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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 2 of 75  ·  1,485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL CL B NEW 522,748.0 $262K 0.74% $0.50
22 KLAC KLA CORP COM NEW Technology 858,984.0 $259K 0.74% +779K +978.2% $0.30 +60882.4%
23 BAC BANK OF AMER CORP COM Financial Services 4,529,611.0 $258K 0.73% -70K -1.5% $0.06 +108166.2%
24 MRK MERCK & CO INC COM Healthcare 1,959,794.0 $252K 0.72% +95K +5.1% $0.13 +118615.7%
25 BE BLOOM ENERGY CORP COM CL A Industrials 813,452.0 $246K 0.70% -314K -27.8% $0.30 +66451.0%
26 LRCX LAM RESEARCH CORP COM NEW Technology 565,142.0 $245K 0.70% -35K -5.8% $0.43 +72362.1%
27 NXT NEXTPOWER INC CLASS A COM Technology 2,013,766.0 $240K 0.68% $0.12 +72235.1%
28 V VISA INC COM CL A Financial Services 649,345.0 $223K 0.64% $0.34 +108046.4%
29 CAT CATERPILLAR INC COM Industrials 205,152.0 $218K 0.62% +77K +59.6% $1.06 +77644.5%
30 NFLX NETFLIX INC. COM Communication Services 2,820,999.0 $201K 0.57% -543K -16.1% $0.07 +111370.8%
31 ANET ARISTA NETWORKS INC COM SHS Technology 1,157,934.0 $197K 0.56% -121K -9.5% $0.17 +110948.9%
32 WMT WALMART INC COM Consumer Defensive 1,696,392.0 $192K 0.55% -68K -3.9% $0.11 +91459.4%
33 TSM TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS Technology 389,578.0 $186K 0.53% -155K -28.4% $0.48 +87625.2%
34 HD HOME DEPOT INC COM Consumer Cyclical 522,512.0 $184K 0.53% -29K -5.3% $0.35 +95059.7%
35 PANW PALO ALTO NETWORKS INC COM Technology 537,550.0 $183K 0.52% -186K -25.7% $0.34 +104841.2%
36 IBM INTERNATIONAL BUSINESS MACHS COM Technology 638,216.0 $179K 0.51% +296K +86.7% $0.28 +83709.1%
37 FSLR FIRST SOLAR INC COM Energy 683,112.0 $161K 0.46% +89K +15.0% $0.24 +90712.1%
38 WDC WESTERN DIGITAL CORP COM Technology 230,578.0 $147K 0.42% +96K +71.4% $0.64 +71831.3%
39 EW EDWARDS LIFESCIENCES CORP COM Healthcare 1,541,212.0 $139K 0.40% +278K +22.0% $0.09 +99159.4%
40 PG PROCTER & GAMBLE CO COM Consumer Defensive 926,459.0 $136K 0.39% -9K -1.0% $0.15 +98563.4%
Page 2 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%