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Portfolio (Quarterly) Guide ↗

Handelsbanken Fonder AB

· CIK 0001398318
13F Portfolio $30.0B AUM 1,491 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 549 Added 293 Reduced 38 Exited
Page 3 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VRT VERTIV HOLDINGS CO COM CL A Industrials 320,270.0 $80.3M 0.27% -54K -14.4% $250.58 +26.7%
42 SPGI S&P GLOBAL INC COM Financial Services 187,938.0 $79.9M 0.27% -84K -31.0% $425.34 -3.4%
43 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 280,885.0 $77.3M 0.26% -35K -11.0% $275.18 +13.6%
44 VZ VERIZON COMMUNICATIONS INC COM Communication Services 1,526,359.0 $76.6M 0.26% -105K -6.5% $50.20 -8.7%
45 TXN TEXAS INSTRS INC COM Technology 368,600.0 $71.6M 0.24% -5K -1.3% $194.14 +66.3%
46 SCI SERVICE CORP INTL COM Consumer Cyclical 849,848.0 $70.1M 0.23% -137K -13.9% $82.51 -12.0%
47 DE DEERE & CO COM Industrials 121,218.0 $68.3M 0.23% -13K -9.4% $563.30 +4.6%
48 XYL XYLEM INC COM Industrials 563,450.0 $67.3M 0.22% -45K -7.4% $119.50 -7.7%
49 UNP UNION PAC CORP COM Industrials 275,869.0 $66.9M 0.22% -2K -0.9% $242.62 +5.9%
50 CNM CORE & MAIN INC CL A Industrials 1,301,500.0 $64.3M 0.21% -125K -8.8% $49.40 -1.7%
51 PLD PROLOGIS INC. COM Real Estate 476,955.0 $63.0M 0.21% -32K -6.2% $132.18 +6.3%
52 PFE PFIZER INC COM Healthcare 2,229,903.0 $62.6M 0.21% -136K -5.8% $28.08 -10.2%
53 NDAQ NASDAQ INC COM Financial Services 719,352.0 $61.1M 0.20% -150K -17.2% $84.89 -3.1%
54 NEM NEWMONT CORP COM Basic Materials 542,610.0 $58.7M 0.20% -12K -2.2% $108.25 -4.1%
55 GLW CORNING INC COM Technology 421,072.0 $57.3M 0.19% -9K -2.2% $135.97 +43.4%
56 ROK ROCKWELL AUTOMATION INC COM Industrials 158,775.0 $57.0M 0.19% -11K -6.3% $358.88 +32.0%
57 MRVL MARVELL TECHNOLOGY INC COM Technology 568,025.0 $56.3M 0.19% -10K -1.8% $99.05 +213.6%
58 BLK BLACKROCK INC COM Financial Services 57,933.0 $55.7M 0.19% -1K -1.8% $961.71 +9.2%
59 TT TRANE TECHNOLOGIES PLC SHS Industrials 130,602.0 $54.4M 0.18% -20K -13.4% $416.74 +16.0%
60 CSL CARLISLE COS INC COM Industrials 162,077.0 $54.1M 0.18% -34K -17.2% $333.62 +8.2%
Page 3 of 15  ·  293 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 36.0%
Healthcare 15.6%
Communication Services 10.9%
Financial Services 10.8%
Consumer Cyclical 9.3%
Industrials 8.2%
Consumer Defensive 3.4%
Real Estate 2.2%
Basic Materials 2.2%
Energy 1.0%