Filed: 5/15/2025ACC: 0001739877-25-000004
📋 What this filing means
ELO MUTUAL PENSION INSURANCE CO filed this quarterly 13F‑HR report disclosing 615 equity positions with a total reported market value of $4.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
615
Positions
$4.46B
Total AUM (reported)
39.03M
Total Shares
Allocation by class
COM$3.38B75.9%
CL A$347.33M7.8%
CORE MSCI EMKT$105.30M2.4%
COM CL A$86.31M1.9%
CAP STK CL A$84.80M1.9%
COM NEW$80.94M1.8%
CAP STK CL C$77.07M1.7%
Portfolio Concentration
Top 3$827.93M18.6%
4–10$713.19M16.0%
11–25$654.08M14.7%
Rest$2.26B50.8%
Top 3 weight
18.6%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 39.03M
Sole
Full voting authority
39.03M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole615
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings615
Rows:
APPLE INC
SOLEShares1.45M
TypeSH
Market value$322.76M
7.24%
Sole
1.45M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.52M
TypeSH
Market value$273.36M
6.13%
Sole
2.52M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares617.52K
TypeSH
Market value$231.81M
5.20%
Sole
617.52K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares261.06K
TypeSH
Market value$150.47M
3.38%
Sole
261.06K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares768.64K
TypeSH
Market value$146.24M
3.28%
Sole
768.64K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares1.95M
TypeSH
Market value$105.30M
2.36%
Sole
1.95M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares548.35K
TypeSH
Market value$84.80M
1.90%
Sole
548.35K
Shared
0.00
None
0.00
TESLA INC
SOLEShares304.29K
TypeSH
Market value$78.86M
1.77%
Sole
304.29K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares493.28K
TypeSH
Market value$77.07M
1.73%
Sole
493.28K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares420.83K
TypeSH
Market value$70.46M
1.58%
Sole
420.83K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares119.49K
TypeSH
Market value$62.58M
1.40%
Sole
119.49K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares72.53K
TypeSH
Market value$59.90M
1.34%
Sole
72.53K
Shared
0.00
None
0.00
VISA INC
SOLEShares168.62K
TypeSH
Market value$59.09M
1.33%
Sole
168.62K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares53.32K
TypeSH
Market value$49.73M
1.12%
Sole
53.32K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares281.99K
TypeSH
Market value$46.76M
1.05%
Sole
281.99K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares79.98K
TypeSH
Market value$43.84M
0.98%
Sole
79.98K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares206.19K
TypeSH
Market value$43.20M
0.97%
Sole
206.19K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares349.10K
TypeSH
Market value$41.52M
0.93%
Sole
349.10K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares233K
TypeSH
Market value$39.71M
0.89%
Sole
233K
Shared
0.00
None
0.00
WALMART INC
SOLEShares444.65K
TypeSH
Market value$39.04M
0.88%
Sole
444.65K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares40.34K
TypeSH
Market value$38.16M
0.86%
Sole
40.34K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares63.80K
TypeSH
Market value$33.98M
0.76%
Sole
63.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares600K
TypeSH
Market value$32.64M
0.73%
Sole
600K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares88.28K
TypeSH
Market value$32.35M
0.73%
Sole
88.28K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares128.75K
TypeSH
Market value$31.58M
0.71%
Sole
128.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 1.45M | SH | $322.76M 7.24% | 1.45M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.52M | SH | $273.36M 6.13% | 2.52M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 617.52K | SH | $231.81M 5.20% | 617.52K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 261.06K | SH | $150.47M 3.38% | 261.06K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 768.64K | SH | $146.24M 3.28% | 768.64K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 1.95M | SH | $105.30M 2.36% | 1.95M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 548.35K | SH | $84.80M 1.90% | 548.35K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 304.29K | SH | $78.86M 1.77% | 304.29K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 493.28K | SH | $77.07M 1.73% | 493.28K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 420.83K | SH | $70.46M 1.58% | 420.83K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 119.49K | SH | $62.58M 1.40% | 119.49K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 72.53K | SH | $59.90M 1.34% | 72.53K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 168.62K | SH | $59.09M 1.33% | 168.62K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 53.32K | SH | $49.73M 1.12% | 53.32K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 281.99K | SH | $46.76M 1.05% | 281.99K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 79.98K | SH | $43.84M 0.98% | 79.98K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 206.19K | SH | $43.20M 0.97% | 206.19K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 349.10K | SH | $41.52M 0.93% | 349.10K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 233K | SH | $39.71M 0.89% | 233K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 444.65K | SH | $39.04M 0.88% | 444.65K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 40.34K | SH | $38.16M 0.86% | 40.34K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 63.80K | SH | $33.98M 0.76% | 63.80K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI CHINA ETF | 600K | SH | $32.64M 0.73% | 600K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 88.28K | SH | $32.35M 0.73% | 88.28K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 128.75K | SH | $31.58M 0.71% | 128.75K | 0.00 | 0.00 |
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