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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 4 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ROK ROCKWELL AUTOMATION INC COM Industrials 95,345.0 $47K 0.13% -63K -40.0% $0.50 +88185.5%
62 JKHY HENRY JACK & ASSOC INC COM Technology 340,592.0 $47K 0.13% -306K -47.3% $0.14 +120562.5%
63 MDT MEDTRONIC PLC SHS Healthcare 596,254.0 $47K 0.13% -7K -1.1% $0.08 +119227.5%
64 DELL DELL TECHNOLOGIES INC CL C Technology 106,467.0 $46K 0.13% -27K -20.0% $0.43 +102338.8%
65 NVT NVENT ELEC PLC SHS Industrials 270,708.0 $46K 0.13% -108K -28.5% $0.17 +89505.1%
66 LOW LOWES COS INC COM Consumer Cyclical 203,064.0 $45K 0.13% -2K -0.9% $0.22 +97903.5%
67 CSX CSX CORP COM Industrials 929,336.0 $44K 0.13% -9K -0.9% $0.05 +108442.8%
68 PGR PROGRESSIVE CORP COM Financial Services 199,953.0 $44K 0.12% -6K -3.1% $0.22 +100279.3%
69 AIT APPLIED INDL TECHNOLOGIES IN COM Industrials 127,233.0 $43K 0.12% -29K -18.4% $0.34 +100925.8%
70 NET CLOUDFLARE INC CL A COM Technology 174,722.0 $43K 0.12% -2K -1.1% $0.25 +119379.3%
71 EXLS EXLSERVICE HLDGS INC COM Technology 1,644,092.0 $43K 0.12% -1.1M -39.4% $0.03 +145028.4%
72 ECL ECOLAB INC COM Basic Materials 152,078.0 $42K 0.12% -37K -19.7% $0.28 +100985.0%
73 NXPI NXP SEMICONDUCTORS N V COM Technology 150,517.0 $42K 0.12% -74K -33.0% $0.28 +80161.5%
74 XYL XYLEM INC COM Industrials 352,869.0 $42K 0.12% -211K -37.4% $0.12 +95847.1%
75 INTU INTUIT COM Technology 153,518.0 $40K 0.11% -115K -42.8% $0.26 +140513.7%
76 NEM NEWMONT CORP COM Basic Materials 425,507.0 $40K 0.11% -117K -21.6% $0.09 +140779.2%
77 SNOW SNOWFLAKE INC COM SHS Technology 151,864.0 $39K 0.11% -14K -8.3% $0.25 +130659.7%
78 CRDO CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES Technology 133,970.0 $36K 0.10% -144K -51.8% $0.27 +84684.3%
79 MMM 3M CO COM Industrials 223,903.0 $36K 0.10% -25K -10.1% $0.16 +110431.0%
80 JBL JABIL INC COM Technology 92,504.0 $36K 0.10% -54K -36.9% $0.39 +81153.0%
Page 4 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%