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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 4 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DASH DOORDASH INC CL A Communication Services 210,142.0 $39K 0.11% +54K +34.6% $0.18 +121011.5%
62 PNC PNC FINL SVCS GROUP INC COM Financial Services 152,665.0 $38K 0.11% +11K +8.1% $0.25 +98645.5%
63 SHLS SHOALS TECHNOLOGIES GROUP IN CL A Energy 3,766,966.0 $37K 0.11% +912K +31.9% $0.01 +71566.6%
64 NU NU HLDGS LTD ORD SHS CL A Financial Services 2,770,572.0 $37K 0.10% +147K +5.6% $0.01 +109031.3%
65 CIEN CIENA CORP COM NEW Technology 75,043.0 $37K 0.10% +31K +69.9% $0.49 +80581.5%
66 FDX FEDEX CORP COM Industrials 115,179.0 $36K 0.10% +10K +9.3% $0.31 +103716.3%
67 MRSH MARSH & MCLENNAN COS INC COM Financial Services 215,758.0 $36K 0.10% +15K +7.4% $0.17 +115104.9%
68 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 372,947.0 $36K 0.10% +4K +1.2% $0.10 +49618.6%
69 CRH PLC ORD 332,198.0 $36K 0.10% +38K +13.0% $0.11
70 WAT WATERS CORP COM Healthcare 93,653.0 $35K 0.10% +45K +93.1% $0.38 +109407.1%
71 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 205,871.0 $35K 0.10% +18K +9.6% $0.17 +90428.4%
72 CYTK CYTOKINETICS INC COM NEW Healthcare 405,000.0 $35K 0.10% +158K +63.8% $0.09 +90098.2%
73 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 146,185.0 $34K 0.10% +11K +8.1% $0.23 +101821.1%
74 AMT AMERICAN TOWER CORP COM Real Estate 207,269.0 $34K 0.10% +5K +2.4% $0.16 +107376.9%
75 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 100,290.0 $33K 0.09% +35K +52.6% $0.33 +98740.5%
76 HPE HEWLETT PACKARD ENTERPRISE C COM Technology 725,021.0 $33K 0.09% +104K +16.8% $0.05 +118364.9%
77 DG DOLLAR GEN CORP COM Consumer Defensive 281,206.0 $32K 0.09% +98K +53.4% $0.12 +107109.2%
78 CAH CARDINAL HEALTH INC COM Healthcare 133,971.0 $32K 0.09% +15K +12.5% $0.24 +96511.8%
79 PDD PDD HOLDINGS INC SPONSORED ADS Consumer Cyclical 415,029.0 $32K 0.09% +35K +9.1% $0.08 +115764.1%
80 CCK CROWN HLDGS INC COM Consumer Cyclical 281,253.0 $31K 0.09% +18K +7.0% $0.11 +106740.4%
Page 4 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%