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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 20 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 242,468.0 $21.8M 0.02% $90.01 +21.1%
382 PSTG EVERPURE INC 276,808.0 $21.8M 0.02% +23K +8.9% $78.79
383 DECK DECKERS OUTDOOR CORP Consumer Cyclical 218,299.0 $21.7M 0.02% -69K -24.1% $99.29 -7.7%
384 MAREX GROUP PLC 354,440.0 $21.6M 0.02% $60.95
385 SBRA SABRA HEALTH CARE REIT INC Real Estate 1,106,800.0 $21.6M 0.02% $19.51 +4.5%
386 EXR EXTRA SPACE STORAGE INC Real Estate 147,329.0 $21.4M 0.02% $145.30 +1.0%
387 HPQ HP INC Technology 972,300.0 $21.3M 0.02% +200K +25.9% $21.94 +35.4%
388 ARLO ARLO TECHNOLOGIES INC Industrials 1,582,175.0 $21.3M 0.02% +632K +66.5% $13.48 -2.8%
389 COHR COHERENT CORP Technology 53,424.0 $21.1M 0.02% +5K +10.2% $394.47 -26.6%
390 VCTR VICTORY CAP HLDGS INC DEL Financial Services 250,000.0 $21.0M 0.02% -160K -39.0% $84.06 +37.6%
391 DOCS DOXIMITY INC Healthcare 1,010,559.0 $21.0M 0.02% $20.74 +22.1%
392 MAR MARRIOTT INTL INC NEW Consumer Cyclical 56,211.0 $20.8M 0.02% -2K -3.3% $370.59 -3.8%
393 NKE NIKE INC Consumer Cyclical 505,575.0 $20.8M 0.02% -87K -14.7% $41.05 -0.7%
394 DGX QUEST DIAGNOSTICS INC Healthcare 97,588.0 $20.7M 0.02% +4K +4.0% $211.95 +15.3%
395 ONTO ONTO INNOVATION INC Technology 54,100.0 $20.5M 0.02% +10K +21.3% $378.45 -22.5%
396 TIC TIC SOLUTIONS INC Industrials 2,526,000.0 $20.4M 0.02% -1.9M -42.3% $8.09 +17.6%
397 UNFI UNITED NAT FOODS INC Consumer Defensive 446,000.0 $20.4M 0.02% +230K +106.5% $45.67 +5.2%
398 EL LAUDER ESTEE COS INC Consumer Defensive 253,746.0 $20.0M 0.02% +202K +387.3% $78.95 +29.1%
399 SITM SITIME CORP Technology 26,710.0 $19.9M 0.02% -17K -39.6% $745.56 -17.5%
400 CPRT COPART INC Industrials 705,698.0 $19.9M 0.02% +39K +5.9% $28.19 +19.9%
Page 20 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%