Ilmarinen Mutual Pension Insurance Co
CIK: 1661580
Holdings (445)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 13, 2026
- USCA
DBX ETF TR
$2.52M
57.52M sh17.03%+9.0% - USCL
ISHARES TR
$2.52M
30.26M sh17.02%+9.3% - NVDA
NVIDIA CORP
$635K
3.17M sh4.29%-0.5% - AAPL
APPLE INC
$583K
2.02M sh3.94%+6.9% - USHY
ISHARES TR
$522K
14.11M sh3.53%+0.2% - GOOGL
ALPHABET INC
$506K
1.42M sh3.42%+3.0% - SPHY
SPDR SER TR
$491K
20.95M sh3.32%+2.4% - MSFT
MICROSOFT CORP
$360K
965,714 sh2.43%+2.8% - AMZN
AMAZON COM INC
$303K
1.27M sh2.04%-2.8% - AVGO
BROADCOM INC
$222K
586,503 sh1.50%+6.9% - IYR
ISHARES TR
$201K
1.97M sh1.36%+21.5% - MU
MICRON TECHNOLOGY INC
$186K
160,806 sh1.25%+4.0% - META
META PLATFORMS INC
$170K
301,887 sh1.15%+7.5% - TSLA
TESLA INC
$152K
361,000 sh1.03%-3.9% - JPM
JPMORGAN CHASE & CO
$131K
399,018 sh0.88%+3.3% - LLY
LILLY ELI & CO
$127K
106,300 sh0.86%+3.9% - AMD
ADVANCED MICRO DEVICES INC
$127K
217,777 sh0.85%+7.2% - EEM
ISHARES TR
$106K
1.54M sh0.71%+0.0% - V
VISA INC
$95K
278,077 sh0.64%+10.2% - BRK.B
BERKSHIRE HATHAWAY INC DEL
$94K
188,840 sh0.64%-4.3% - INTC
INTEL CORP
$83K
591,958 sh0.56%+4.0% - AMAT
APPLIED MATLS INC
$82K
114,103 sh0.56%+13.5% - JNJ
JOHNSON & JOHNSON
$80K
315,500 sh0.54%+4.8% - LRCX
LAM RESH CORP
$76K
175,225 sh0.51%+12.1% - XOM
EXXON MOBIL CORP
$74K
543,000 sh0.50%-9.5% - MA
MASTERCARD INC
$71K
138,011 sh0.48%+0.0% - CAT
CATERPILLAR INC
$70K
65,500 sh0.47%-4.8% - WMT
WALMART INC
$68K
604,535 sh0.46%-2.7% - COST
COSTCO WHSL CORP NEW
$60K
63,885 sh0.40%-3.2% - BAC
BANK AMER CORP
$59K
1.04M sh0.40%-8.7% - KLAC
KLA CORP
$59K
196,011 sh0.40%+20.3% - CSCO
CISCO SYS INC
$58K
494,225 sh0.39%+21.0% - ABBV
ABBVIE INC
$57K
228,400 sh0.39%+4.0% - GE
GENERAL ELEC CO
$55K
147,500 sh0.37%-4.8% - KO
COCA COLA CO
$54K
662,227 sh0.36%-20.4% - UNH
UNITEDHEALTH GROUP INC
$54K
129,300 sh0.36%+0.0% - MRK
MERCK & CO INC NEW
$47K
366,500 sh0.32%+0.0% - HD
HOME DEPOT INC
$46K
130,000 sh0.31%-3.0% - GEV
GE VERNOVA INC
$45K
37,900 sh0.30%-5.3% - NFLX
NETFLIX INC
$44K
617,037 sh0.30%+5.8% - MS
MORGAN STANLEY
$40K
191,034 sh0.27%+3.8% - PG
PROCTER & GAMBLE CO
$38K
262,155 sh0.26%+52.3% - TXN
TEXAS INSTRS INC
$38K
126,740 sh0.26%+38.7% - PANW
PALO ALTO NETWORKS INC
$37K
108,570 sh0.25%-1.0% - WDC
WESTERN DIGITAL CORP
$36K
55,621 sh0.24%-16.7% - MRVL
MARVELL TECHNOLOGY INC
$34K
114,925 sh0.23%+9.1% - APH
AMPHENOL CORP NEW
$34K
193,718 sh0.23%+4.1% - SCHW
SCHWAB CHARLES CORP NEW
$34K
366,441 sh0.23%+0.0% - CVX
CHEVRON CORP NEW
$34K
203,000 sh0.23%New - LIN
LINDE PLC NEW
$34K
64,600 sh0.23%+14.3%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 USCA DBX ETF TR | 57.52M | $2.52M | +9.0% | 17.03% | Q2 2026 |
 USCL ISHARES TR | 30.26M | $2.52M | +9.3% | 17.02% | Q2 2026 |
 NVDA NVIDIA CORP | 3.17M | $635K | -0.5% | 4.29% | Q2 2026 |
 AAPL APPLE INC | 2.02M | $583K | +6.9% | 3.94% | Q2 2026 |
 USHY ISHARES TR | 14.11M | $522K | +0.2% | 3.53% | Q2 2026 |
 GOOGL ALPHABET INC | 1.42M | $506K | +3.0% | 3.42% | Q2 2026 |
 SPHY SPDR SER TR | 20.95M | $491K | +2.4% | 3.32% | Q2 2026 |
 MSFT MICROSOFT CORP | 965,714 | $360K | +2.8% | 2.43% | Q2 2026 |
 AMZN AMAZON COM INC | 1.27M | $303K | -2.8% | 2.04% | Q2 2026 |
 AVGO BROADCOM INC | 586,503 | $222K | +6.9% | 1.50% | Q2 2026 |
 IYR ISHARES TR | 1.97M | $201K | +21.5% | 1.36% | Q2 2026 |
 MU MICRON TECHNOLOGY INC | 160,806 | $186K | +4.0% | 1.25% | Q2 2026 |
 META META PLATFORMS INC | 301,887 | $170K | +7.5% | 1.15% | Q2 2026 |
 TSLA TESLA INC | 361,000 | $152K | -3.9% | 1.03% | Q2 2026 |
 JPM JPMORGAN CHASE & CO | 399,018 | $131K | +3.3% | 0.88% | Q2 2026 |
 LLY LILLY ELI & CO | 106,300 | $127K | +3.9% | 0.86% | Q2 2026 |
 AMD ADVANCED MICRO DEVICES INC | 217,777 | $127K | +7.2% | 0.85% | Q2 2026 |
 EEM ISHARES TR | 1.54M | $106K | +0.0% | 0.71% | Q2 2026 |
 V VISA INC | 278,077 | $95K | +10.2% | 0.64% | Q2 2026 |
 BRK.B BERKSHIRE HATHAWAY INC DEL | 188,840 | $94K | -4.3% | 0.64% | Q2 2026 |
 INTC INTEL CORP | 591,958 | $83K | +4.0% | 0.56% | Q2 2026 |
 AMAT APPLIED MATLS INC | 114,103 | $82K | +13.5% | 0.56% | Q2 2026 |
 JNJ JOHNSON & JOHNSON | 315,500 | $80K | +4.8% | 0.54% | Q2 2026 |
 LRCX LAM RESH CORP | 175,225 | $76K | +12.1% | 0.51% | Q2 2026 |
 XOM EXXON MOBIL CORP | 543,000 | $74K | -9.5% | 0.50% | Q2 2026 |
 MA MASTERCARD INC | 138,011 | $71K | +0.0% | 0.48% | Q2 2026 |
 CAT CATERPILLAR INC | 65,500 | $70K | -4.8% | 0.47% | Q2 2026 |
 WMT WALMART INC | 604,535 | $68K | -2.7% | 0.46% | Q2 2026 |
 COST COSTCO WHSL CORP NEW | 63,885 | $60K | -3.2% | 0.40% | Q2 2026 |
 BAC BANK AMER CORP | 1.04M | $59K | -8.7% | 0.40% | Q2 2026 |
 KLAC KLA CORP | 196,011 | $59K | +20.3% | 0.40% | Q2 2026 |
 CSCO CISCO SYS INC | 494,225 | $58K | +21.0% | 0.39% | Q2 2026 |
 ABBV ABBVIE INC | 228,400 | $57K | +4.0% | 0.39% | Q2 2026 |
 GE GENERAL ELEC CO | 147,500 | $55K | -4.8% | 0.37% | Q2 2026 |
 KO COCA COLA CO | 662,227 | $54K | -20.4% | 0.36% | Q2 2026 |
 UNH UNITEDHEALTH GROUP INC | 129,300 | $54K | +0.0% | 0.36% | Q2 2026 |
 MRK MERCK & CO INC NEW | 366,500 | $47K | +0.0% | 0.32% | Q2 2026 |
 HD HOME DEPOT INC | 130,000 | $46K | -3.0% | 0.31% | Q2 2026 |
 GEV GE VERNOVA INC | 37,900 | $45K | -5.3% | 0.30% | Q2 2026 |
 NFLX NETFLIX INC | 617,037 | $44K | +5.8% | 0.30% | Q2 2026 |
 MS MORGAN STANLEY | 191,034 | $40K | +3.8% | 0.27% | Q2 2026 |
 PG PROCTER & GAMBLE CO | 262,155 | $38K | +52.3% | 0.26% | Q2 2026 |
 TXN TEXAS INSTRS INC | 126,740 | $38K | +38.7% | 0.26% | Q2 2026 |
 PANW PALO ALTO NETWORKS INC | 108,570 | $37K | -1.0% | 0.25% | Q2 2026 |
 WDC WESTERN DIGITAL CORP | 55,621 | $36K | -16.7% | 0.24% | Q2 2026 |
 MRVL MARVELL TECHNOLOGY INC | 114,925 | $34K | +9.1% | 0.23% | Q2 2026 |
 APH AMPHENOL CORP NEW | 193,718 | $34K | +4.1% | 0.23% | Q2 2026 |
 SCHW SCHWAB CHARLES CORP NEW | 366,441 | $34K | +0.0% | 0.23% | Q2 2026 |
 CVX CHEVRON CORP NEW | 203,000 | $34K | New | 0.23% | Q2 2026 |
 LIN LINDE PLC NEW | 64,600 | $34K | +14.3% | 0.23% | Q2 2026 |
1-50 of 445 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Ilmarinen Mutual Pension Insurance Co
Ilmarinen Mutual Pension Insurance Co is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1661580). Signal8 holds 20 13F filings from it.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 13, 2026. That report lists 445 securities, not counting options, down from 462 in Q1 2026.
Its five largest reported positions, in order, are DBX ETF TR (USCA), ISHARES TR (USCL), NVIDIA CORP (NVDA), APPLE INC (AAPL) and ISHARES TR (USHY). The next five are ALPHABET INC (GOOGL), SPDR SER TR (SPHY), MICROSOFT CORP (MSFT), AMAZON COM INC (AMZN) and BROADCOM INC (AVGO).
Recent 13F filings by Ilmarinen Mutual Pension Insurance Co
- Q2 2026: 13F-HR filed Aug 13, 2026, listing 445 securities.
- Q1 2026: 13F-HR filed May 12, 2026, listing 462 securities.
- Q4 2025: 13F-HR filed Feb 10, 2026, listing 331 securities.
- Q3 2025: 13F-HR filed Nov 13, 2025, listing 303 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 295 securities.
- Q1 2025: 13F-HR filed May 20, 2025, listing 301 securities.