Avanza Fonder AB, a financial services firm based in Stockholm, has filed its Form 13F-HR with the SEC, disclosing its equity holdings as of September 30, 2026. The filing lists a portfolio consisting of 170 individual securities, managed by CEO Maria Warn.
The firm's largest position is in Merck & Co. Inc., where Avanza holds 46,535,528 shares. This is followed by Costco Wholesale Corporation, with 560,769 shares, and Eli Lilly & Co., with 35,532,770 shares. Other significant holdings include Procter & Gamble Co. (45,480,921 shares), UnitedHealth Group Inc. (23,523,588 shares), and Medtronic plc (11,673,311 shares).
The filing details the firm's ownership across various sectors. In the technology sector, Avanza holds positions in Microsoft Corporation (22,649,151 shares), Apple Inc. (163,287,981 shares), and Alphabet Inc. Class C (94,824,530 shares). Within the financial services sector, major holdings include JPMorgan Chase & Co. (13,628,288 shares), Bank of America Corp. (2,277,406 shares), and Visa Inc. (29,272,033 shares).
The report also lists holdings in consumer staples, such as The Coca-Cola Company (12,272,200 shares) and PepsiCo Inc. (1,738,598 shares), as well as healthcare companies like Johnson & Johnson (4,838,124 shares) and AbbVie Inc. (259,497 shares).
