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Portfolio (Quarterly) Guide ↗

Handelsbanken Fonder AB

· CIK 0001398318
13F Portfolio $30.0B AUM 1,491 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 549 Added 293 Reduced 38 Exited
Page 12 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MOD MODINE MFG CO COM Consumer Cyclical 16,400.0 $3.6M 0.01% +2K +11.6% $216.71 +37.2%
222 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 25,866.0 $3.5M 0.01% +2K +7.9% $137.13 +7.3%
223 ASCENDIS PHARMA A/S SPONSORED ADR 15,467.0 $3.5M 0.01% +1K +8.4% $228.75
224 CTRE CARETRUST REIT INC COM Real Estate 95,846.0 $3.5M 0.01% +17K +21.2% $36.65 +1.1%
225 RGA REINSURANCE GROUP AMER INC COM NEW Financial Services 17,100.0 $3.5M 0.01% +800.0 +4.9% $204.15 +3.1%
226 FHN FIRST HORIZON CORPORATION COM Financial Services 151,919.0 $3.5M 0.01% +1K +0.8% $22.76 +9.0%
227 AFRM AFFIRM HLDGS INC COM CL A Technology 75,300.0 $3.5M 0.01% +3K +4.3% $45.82 +61.3%
228 CFG CITIZENS FINL GROUP INC COM Financial Services 57,075.0 $3.4M 0.01% +15K +34.9% $59.97 +11.8%
229 EQH EQUITABLE HLDGS INC COM Financial Services 91,800.0 $3.4M 0.01% +700.0 +0.8% $37.11 +22.0%
230 CHKP CHECK POINT SOFTWARE TECH LT ORD Technology 23,694.0 $3.4M 0.01% +872.0 +3.8% $142.86 -14.4%
231 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 71,200.0 $3.4M 0.01% +25K +53.1% $47.16 -1.4%
232 MEDP MEDPACE HLDGS INC COM Healthcare 6,980.0 $3.4M 0.01% +640.0 +10.1% $480.23 -4.2%
233 BBIO BRIDGEBIO PHARMA INC COM Healthcare 44,850.0 $3.3M 0.01% +7K +18.2% $74.27 -10.8%
234 VIV TELEFONICA BRASIL SA SPONSORED ADS Communication Services 207,067.0 $3.3M 0.01% +116K +127.2% $15.91 -20.9%
235 BLD TOPBUILD COR COM Industrials 9,317.0 $3.3M 0.01% +1K +14.2% $351.29 +21.4%
236 AIZ ASSURANT INC COM Financial Services 15,000.0 $3.3M 0.01% +100.0 +0.7% $217.80 +19.3%
237 COKE COCA COLA CONS INC COM Consumer Defensive 16,830.0 $3.2M 0.01% +2K +14.3% $191.74 -5.3%
238 CUBE CUBESMART COM Real Estate 86,734.0 $3.2M 0.01% +25K +39.8% $36.65 +10.8%
239 ESI ELEMENT SOLUTIONS INC COM Basic Materials 91,915.0 $3.1M 0.01% +17K +23.0% $34.14 +34.7%
240 CFR CULLEN FROST BANKERS INC COM Financial Services 22,816.0 $3.1M 0.01% +200.0 +0.9% $137.10 +6.2%
Page 12 of 28  ·  549 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 36.0%
Healthcare 15.6%
Communication Services 10.9%
Financial Services 10.8%
Consumer Cyclical 9.3%
Industrials 8.2%
Consumer Defensive 3.4%
Real Estate 2.2%
Basic Materials 2.2%
Energy 1.0%