Holdings of Lärarfond Balanserad

Name: Holdings of Lärarfond Balanserad
Creator: Titelia

Lannebo Kapitalförvaltning AB ·116 declared positions · as of Mar 31, 2026

Original filing · Net assets 3.9B SEK · Ten largest lines: 26.1 % of the equity sleeve

Sector breakdown

Technology 11.8 %
Financials 8.9 %
Health care 6.4 %
Industrials 6.3 %
Consumer discretionary 5.5 %
Communication 4.7 %
Consumer staples 2.0 %
Materials 1.9 %
Utilities 1.1 %
Real estate 0.7 %
Funds 0.3 %
Unattributed 50.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

SEK 100.0 %

The quoted currency of each line, as declared.

Country breakdown

SE 47.2 %
US 28.1 %
GB 6.0 %
KR 2.5 %
DE 2.4 %
FI 2.2 %
JP 1.9 %
HK 1.9 %
TW 1.6 %
FR 1.2 %
IE 1.2 %
IT 1.1 %
Other countries 2.6 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	SE	42	1.4B SEK	47.23 %
2	US	40	858.8M SEK	28.08 %
3	GB	5	183.5M SEK	6.00 %
4	KR	3	76.4M SEK	2.50 %
5	DE	3	72.2M SEK	2.36 %
6	FI	2	67.3M SEK	2.20 %
7	JP	4	59.6M SEK	1.95 %
8	HK	4	58.4M SEK	1.91 %
9	TW	1	49.5M SEK	1.62 %
10	FR	2	37.9M SEK	1.24 %
11	IE	2	37.4M SEK	1.22 %
12	IT	2	33.6M SEK	1.10 %

Positions

Rank	Company	Shares	Value	Weight
1	AstraZeneca PLC	63,581	117.9M SEK	2.99 %
2	Alfa Laval AB	169,941	86.3M SEK	2.19 %
3	Swedish Orphan Biovitrum AB	219,061	85.9M SEK	2.18 %
4	Volvo AB	280,679	85.7M SEK	2.17 %
5	Atlas Copco AB	563,475	81.6M SEK	2.07 %
6	Hexagon AB	834,929	75.2M SEK	1.90 %
7	SKF AB	314,931	70.6M SEK	1.79 %
8	Getinge AB	349,856	66M SEK	1.67 %
9	Investor AB	185,686	65.8M SEK	1.67 %
10	Alphabet Inc	23,478	64.3M SEK	1.63 %
11	Indutrade AB	297,222	63.7M SEK	1.61 %
12	NVIDIA Corp	37,245	61.9M SEK	1.57 %
13	Swedbank AB	187,546	59.8M SEK	1.52 %
14	Microsoft Corp	16,748	59.1M SEK	1.50 %
15	Sinch AB	2,274,788	56.1M SEK	1.42 %
16	AAK AB	220,564	53.5M SEK	1.35 %
17	AUTOLIV INC SDR	51,550	50.9M SEK	1.29 %
18	Telefonaktiebolaget LM Ericsson	473,988	50.4M SEK	1.28 %
19	Nordea Bank Abp	312,489	50.3M SEK	1.28 %
20	Taiwan Semiconductor Manufacturing Co Ltd	15,379	49.5M SEK	1.25 %
21	EQT AB	171,457	49.1M SEK	1.24 %
22	Apple Inc	18,789	45.4M SEK	1.15 %
23	Epiroc AB	186,937	42.8M SEK	1.09 %
24	Electrolux AB	721,682	42.2M SEK	1.07 %
25	Samsung Electronics Co Ltd	39,955	41.6M SEK	1.05 %
26	Amazon.com Inc	20,753	41.2M SEK	1.04 %
27	Assa Abloy AB	122,046	41.1M SEK	1.04 %
28	Lindab International AB	253,553	38.7M SEK	0.98 %
29	Traton SE	106,205	35.7M SEK	0.91 %
30	Fastighets AB Balder	621,997	34.3M SEK	0.87 %
31	Hexpol AB	471,951	33.8M SEK	0.86 %
32	Broadcom Inc	10,744	31.7M SEK	0.80 %
33	Billerud Aktiebolag	410,626	29.9M SEK	0.76 %
34	Visa Inc	9,983	28.7M SEK	0.73 %
35	JPMorgan Chase & Co	10,126	28.4M SEK	0.72 %
36	Cboe Global Markets Inc	10,110	27.1M SEK	0.69 %
37	Skandinaviska Enskilda Banken AB	148,066	25.5M SEK	0.65 %
38	Gilead Sciences Inc	18,383	24.4M SEK	0.62 %
39	Novo Nordisk A/S	68,211	23.1M SEK	0.59 %
40	Linde PLC	4,726	22.3M SEK	0.57 %
41	BioGaia AB	185,313	22.1M SEK	0.56 %
42	Jazz Pharmaceuticals PLC	12,195	22M SEK	0.56 %
43	Societe Generale SA	32,098	21.8M SEK	0.55 %
44	KB Financial Group Inc	23,510	20.8M SEK	0.53 %
45	AIA Group Ltd	193,800	20M SEK	0.51 %
46	Prologis Inc	15,838	19.9M SEK	0.51 %
47	AT&T Inc	71,554	19.8M SEK	0.50 %
48	Medicover AB	102,198	19.2M SEK	0.49 %
49	Deutsche Telekom AG	53,413	18.7M SEK	0.47 %
50	Shin-Etsu Chemical Co Ltd	48,000	18M SEK	0.46 %
51	Haleon PLC	380,217	17.9M SEK	0.45 %
52	Colgate-Palmolive Co	21,953	17.8M SEK	0.45 %
53	Enel SpA	173,190	17.8M SEK	0.45 %
54	Fresenius SE & Co. KGaA	36,419	17.7M SEK	0.45 %
55	WW Grainger Inc	1,654	17.2M SEK	0.44 %
56	Rio Tinto PLC	19,620	17.1M SEK	0.43 %
57	STORA ENSO R SEK	153,822	16.9M SEK	0.43 %
58	Svenska Cellulosa AB SCA	152,799	16.6M SEK	0.42 %
59	Constellation Energy Corp.	6,097	16.2M SEK	0.41 %
60	Rollins Inc	31,796	16.2M SEK	0.41 %
61	Accor SA	36,283	16.2M SEK	0.41 %
62	Unilever PLC	30,114	15.9M SEK	0.40 %
63	Prysmian SpA	14,545	15.8M SEK	0.40 %
64	Spotify Technology SA	3,391	15.7M SEK	0.40 %
65	nVent Electric PLC	13,741	15.5M SEK	0.39 %
66	Progressive Corp/The	8,189	15.5M SEK	0.39 %
67	Albertsons Cos Inc	94,613	15.4M SEK	0.39 %
68	Thermo Fisher Scientific Inc	3,251	15.2M SEK	0.39 %
69	Aon PLC	4,923	15.1M SEK	0.38 %
70	Blackrock Inc	1,651	15.1M SEK	0.38 %
71	Antofagasta PLC	35,359	14.8M SEK	0.37 %
72	Contemporary Amperex Technology Co Ltd	19,700	14.7M SEK	0.37 %
73	Trane Technologies PLC	3,690	14.6M SEK	0.37 %
74	Boston Scientific Corp	24,504	14.6M SEK	0.37 %
75	Hitachi Ltd	54,000	14.4M SEK	0.37 %
76	Mitsui Fudosan Co Ltd	145,183	14.4M SEK	0.36 %
77	Kia Corp	15,577	14.1M SEK	0.36 %
78	First Citizens BancShares Inc/NC	776	13.9M SEK	0.35 %
79	ICICI Bank Ltd	56,057	13.8M SEK	0.35 %
80	Engcon AB	211,943	13.7M SEK	0.35 %
81	Alibaba Group Holding Ltd	92,200	13.3M SEK	0.34 %
82	International Business Machines Corp.	5,765	13.3M SEK	0.34 %
83	MercadoLibre Inc	793	13.1M SEK	0.33 %
84	Sony Group Corp	66,600	12.8M SEK	0.32 %
85	Beijer Alma AB	53,426	12.8M SEK	0.32 %
86	Meta Platforms Inc	2,335	12.7M SEK	0.32 %
87	Atlas Copco AB	76,851	12.5M SEK	0.32 %
88	Comfort Systems USA Inc	930	12.2M SEK	0.31 %
89	Hydro One Ltd	30,916	12.1M SEK	0.31 %
90	Telenor ASA	68,823	11.5M SEK	0.29 %
91	First Solar Inc	5,755	10.8M SEK	0.27 %
92	ANTA Sports Products Ltd	113,000	10.4M SEK	0.26 %
93	Nobia AB	5,070,942	10M SEK	0.25 %
94	Cytokinetics Inc	15,753	9.9M SEK	0.25 %
95	TopBuild Corp	2,879	9.6M SEK	0.24 %
96	Intuit Inc	2,328	9.6M SEK	0.24 %
97	Constellation Software Inc/Canada	571	9.5M SEK	0.24 %
98	Generac Holdings Inc	5,000	9.3M SEK	0.24 %
99	ServiceNow Inc	9,323	9.3M SEK	0.24 %
100	Adyen NV	972	9.1M SEK	0.23 %