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Portfolio (Quarterly) Guide ↗

Lansforsakringar Fondforvaltning AB (publ)

· CIK 0002059323
13F Portfolio $22.3B AUM 591 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 591 New
Page 23 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 FTV FORTIVE CORP Technology 85,774.0 $5.2M 0.02% NEW $61.09 -1.1%
442 DGX QUEST DIAGNOSTICS INC Healthcare 24,638.0 $5.2M 0.02% NEW $211.95 +15.1%
443 WY WEYERHAEUSER CO Real Estate 217,497.0 $5.2M 0.02% NEW $23.94 +1.9%
444 KIM KIMCO REALTY CORP Real Estate 202,974.0 $5.1M 0.02% NEW $25.35 -4.5%
445 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 70,674.0 $5.1M 0.02% NEW $72.51 +12.5%
446 BR BROADRIDGE FINL SOLUTIONS IN Technology 37,047.0 $5.1M 0.02% NEW $136.95 +35.4%
447 MPC MARATHON PETE CORP Energy 19,792.0 $5.1M 0.02% NEW $255.67 +41.8%
448 CDE COEUR MNG INC Basic Materials 309,495.0 $5.1M 0.02% NEW $16.32 +27.9%
449 IEX IDEX CORP Industrials 22,248.0 $5.0M 0.02% NEW $226.95 +3.0%
450 KEY KEYCORP Financial Services 218,310.0 $5.0M 0.02% NEW $23.05 -5.1%
451 TSCO TRACTOR SUPPLY CO Consumer Cyclical 159,075.0 $5.0M 0.02% NEW $31.61 +13.6%
452 FEDEX FGHT HLDG CO INC 33,136.0 $5.0M 0.02% NEW $151.00
453 MAS MASCO CORP Industrials 60,652.0 $4.9M 0.02% NEW $81.37 -10.1%
454 TSN TYSON FOODS INC Consumer Defensive 85,120.0 $4.9M 0.02% NEW $57.25 +1.1%
455 WRB BERKLEY W R CORP Financial Services 69,066.0 $4.9M 0.02% NEW $70.53 -1.2%
456 BURL BURLINGTON STORES INC Consumer Cyclical 15,346.0 $4.9M 0.02% NEW $316.80 +4.4%
457 RYANAIR HOLDINGS PLC 154,761.0 $4.8M 0.02% NEW $31.27
458 RB GLOBAL INC 41,487.0 $4.8M 0.02% NEW $116.38
459 NDSN NORDSON CORP Industrials 15,961.0 $4.8M 0.02% NEW $301.69 +10.7%
460 ANNALY CAPITAL MANAGEMENT IN 214,085.0 $4.8M 0.02% NEW $22.36
Page 23 of 30  ·  591 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 39.0%
Financial Services 12.9%
Healthcare 12.0%
Consumer Cyclical 9.8%
Communication Services 8.0%
Industrials 7.8%
Consumer Defensive 3.8%
Basic Materials 2.3%
Real Estate 1.6%
Utilities 1.6%