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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 8 of 75  ·  1,485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XYL XYLEM INC COM Industrials 352,869.0 $42K 0.12% -211K -37.4% $0.12 +95847.1%
142 MELI MERCADOLIBRE INC COM Consumer Cyclical 23,973.0 $41K 0.12% +2K +10.3% $1.70 +113174.4%
143 INTU INTUIT COM Technology 153,518.0 $40K 0.11% -115K -42.8% $0.26 +140513.7%
144 RVMD REVOLUTION MEDICINES INC COM Healthcare 212,275.0 $40K 0.11% +150K +243.6% $0.19 +111742.8%
145 SPG SIMON PPTY GROUP INC NEW COM Real Estate 177,714.0 $40K 0.11% +21K +13.7% $0.22 +97502.8%
146 NEM NEWMONT CORP COM Basic Materials 425,507.0 $40K 0.11% -117K -21.6% $0.09 +140779.2%
147 AXON AXON ENTERPRISE INC COM Industrials 69,798.0 $39K 0.11% +4K +6.5% $0.56 +111877.5%
148 TEL TE CONNECTIVITY PLC ORD SHS Technology 193,421.0 $39K 0.11% NEW $0.20 +100851.3%
149 NSC NORFOLK SOUTHN CORP COM Industrials 123,304.0 $39K 0.11% +2K +1.7% $0.31 +111385.4%
150 DASH DOORDASH INC CL A Communication Services 210,142.0 $39K 0.11% +54K +34.6% $0.18 +121011.5%
151 SNOW SNOWFLAKE INC COM SHS Technology 151,864.0 $39K 0.11% -14K -8.3% $0.25 +130659.7%
152 PNC PNC FINL SVCS GROUP INC COM Financial Services 152,665.0 $38K 0.11% +11K +8.1% $0.25 +98645.5%
153 FCX FREEPORT MCMORAN INC CL B Basic Materials 593,793.0 $37K 0.11% $0.06 +121810.1%
154 SHLS SHOALS TECHNOLOGIES GROUP IN CL A Energy 3,766,966.0 $37K 0.11% +912K +31.9% $0.01 +71566.6%
155 NU NU HLDGS LTD ORD SHS CL A Financial Services 2,770,572.0 $37K 0.10% +147K +5.6% $0.01 +109031.3%
156 CIEN CIENA CORP COM NEW Technology 75,043.0 $37K 0.10% +31K +69.9% $0.49 +80581.5%
157 CRDO CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES Technology 133,970.0 $36K 0.10% -144K -51.8% $0.27 +84684.3%
158 MMM 3M CO COM Industrials 223,903.0 $36K 0.10% -25K -10.1% $0.16 +110431.0%
159 FDX FEDEX CORP COM Industrials 115,179.0 $36K 0.10% +10K +9.3% $0.31 +103716.3%
160 MRSH MARSH & MCLENNAN COS INC COM Financial Services 215,758.0 $36K 0.10% +15K +7.4% $0.17 +115104.9%
Page 8 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%