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Portfolio (Quarterly) Guide ↗

Handelsbanken Fonder AB

· CIK 0001398318
13F Portfolio $33.1B AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1495 New
Page 16 of 75  ·  1,495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VMI VALMONT INDS INC COM Industrials 41,147.0 $16.6M 0.05% NEW $402.31 +39.0%
302 SNA SNAP ON INC COM Industrials 47,681.0 $16.4M 0.05% NEW $344.60 +17.0%
303 MSCI MSCI INC COM Financial Services 28,475.0 $16.3M 0.05% NEW $573.73 +1.4%
304 ST SENSATA TECHNOLOGIES HLDG PL SHS Technology 487,232.0 $16.2M 0.05% NEW $33.29 +39.8%
305 TME TENCENT MUSIC ENTMT GROUP SPON ADS Communication Services 924,873.0 $16.2M 0.05% NEW $17.53 -50.6%
306 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 251,708.0 $16.0M 0.05% NEW $63.72 +39.2%
307 OC OWENS CORNING NEW COM Industrials 141,416.0 $15.8M 0.05% NEW $111.91 +34.6%
308 OUSTER INC COM NEW 715,646.0 $15.5M 0.05% NEW $21.63
309 CPNG COUPANG INC CL A Consumer Cyclical 655,352.0 $15.5M 0.05% NEW $23.59 -23.1%
310 GWW WW GRAINGER INC COM Industrials 15,149.0 $15.3M 0.05% NEW $1009.04 +32.6%
311 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 150,447.0 $15.2M 0.05% NEW $100.89 +10.5%
312 DG DOLLAR GEN CORP NEW COM Consumer Defensive 114,045.0 $15.1M 0.05% NEW $132.77 -13.2%
313 CNH INDL N V SHS 1,641,887.0 $15.1M 0.05% NEW $9.22
314 URI UNITED RENTALS INC COM Industrials 18,613.0 $15.1M 0.05% NEW $809.33 +37.4%
315 TFC TRUIST FINL CORP COM Financial Services 305,051.0 $15.0M 0.04% NEW $49.21 +3.4%
316 SHLS SHOALS TECHNOLOGIES GROUP IN CL A Energy 1,752,242.0 $14.9M 0.04% NEW $8.50 +19.1%
317 GIS GENERAL MLS INC COM Consumer Defensive 318,977.0 $14.8M 0.04% NEW $46.50 -18.8%
318 BIIB BIOGEN INC COM Healthcare 84,228.0 $14.8M 0.04% NEW $175.99 +19.2%
319 HPE HEWLETT PACKARD ENTERPRISE C COM Technology 615,334.0 $14.8M 0.04% NEW $24.02 +83.0%
320 CEVA CEVA INC COM Technology 684,465.0 $14.7M 0.04% NEW $21.52 +111.5%
Page 16 of 75  ·  1,495 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 37.0%
Healthcare 15.5%
Financial Services 11.4%
Communication Services 10.9%
Consumer Cyclical 9.4%
Industrials 8.2%
Consumer Defensive 2.8%
Real Estate 2.0%
Basic Materials 1.7%
Energy 0.8%