# Elo Mutual Pension Insurance Co

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1739877. Source: https://holderbook.com/funds/1739877-elo-mutual-pension-insurance-co/

- Reported value: $7.8B
- Positions: 593
- Weight of the ten largest: 37.3%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $566.2M | 2,829,665 | 7.3% | 23 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $480.0M | 1,658,675 | 6.2% | 24 |
| SPDR SERIES TRUST | [SPHY](https://holderbook.com/stocks/SPHY/) | $335.1M | 14,297,990 | 4.3% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $296.1M | 793,846 | 3.8% | 24 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $256.6M | 718,050 | 3.3% | 23 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $249.8M | 1,048,057 | 3.2% | 23 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $209.9M | 372,662 | 2.7% | 24 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $208.2M | 589,317 | 2.7% | 23 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $177.1M | 468,816 | 2.3% | 23 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $119.3M | 283,583 | 1.5% | 23 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $117.2M | 201,675 | 1.5% | 23 |
| STATE STR SPDR S&amp;P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $105.9M | 141,800 | 1.4% | 1 |
| ELI LILLY &amp; CO | [LLY](https://holderbook.com/stocks/LLY/) | $102.6M | 85,566 | 1.3% | 23 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $93.7M | 81,191 | 1.2% | 5 |
| JOHNSON &amp; JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $82.8M | 326,117 | 1.1% | 24 |
| ISHARES TR | [USHY](https://holderbook.com/stocks/USHY/) | $77.6M | 2,096,382 | 1.0% | 3 |
| JPMORGAN CHASE &amp; CO | [JPM](https://holderbook.com/stocks/JPM/) | $76.2M | 232,892 | 1.0% | 24 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $75.6M | 104,620 | 1.0% | 23 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $72.0M | 112,320 | 0.9% | 3 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $68.4M | 164,522 | 0.9% | 23 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $67.9M | 197,827 | 0.9% | 23 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $63.0M | 760,800 | 0.8% | 31 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $60.7M | 92,560 | 0.8% | 1 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $60.2M | 512,257 | 0.8% | 24 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $59.6M | 1,045,795 | 0.8% | 24 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $58.3M | 514,630 | 0.8% | 23 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $55.4M | 260,274 | 0.7% | 1 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $55.0M | 402,288 | 0.7% | 24 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $50.4M | 53,903 | 0.6% | 23 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $49.4M | 353,867 | 0.6% | 24 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $48.9M | 194,138 | 0.6% | 23 |
| ISHARES INC | [EWY](https://holderbook.com/stocks/EWY/) | $48.3M | 239,064 | 0.6% | 3 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $47.9M | 93,290 | 0.6% | 23 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $47.7M | 667,455 | 0.6% | 23 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $45.2M | 322,745 | 0.6% | 24 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $42.1M | 139,483 | 0.5% | 5 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $38.6M | 36,253 | 0.5% | 23 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $37.6M | 322,353 | 0.5% | 21 |
| MERCK &amp; CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $37.6M | 292,589 | 0.5% | 24 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $36.9M | 104,756 | 0.5% | 23 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $36.6M | 450,307 | 0.5% | 24 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $33.0M | 178,696 | 0.4% | 23 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $32.4M | 27,566 | 0.4% | 5 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $32.1M | 67,154 | 0.4% | 3 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $31.9M | 93,512 | 0.4% | 16 |
| PROCTER &amp; GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $31.9M | 217,405 | 0.4% | 24 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $30.9M | 186,674 | 0.4% | 23 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $30.3M | 29,921 | 0.4% | 23 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $29.5M | 59,033 | 0.4% | 23 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $28.2M | 78,004 | 0.4% | 23 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $25.4M | 85,281 | 0.3% | 22 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $25.0M | 170,878 | 0.3% | 24 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $24.8M | 73,354 | 0.3% | 23 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $24.7M | 62,310 | 0.3% | 23 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $24.7M | 195,699 | 0.3% | 23 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $23.7M | 87,697 | 0.3% | 23 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $23.5M | 112,450 | 0.3% | 23 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $23.4M | 10,276 | 0.3% | 1 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $23.4M | 323,733 | 0.3% | 23 |
| INVESCO EXCH TRADED FD TR II | [KBWB](https://holderbook.com/stocks/KBWB/) | $22.6M | 243,434 | 0.3% | 1 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $22.6M | 119,036 | 0.3% | 1 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $22.1M | 230,061 | 0.3% | 23 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $21.6M | 76,988 | 0.3% | 23 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $21.0M | 494,847 | 0.3% | 24 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $20.7M | 152,967 | 0.3% | 23 |
| WELLS FARGO &amp; CO | [WFC](https://holderbook.com/stocks/WFC/) | $20.0M | 242,249 | 0.3% | 24 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $19.8M | 90,661 | 0.3% | 23 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $19.3M | 38,413 | 0.2% | 23 |
| ISHARES INC | [EWT](https://holderbook.com/stocks/EWT/) | $19.0M | 175,000 | 0.2% | 1 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $18.9M | 19,658 | 0.2% | 7 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $18.5M | 29,019 | 0.2% | 23 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $18.4M | 46,209 | 0.2% | 19 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $18.0M | 747,091 | 0.2% | 24 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $17.7M | 40,938 | 0.2% | 23 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $17.5M | 87,036 | 0.2% | 23 |
| AT&amp;T INC | [T](https://holderbook.com/stocks/T/) | $17.3M | 837,919 | 0.2% | 24 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $17.1M | 165,030 | 0.2% | 23 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $17.0M | 22,321 | 0.2% | 23 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $17.0M | 66,495 | 0.2% | 23 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $16.9M | 125,076 | 0.2% | 1 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $16.9M | 49,488 | 0.2% | 23 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $16.8M | 56,425 | 0.2% | 23 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $16.7M | 289,019 | 0.2% | 24 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $16.6M | 33,374 | 0.2% | 23 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $16.5M | 211,336 | 0.2% | 23 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $16.3M | 21,582 | 0.2% | 23 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $15.8M | 37,171 | 0.2% | 23 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $15.8M | 16,400 | 0.2% | 16 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $15.8M | 88,554 | 0.2% | 1 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $15.7M | 172,853 | 0.2% | 23 |
| DEERE &amp; CO | [DE](https://holderbook.com/stocks/DE/) | $15.4M | 24,318 | 0.2% | 23 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $15.0M | 15,309 | 0.2% | 3 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $14.9M | 78,337 | 0.2% | 23 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $14.8M | 168,905 | 0.2% | 19 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $14.8M | 28,529 | 0.2% | 9 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $14.6M | 158,660 | 0.2% | 23 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $14.2M | 28,854 | 0.2% | 23 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $14.2M | 65,433 | 0.2% | 3 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $14.1M | 68,794 | 0.2% | 23 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $14.1M | 150,775 | 0.2% | 23 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.1% | +14.8% | +0.3% | 100% |
| Q1 2026 | -5.7% | -4.6% | -1.0% | 100% |
| Q4 2025 | +2.1% | +2.4% | -0.3% | 100% |
| Q3 2025 | +7.8% | +7.8% | -0.0% | 100% |
| Q2 2025 | +10.5% | +10.5% | +0.1% | 100% |
| Q1 2025 | -4.4% | -4.6% | +0.2% | 100% |
| Q4 2024 | +2.1% | +2.1% | -0.0% | 100% |
| Q3 2024 | +5.4% | +5.4% | -0.1% | 100% |

## Quarter by quarter

| Quarter | 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 |

