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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 19 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 LITE LUMENTUM HLDGS INC Technology 896.0 $769K 0.02% NEW $858.06 +3.9%
362 CEG CONSTELLATION ENERGY CORP Utilities 2,940.0 $730K 0.02% NEW $248.37 +14.5%
363 RJF RAYMOND JAMES FINL INC Financial Services 4,790.0 $728K 0.02% NEW $152.03 +13.6%
364 AMT AMERICAN TOWER CORP Real Estate 4,412.0 $722K 0.02% NEW $163.57 +9.8%
365 CORPAY INC 2,143.0 $714K 0.02% NEW $333.27
366 TD TORONTO DOMINION BK ONT Financial Services 4,117.0 $710K 0.01% NEW $172.44 -30.6%
367 VRSN VERISIGN INC Technology 2,678.0 $674K 0.01% NEW $251.56 +17.2%
368 APP APPLOVIN CORP Technology 1,277.0 $658K 0.01% NEW $515.23 -39.6%
369 SMCI SUPER MICRO COMPUTER INC Technology 22,294.0 $654K 0.01% NEW $29.33 +28.6%
370 HOOD ROBINHOOD MKTS INC Financial Services 6,514.0 $653K 0.01% NEW $100.28 +9.2%
371 NTR NUTRIEN LTD Basic Materials 7,208.0 $644K 0.01% NEW $89.35 -18.6%
372 CENCORA INC 2,162.0 $612K 0.01% NEW $282.98
373 IP INTERNATIONAL PAPER CO Consumer Cyclical 15,995.0 $609K 0.01% NEW $38.10 +8.7%
374 CAH CARDINAL HEALTH INC Healthcare 2,458.0 $584K 0.01% NEW $237.56 +0.4%
375 ON ON SEMICONDUCTOR CORP Technology 6,127.0 $579K 0.01% NEW $94.54 -22.3%
376 AGI ALAMOS GOLD INC Basic Materials 13,136.0 $565K 0.01% NEW $43.00 -10.8%
377 TSCO TRACTOR SUPPLY CO Consumer Cyclical 17,406.0 $550K 0.01% NEW $31.61 +11.3%
378 B BARRICK MNG CORP Basic Materials 10,351.0 $540K 0.01% NEW $52.15 -7.4%
379 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,746.0 $524K 0.01% NEW $91.20 -19.1%
380 JBL JABIL INC Technology 1,358.0 $523K 0.01% NEW $385.48 -18.5%
Page 19 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%