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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 37 of 75  ·  1,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 BNL BROADSTONE NET LEASE INC COM Real Estate 111,900.0 $2.0M 0.01% $18.27 +12.7%
722 SMTC SEMTECH CORP COM Technology 26,588.0 $2.0M 0.01% $76.88 +105.8%
723 ALV AUTOLIV INC COM Consumer Cyclical 19,400.0 $2.0M 0.01% $105.15 +12.4%
724 MTCH MATCH GROUP INC NEW COM Communication Services 66,400.0 $2.0M 0.01% $30.71 +15.4%
725 U UNITY SOFTWARE INC COM Technology 92,800.0 $2.0M 0.01% $21.94 +25.3%
726 GKOS GLAUKOS CORP COM Healthcare 18,700.0 $2.0M 0.01% $107.65 +21.4%
727 LAD LITHIA MTRS INC COM Consumer Cyclical 8,038.0 $2.0M 0.01% $249.69 +18.1%
728 ARE ALEXANDRIA REAL ESTATE EQ IN COM Real Estate 43,200.0 $2.0M 0.01% $46.41 +9.9%
729 SSD SIMPSON MFG INC COM Industrials 11,637.0 $2.0M 0.01% $171.61 +16.6%
730 MIDD MIDDLEBY CORP COM Industrials 15,000.0 $2.0M 0.01% $132.60 +29.9%
731 TMHC TAYLOR MORRISON HOME CORP COM Consumer Cyclical 34,160.0 $2.0M 0.01% +6K +19.6% $58.23 +22.9%
732 DLTR DOLLAR TREE INC COM Consumer Defensive 18,001.0 $2.0M 0.01% -5K -21.7% $109.49 +2.0%
733 CWAN CLEARWATER ANALYTICS HLDGS I CL A Technology 83,200.0 $2.0M 0.01% $23.65 +2.7%
734 CART MAPLEBEAR INC COM Consumer Cyclical 52,200.0 $2.0M 0.01% $37.45 +19.0%
735 STAG STAG INDUSTRIAL INC COM Real Estate 54,202.0 $2.0M 0.01% $36.07 +4.8%
736 CE CELANESE CORP DEL COM Basic Materials 29,700.0 $2.0M 0.01% $65.76 -22.2%
737 TNL TRAVEL PLUS LEISURE CO COM Consumer Cyclical 28,200.0 $2.0M 0.01% +6K +25.3% $69.18 +10.9%
738 AAL AMERICAN AIRLINES GROUP INC COM Industrials 181,500.0 $1.9M 0.01% $10.74 +48.9%
739 LSTR LANDSTAR SYS INC COM Industrials 12,144.0 $1.9M 0.01% +2K +23.4% $160.33 +29.4%
740 ALKS ALKERMES PLC SHS Healthcare 55,000.0 $1.9M 0.01% $35.36 +27.2%
Page 37 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%