Elo Mutual Pension Insurance Co
Long book
$6.06B
Q1 2026
Positions
581
Top-10 weight
37%
concentration
Last quarter
+15.1%
SPY +14.8%
Turnover
33%
of book per quarter
Strategy in plain words
auto-generated from filingsElo Mutual Pension Insurance Co is an institutional manager, running a $6.06B US long book across 581 positions.
The portfolio is moderately concentrated (top 10 ≈ 37% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, ALPHABET INC-CL A, AMAZON.COM INC.
Over the last 9 quarters its long book ran on average 0pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.7%
Q2 2024
+5.7%
Q3 2024
+2.5%
Q4 2024
-4.1%
Q1 2025
+11.0%
Q2 2025
+8.1%
Q3 2025
+2.4%
Q4 2025
-5.4%
Q1 2026
+15.1%
Sector allocation
Technology 44%
Financials 11%
Healthcare 9%
Consumer discretionary 9%
Industrials 8%
Services media 6%
Other 3%
Energy 3%
Long book by quarter
What does Elo Mutual own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 2.7M | $463.9M | 7.6% | -0.8% |
| AAPL APPLE INC | Technology | 1.6M | $401.9M | 6.6% | +3.4% |
| MSFT MICROSOFT CORP | Technology | 692.8K | $256.4M | 4.2% | +8.1% |
| GOOGL ALPHABET INC-CL A | Technology | 635.4K | $182.7M | 3.0% | +0.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 872.0K | $181.6M | 3.0% | -1.3% |
| META META PLATFORMS INC-CLASS A | Technology | 281.2K | $160.9M | 2.7% | +0.6% |
| GOOG ALPHABET INC-CL C | Technology | 534.5K | $153.3M | 2.5% | +16.2% |
| AVGO BROADCOM INC | Technology | 481.6K | $149.1M | 2.5% | -3.0% |
| TSLA TESLA INC | Industrials | 320.4K | $119.1M | 2.0% | +13.4% |
| LLY ELI LILLY & CO | Healthcare | 76.8K | $70.6M | 1.2% | +4.9% |
| JNJ JOHNSON & JOHNSON | Healthcare | 264.9K | $64.7M | 1.1% | -4.6% |
| XOM EXXON MOBIL CORP | Energy | 328.4K | $55.7M | 0.9% | -25.8% |
| JPM JPMORGAN CHASE & CO | Financials | 186.5K | $54.9M | 0.9% | -13.4% |
| V VISA INC-CLASS A SHARES | Services media | 177.8K | $53.7M | 0.9% | -0.7% |
| WMT WALMART INC | Consumer discretionary | 422.3K | $52.5M | 0.9% | -11.2% |
| NFLX NETFLIX INC | Services media | 481.1K | $46.3M | 0.8% | -4.6% |
| MA MASTERCARD INC - A | Services media | 91.5K | $45.7M | 0.8% | -0.7% |
| ABBV ABBVIE INC | Healthcare | 201.7K | $43.9M | 0.7% | +3.0% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 287.4K | $42.0M | 0.7% | +0.8% |
| AMD ADVANCED MICRO DEVICES | Technology | 201.9K | $41.1M | 0.7% | -7.5% |
| HD HOME DEPOT INC | Consumer discretionary | 102.5K | $33.7M | 0.6% | +3.7% |
| CSCO CISCO SYSTEMS INC | Technology | 414.8K | $32.2M | 0.5% | -8.1% |
| UNH UNITEDHEALTH GROUP INC | Financials | 118.9K | $32.2M | 0.5% | +3.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 31.6K | $31.5M | 0.5% | -25.2% |
| AMAT APPLIED MATERIALS INC | Technology | 90.5K | $30.9M | 0.5% | +1.0% |
| KO COCA-COLA CO/THE | Consumer staples | 396.9K | $30.2M | 0.5% | -15.7% |
| BAC BANK OF AMERICA CORP | Financials | 606.6K | $29.6M | 0.5% | -3.8% |
| GS GOLDMAN SACHS GROUP INC | Financials | 31.4K | $26.5M | 0.4% | -4.9% |
| MRK MERCK & CO. INC. | Healthcare | 218.6K | $26.3M | 0.4% | -28.2% |
| CVX CHEVRON CORP | Energy | 126.2K | $26.1M | 0.4% | -29.2% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 104.1K | $25.2M | 0.4% | +13.4% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 51.5K | $24.7M | 0.4% | -31.4% |
| AMGN AMGEN INC | Healthcare | 70.0K | $24.6M | 0.4% | -0.7% |
| GEV GE VERNOVA INC | Industrials | 26.7K | $23.3M | 0.4% | +3.9% |
| AXP AMERICAN EXPRESS CO | Financials | 72.8K | $22.0M | 0.4% | -2.6% |
| MCD MCDONALD'S CORP | Consumer discretionary | 69.0K | $21.4M | 0.4% | +30.4% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 43.7K | $20.1M | 0.3% | -0.7% |
| PG PROCTER & GAMBLE CO/THE | Other | 131.8K | $19.0M | 0.3% | -38.6% |
| GILD GILEAD SCIENCES INC | Healthcare | 132.4K | $18.4M | 0.3% | -31.6% |
| ACN ACCENTURE PLC-CL A | Services media | 92.3K | $18.3M | 0.3% | +18.2% |
| UBER UBER TECHNOLOGIES INC | Services media | 252.4K | $18.2M | 0.3% | -12.6% |
| KLAC KLA CORP | Other | 12.3K | $18.1M | 0.3% | -0.8% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 36.6K | $18.0M | 0.3% | -13.9% |
| C CITIGROUP INC | Financials | 157.6K | $17.9M | 0.3% | -10.4% |
| MS MORGAN STANLEY | Financials | 107.4K | $17.7M | 0.3% | -8.1% |
| BLK BLACKROCK INC | Financials | 18.4K | $17.7M | 0.3% | +2.0% |
| MCK MCKESSON CORP | Consumer discretionary | 20.4K | $17.6M | 0.3% | -0.7% |
| CRM SALESFORCE INC | Technology | 92.5K | $17.3M | 0.3% | -4.8% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 276.9K | $16.8M | 0.3% | -9.3% |
| ABT ABBOTT LABORATORIES | Healthcare | 161.4K | $16.6M | 0.3% | -0.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 581 | $6.06B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 595 | $6.53B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 614 | $6.09B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 626 | $4.91B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 615 | $4.46B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 525 | $4.71B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 473 | $4.67B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 12, 2024 | 470 | $4.27B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 469 | $4.26B | canonical | SEC ↗ |
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