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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 17 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ACI ALBERTSONS COMPANIES INC COMMON STOCK Consumer Defensive 118,992.0 $2K 0.01% -14K -10.3% $0.01 +91398.2%
322 FEDERATED HERMES INC CL B 29,053.0 $2K 0.01% -800.0 -2.7% $0.06
323 GALAXY DIGITAL INC. CL A 57,900.0 $2K 0.01% -10K -15.0% $0.03
324 LOPE GRAND CANYON ED INC COM Consumer Defensive 10,862.0 $2K 0.00% -190.0 -1.7% $0.14 +102970.2%
325 G GENPACT LIMITED SHS Technology 55,700.0 $2K 0.00% -3K -4.6% $0.03 +134932.5%
326 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 29,013.0 $2K 0.00% -20K -41.3% $0.05 +99915.0%
327 MHO M/I HOMES INC COM Consumer Cyclical 9,300.0 $1K 0.00% -300.0 -3.1% $0.16 +94685.4%
328 SLGN SILGAN HLDGS INC COM Consumer Cyclical 31,988.0 $1K 0.00% -300.0 -0.9% $0.05 +91272.7%
329 HAYW HAYWARD HLDGS INC COM Industrials 85,500.0 $1K 0.00% -22K -20.7% $0.02 +84129.1%
330 LAD LITHIA MTRS INC COM Consumer Cyclical 4,958.0 $1K 0.00% -3K -38.3% $0.29 +127544.4%
331 POST POST HLDGS INC COM Consumer Defensive 16,209.0 $1K 0.00% -1K -7.4% $0.09 +91082.7%
332 RYAN RYAN SPECIALTY HOLDINGS INC CL A Financial Services 37,600.0 $1K 0.00% -5K -11.7% $0.04 +114500.6%
333 ITGR INTEGER HLDGS CORP COM Healthcare 14,837.0 $1K 0.00% -200.0 -1.3% $0.09 +133828.8%
334 IMMUNITYBIO INC COM 158,200.0 $1K 0.00% -19K -10.6% $0.01
335 LENNAR CORP CL B 15,360.0 $1K 0.00% -6K -26.6% $0.09
336 ICUI ICU MED INC COM Healthcare 9,272.0 $1K 0.00% -400.0 -4.1% $0.15 +124645.6%
337 GAP GAP INC COM Consumer Cyclical 71,400.0 $1K 0.00% -3K -3.8% $0.02 +105876.0%
338 PJT PJT PARTNERS INC COM CL A Financial Services 8,800.0 $1K 0.00% -3K -25.4% $0.15 +115837.4%
339 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 16,100.0 $1K 0.00% -6K -27.1% $0.08 +88231.4%
340 HUM HUMANA INC COM Healthcare 3,321.0 $1K 0.00% -9K -73.6% $0.40 +95292.5%
Page 17 of 21  ·  415 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%