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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 17 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FIX COMFORT SYS USA INC Industrials 14,783.0 $29.3M 0.03% -889.0 -5.7% $1981.95 -16.5%
322 NTES NETEASE COM INC Technology 227,100.0 $29.1M 0.03% +35K +18.2% $128.14 +0.0%
323 EW EDWARDS LIFESCIENCES CORP Healthcare 321,356.0 $29.1M 0.03% +12K +3.8% $90.46 -0.7%
324 CSL CARLISLE COS INC Industrials 79,669.0 $28.9M 0.03% $362.75 +1.4%
325 BDX BECTON DICKINSON & CO Healthcare 190,076.0 $28.8M 0.03% +17K +10.0% $151.33 +26.9%
326 KMB KIMBERLY-CLARK CORP Consumer Defensive 259,124.0 $28.4M 0.03% $109.77 -0.4%
327 ROST ROSS STORES INC Consumer Cyclical 131,595.0 $28.0M 0.02% +74K +127.8% $212.85 +12.3%
328 BBY BEST BUY INC Consumer Cyclical 368,783.0 $28.0M 0.02% $75.88 +13.2%
329 YUM YUM BRANDS INC Consumer Cyclical 175,019.0 $28.0M 0.02% +9K +5.7% $159.86 -4.3%
330 UFPT UFP TECHNOLOGIES INC Healthcare 105,505.0 $28.0M 0.02% -10K -8.3% $265.13 +16.6%
331 APOS APOLLO GLOBAL MGMT INC 236,231.0 $27.9M 0.02% +9K +4.2% $118.31
332 WLDN WILLDAN GROUP INC Industrials 349,700.0 $27.7M 0.02% +113K +47.7% $79.10 +8.2%
333 TDY TELEDYNE TECHNOLOGIES INC Technology 41,330.0 $27.6M 0.02% +16K +61.3% $666.90 -4.6%
334 CBOE CBOE GLOBAL MKTS INC Financial Services 113,442.0 $27.5M 0.02% +5K +4.3% $242.67 +23.9%
335 JD JD.COM INC Consumer Cyclical 1,070,300.0 $27.3M 0.02% NEW $25.48 +15.3%
336 BX BLACKSTONE INC Financial Services 231,029.0 $27.2M 0.02% $117.67 +21.8%
337 ALAB ASTERA LABS INC Technology 56,177.0 $27.1M 0.02% -35K -38.3% $483.02 -41.0%
338 FERG FERGUSON ENTERPRISES INC Industrials 114,328.0 $27.1M 0.02% -14K -11.2% $237.33 +2.1%
339 RXO RXO INC Industrials 979,000.0 $27.0M 0.02% -179K -15.5% $27.59 -18.3%
340 SNA SNAP ON INC Industrials 66,996.0 $27.0M 0.02% +6K +10.7% $402.40 -2.2%
Page 17 of 35  ·  696 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%