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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 21 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AMRC AMERESCO INC Industrials 718,000.0 $19.8M 0.02% +73K +11.3% $27.60 -22.5%
402 MKL MARKEL GROUP INC Financial Services 10,103.0 $19.7M 0.02% $1953.01 -8.1%
403 DLTR DOLLAR TREE INC Consumer Defensive 161,799.0 $19.6M 0.02% $120.95 +8.7%
404 HEICO CORP NEW 75,100.0 $19.4M 0.02% +44K +145.4% $257.91
405 FISV FISERV INC Technology 393,051.0 $19.3M 0.02% -754K -65.7% $49.05 +7.2%
406 OTIS OTIS WORLDWIDE CORP Industrials 267,246.0 $19.1M 0.02% $71.60 -0.2%
407 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 190,879.0 $19.1M 0.02% $100.07 +7.9%
408 IDXX IDEXX LABS INC Healthcare 35,890.0 $18.9M 0.02% $526.44 +5.8%
409 VIAV VIAVI SOLUTIONS INC Technology 395,500.0 $18.9M 0.02% +215K +119.1% $47.75 -18.5%
410 GEN GEN DIGITAL INC Technology 757,728.0 $18.9M 0.02% $24.89 +16.2%
411 AME AMETEK INC Industrials 77,934.0 $18.9M 0.02% +531.0 +0.7% $241.94 -1.0%
412 HUBB HUBBELL INC Industrials 35,850.0 $18.8M 0.02% +3K +10.7% $523.20 -10.2%
413 SE SEA LTD Consumer Cyclical 194,829.0 $18.7M 0.02% -108K -35.6% $95.83 +22.6%
414 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 61,894.0 $18.6M 0.02% -321.0 -0.5% $301.03 -21.5%
415 MYRG MYR GROUP INC Industrials 37,200.0 $18.6M 0.02% $500.40 -37.9%
416 VRSN VERISIGN INC Technology 73,798.0 $18.6M 0.02% +11K +16.8% $251.56 +12.0%
417 MAA MID-AMER APT CMNTYS INC Real Estate 133,522.0 $18.6M 0.02% -5K -3.6% $138.94 -5.5%
418 TKR TIMKEN CO Industrials 127,200.0 $18.5M 0.02% NEW $145.32 -13.9%
419 CECO CECO ENVIRONMENTAL CORP Industrials 203,000.0 $18.4M 0.02% NEW $90.74 -21.2%
420 AON AON PLC Financial Services 54,698.0 $18.1M 0.02% -33K -37.5% $331.69 +7.1%
Page 21 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%