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Portfolio (Quarterly) Guide ↗

Handelsbanken Fonder AB

· CIK 0001398318
13F Portfolio $35M AUM 1,485 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 80 New 654 Added 415 Reduced 86 Exited
Page 1 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP COM Technology 3,811,080.0 $1.4M 4.05% +115K +3.1% $0.37 +129448.0%
2 AMZN AMAZON COM INC COM Consumer Cyclical 5,180,597.0 $1.2M 3.52% +50K +1.0% $0.24 +108413.1%
3 GOOGL ALPHABET INC CAP STK CL A Communication Services 2,949,453.0 $1.1M 3.00% +72K +2.5% $0.36 +96388.2%
4 MU MICRON TECHNOLOGY INC COM Technology 630,685.0 $728K 2.07% +37K +6.3% $1.15 +83655.4%
5 AMD ADVANCED MICRO DEVICES INC COM Technology 1,000,860.0 $581K 1.66% +164K +19.7% $0.58 +81367.0%
6 JNJ JOHNSON & JOHNSON COM Healthcare 1,959,262.0 $498K 1.42% +19K +1.0% $0.25 +106306.2%
7 AMAT APPLIED MATLS INC COM Technology 462,685.0 $335K 0.95% +106K +29.6% $0.72 +67994.1%
8 INTC INTEL CORP COM Technology 2,263,752.0 $316K 0.90% +414K +22.4% $0.14 +64406.1%
9 UNH UNITEDHEALTH GROUP INC COM Healthcare 687,561.0 $286K 0.81% +339K +97.3% $0.42 +93759.9%
10 KLAC KLA CORP COM NEW Technology 858,984.0 $259K 0.74% +779K +978.2% $0.30 +60882.4%
11 MRK MERCK & CO INC COM Healthcare 1,959,794.0 $252K 0.72% +95K +5.1% $0.13 +118615.7%
12 CAT CATERPILLAR INC COM Industrials 205,152.0 $218K 0.62% +77K +59.6% $1.06 +77644.5%
13 IBM INTERNATIONAL BUSINESS MACHS COM Technology 638,216.0 $179K 0.51% +296K +86.7% $0.28 +83709.1%
14 FSLR FIRST SOLAR INC COM Energy 683,112.0 $161K 0.46% +89K +15.0% $0.24 +90712.1%
15 WDC WESTERN DIGITAL CORP COM Technology 230,578.0 $147K 0.42% +96K +71.4% $0.64 +71831.3%
16 EW EDWARDS LIFESCIENCES CORP COM Healthcare 1,541,212.0 $139K 0.40% +278K +22.0% $0.09 +99159.4%
17 KO COCA COLA CO COM Consumer Defensive 1,614,283.0 $131K 0.37% +15K +1.0% $0.08 +111995.3%
18 SNDK SANDISK CORP COM Technology 57,564.0 $131K 0.37% +15K +35.1% $2.27 +70096.5%
19 AMGN AMGEN INC COM Healthcare 346,596.0 $126K 0.36% +47K +15.7% $0.36 +121222.0%
20 TXN TEXAS INSTRS INC COM Technology 419,960.0 $125K 0.36% +51K +13.9% $0.30 +88590.9%
Page 1 of 33  ·  654 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 41.6%
Healthcare 15.4%
Financial Services 10.0%
Consumer Cyclical 8.7%
Industrials 8.4%
Communication Services 7.3%
Consumer Defensive 2.9%
Real Estate 2.3%
Basic Materials 1.8%
Energy 1.2%