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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 28 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TER TERADYNE INC Technology 37,102.0 $7.2M 0.01% NEW $193.56 +120.8%
542 BR BROADRIDGE FINL SOLUTIONS IN Technology 31,911.0 $7.1M 0.01% NEW $223.17 -36.9%
543 HIW HIGHWOODS PPTYS INC Real Estate 275,600.0 $7.1M 0.01% NEW $25.82 +19.7%
544 ASUR ASURE SOFTWARE INC Technology 750,000.0 $7.1M 0.01% NEW $9.42 -13.7%
545 ICLR ICON PLC Healthcare 38,700.0 $7.1M 0.01% NEW $182.22 -3.9%
546 NTRS NORTHERN TR CORP Financial Services 51,501.0 $7.0M 0.01% NEW $136.59 +28.6%
547 CHRW C H ROBINSON WORLDWIDE INC Industrials 43,362.0 $7.0M 0.01% NEW $160.76 +19.0%
548 ATO ATMOS ENERGY CORP Utilities 40,938.0 $6.9M 0.01% NEW $167.63 +3.2%
549 RJF RAYMOND JAMES FINL INC Financial Services 41,436.0 $6.7M 0.01% NEW $160.59 -1.5%
550 CLX CLOROX CO DEL Consumer Defensive 64,504.0 $6.5M 0.01% NEW $100.83 -4.4%
551 JBL JABIL INC Technology 28,331.0 $6.5M 0.01% NEW $228.02 +64.6%
552 VERA VERA THERAPEUTICS INC Healthcare 121,200.0 $6.1M 0.01% NEW $50.64 -15.8%
553 BLDR BUILDERS FIRSTSOURCE INC Industrials 59,242.0 $6.1M 0.01% NEW $102.89 -17.6%
554 MTH MERITAGE HOMES CORP Consumer Cyclical 92,485.0 $6.1M 0.01% NEW $65.80 +23.9%
555 HEICO CORP NEW 23,800.0 $6.0M 0.01% NEW $252.43
556 HUBS HUBSPOT INC Technology 14,836.0 $6.0M 0.01% NEW $401.30 -53.2%
557 BLD TOPBUILD CORP Industrials 13,520.0 $5.6M 0.01% NEW $417.19 -15.1%
558 JBHT HUNT J B TRANS SVCS INC Industrials 29,014.0 $5.6M 0.01% NEW $194.34 +49.3%
559 TDG TRANSDIGM GROUP INC Industrials 4,206.0 $5.6M 0.01% NEW $1329.85 -1.6%
560 CNH INDL N V 604,786.0 $5.6M 0.01% NEW $9.22
Page 28 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%