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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 16 of 75  ·  1,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CNH INDL N V SHS 1,314,627.0 $14.5M 0.05% -327K -19.9% $11.00
302 WAT WATERS CORP COM Healthcare 48,508.0 $14.4M 0.05% +11K +31.0% $297.81 +19.4%
303 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 49,305.0 $14.3M 0.05% -12K -20.0% $290.30 +18.5%
304 TME TENCENT MUSIC ENTMT GROUP SPON ADS Communication Services 1,538,711.0 $14.3M 0.05% +614K +66.4% $9.28 -5.9%
305 MMSI MERIT MED SYS INC COM Healthcare 204,909.0 $14.1M 0.05% -63K -23.6% $68.93 -2.5%
306 URI UNITED RENTALS INC COM Industrials 19,353.0 $14.1M 0.05% +740.0 +4.0% $728.57 +47.8%
307 CCL CARNIVAL CORP COMMON STOCK Consumer Cyclical 543,140.0 $14.1M 0.05% -7K -1.2% $25.88 +19.3%
308 OC OWENS CORNING NEW COM Industrials 129,192.0 $14.0M 0.05% -12K -8.6% $108.22 +18.4%
309 SCCO SOUTHERN COPPER CORP COM Basic Materials 80,739.0 $13.9M 0.05% -6K -6.4% $172.06 +12.1%
310 AYI ACUITY INC COM Industrials 49,386.0 $13.8M 0.05% +2K +4.9% $280.22 +13.3%
311 A AGILENT TECHNOLOGIES INC COM Healthcare 120,659.0 $13.8M 0.05% -23K -15.9% $113.98 +11.5%
312 COIN COINBASE GLOBAL INC COM CL A Financial Services 78,503.0 $13.7M 0.05% +1K +1.5% $174.60 -6.5%
313 VRSN VERISIGN INC COM Technology 55,123.0 $13.7M 0.05% +8K +17.2% $248.35 +6.6%
314 AMP AMERIPRISE FINL INC COM Financial Services 30,794.0 $13.7M 0.05% -3K -9.5% $444.40 +5.2%
315 VEEV VEEVA SYS INC CL A COM Healthcare 77,297.0 $13.6M 0.04% -38K -33.2% $175.66 -12.7%
316 CLBT CELLEBRITE DI LTD ORDINARY SHARES Technology 975,000.0 $13.4M 0.04% -535K -35.4% $13.78 -6.9%
317 NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES 418,900.0 $13.4M 0.04% +3K +0.8% $32.01
318 VMI VALMONT INDS INC COM Industrials 33,487.0 $13.4M 0.04% -8K -18.6% $399.56 +42.7%
319 ITRI ITRON INC COM Technology 149,250.0 $13.4M 0.04% -196K -56.8% $89.63 -9.8%
320 NTAP NETAPP INC COM Technology 129,456.0 $13.3M 0.04% -133K -50.7% $102.39 +56.0%
Page 16 of 75  ·  1,491 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%