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Portfolio (Quarterly) Guide ↗

Swedbank AB

· CIK 0000946431
13F Portfolio $103.4B AUM 1,054 positions Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 681 New
Page 26 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CART MAPLEBEAR INC Consumer Cyclical 230,200.0 $10.4M 0.01% NEW $44.98 -0.3%
502 ROST ROSS STORES INC Consumer Cyclical 56,331.0 $10.1M 0.01% NEW $180.14 +17.6%
503 COIN COINBASE GLOBAL INC Financial Services 44,831.0 $10.1M 0.01% NEW $226.14 -29.6%
504 LAZ LAZARD INC Financial Services 207,000.0 $10.1M 0.01% NEW $48.56 -14.9%
505 GLW CORNING INC Technology 114,525.0 $10.0M 0.01% NEW $87.56 +152.1%
506 WAB WABTEC Industrials 46,605.0 $9.9M 0.01% NEW $213.45 +23.7%
507 BXP BXP INC Real Estate 146,740.0 $9.9M 0.01% NEW $67.48 +0.4%
508 IEX IDEX CORP Industrials 55,396.0 $9.9M 0.01% NEW $177.94 +26.4%
509 MAS MASCO CORP Industrials 155,019.0 $9.8M 0.01% NEW $63.46 +28.6%
510 QXO QXO INC Industrials 501,000.0 $9.7M 0.01% NEW $19.29 -14.3%
511 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 39,498.0 $9.6M 0.01% NEW $242.82 +10.3%
512 ZM ZOOM COMMUNICATIONS INC Technology 111,116.0 $9.6M 0.01% NEW $86.29 +4.5%
513 TWLO TWILIO INC Communication Services 66,738.0 $9.5M 0.01% NEW $142.24 +47.1%
514 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 4,410.0 $9.5M 0.01% NEW $2146.18 -1.1%
515 KVUE KENVUE INC Consumer Defensive 544,111.0 $9.4M 0.01% NEW $17.25 +12.1%
516 EVI EVI INDS INC Industrials 375,000.0 $9.2M 0.01% NEW $24.64 -39.1%
517 POTLATCHDELTIC CORPORATION 229,299.0 $9.1M 0.01% NEW $39.78
518 LEN LENNAR CORP Consumer Cyclical 86,091.0 $8.9M 0.01% NEW $102.80 -15.3%
519 WPC WP CAREY INC Real Estate 135,849.0 $8.7M 0.01% NEW $64.36 +10.0%
520 ON ON SEMICONDUCTOR CORP Technology 161,302.0 $8.7M 0.01% NEW $54.15 +74.8%
Page 26 of 35  ·  681 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.1%
Healthcare 11.5%
Communication Services 11.5%
Financial Services 11.0%
Consumer Cyclical 8.7%
Industrials 6.5%
Real Estate 2.5%
Consumer Defensive 2.5%
Basic Materials 1.7%
Utilities 0.7%