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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 17 of 75  ·  1,485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ORKA ORUKA THERAPEUTICS INC COM Healthcare 160,900.0 $15K 0.04% NEW $0.10 +113338.0%
322 WLDN WILLDAN GROUP INC COM Industrials 191,532.0 $15K 0.04% +49K +34.3% $0.08 +108068.2%
323 VMI VALMONT INDS INC COM Industrials 26,194.0 $15K 0.04% -7K -21.8% $0.58 +84009.9%
324 ULTA ULTA BEAUTY INC COM Consumer Cyclical 33,208.0 $15K 0.04% +3K +11.2% $0.45 +115529.3%
325 MSCI MSCI INC COM Financial Services 26,693.0 $15K 0.04% -2K -5.4% $0.56 +100517.0%
326 VSCO VICTORIAS SECRET AND CO COMMON STOCK Consumer Cyclical 177,298.0 $15K 0.04% +147K +476.7% $0.08 +109517.9%
327 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 111,306.0 $15K 0.04% $0.13 +102793.1%
328 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 194,586.0 $15K 0.04% +72K +59.0% $0.07 +102036.9%
329 CNH INDL N V SHS 1,286,040.0 $14K 0.04% -29K -2.2% $0.01
330 GEHC GE HEALTHCARE TECHNOLOGIES I COMMON STOCK Healthcare 221,991.0 $14K 0.04% -5K -2.4% $0.06 +116785.1%
331 MMSI MERIT MED SYS INC COM Healthcare 203,775.0 $14K 0.04% -1K -0.6% $0.07 +130817.9%
332 BMI BADGER METER INC COM Technology 94,029.0 $14K 0.04% -3K -3.1% $0.15 +88732.9%
333 TTWO TAKE-TWO INTERACTIVE SOFTWAR COM Communication Services 55,458.0 $14K 0.04% -2K -4.1% $0.25 +95758.4%
334 STE STERIS PLC SHS USD Healthcare 65,824.0 $14K 0.04% $0.21 +112889.7%
335 PKG PACKAGING CORP AMER COM Consumer Cyclical 58,030.0 $14K 0.04% +3K +6.4% $0.24 +105992.5%
336 ZBRA ZEBRA TECHNOLOGIES CORPORATI CL A Technology 51,979.0 $14K 0.04% -69K -57.1% $0.26 +139879.4%
337 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 53,120.0 $14K 0.04% +19K +53.8% $0.26 +125598.8%
338 CGNX COGNEX CORP COM Technology 184,125.0 $13K 0.04% -293K -61.5% $0.07 +83497.8%
339 ROP ROPER TECHNOLOGIES INC COM Industrials 38,759.0 $13K 0.04% +4K +12.0% $0.34 +121587.8%
340 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 385,156.0 $13K 0.04% +8K +2.1% $0.03 +108431.9%
Page 17 of 75  ·  1,485 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%