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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 12 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ONTO ONTO INNOVATION INC COM Technology 16,500.0 $6K 0.02% +2K +13.0% $0.38 +77413.5%
222 DLTR DOLLAR TREE INC COM Consumer Defensive 51,345.0 $6K 0.02% +33K +185.2% $0.12 +108609.2%
223 GLBE GLOBAL E ONLINE LTD SHS Consumer Cyclical 174,989.0 $6K 0.02% +48K +38.0% $0.03 +116664.9%
224 WRB BERKLEY W R CORP COM Financial Services 81,300.0 $6K 0.02% +10K +14.8% $0.07 +97165.1%
225 ROKU ROKU INC COM CL A Communication Services 41,400.0 $6K 0.02% +5K +12.5% $0.14 +113907.4%
226 BRO BROWN & BROWN INC COM Financial Services 89,134.0 $6K 0.02% +5K +5.8% $0.06 +113570.0%
227 SITM SITIME CORP COM Technology 7,624.0 $6K 0.02% +480.0 +6.7% $0.75 +82367.7%
228 LII LENNOX INTL INC COM Industrials 9,700.0 $6K 0.02% +2K +30.7% $0.57 +70210.2%
229 CDW CDW CORP COM Technology 39,000.0 $5K 0.02% +6K +18.4% $0.14 +97488.9%
230 UI UBIQUITI INC COM Technology 10,245.0 $5K 0.02% +9K +565.3% $0.53 +104578.4%
231 ALLE ALLEGION PLC ORD SHS Industrials 38,900.0 $5K 0.02% +12K +43.0% $0.14 +115432.6%
232 SUI SUN CMNTYS INC COM Real Estate 45,498.0 $5K 0.02% +1K +2.2% $0.12 +101353.2%
233 AKAM AKAMAI TECHNOLOGIES INC COM Technology 46,100.0 $5K 0.02% +5K +12.7% $0.12 +93318.3%
234 COOPER COS INC COM 74,834.0 $5K 0.01% +832.0 +1.1% $0.07
235 SMTC SEMTECH CORP COM Technology 31,988.0 $5K 0.01% +5K +20.3% $0.16 +76573.6%
236 ANNALY CAPITAL MANAGEMENT IN COM NEW 226,400.0 $5K 0.01% +18K +8.7% $0.02
237 MXL MAXLINEAR INC COM Technology 39,381.0 $5K 0.01% +3K +7.4% $0.13 +51926.3%
238 DY DYCOM INDS INC COM Industrials 9,851.0 $5K 0.01% +2K +22.4% $0.51 +77614.3%
239 GRAB GRAB HOLDINGS LIMITED CLASS A ORD Technology 1,318,982.0 $5K 0.01% +56K +4.4% $0.00 +92199.6%
240 SN SHARKNINJA INC COM SHS Consumer Cyclical 32,200.0 $5K 0.01% +5K +18.8% $0.15 +118612.5%
Page 12 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%