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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 9 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RSG REPUBLIC SVCS INC Industrials 26,149.0 $5.6M 0.12% NEW $213.08 +4.3%
162 TGT TARGET CORP Consumer Defensive 42,627.0 $5.6M 0.12% NEW $130.61 +25.6%
163 AJG GALLAGHER ARTHUR J & CO Financial Services 24,193.0 $5.6M 0.12% NEW $229.57 +15.4%
164 ODFL OLD DOMINION FREIGHT LINE IN Industrials 25,557.0 $5.5M 0.12% NEW $216.60 -7.9%
165 VTR VENTAS INC Real Estate 61,744.0 $5.5M 0.12% NEW $88.80 +5.3%
166 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 67,064.0 $5.4M 0.12% NEW $81.16 -8.8%
167 AFL AFLAC INC Financial Services 46,248.0 $5.4M 0.12% NEW $117.25 +0.2%
168 VMC VULCAN MATLS CO Basic Materials 18,275.0 $5.4M 0.12% NEW $295.01 -7.2%
169 UAL UNITED AIRLS HLDGS INC Industrials 39,423.0 $5.4M 0.12% NEW $135.99 -15.6%
170 BE BLOOM ENERGY CORP Industrials 17,678.0 $5.4M 0.12% NEW $302.70 -27.9%
171 SNPS SYNOPSYS INC Technology 11,965.0 $5.3M 0.12% NEW $446.07 -8.1%
172 KVUE KENVUE INC Consumer Defensive 271,977.0 $5.2M 0.11% NEW $19.11 +0.6%
173 KMB KIMBERLY-CLARK CORP Consumer Defensive 46,623.0 $5.1M 0.11% NEW $109.77 +0.5%
174 SYY SYSCO CORP Consumer Defensive 60,948.0 $5.1M 0.11% NEW $83.58 -0.4%
175 HPE HEWLETT PACKARD ENTERPRISE C Technology 112,875.0 $5.1M 0.11% NEW $45.11 +22.4%
176 DHI D R HORTON INC Consumer Cyclical 31,131.0 $5.1M 0.11% NEW $162.88 -8.4%
177 MLM MARTIN MARIETTA MATLS INC Basic Materials 8,713.0 $5.0M 0.11% NEW $576.70 -7.7%
178 ADSK AUTODESK INC Technology 25,792.0 $5.0M 0.11% NEW $194.42 +31.0%
179 KDP KEURIG DR PEPPER INC Consumer Defensive 147,465.0 $4.8M 0.10% NEW $32.73 -1.6%
180 WBD WARNER BROS DISCOVERY INC Communication Services 179,647.0 $4.8M 0.10% NEW $26.66 +7.8%
Page 9 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%