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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 7 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MPWR MONOLITHIC PWR SYS INC Technology 5,190.0 $7.2M 0.16% NEW $1382.36 -5.7%
122 ADP AUTOMATIC DATA PROCESSING IN Industrials 31,721.0 $7.1M 0.15% NEW $223.95 +25.8%
123 MCK MCKESSON CORP Healthcare 9,396.0 $7.1M 0.15% NEW $755.60 +19.8%
124 J JACOBS SOLUTIONS INC Industrials 56,158.0 $7.1M 0.15% NEW $126.00 +19.7%
125 FORTINET INC 45,913.0 $7.1M 0.15% NEW $153.62
126 CDNS CADENCE DESIGN SYSTEM INC Technology 18,708.0 $7.0M 0.15% NEW $375.32 -12.7%
127 BX BLACKSTONE INC Financial Services 58,852.0 $6.9M 0.15% NEW $117.67 +21.8%
128 KEYS KEYSIGHT TECHNOLOGIES INC Technology 19,614.0 $6.9M 0.15% NEW $350.07 -8.6%
129 TMUS T-MOBILE US INC Communication Services 40,595.0 $6.8M 0.15% NEW $167.73 +8.1%
130 MELI MERCADOLIBRE INC Consumer Cyclical 3,976.0 $6.7M 0.15% NEW $1697.39 +17.6%
131 CCJ CAMECO CORP Energy 46,423.0 $6.7M 0.15% NEW $144.56 -25.9%
132 ACN ACCENTURE PLC IRELAND Technology 53,008.0 $6.6M 0.14% NEW $124.44 +50.2%
133 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 20,682.0 $6.6M 0.14% NEW $317.53 -7.7%
134 GWW WW GRAINGER INC Industrials 4,827.0 $6.6M 0.14% NEW $1360.40 -4.3%
135 DDOG DATADOG INC Technology 25,219.0 $6.6M 0.14% NEW $260.36 -15.5%
136 TRV TRAVELERS COMPANIES INC Financial Services 19,844.0 $6.6M 0.14% NEW $330.12 +12.0%
137 URI UNITED RENTALS INC Industrials 5,723.0 $6.5M 0.14% NEW $1132.89 -7.0%
138 DASH DOORDASH INC Communication Services 34,824.0 $6.4M 0.14% NEW $184.53 +26.5%
139 HUBB HUBBELL INC Industrials 12,272.0 $6.4M 0.14% NEW $523.20 -11.3%
140 CAE CAE INC Industrials 180,609.0 $6.4M 0.14% NEW $35.51 -29.9%
Page 7 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%