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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 2 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PWR QUANTA SVCS INC COM Industrials 175,202.0 $126K 0.36% -39K -18.1% $0.72 +90755.0%
22 MRVL MARVELL TECHNOLOGY INC COM Technology 421,088.0 $125K 0.36% -147K -25.9% $0.30 +79694.5%
23 GILD GILEAD SCIENCES INC COM Healthcare 975,089.0 $123K 0.35% -76K -7.2% $0.13 +116355.4%
24 MCK MCKESSON CORP COM Healthcare 160,354.0 $121K 0.34% -25K -13.5% $0.76 +113827.1%
25 CRWD CROWDSTRIKE HLDGS INC CL A Technology 154,016.0 $118K 0.34% -3K -2.1% $0.19 +99664.1%
26 LIN LINDE PLC SHS Basic Materials 214,614.0 $111K 0.32% -9K -3.9% $0.52 +94493.2%
27 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 218,292.0 $108K 0.31% -3K -1.2% $0.50 +111193.1%
28 STX SEAGATE TECHNOLOGY HLDNGS PL ORD SHS Technology 109,611.0 $106K 0.30% -55K -33.3% $0.96 +87546.3%
29 QCOM QUALCOMM INC COM Technology 539,896.0 $100K 0.28% -156K -22.4% $0.18 +86831.4%
30 GLW CORNING INC COM Technology 385,665.0 $99K 0.28% -35K -8.4% $0.26 +58350.7%
31 ADI ANALOG DEVICES INC COM Technology 241,059.0 $96K 0.27% -12K -4.9% $0.40 +94071.5%
32 C CITIGROUP INC COM NEW Financial Services 682,416.0 $96K 0.27% -19K -2.7% $0.14 +93801.8%
33 WFC WELLS FARGO & CO COM Financial Services 1,152,317.0 $95K 0.27% -57K -4.7% $0.08 +101715.6%
34 VRT VERTIV HOLDINGS CO COM CL A Industrials 280,702.0 $94K 0.27% -40K -12.3% $0.33 +77174.1%
35 TJX TJX COS INC NEW COM Consumer Cyclical 615,842.0 $93K 0.27% -15K -2.4% $0.15 +92507.3%
36 SYK STRYKER CORPORATION COM Healthcare 287,125.0 $90K 0.26% -3K -1.1% $0.31 +104417.1%
37 NOW SERVICENOW INC COM Technology 871,356.0 $87K 0.25% -43K -4.7% $0.10 +129871.1%
38 BAP CREDICORP LTD COM Financial Services 216,757.0 $84K 0.24% -82K -27.4% $0.39 +97108.8%
39 MKSI MKS INC. COM Technology 164,490.0 $73K 0.21% -28K -14.6% $0.44 +62220.3%
40 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 158,445.0 $73K 0.21% -3K -1.7% $0.46 +116506.2%
Page 2 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 40.3%
Healthcare 14.9%
Communication Services 10.0%
Financial Services 9.9%
Consumer Cyclical 8.4%
Industrials 8.1%
Consumer Defensive 2.8%
Real Estate 2.2%
Basic Materials 1.7%
Energy 1.2%