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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 7 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ORA ORMAT TECHNOLOGIES INC COM Utilities 194,203.0 $21K 0.06% -368K -65.5% $0.11 +99421.1%
122 HUBB HUBBELL INC COM Industrials 38,777.0 $20K 0.06% -3K -7.7% $0.52 +89738.1%
123 CTAS CINTAS CORP COM Industrials 117,263.0 $20K 0.06% -7K -5.7% $0.17 +119720.6%
124 URI UNITED RENTALS INC COM Industrials 17,565.0 $20K 0.06% -2K -9.2% $1.13 +96866.3%
125 WAB WABTEC COM Industrials 72,898.0 $20K 0.06% -52K -41.5% $0.27 +110276.3%
126 CLH CLEAN HARBORS INC COM Industrials 65,529.0 $20K 0.06% -28K -29.8% $0.30 +105666.2%
127 TGT TARGET CORP COM Consumer Defensive 149,802.0 $20K 0.06% -8K -5.0% $0.13 +126564.8%
128 PLMR PALOMAR HLDGS INC COM Financial Services 148,559.0 $19K 0.05% -20K -12.1% $0.13 +102829.5%
129 POOL POOL CORP COM Industrials 86,413.0 $19K 0.05% -471.0 -0.5% $0.21 +87374.0%
130 OC OWENS CORNING NEW COM Industrials 113,858.0 $18K 0.05% -15K -11.9% $0.16 +93042.2%
131 ABNB AIRBNB INC COM CL A Consumer Cyclical 125,802.0 $18K 0.05% -46K -26.6% $0.14 +130789.4%
132 ARRY ARRAY TECHNOLOGIES INC COM SHS Energy 2,408,410.0 $18K 0.05% -163K -6.3% $0.01 +63194.0%
133 MSA MSA SAFETY INC COM Industrials 102,191.0 $18K 0.05% -16K -13.2% $0.17 +108403.1%
134 GTES GATES INDL CORP PLC ORD SHS Industrials 633,255.0 $18K 0.05% -213K -25.2% $0.03 +92500.0%
135 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 49,193.0 $18K 0.05% -9K -14.8% $0.36 +98252.6%
136 DXCM DEXCOM INC COM Healthcare 262,070.0 $18K 0.05% -7K -2.8% $0.07 +137007.9%
137 RUN SUNRUN INC COM Energy 1,318,273.0 $18K 0.05% -2.1M -61.1% $0.01 +68362.3%
138 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 44,654.0 $17K 0.05% -5K -9.4% $0.39 +95842.2%
139 EIX EDISON INTL COM Utilities 233,610.0 $17K 0.05% -45K -16.1% $0.07 +96060.0%
140 SYY SYSCO CORP COM Consumer Defensive 203,050.0 $17K 0.05% -70K -25.6% $0.08 +100521.7%
Page 7 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%