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Portfolio (Quarterly) Guide ↗

Swedbank AB

· CIK 0000946431
13F Portfolio $116.0B AUM 1,123 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 297 Added 226 Reduced 32 Exited
Page 8 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NKE NIKE INC Consumer Cyclical 505,575.0 $20.8M 0.02% -87K -14.7% $41.05 -0.7%
142 TIC TIC SOLUTIONS INC Industrials 2,526,000.0 $20.4M 0.02% -1.9M -42.3% $8.09 +17.6%
143 SITM SITIME CORP Technology 26,710.0 $19.9M 0.02% -17K -39.6% $745.56 -17.5%
144 FISV FISERV INC Technology 393,051.0 $19.3M 0.02% -754K -65.7% $49.05 +7.2%
145 SE SEA LTD Consumer Cyclical 194,829.0 $18.7M 0.02% -108K -35.6% $95.83 +22.6%
146 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 61,894.0 $18.6M 0.02% -321.0 -0.5% $301.03 -21.5%
147 MAA MID-AMER APT CMNTYS INC Real Estate 133,522.0 $18.6M 0.02% -5K -3.6% $138.94 -5.5%
148 AON AON PLC Financial Services 54,698.0 $18.1M 0.02% -33K -37.5% $331.69 +7.1%
149 BALL BALL CORP Consumer Cyclical 288,477.0 $18.0M 0.02% -5K -1.8% $62.40 +1.9%
150 GXO GXO LOGISTICS INCORPORATED Industrials 355,000.0 $18.0M 0.02% -1.1M -75.8% $50.70 -9.8%
151 MKC MCCORMICK & CO INC Consumer Defensive 353,152.0 $17.8M 0.01% -22K -5.9% $50.42 +9.9%
152 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 45,950.0 $17.5M 0.01% -13K -21.9% $380.37 -29.9%
153 IQVIA HLDGS INC 90,294.0 $17.4M 0.01% -1K -1.4% $193.22
154 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 54,663.0 $17.4M 0.01% -36K -39.6% $317.53 -8.0%
155 NTAP NETAPP INC Technology 111,081.0 $17.2M 0.01% -1K -1.2% $154.76 +24.2%
156 PNR PENTAIR PLC Industrials 220,021.0 $16.9M 0.01% -4K -1.8% $76.66 -16.0%
157 NXT NEXTPOWER INC Technology 139,733.0 $16.6M 0.01% -13K -8.6% $119.14 -27.7%
158 PLUS EPLUS INC Technology 200,000.0 $16.6M 0.01% -140K -41.2% $83.23 +4.3%
159 JKHY HENRY JACK & ASSOC INC Technology 120,000.0 $16.5M 0.01% -29K -19.6% $137.74 +20.7%
160 BRC BRADY CORP Industrials 180,000.0 $16.5M 0.01% -60K -25.0% $91.57 -0.3%
Page 8 of 12  ·  226 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 49.2%
Healthcare 11.3%
Financial Services 9.7%
Consumer Cyclical 8.2%
Industrials 6.9%
Communication Services 6.7%
Consumer Defensive 2.9%
Real Estate 2.3%
Basic Materials 1.7%
Utilities 1.0%