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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 10 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 STLD STEEL DYNAMICS INC COM Basic Materials 44,600.0 $10K 0.03% +7K +19.2% $0.23 +99559.3%
182 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 86,446.0 $10K 0.03% +18K +27.0% $0.11 +105938.7%
183 LYV LIVE NATION ENTERTAINMENT IN COM Communication Services 53,855.0 $10K 0.03% +6K +12.4% $0.18 +99199.4%
184 YUM YUM BRANDS INC COM Consumer Cyclical 59,546.0 $10K 0.03% +2K +3.2% $0.16 +95604.3%
185 MSTR STRATEGY INC CL A NEW Technology 106,522.0 $9K 0.03% +24K +28.8% $0.09 +137078.7%
186 FTAI AVIATION LTD SHS 33,320.0 $9K 0.03% +720.0 +2.2% $0.27
187 SMURFIT WESTROCK PLC SHS 194,600.0 $9K 0.03% +37K +23.4% $0.05
188 ENTG ENTEGRIS INC COM Technology 49,326.0 $9K 0.03% +4K +8.6% $0.18 +79771.2%
189 FISV FISERV INC COM Technology 176,106.0 $9K 0.03% +25K +16.9% $0.05 +107096.7%
190 ZS ZSCALER INC COM Technology 60,933.0 $9K 0.03% +29K +89.6% $0.14 +128655.6%
191 FIS FIDELITY NATL INFORMATION SV COM Technology 218,905.0 $9K 0.02% +20K +10.0% $0.04 +106227.5%
192 VTRS VIATRIS INC COM Healthcare 522,705.0 $8K 0.02% +89K +20.6% $0.02 +102665.3%
193 STRL STERLING INFRASTRUCTURE INC COM Industrials 9,880.0 $8K 0.02% +920.0 +10.3% $0.84 +61471.0%
194 PSTG EVERPURE INC CL A 103,153.0 $8K 0.02% +8K +8.9% $0.08
195 ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD Financial Services 990,000.0 $8K 0.02% +129K +15.0% $0.01 +91457.9%
196 MRNA MODERNA INC COM Healthcare 114,100.0 $8K 0.02% +2K +2.2% $0.07 +207150.7%
197 LH LABCORP HOLDINGS INC COM SHS Healthcare 28,208.0 $8K 0.02% +1K +4.8% $0.28 +120025.1%
198 XPO XPO INC COM Industrials 37,300.0 $8K 0.02% +300.0 +0.8% $0.21 +96226.3%
199 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 183,271.0 $7K 0.02% +16K +9.6% $0.04 +121069.3%
200 FFIV F5 INC COM Technology 17,600.0 $7K 0.02% +440.0 +2.6% $0.42 +92366.7%
Page 10 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%