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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 22 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NI NISOURCE INC Utilities 2,662.0 $127K 0.00% NEW $47.55 -13.6%
422 PPL PPL CORP Utilities 3,413.0 $124K 0.00% NEW $36.35 -3.2%
423 F FORD MTR CO Consumer Cyclical 8,849.0 $123K 0.00% NEW $13.90 -0.3%
424 VST VISTRA CORP Utilities 773.0 $123K 0.00% NEW $158.63 -11.4%
425 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 399.0 $120K 0.00% NEW $301.03 -19.6%
426 GXO GXO LOGISTICS INCORPORATED Industrials 2,359.0 $120K 0.00% NEW $50.70 -4.7%
427 PCAR PACCAR INC Industrials 995.0 $120K 0.00% NEW $120.12 +7.8%
428 GM GENERAL MTRS CO Consumer Cyclical 1,495.0 $115K 0.00% NEW $77.08 +11.4%
429 HCA HCA HEALTHCARE INC Healthcare 277.0 $108K 0.00% NEW $389.89 +9.8%
430 CVCO CAVCO INDS INC DEL Consumer Cyclical 173.0 $106K 0.00% NEW $614.38 -6.0%
431 CEVA CEVA INC Technology 2,112.0 $100K 0.00% NEW $47.16 -41.3%
432 MEG ONTERRIS INC Industrials 4,700.0 $95K 0.00% NEW $20.21 -22.6%
433 RPRX ROYALTY PHARMA PLC Healthcare 1,649.0 $92K 0.00% NEW $56.07 +10.8%
434 LOPE GRAND CANYON ED INC Consumer Defensive 646.0 $92K 0.00% NEW $143.11 +3.7%
435 LENNAR CORP 994.0 $88K 0.00% NEW $88.71
436 NEOG NEOGEN CORP Healthcare 9,675.0 $87K 0.00% NEW $8.99 +31.3%
437 LH LABCORP HOLDINGS INC Healthcare 305.0 $85K 0.00% NEW $280.00 +20.2%
438 LGCY LEGACY ED INC Consumer Defensive 7,098.0 $83K 0.00% NEW $11.76 -9.8%
439 POWL POWELL INDS INC Industrials 279.0 $80K 0.00% NEW $286.36 -32.6%
440 LAUR LAUREATE ED INC Consumer Defensive 2,190.0 $80K 0.00% NEW $36.32 +6.2%
Page 22 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%