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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 16 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 KMX CARMAX INC COM Consumer Cyclical 51,200.0 $2.1M 0.01% +11K +27.1% $41.58 +29.0%
302 RITM RITHM CAPITAL CORP COM NEW Real Estate 223,994.0 $2.1M 0.01% +32K +16.7% $9.48 -3.0%
303 LNTH LANTHEUS HLDGS INC COM Healthcare 27,600.0 $2.1M 0.01% +7K +33.3% $75.83 +37.0%
304 GVA GRANITE CONSTR INC COM Industrials 17,337.0 $2.1M 0.01% +6K +60.0% $119.86 +22.4%
305 UEC URANIUM ENERGY CORP COM Energy 153,600.0 $2.1M 0.01% +12K +8.2% $13.50 -11.1%
306 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 226,700.0 $2.1M 0.01% +35K +18.4% $9.13 +4.4%
307 AN AUTONATION INC COM Consumer Cyclical 10,500.0 $2.0M 0.01% +1K +10.5% $195.24 -3.3%
308 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 39,529.0 $2.0M 0.01% +5K +12.9% $51.86 -6.2%
309 TMHC TAYLOR MORRISON HOME CORP COM Consumer Cyclical 34,160.0 $2.0M 0.01% +6K +19.6% $58.23 +22.9%
310 TNL TRAVEL PLUS LEISURE CO COM Consumer Cyclical 28,200.0 $2.0M 0.01% +6K +25.3% $69.18 +10.9%
311 LSTR LANDSTAR SYS INC COM Industrials 12,144.0 $1.9M 0.01% +2K +23.4% $160.33 +29.4%
312 H HYATT HOTELS CORP COM CL A Consumer Cyclical 13,500.0 $1.9M 0.01% +200.0 +1.5% $143.78 +40.6%
313 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 53,300.0 $1.9M 0.01% +5K +9.7% $35.48 -13.2%
314 REZI RESIDEO TECHNOLOGIES INC COM Industrials 56,000.0 $1.9M 0.01% +900.0 +1.6% $33.71 -5.4%
315 CROX CROCS INC COM Consumer Cyclical 22,700.0 $1.9M 0.01% +8K +50.3% $83.04 +50.6%
316 ESAB ESAB CORPORATION COM Industrials 19,400.0 $1.9M 0.01% +4K +26.0% $96.65 +9.9%
317 WEX WEX INC COM Technology 12,244.0 $1.9M 0.01% +4K +54.1% $153.05 -16.7%
318 RYN RAYONIER INC COM Real Estate 90,437.0 $1.9M 0.01% +40K +78.3% $20.62 +1.7%
319 JBT MAREL CORPORATION COM 14,551.0 $1.9M 0.01% +5K +50.8% $127.89
320 PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS Consumer Defensive 98,741.0 $1.9M 0.01% +29K +40.8% $18.83 +28.9%
Page 16 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%