CIK: 0001739877
Total reported value
$6.1B
Reporting period: 2026-03-31 · Number of holdings: 581
Elo Mutual Pension Insurance Co disclosed 581 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $6.1B and a quarterly turnover rate of 31.1%.
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Elo Mutual Pension Insurance Co's disclosed holdings carry a Herfindahl concentration index of 0.020 — mathematically equivalent to about 50 equally-sized positions, well below its 581 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.26), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add SPHY
+466.7% $113.9M
Add USHY
+459.0% $112.9M
Trim IEMG
-98.3% -$123.3M
Trim XLK
-31.1% -$72.7M
Add SOXX
+95.7% $53.6M
Trim MSFT
+8.1% -$53.6M
Showing top 200 holdings (of 581 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.65% | -0.01% | -0.76% | |
| 2 | AAPL | Apple INC | Stock-Tech | 6.63% | +0.25% | +3.36% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.23% | -0.52% | +8.06% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.01% | -0.02% | +0.45% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.99% | -0.13% | -1.27% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.65% | -0.18% | +0.62% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.53% | +0.32% | +16.23% | |
| 8 | AVGO | Broadcom INC | Stock-Tech | 2.46% | -0.17% | -2.96% | |
| 9 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.29% | +1.91% | +466.67% | |
| 10 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.27% | +1.89% | +458.96% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.09% | -0.97% | -31.14% | |
| 12 | TSLA | Tesla INC | Stock-Consumer Disc | 1.96% | +0.01% | +13.42% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.84% | — | — | |
| 14 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.66% | +0.94% | +95.71% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | -0.05% | +4.88% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | +0.19% | -4.61% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | — | -25.80% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | -0.16% | -13.40% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | -0.07% | -0.75% | |
| 20 | WMT | Walmart INC | Stock-Consumer Staples | 0.87% | — | -11.23% | |
| 21 | NFLX | Netflix INC | Stock-Comm Services | 0.76% | — | -4.62% | |
| 22 | MA | Mastercard INC - A | Stock-Financials | 0.75% | -0.06% | -0.75% | |
| 23 | ABBV | Abbvie INC | Stock-Healthcare | 0.72% | — | +2.97% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.69% | -0.09% | +0.80% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.68% | — | -7.46% | |
| 26 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.62% | +0.35% | +65.56% | |
| 27 | HD | Home Depot INC | Stock-Consumer Disc | 0.56% | — | +3.73% | |
| 28 | CSCO | Cisco Systems INC | Stock-Tech | 0.53% | — | -8.13% | |
| 29 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.53% | -0.05% | +3.05% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | — | -25.17% | |
| 31 | AMAT | Applied Materials INC | Stock-Tech | 0.51% | +0.16% | +0.99% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | — | -15.73% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | — | -3.80% | |
| 34 | GS | Goldman Sachs Group INC | Stock-Financials | 0.44% | — | -4.91% | |
| 35 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.43% | — | -28.23% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.43% | — | -29.25% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | — | +13.41% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.17% | -31.39% | |
| 39 | AMGN | Amgen INC | Stock-Healthcare | 0.41% | — | -0.74% | |
| 40 | GEV | GE Vernova INC | Stock-Industrials | 0.38% | +0.12% | +3.87% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.37% | +0.37% | NEW | |
| 42 | AXP | American Express Co | Stock-Financials | 0.36% | — | -2.60% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | — | +30.42% | |
| 44 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.33% | — | -0.75% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.16% | -38.63% | |
| 46 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.30% | — | -31.62% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.30% | — | +18.18% | |
| 48 | UBER | Uber Technologies INC | Stock-Industrials | 0.30% | — | -12.56% | |
| 49 | KLAC | Kla CORP | Stock-Tech | 0.30% | — | -0.75% | |
| 50 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.30% | -0.08% | -13.93% |
Performance for Q3 2026
+3.5%
Performance Last 4 Quarters
+20.1%
Based on 79% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 581 | $6.1B | 31 | |
| 2025-12-31 | 595 | $6.5B | 30 | |
| 2025-09-30 | 614 | $6.1B | 43 | |
| 2025-06-30 | 626 | $4.9B | 0 | |
| 2025-03-31 | 615 | $4.5B | 100 | |
| 2024-12-31 | 525 | $4.7B | 0 | |
| 2024-09-30 | 473 | $4.7B | 0 | |
| 2024-06-30 | 470 | $4.3B | 0 | |
| 2024-03-31 | 469 | $4.3B | 0 | |
| 2023-12-31 | 474 | $3.7B | 0 | |
| 2023-09-30 | 474 | $3.2B | 0 | |
| 2023-06-30 | 466 | $3.4B | 0 | |
| 2023-03-31 | 450 | $3.2B | 0 | |
| 2022-12-31 | 465 | $2.9B | 0 | |
| 2022-09-30 | 459 | $2.6B | 0 | |
| 2022-06-30 | 470 | $3.0B | 0 | |
| 2022-03-31 | 475 | $3.5B | 0 | |
| 2021-12-31 | 454 | $3.6B | 0 | |
| 2021-09-30 | 425 | $3.1B | 0 | |
| 2021-06-30 | 426 | $3.0B | 100 | |
| 2021-03-31 | 428 | $3.0B | 23 | |
| 2020-12-31 | 424 | $3.0B | 100 | |
| 2020-09-30 | 41 | $2.8B | 35 | |
| 2020-06-30 | 23 | $2.3B | 8 | |
| 2020-03-31 | 19 | $2.2B | 28 | |
| 2019-12-31 | 23 | $2.7B | 18 | |
| 2019-09-30 | 25 | $2.5B | 11 | |
| 2019-06-30 | 32 | $2.5B | 18 | |
| 2019-03-31 | 30 | $2.2B | 17 | |
| 2018-12-31 | 32 | $2.2B | 22 | |
| 2018-09-30 | 30 | $2.4B | 26 | |
| 2018-06-30 | 36 | $2.2B | 25 | |
| 2018-03-31 | 39 | $2.7B | — |
Elo Mutual Pension Insurance Co's most significant position changes for 2026-03-31: Sold out: Ss Health Care Select Sector (XLV); New buy: St Sr Utl Sl Se Spdr Etf-usd (XLU); Sold out: Prologis INC (PLD); New buy: Eog Resources INC (EOG); Sold out: Ss Financial Select Sector (XLF).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPHY | Ss Spdr P High Yield ETF | +1.9% | +466.67% | Add |
| 2 | USHY | Ishares Broad Usd High Yield | +1.9% | +458.96% | Add |
| 3 | SOXX | Ishares Semiconductor ETF | +0.9% | +95.71% | Add |
| 4 | EWY | Ishares Msci South Korea ETF | +0.4% | +65.56% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +16.23% | Add |
| 6 | AAPL | Apple INC | +0.3% | +3.36% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | -4.61% | Trim |
| 8 | MU | Micron Technology INC | +0.2% | +256.27% | Add |
| 9 | AMAT | Applied Materials INC | +0.2% | +0.99% | Add |
| 10 | GEV | GE Vernova INC | +0.1% | +3.87% | Add |
| 11 | TSLA | Tesla INC | 0% | +13.42% | Add |
| 12 | NVDA | Nvidia CORP | 0% | -0.76% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | 0% | +0.45% | Add |
| 14 | LLY | Eli Lilly & Co | -0.1% | +4.88% | Add |
| 15 | UNH | Unitedhealth Group INC | -0.1% | +3.05% | Add |
| 16 | MA | Mastercard INC - A | -0.1% | -0.75% | Trim |
| 17 | V | Visa Inc-class A Shares | -0.1% | -0.75% | Trim |
| 18 | TMO | Thermo Fisher Scientific INC | -0.1% | -13.93% | Trim |
| 19 | SPGI | S&p Global INC | -0.1% | -15.91% | Trim |
| 20 | PLTR | Palantir Technologies Inc-a | -0.1% | +0.80% | Add |
| 21 | CRWD | Crowdstrike Holdings INC - A | -0.1% | -46.38% | Trim |
| 22 | HOOD | Robinhood Markets INC - A | -0.1% | -31.68% | Trim |
| 23 | CRM | Salesforce INC | -0.1% | -4.79% | Trim |
| 24 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -40.24% | Trim |
| 25 | QCOM | Qualcomm INC | -0.1% | -18.73% | Trim |
| 26 | INTU | Intuit INC | -0.1% | -1.49% | Trim |
| 27 | NOW | Servicenow INC | -0.1% | -15.76% | Trim |
| 28 | AMZN | Amazon.com INC | -0.1% | -1.27% | Trim |
| 29 | PANW | Palo Alto Networks INC | -0.1% | -41.33% | Trim |
| 30 | ADBE | Adobe INC | -0.1% | -18.62% | Trim |
| 31 | XLI | Ss Industrial Select Sector | -0.1% | -47.65% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | -0.2% | -13.40% | Trim |
| 33 | PG | Procter & Gamble Co/the | -0.2% | -38.63% | Trim |
| 34 | PEP | Pepsico INC | -0.2% | -54.34% | Trim |
| 35 | AVGO | Broadcom INC | -0.2% | -2.96% | Trim |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -31.39% | Trim |
| 37 | META | Meta Platforms Inc-class A | -0.2% | +0.62% | Add |
| 38 | ORCL | Oracle CORP | -0.2% | -28.12% | Trim |
| 39 | MSFT | Microsoft CORP | -0.5% | +8.06% | Add |
| 40 | XLK | Ss Technology Select Sector | -1% | -31.14% | Trim |
| 41 | IEMG | Ishares Core Msci Emerging | -1.9% | -98.30% | Trim |
| 42 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 44 | PLD | Prologis INC | — | EXIT | Sold out |
| 45 | EOG | Eog Resources INC | — | NEW | New buy |
| 46 | XLF | Ss Financial Select Sector | — | EXIT | Sold out |
| 47 | SLB | Slb LTD | — | NEW | New buy |
| 48 | BKR | Baker Hughes Co | — | NEW | New buy |
| 49 | NOC | Northrop Grumman CORP | — | EXIT | Sold out |
| 50 | VLO | Valero Energy CORP | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-10 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-10 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-10 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-09 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-03 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-12 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-11 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-12 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-13 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-13 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-09 | 13F-HR | View on EDGAR |
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