IM
Ilmarinen Mutual Pension Insurance Co 13F Portfolio & Top Holdings (Q2 2026)
Ilmarinen Mutual Pension Insurance CoCIK: 0001661580
Diversified strategyMomentum follower
Total reported value
$14.8B
Reporting period: 2026-06-30 · Number of holdings: 445
Ilmarinen Mutual Pension Insurance Co disclosed 445 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $14.8B and a quarterly turnover rate of 23.0%.
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Personality snowflake
- Concentration
- 27.06
- Portfolio Stability
- 23.01
- Momentum
- 100
- Sector conviction
- 64.67
- Diversification
- 100
- Sizing Uniformity
- 46
Ilmarinen Mutual Pension Insurance Co's disclosed holdings carry a Herfindahl concentration index of 0.068 — mathematically equivalent to about 15 equally-sized positions, well below its 445 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 5.40), 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.
Sector classification currently covers about 56% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd USCL
+9.3% $466.2M
Add MU
+4.0% $133.4M
Add USCA
+9.0% $462.4M
Trim USHY
+0.2% $3.6M
Add AMD
+7.2% $85.2M
Trim SPHY
+2.4% $14.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 445 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USCA | Xtrack Msci USA Clim Act Eq | ETF-Other | 17.03% | +0.83% | +9.02% | |
| 2 | USCL | Ishares Climate Conscious | ETF-Other | 17.02% | +0.87% | +9.28% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.29% | -0.08% | -0.47% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.94% | +0.17% | +6.88% | |
| 5 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 3.53% | -0.55% | +0.21% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.42% | +0.31% | +3.01% | |
| 7 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.32% | -0.43% | +2.44% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.43% | -0.31% | +2.80% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | -0.10% | -2.76% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.50% | +0.16% | +6.94% | |
| 11 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.36% | +0.15% | +21.54% | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 1.25% | +0.84% | +4.05% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.11% | +7.48% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.03% | -0.07% | -3.86% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.01% | +3.26% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.12% | +3.91% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 0.85% | +0.53% | +7.21% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.71% | +0.02% | — | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.04% | +10.16% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.10% | -4.31% | |
| 21 | INTC | Intel CORP | Stock-Tech | 0.56% | +0.36% | +4.05% | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 0.56% | +0.29% | +13.46% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.04% | +4.78% | |
| 24 | LRCX | Lam Research CORP | Stock-Tech | 0.51% | +0.25% | +12.09% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.30% | -9.50% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | -0.06% | — | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.09% | -4.80% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.15% | -2.74% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.12% | -3.18% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | -0.04% | -8.65% | |
| 31 | KLAC | Kla CORP | Stock-Tech | 0.40% | +0.21% | +1103.41% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.14% | +21.04% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.01% | +4.05% | |
| 34 | GE | General Electric | Stock-Industrials | 0.37% | +0.02% | -4.84% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | -0.14% | -20.43% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | +0.08% | — | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | -0.03% | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.04% | -2.99% | |
| 39 | GEV | GE Vernova Inc | Stock-Industrials | 0.30% | +0.03% | -5.25% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.30% | -0.14% | +5.81% | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.27% | +0.03% | +3.83% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | +0.06% | +52.28% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.26% | +0.12% | +38.72% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.25% | +0.11% | -0.97% | |
| 45 | WDC | Western Digital CORP | Stock-Tech | 0.24% | +0.10% | -16.70% | |
| 46 | MRVL | Marvell Technology Inc | Stock-Tech | 0.23% | +0.15% | +9.08% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.23% | +0.05% | +4.06% | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.23% | -0.04% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.23% | +0.23% | NEW | |
| 50 | LIN | Linde plc | Stock-Materials | 0.23% | +0.01% | +14.34% |
1–50 of 200
Portfolio Performance
Performance for Q4 2026
+1.2%
Performance Last 4 Quarters
+7.3%
- Stdev
- +11.5%
- Beta
- +0.93
- Alpha
- -2.1%
- Max Drawdown
- -7.8%
- Annualized Perf
- +19.8%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +3.68
- Stutzer
- +0.49
- Treynor
- +0.2
- Sterling
- +1.24
- Calmar
- +2.54
- Information Ratio
- -1.65
- Tracking Error
- +2.2%
- Stdev Down
- +5.1%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +36.1%
- Worst 12 Months
- +7.3%
- Efficiency Ratio
- +0.69
- Sharpe
- +1.63
- Stdev Sectors
- +10.6%
- Skewness
- +0.17
- Kurtosis
- +0.06
- Upside Potential
- +5.24
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 445 | $14.8B | 23 | ||
| 2026 Q1 | 462 | $12.7B | 33 | ||
| 2025 Q4 | 331 | $12.5B | 21 | ||
| 2025 Q3 | 303 | $13.3B | 27 | ||
| 2025 Q2 | 295 | $12.4B | 0 | ||
| 2025 Q1 | 301 | $11.3B | 100 | ||
| 2024 Q4 | 293 | $11.7B | 0 | ||
| 2024 Q3 | 271 | $9.2B | 0 | ||
| 2024 Q2 | 273 | $8.6B | 0 | ||
| 2024 Q1 | 266 | $8.3B | 0 | ||
| 2023 Q4 | 264 | $7.4B | 0 | ||
| 2023 Q3 | 274 | $7.6B | 0 | ||
| 2023 Q2 | 265 | $7.9B | 0 | ||
| 2023 Q1 | 255 | $7.3B | 0 | ||
| 2022 Q4 | 250 | $6.6B | 0 | ||
| 2022 Q3 | 241 | $6.1B | 0 | ||
| 2022 Q2 | 247 | $6.5B | 0 | ||
| 2022 Q1 | 246 | $7.9B | 0 | ||
| 2021 Q4 | 247 | $8.5B | 0 | ||
| 2021 Q3 | 240 | $9.3B | 0 | ||
| 2021 Q2 | 215 | $9.1B | 96 | ||
| 2021 Q1 | 205 | $8.3B | 29 | ||
| 2020 Q4 | 200 | $8.4B | 25 | ||
| 2020 Q3 | 227 | $7.7B | 17 | ||
| 2020 Q2 | 217 | $6.9B | 34 | ||
| 2020 Q1 | 213 | $5.2B | 26 | ||
| 2019 Q4 | 204 | $6.0B | 27 | ||
| 2019 Q3 | 202 | $5.5B | 0 |
Holding changes this quarter
Ilmarinen Mutual Pension Insurance Co's most significant position changes for 2026-06-30: New buy: Chevron CORP (CVX); Sold out: Nextera Energy Inc (NEE); Sold out: Intercontinental Exchange In (ICE); New buy: Boeing Co/the (BA); New buy: .
Showing top 200 changes by size (of 476 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USCL | Ishares Climate Conscious | +0.9% | +9.28% | Add |
| 2 | MU | Micron Technology Inc | +0.8% | +4.05% | Add |
| 3 | USCA | Xtrack Msci USA Clim Act Eq | +0.8% | +9.02% | Add |
| 4 | AMD | Advanced Micro Devices | +0.5% | +7.21% | Add |
| 5 | INTC | Intel CORP | +0.4% | +4.05% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.01% | Add |
| 7 | AMAT | Applied Materials Inc | +0.3% | +13.46% | Add |
| 8 | LRCX | Lam Research CORP | +0.3% | +12.09% | Add |
| 9 | CVX | Chevron CORP | +0.2% | NEW | New buy |
| 10 | KLAC | Kla CORP | +0.2% | +1103.41% | Add |
| 11 | AAPL | Apple Inc | +0.2% | +6.88% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | +6.94% | Add |
| 13 | IYR | Ishares US Real Estate ETF | +0.2% | +21.54% | Add |
| 14 | MRVL | Marvell Technology Inc | +0.2% | +9.08% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +21.04% | Add |
| 16 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 17 | LLY | Eli Lilly & Co | +0.1% | +3.91% | Add |
| 18 | TXN | Texas Instruments Inc | +0.1% | +38.72% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | -0.97% | Trim |
| 20 | ✓ | +0.1% | NEW | New buy | |
| 21 | WDC | Western Digital CORP | +0.1% | -16.70% | Trim |
| 22 | CAT | Caterpillar Inc | +0.1% | -4.80% | Trim |
| 23 | STX | Seagate Technology Holdings plc | +0.1% | -14.14% | Trim |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | — | Unchanged |
| 25 | WMB | Williams Cos Inc | +0.1% | NEW | New buy |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +8.03% | Add |
| 27 | NBIS | Nebius Group N.V. | +0.1% | +8.90% | Add |
| 28 | PG | Procter & Gamble Co/the | +0.1% | +52.28% | Add |
| 29 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 30 | DELL | Dell Technologies -c | +0.1% | -0.25% | Trim |
| 31 | APH | Amphenol Corp-cl A | +0.1% | +4.06% | Add |
| 32 | ANET | Arista Networks Inc | +0.1% | +19.10% | Add |
| 33 | ADI | Analog Devices Inc | +0.1% | +21.72% | Add |
| 34 | QCOM | Qualcomm Inc | +0.1% | +9.99% | Add |
| 35 | ORLY | O'reilly Automotive Inc | +0.1% | +108.56% | Add |
| 36 | CRDO | Credo Technology Group Holding Ltd | +0.1% | +57.82% | Add |
| 37 | KDP | Keurig Dr Pepper Inc | +0.1% | +87.50% | Add |
| 38 | DDOG | Datadog Inc - Class A | +0.1% | +74.04% | Add |
| 39 | V | Visa Inc-class A Shares | 0% | +10.16% | Add |
| 40 | SNOW | Snowflake Inc | 0% | +44.04% | Add |
| 41 | FTNT | Fortinet Inc | 0% | +45.75% | Add |
| 42 | AJG | Arthur J Gallagher & Co | 0% | +54.71% | Add |
| 43 | ALAB | Astera Labs Inc | 0% | +24.29% | Add |
| 44 | FLNG | FLEX LNG Ltd. | 0% | NEW | New buy |
| 45 | MS | Morgan Stanley | 0% | +3.83% | Add |
| 46 | GEV | GE Vernova Inc | 0% | -5.25% | Trim |
| 47 | IBM | Intl Business Machines CORP | 0% | +16.20% | Add |
| 48 | CVS | Cvs Health CORP | 0% | +24.25% | Add |
| 49 | CDNS | Cadence Design Sys Inc | 0% | +29.35% | Add |
| 50 | CCL1EUR | Carnival CORP LTD | 0% | NEW | New buy |
1–50 of 200
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Ilmarinen Mutual Pension Insurance Co and what type of investor is it?
Ilmarinen Mutual Pension Insurance Co is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $14.8B, spread across 445 disclosed positions.
What are Ilmarinen Mutual Pension Insurance Co's largest equity positions?
Based on the latest 13F filing, Ilmarinen Mutual Pension Insurance Co's top holdings by market value are:
1. Xtrack Msci USA Clim Act Eq (USCA) — $2.5B (17.0%)
2. Ishares Climate Conscious (USCL) — $2.5B (17.0%)
3. Nvidia CORP (NVDA) — $634.7M (4.3%)
4. Apple Inc (AAPL) — $583.4M (3.9%)
5. Ishares Broad Usd High Yield (USHY) — $522.4M (3.5%)
What changes did Ilmarinen Mutual Pension Insurance Co make in its most recent portfolio filing?
In the latest reported quarter, Ilmarinen Mutual Pension Insurance Co made 170 notable position adjustments: 12 new positions were initiated, 69 existing holdings were added to, 67 positions were partially reduced, and 22 were completely exited. The largest of these moves: New buy: Chevron CORP (CVX); Sold out: Nextera Energy Inc (NEE); Sold out: Intercontinental Exchange In (ICE); New buy: Boeing Co/the (BA); New buy:
What sectors does Ilmarinen Mutual Pension Insurance Co focus on?
Ilmarinen Mutual Pension Insurance Co is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 40.4%
• Communication Services: 10.7%
• Financials: 10.4%
• Consumer Discretionary: 10.1%
• Health Care: 9.6%
• Industrials: 8.8%
Investment Profile
Ilmarinen Mutual Pension Insurance Co returned an annualized 19.8% over the trailing 36 months — underperforming the S&P 500 by 2.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.93 (roughly in line with the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 40.4% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 23 over the past 4 quarters — a shift toward more active trading.
It has added to its NVDA position over the past two quarters (+$243.7M, now $634.7M), while trimming CRM over the same stretch (-$49.9M, still holding $19.9M).
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Developer Access
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