Q2 2026 13F · SEC CIK 1739877

Elo Mutual Pension Insurance Co

Pension fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $7.8B
Reported positions: 593
Top holdings a year, 3 yrs: +24.2%
Average holding period: 5.3 yrs

Elo Mutual Pension Insurance Co is a pension fund that reported 593 positions worth $7.8B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Nvidia Corporation Com (NVDA, 7.3%), Apple Inc (AAPL, 6.2%), Spdr Series Trust (SPHY, 4.3%). A portfolio copying its top holdings returned 24.2% a year over the last 3 years, against 20.4% for the S&P 500.

Elo Mutual Pension Insurance Co holdings largest 50 of 593 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Elo Mutual Pension Insurance Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	7.3%	7.6%	2,829,665	+6.4%	$566.2M
AAPLApple Inc	6.2%	6.6%	1,658,675	+4.8%	$480.0M
SPHYSpdr Series Trust	4.3%	2.3%	14,297,990	+140.3%	$335.1M
MSFTMicrosoft Corp	3.8%	4.2%	793,846	+14.6%	$296.1M
GOOGLAlphabet Inc	3.3%	3.0%	718,050	+13.0%	$256.6M
AMZNAmazon Com Inc Com	3.2%	3.0%	1,048,057	+20.2%	$249.8M
METAMeta Platforms Inc Class A	2.7%	2.7%	372,662	+32.5%	$209.9M
GOOGAlphabet Inc	2.7%	2.5%	589,317	+10.3%	$208.2M
AVGOBroadcom Inc	2.3%	2.5%	468,816	-2.7%	$177.1M
TSLATesla Inc Com	1.5%	2.0%	283,583	-11.5%	$119.3M
AMDAdvanced Micro Devices Inc	1.5%	0.7%	201,675	-0.1%	$117.2M
SPYSpdr S&p 500 ETF Tr	1.4%	—	141,800	—	$105.9M
LLYLilly Eli & Co	1.3%	1.2%	85,566	+11.5%	$102.6M
MUMicron Technology Inc	1.2%	—	81,191	—	$93.7M
JNJJohnson & Johnson	1.1%	1.1%	326,117	+23.1%	$82.8M
USHYIshares Tr	1.0%	2.3%	2,096,382	-44.0%	$77.6M
JPMJpmorgan Chase & Co	1.0%	0.9%	232,892	+24.9%	$76.2M
AMATApplied Matls Inc	1.0%	0.5%	104,620	+15.6%	$75.6M
SOXXIshares Semiconductor ETF	0.9%	1.7%	112,320	-63.4%	$72.0M
UNHUnitedhealth Group Inc Com	0.9%	0.5%	164,522	+38.4%	$68.4M
VVisa Inc Com Cl A	0.9%	0.9%	197,827	+11.2%	$67.9M
IEMGIshares	0.8%	—	760,800	—	$63.0M
SMHVaneck Semiconductor ETF	0.8%	—	92,560	—	$60.7M
CSCOCisco Sys Inc	0.8%	0.5%	512,257	+23.5%	$60.2M
BACBank of Amer Corp	0.8%	0.5%	1,045,795	+72.4%	$59.6M
WMTWalmart Inc	0.8%	0.9%	514,630	+21.9%	$58.3M
RSPInvesco S&p 500 Equal Weight ETF	0.7%	—	260,274	—	$55.4M
XOMExxon Mobil Corp	0.7%	0.9%	402,288	+22.5%	$55.0M
COSTCostco Whsl Corp New	0.6%	0.5%	53,903	+70.7%	$50.4M
INTCIntel Corp	0.6%	—	353,867	—	$49.4M
ABBVAbbvie Inc	0.6%	0.7%	194,138	-3.8%	$48.9M
EWYIshares Inc	0.6%	0.6%	239,064	-21.7%	$48.3M
MAMastercard Inc.	0.6%	0.8%	93,290	+2.0%	$47.9M
NFLXNetflix Inc Total	0.6%	0.8%	667,455	+38.7%	$47.7M
CCitigroup Inc Com New	0.6%	—	322,745	—	$45.2M
KLACKla Corp	0.5%	0.3%	139,483	+1035.6%	$42.1M
CATCaterpillar Inc Com	0.5%	—	36,253	—	$38.6M
PLTRPalantir Technologies Inclass Class A	0.5%	0.7%	322,353	+12.2%	$37.6M
MRKMerck & Co. Inc	0.5%	0.4%	292,589	+33.8%	$37.6M
HDHome Depot Inc Com	0.5%	0.6%	104,756	+2.2%	$36.9M
KOCoca Cola Co	0.5%	0.5%	450,307	+13.4%	$36.6M
QCOMQualcomm Inc	0.4%	—	178,696	—	$33.0M
GEVGe Vernova Inc	0.4%	0.4%	27,566	+3.1%	$32.4M
TSMTaiwan Semiconductor Manufac	0.4%	—	67,154	—	$32.1M
PANWPalo Alto Networks Inc	0.4%	—	93,512	—	$31.9M
PGProcter & Gamble Co Com	0.4%	0.3%	217,405	+65.0%	$31.9M
CVXChevron Corp New	0.4%	0.4%	186,674	+47.9%	$30.9M
GSGoldman Sachs Group Inc	0.4%	0.4%	29,921	-4.6%	$30.3M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	59,033	+14.6%	$29.5M
AMGNAmgen Inc Com	0.4%	0.4%	78,004	+11.5%	$28.2M

What Elo Mutual Pension Insurance Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.1% /yr; S&P 500 +20.1%
3 years: +24.2% /yr; S&P 500 +20.4%
5 years: +12.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$7.8B	593
Q1 2026	$6.1B	581
Q4 2025	$6.5B	595
Q3 2025	$6.1B	614
Q2 2025	$4.9B	626
Q1 2025	$4.5B	615
Q4 2024	$4.7B	525
Q3 2024	$4.7B	473
Q2 2024	$4.3B	470
Q1 2024	$4.3B	469
Q4 2023	$3.7B	474
Q3 2023	$3.2B	474

Questions about Elo Mutual Pension Insurance Co's portfolio

What stocks does Elo Mutual Pension Insurance Co own?

Elo Mutual Pension Insurance Co's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 593 positions worth $7.8B. The largest are Nvidia Corporation Com (NVDA) at 7.3%, Apple Inc (AAPL) at 6.2%, Spdr Series Trust (SPHY) at 4.3%, Microsoft Corp (MSFT) at 3.8% and Alphabet Inc (GOOGL) at 3.3%.

What did Elo Mutual Pension Insurance Co buy last quarter?

In Q2 2026, Elo Mutual Pension Insurance Co added Kla Corp (KLAC) (+1035.6% shares), Spdr Series Trust (SPHY) (+140.3% shares) and Bank of Amer Corp (BAC) (+72.4% shares), compared with its Q1 2026 filing.

What did Elo Mutual Pension Insurance Co sell last quarter?

In Q2 2026, Elo Mutual Pension Insurance Co cut from its top 50 State Street Technology Select Sector Sp (XLK), cut from its top 50 Ishares Trust (HYG), cut from its top 50 International Business Machs (IBM), cut from its top 50 Spdr (XLU), cut from its top 50 American Express Co Com (AXP), Ishares Semiconductor ETF (SOXX) (-63.4% shares), Ishares Tr (USHY) (-44.0% shares) and Ishares Inc (EWY) (-21.7% shares), compared with its Q1 2026 filing.

How has Elo Mutual Pension Insurance Co's portfolio performed?

A portfolio copying Elo Mutual Pension Insurance Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.1% against +20.1%. Over 5 years: +12.8% a year against +11.6%.

When is Elo Mutual Pension Insurance Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Elo Mutual Pension Insurance Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.