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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 6 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VTR VENTAS INC COM Real Estate 276,474.0 $25K 0.07% +31K +12.8% $0.09 +104696.8%
102 NKE NIKE INC CL B Consumer Cyclical 595,016.0 $24K 0.07% +112K +23.1% $0.04 +99195.2%
103 IRM IRON MTN INC DEL COM Real Estate 189,498.0 $24K 0.07% +37K +24.4% $0.13 +96505.6%
104 YETI YETI HLDGS INC COM Consumer Cyclical 482,858.0 $24K 0.07% +301K +165.4% $0.05 +88198.6%
105 PINNACLE FINL PARTNERS INC COM 235,281.0 $24K 0.07% +50K +27.0% $0.10
106 AMRC AMERESCO INC CL A Industrials 857,979.0 $24K 0.07% +43K +5.2% $0.03 +77364.5%
107 KDP KEURIG DR PEPPER INC COM Consumer Defensive 714,051.0 $23K 0.07% +130K +22.3% $0.03 +97791.4%
108 MIRM MIRUM PHARMACEUTICALS INC COM Healthcare 197,179.0 $23K 0.07% +3K +1.6% $0.12 +82166.1%
109 CI THE CIGNA GROUP COM Healthcare 82,825.0 $23K 0.07% +9K +12.1% $0.28 +100564.7%
110 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 96,068.0 $23K 0.07% +6K +6.6% $0.24 +101968.0%
111 CVNA CARVANA CO CL A Consumer Cyclical 345,837.0 $23K 0.07% +254K +277.1% $0.07 +106068.3%
112 AON AON PLC SHS CL A Financial Services 68,206.0 $23K 0.06% +1K +1.9% $0.33 +106962.0%
113 AJG GALLAGHER ARTHUR J & CO COM Financial Services 97,942.0 $22K 0.06% +10K +11.8% $0.23 +114812.5%
114 NTAP NETAPP INC COM Technology 144,210.0 $22K 0.06% +15K +11.4% $0.15 +124137.2%
115 VMC VULCAN MATLS CO COM Basic Materials 75,045.0 $22K 0.06% +1K +1.9% $0.29 +93469.8%
116 KVUE KENVUE INC COM Consumer Defensive 1,138,036.0 $22K 0.06% +70K +6.5% $0.02 +99637.8%
117 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 37,395.0 $22K 0.06% +6K +18.3% $0.58 +92654.0%
118 A AGILENT TECHNOLOGIES INC COM Healthcare 162,195.0 $22K 0.06% +42K +34.4% $0.13 +119551.2%
119 ALAB ASTERA LABS INC COM Technology 44,500.0 $21K 0.06% +4K +11.2% $0.48 +58898.6%
120 VICI VICI PPTYS INC COM Real Estate 801,215.0 $21K 0.06% +94K +13.3% $0.03 +99750.6%
Page 6 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%