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Portfolio (Quarterly) Guide ↗

Avanza Fonder AB

· CIK 0002035325
13F Portfolio $4.6B AUM 857 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 459 New
Page 14 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SCCO SOUTHERN COPPER CORP Basic Materials 13,596.0 $2.4M 0.05% NEW $174.26 +22.7%
262 PAYX PAYCHEX INC Industrials 23,890.0 $2.3M 0.05% NEW $98.33 +27.0%
263 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 21,630.0 $2.3M 0.05% NEW $107.78 +4.1%
264 GFL GFL ENVIRONMENTAL INC Industrials 43,865.0 $2.3M 0.05% NEW $52.15 -20.8%
265 LPLA LPL FINL HLDGS INC Financial Services 8,043.0 $2.3M 0.05% NEW $281.68 +27.9%
266 ESS ESSEX PPTY TR INC Real Estate 7,723.0 $2.3M 0.05% NEW $291.59 -1.2%
267 PKG PACKAGING CORP AMER Consumer Cyclical 9,445.0 $2.3M 0.05% NEW $238.28 +3.5%
268 DXCM DEXCOM INC Healthcare 33,413.0 $2.3M 0.05% NEW $67.35 +32.1%
269 FIS FIDELITY NATL INFORMATION SV Technology 57,820.0 $2.2M 0.05% NEW $38.88 +4.5%
270 KEY KEYCORP Financial Services 97,055.0 $2.2M 0.05% NEW $23.05 -4.2%
271 LYV LIVE NATION ENTERTAINMENT IN Communication Services 12,158.0 $2.2M 0.05% NEW $183.11 -0.3%
272 HPQ HP INC Technology 99,130.0 $2.2M 0.05% NEW $21.94 +39.1%
273 WST WEST PHARMACEUTICAL SVSC INC Healthcare 5,992.0 $2.2M 0.05% NEW $359.00 -2.5%
274 SBAC SBA COMMUNICATIONS CORP Real Estate 12,169.0 $2.1M 0.05% NEW $176.46 +5.4%
275 EWBC EAST WEST BANCORP INC Financial Services 16,520.0 $2.1M 0.05% NEW $129.09 +1.0%
276 LIBERTY MEDIA CORP DEL 22,170.0 $2.1M 0.05% NEW $95.14
277 KIM KIMCO REALTY CORP Real Estate 82,710.0 $2.1M 0.05% NEW $25.35 -5.2%
278 LULU LULULEMON ATHLETICA INC Consumer Cyclical 18,237.0 $2.1M 0.04% NEW $114.18 +1.9%
279 WPC WP CAREY INC Real Estate 29,121.0 $2.1M 0.04% NEW $71.50 -0.5%
280 CPNG COUPANG INC Consumer Cyclical 119,774.0 $2.1M 0.04% NEW $17.37 -4.8%
Page 14 of 23  ·  459 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 39.5%
Financial Services 12.9%
Consumer Cyclical 11.4%
Healthcare 9.3%
Communication Services 8.5%
Industrials 7.2%
Consumer Defensive 5.2%
Basic Materials 2.7%
Real Estate 2.2%
Utilities 1.1%