Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Maj Invest Holding A/S (CIK 1730525) reported $2.27B across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($200.0M, 8.80%), QCOM ($179.4M, 7.89%), HPQ ($162.5M, 7.15%), CSX ($147.2M, 6.48%), META ($146.3M, 6.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $200.0M | 8.80% | 417,341 | Added |
| 2 | QCOM | QUALCOMM INC | $179.4M | 7.89% | 1.4M | Added |
| 3 | HPQ | HP INC | $162.5M | 7.15% | 8.5M | Added |
| 4 | CSX | CSX CORP | $147.2M | 6.48% | 3.6M | Trimmed |
| 5 | META | META PLATFORMS INC | $146.3M | 6.44% | 255,796 | Added |
| 6 | AMAT | APPLIED MATLS INC | $143.1M | 6.30% | 418,596 | Trimmed |
| 7 | AMP | AMERIPRISE FINL INC | $132.3M | 5.82% | 297,678 | Trimmed |
| 8 | UNP | UNION PAC CORP | $127.1M | 5.59% | 523,665 | Trimmed |
| 9 | LOW | LOWES COS INC | $124.5M | 5.48% | 526,867 | Trimmed |
| 10 | KR | KROGER CO | $109.7M | 4.83% | 1.5M | Trimmed |
| 11 | UPS | UNITED PARCEL SVCS INC | $108.0M | 4.75% | 1.1M | Added |
| 12 | GOOGL | ALPHABET INC | $107.3M | 4.72% | 373,187 | Trimmed |
| 13 | CI | THE CIGNA GROUP | $104.2M | 4.59% | 390,753 | Trimmed |
| 14 | AXP | AMERICAN EXPRESS CO | $95.0M | 4.18% | 314,198 | Added |
| 15 | HCA | HCA HEALTHCARE INC | $81.6M | 3.59% | 172,475 | Trimmed |
| 16 | ZTS | ZOETIS INC | $79.8M | 3.51% | 675,168 | New |
| 17 | ELV | ELEVANCE HEALTH INC FORMERLY | $76.2M | 3.35% | 260,170 | Trimmed |
| 18 | AFL | AFLAC INC | $63.0M | 2.77% | 574,513 | Added |
| 19 | NEM | NEWMONT CORP | $51.9M | 2.28% | 479,551 | Trimmed |
| 20 | SCI | SERVICE CORP INTL | $30.9M | 1.36% | 374,929 | Trimmed |
| 21 | LMT | LOCKHEED MARTIN CORP | $191,000 | 0.01% | 315 | Hold |
| 22 | JNJ | JOHNSON & JOHNSON | $115,000 | 0.01% | 470 | Hold |
| 23 | NOC | NORTHROP GRUMMAN CORP | $123,000 | 0.01% | 180 | Hold |
| 24 | SONY | SONY GROUP CORP | $114,000 | 0.01% | 5,500 | Hold |
| 25 | TXN | TEXAS INSTRS INC | $126,000 | 0.01% | 650 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31