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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 18 of 75  ·  1,485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 152,064.0 $13K 0.04% +28K +22.7% $0.09 +117197.6%
342 NVR NVR INC COM Consumer Cyclical 1,921.0 $13K 0.04% +763.0 +65.9% $6.81 +93220.3%
343 TTEK TETRA TECH INC NEW COM Industrials 449,922.0 $13K 0.04% +31K +7.4% $0.03 +127974.4%
344 PYPL PAYPAL HLDGS INC COM Financial Services 300,372.0 $13K 0.04% -42K -12.2% $0.04 +142443.5%
345 Q QNITY ELECTRONICS INC COMMON STOCK Technology 79,174.0 $13K 0.04% -29K -26.5% $0.16 +78816.8%
346 TME TENCENT MUSIC ENTMT GROUP SPON ADS Communication Services 1,536,111.0 $13K 0.04% $0.01 +105285.3%
347 DOV DOVER CORP COM Industrials 56,066.0 $13K 0.04% -5K -8.5% $0.22 +89933.8%
348 ALL ALLSTATE CORP COM Financial Services 52,804.0 $13K 0.04% -18K -25.0% $0.24 +106579.7%
349 SXI STANDEX INTL CORP COM Industrials 35,121.0 $13K 0.04% -50K -58.7% $0.36 +86648.5%
350 EL LAUDER ESTEE COS INC CL A Consumer Defensive 158,498.0 $13K 0.04% +24K +18.1% $0.08 +129024.0%
351 ICLR ICON PUB LTD CO SHS Healthcare 71,817.0 $12K 0.04% +59K +463.8% $0.17 +99050.6%
352 SYF SYNCHRONY FINANCIAL COM Financial Services 163,596.0 $12K 0.04% +32K +24.4% $0.08 +104401.0%
353 CPNG COUPANG INC CL A Consumer Cyclical 702,968.0 $12K 0.04% +65K +10.2% $0.02 +94600.1%
354 CARR CARRIER GLOBAL CORPORATION COM Industrials 165,726.0 $12K 0.04% -32K -16.0% $0.07 +82204.0%
355 JD JD.COM INC SPON ADS CL A Consumer Cyclical 477,000.0 $12K 0.04% +80K +20.1% $0.03 +115166.5%
356 PHM PULTE GROUP INC COM Consumer Cyclical 88,145.0 $12K 0.03% +3K +4.1% $0.14 +93919.4%
357 AMP AMERIPRISE FINL INC COM Financial Services 26,290.0 $12K 0.03% -5K -14.6% $0.46 +121004.9%
358 ITRI ITRON INC COM Technology 138,965.0 $12K 0.03% -10K -6.9% $0.09 +115498.1%
359 KNSL KINSALE CAP GROUP INC COM Financial Services 36,195.0 $12K 0.03% -10K -22.3% $0.33 +116198.8%
360 EME EMCOR GROUP INC COM Industrials 14,176.0 $12K 0.03% +1K +7.6% $0.83 +93485.2%
Page 18 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%