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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 2 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 649,602.0 $116K 0.33% +625K +2548.6% $0.18 +117505.5%
22 CVS CVS HEALTH CORP COM Healthcare 1,089,694.0 $113K 0.32% +496K +83.6% $0.10 +89817.7%
23 MS MORGAN STANLEY COM NEW Financial Services 526,074.0 $110K 0.31% +68K +14.8% $0.21 +102368.0%
24 ENPH ENPHASE ENERGY INC COM Energy 2,111,158.0 $104K 0.30% +1.3M +154.9% $0.05 +78312.2%
25 AXP AMERICAN EXPRESS CO COM Financial Services 244,766.0 $83K 0.24% +40K +19.4% $0.34 +99234.9%
26 ALB ALBEMARLE CORP COM Basic Materials 602,617.0 $81K 0.23% +74K +14.0% $0.14 +105988.0%
27 WELL WELLTOWER INC COM Real Estate 353,123.0 $80K 0.23% +36K +11.5% $0.23 +105297.6%
28 CSL CARLISLE COS INC COM Industrials 213,065.0 $77K 0.22% +51K +31.5% $0.36 +101259.5%
29 PEP PEPSICO INC COM Consumer Defensive 562,298.0 $76K 0.22% +30K +5.7% $0.14 +105867.7%
30 SEDG SOLAREDGE TECHNOLOGIES INC COM Energy 1,230,401.0 $72K 0.20% +175K +16.6% $0.06 +52654.7%
31 PLD PROLOGIS INC. COM Real Estate 511,537.0 $69K 0.20% +35K +7.2% $0.14 +104572.5%
32 VZ VERIZON COMMUNICATIONS INC COM Communication Services 1,620,964.0 $69K 0.20% +95K +6.2% $0.04 +116692.0%
33 COHR COHERENT CORP COM Technology 172,570.0 $68K 0.19% +105K +154.7% $0.39 +73294.3%
34 SCI SERVICE CORP INTL COM Consumer Cyclical 881,985.0 $67K 0.19% +32K +3.8% $0.08 +109549.1%
35 CDNS CADENCE DESIGN SYSTEM INC COM Technology 176,771.0 $66K 0.19% +42K +30.9% $0.38 +84899.1%
36 TER TERADYNE INC COM Technology 127,990.0 $62K 0.18% +3K +2.6% $0.48 +77557.5%
37 PFE PFIZER INC COM Healthcare 2,462,431.0 $59K 0.17% +233K +10.4% $0.02 +116470.4%
38 NDAQ NASDAQ INC COM Financial Services 738,126.0 $58K 0.17% +19K +2.6% $0.08 +124513.2%
39 NTRA NATERA INC COM Healthcare 207,800.0 $56K 0.16% +47K +29.1% $0.27 +122217.9%
40 NTES NETEASE COM INC SPONSORED ADS Technology 434,115.0 $56K 0.16% +12K +2.8% $0.13 +99924.3%
Page 2 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%