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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 21 of 75  ·  1,495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 80,423.0 $8.8M 0.03% NEW $109.31 +208.7%
402 Q QNITY ELECTRONICS INC COMMON STOCK ADDED Technology 107,096.0 $8.7M 0.03% NEW $81.65 +88.0%
403 NVR NVR INC COM Consumer Cyclical 1,181.0 $8.6M 0.03% NEW $7292.97 -8.9%
404 EFX EQUIFAX INC COM Industrials 39,597.0 $8.6M 0.03% NEW $216.99 -25.3%
405 RDDT REDDIT INC CL A Communication Services 37,000.0 $8.5M 0.03% NEW $229.86 -14.1%
406 ENVX ENOVIX CORPORATION COM Industrials 1,162,693.0 $8.5M 0.03% NEW $7.31 -20.0%
407 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 485,507.0 $8.4M 0.03% NEW $17.35 +4.4%
408 IT GARTNER INC COM Technology 33,355.0 $8.4M 0.03% NEW $252.29 -47.0%
409 GPC GENUINE PARTS CO COM Consumer Cyclical 68,246.0 $8.4M 0.03% NEW $122.97 -4.5%
410 PODD INSULET CORP COM Healthcare 29,502.0 $8.4M 0.03% NEW $284.25 -43.8%
411 CNC CENTENE CORP DEL COM Healthcare 196,570.0 $8.1M 0.02% NEW $41.15 +66.1%
412 LH LABCORP HOLDINGS INC COM SHS Healthcare 32,199.0 $8.1M 0.02% NEW $250.88 +13.2%
413 LPLA LPL FINL HLDGS INC COM Financial Services 22,581.0 $8.1M 0.02% NEW $357.16 -17.9%
414 LITE LUMENTUM HLDGS INC COM Technology 21,847.0 $8.1M 0.02% NEW $368.61 +117.3%
415 CSGP COSTAR GROUP INC COM Real Estate 118,497.0 $8.0M 0.02% NEW $67.24 -56.3%
416 LEN LENNAR CORP CL A Consumer Cyclical 76,460.0 $7.9M 0.02% NEW $102.80 -15.3%
417 EME EMCOR GROUP INC COM Industrials 12,736.0 $7.8M 0.02% NEW $611.81 +31.5%
418 GLOBUS MED INC CL A 88,791.0 $7.8M 0.02% NEW $87.31
419 HOLOGIC INC COM 103,457.0 $7.7M 0.02% NEW $74.49
420 TPR TAPESTRY INC COM Consumer Cyclical 60,046.0 $7.7M 0.02% NEW $127.77 +12.7%
Page 21 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%