | 24,318 | +3% |
| Parker-HannifinPH | 0.2% | $15m | 15,309 | +9% |
| DanaherDHR | 0.2% | $15m | 78,337 | +8% |
| NextEra EnergyNEE | 0.2% | $15m | 168,905 | +39% |
| LindeLIN | 0.2% | $15m | 28,529 | +13% |
| Charles SchwabSCHW | 0.2% | $15m | 158,660 | +133% |
| Trane TechnologiesTT | 0.2% | $14m | 28,854 | +17% |
| BoeingBA | 0.2% | $14m | 65,433 | +25% |
| AdobeADBE | 0.2% | $14m | 68,794 | +37% |
| NewmontNEM | 0.2% | $14m | 150,775 | Held |
Showing the largest 100 of 593.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 58.3% since 30 June 2025.
Where the money is
Technology34.2%
Media & telecom10.8%
Financial services10.2%
Health care9.5%
Retail & consumer8.0%
Industrials6.0%
Everyday goods3.6%
Energy2.3%
Real estate1.6%
Utilities1.5%
Materials1.2%
Other11.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.