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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 15 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NVR NVR INC Consumer Cyclical 298.0 $2.0M 0.04% NEW $6813.40 -6.4%
282 WAT WATERS CORP Healthcare 5,389.0 $2.0M 0.04% NEW $375.04 +10.2%
283 OMC OMNICOM GROUP INC Communication Services 27,533.0 $2.0M 0.04% NEW $72.83 +20.8%
284 ALAB ASTERA LABS INC Technology 4,089.0 $2.0M 0.04% NEW $483.02 -40.1%
285 BRO BROWN & BROWN INC Financial Services 30,139.0 $1.9M 0.04% NEW $64.15 +13.6%
286 GIS GENERAL MILLS INC Consumer Defensive 55,383.0 $1.9M 0.04% NEW $34.80 +16.1%
287 WDAY WORKDAY INC Technology 15,595.0 $1.9M 0.04% NEW $122.42 +55.5%
288 MAA MID-AMER APT CMNTYS INC Real Estate 13,677.0 $1.9M 0.04% NEW $138.94 -5.0%
289 ULTA ULTA BEAUTY INC Consumer Cyclical 4,185.0 $1.9M 0.04% NEW $450.98 +20.6%
290 GPC GENUINE PARTS CO Consumer Cyclical 15,801.0 $1.9M 0.04% NEW $117.98 +18.5%
291 SNDK SANDISK CORP Technology 813.0 $1.8M 0.04% NEW $2273.73 -34.2%
292 YUM YUM BRANDS INC Consumer Cyclical 10,994.0 $1.8M 0.04% NEW $159.86 -3.3%
293 MDB MONGODB INC Technology 5,230.0 $1.8M 0.04% NEW $335.90 +21.0%
294 EXPE EXPEDIA GROUP INC Consumer Cyclical 6,623.0 $1.7M 0.04% NEW $255.88 +31.0%
295 RCI ROGERS COMMUNICATIONS INC Communication Services 34,788.0 $1.6M 0.04% NEW $46.14 -19.7%
296 ROK ROCKWELL AUTOMATION INC Industrials 3,231.0 $1.6M 0.04% NEW $495.08 -12.8%
297 ZM ZOOM COMMUNICATIONS INC Technology 18,081.0 $1.6M 0.03% NEW $86.31 +9.4%
298 ENTG ENTEGRIS INC Technology 8,527.0 $1.5M 0.03% NEW $179.86 -21.0%
299 ARES ARES MANAGEMENT CORPORATION Financial Services 13,618.0 $1.5M 0.03% NEW $111.31 +28.4%
300 FLEX FLEX LTD Technology 9,276.0 $1.5M 0.03% NEW $162.07 -31.1%
Page 15 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%