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Portfolio (Quarterly) Guide ↗

Handelsbanken Fonder AB

· CIK 0001398318
13F Portfolio $33.1B AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1495 New
Page 22 of 75  ·  1,495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DD DUPONT DE NEMOURS INC COM Basic Materials 190,550.0 $7.7M 0.02% NEW $40.20 +247.1%
422 LUV SOUTHWEST AIRLS CO COM Industrials 184,350.0 $7.6M 0.02% NEW $41.33 +21.4%
423 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 151,910.0 $7.6M 0.02% NEW $50.01 -35.8%
424 CORPAY INC COM SHS 25,108.0 $7.6M 0.02% NEW $300.94
425 COHR COHERENT CORP COM Technology 40,800.0 $7.5M 0.02% NEW $184.56 +79.8%
426 IBKR INTERACTIVE BROKERS GROUP IN COM CL A Financial Services 116,374.0 $7.5M 0.02% NEW $64.31 +39.9%
427 HUBS HUBSPOT INC COM Technology 18,395.0 $7.4M 0.02% NEW $401.30 -52.2%
428 JCI JOHNSON CTLS INTL PLC SHS Industrials 60,894.0 $7.3M 0.02% NEW $119.75 +17.0%
429 OMC OMNICOM GROUP INC COM Communication Services 90,155.0 $7.3M 0.02% NEW $80.75 -3.5%
430 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 248,297.0 $7.3M 0.02% NEW $29.27 -7.8%
431 WWD WOODWARD INC COM Industrials 23,069.0 $7.0M 0.02% NEW $302.31 +37.3%
432 TRMB TRIMBLE INC COM Technology 88,705.0 $7.0M 0.02% NEW $78.35 -31.7%
433 MKL MARKEL GROUP INC COM Financial Services 3,219.0 $6.9M 0.02% NEW $2149.74 -9.3%
434 GPN GLOBAL PMTS INC COM Industrials 88,820.0 $6.9M 0.02% NEW $77.40 +0.5%
435 EXPD EXPEDITORS INTL WASH INC COM Industrials 46,100.0 $6.9M 0.02% NEW $149.00 +11.6%
436 ENPH ENPHASE ENERGY INC COM Energy 214,071.0 $6.9M 0.02% NEW $32.05 +33.3%
437 AMCOR PLC ORD 816,800.0 $6.8M 0.02% NEW $8.34
438 PPG PPG INDS INC COM Basic Materials 65,667.0 $6.7M 0.02% NEW $102.46 +20.7%
439 GEV GE VERNOVA INC COM Utilities 10,200.0 $6.7M 0.02% NEW $653.53 +68.8%
440 ALAB ASTERA LABS INC COM Technology 40,000.0 $6.7M 0.02% NEW $166.35 +143.3%
Page 22 of 75  ·  1,495 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 37.0%
Healthcare 15.5%
Financial Services 11.4%
Communication Services 10.9%
Consumer Cyclical 9.4%
Industrials 8.2%
Consumer Defensive 2.8%
Real Estate 2.0%
Basic Materials 1.7%
Energy 0.8%