1y return+17.2%S&P 500 +20.9%
3y return+51.6%S&P 500 +68.5%
5y return+41.3%S&P 500 +74.5%
10y return+261.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $362 against $357 in the S&P 500.2
Handelsbanken Fonder ABS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation Com | $2.3M | 6.5% | |
| AAPLApple Inc Com | $2.0M | 5.7% | −3.3% |
| MSFTMicrosoft Corp Com | $1.4M | 4.1% | +3.1% |
| AMZNAmazon Com Inc Com | $1.2M | 3.5% | |
| GOOGLAlphabet Inc Cap Stk Cl A | $1.1M | 3.0% | +2.5% |
| GOOGAlphabet Inc Cap Stk Cl C | $1.0M | 2.9% | |
| AVGOBroadcom Inc Com | $939K | 2.7% | −5.4% |
| LLYEli Lilly & Co Com | $817K | 2.3% | −3.9% |
| MUMicron Technology Inc Com | $728K | 2.1% | +6.3% |
| METAMeta Platforms Inc Cl A | $631K | 1.8% | |
| AMDAdvanced Micro Devices Inc Com | $581K | 1.7% | +19.7% |
| JPMJpmorgan Chase & Co Com | $508K | 1.4% | −1.3% |
| JNJJohnson & Johnson Com | $498K | 1.4% | |
| ABBVAbbvie Inc Com | $343K | 1.0% | −1.4% |
| AMATApplied Matls Inc Com | $335K | 1.0% | +29.6% |
| INTCIntel Corp Com | $316K | 0.9% | +22.4% |
| CSCOCisco Sys Inc Com | $288K | 0.8% | −3.7% |
| UNHUnitedhealth Group Inc Com | $286K | 0.8% | +97.3% |
| TMOThermo Fisher Scientific Inc Com | $270K | 0.8% | −15.2% |
| MAMastercard Incorporated Cl A | $262K | 0.7% | −2.5% |
| BRK/BBerkshire Hathaway Inc Del Cl B New | $262K | 0.7% | |
| KLACKla Corp Com New | $259K | 0.7% | +978.2% |
| BACBank Of Amer Corp Com | $258K | 0.7% | −1.5% |
| MRKMerck & Co Inc Com | $252K | 0.7% | +5.1% |
| BEBloom Energy Corp Com Cl A | $246K | 0.7% | −27.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | June 30, 2020 | +2006.7% | $2.3M |
| WDCWestern Digital Corp Com | June 30, 2020 | +1346.7% | $147K |
| AVGOBroadcom Inc Com | June 30, 2020 | +1096.9% | $939K |
| AMATApplied Matls Inc Com | June 30, 2020 | +1096.1% | $335K |
| AMDAdvanced Micro Devices Inc Com | June 30, 2020 | +1004.1% | $581K |
| PANWPalo Alto Networks Inc Com | June 30, 2020 | +790.9% | $183K |
| CATCaterpillar Inc Com | June 30, 2020 | +741.8% | $218K |
| TSMTaiwan Semiconductor Manufac Sponsored Ads | June 30, 2020 | +741.2% | $186K |
| LLYEli Lilly & Co Com | June 30, 2020 | +630.6% | $817K |
| LRCXLam Research Corp Com New | December 31, 2024 | +499.9% | $245K |
Sold off last quarter
- Coca-cola Europacific Partne ShsCUSIP G25839104 was $30K
- Carnival Corp Common StockCUSIP 143658300 was $14K
- Cellebrite Di Ltd Ordinary SharesCUSIP M2197Q107 was $13K
- GWRSGlobal Wtr Res Inc Com was $9,728
- Dupont De Nemours Inc ComCUSIP 26614N102 was $9,547
- BBDBanco Bradesco S A Sp Adr Pfd New was $7,399
- Hologic Inc ComCUSIP 436440101 was $5,095
- Ascendis Pharma A/s Sponsored AdrCUSIP 04351P101 was $3,538
- VIVTelefonica Brasil Sa Sponsored Ads was $3,294
- Air Lease Corp Cl ACUSIP 00912X302 was $2,731
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.1% | +14.8% |
| March 31, 2026 | −6.0% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +10.3% | +10.5% |
| March 31, 2025 | −4.6% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +8.8% | +10.0% |
| December 31, 2023 | +11.2% | +11.2% |
| September 30, 2023 | −5.7% | −3.6% |
| June 30, 2023 | +6.5% | +8.3% |
| March 31, 2023 | +6.3% | +7.0% |
| December 31, 2022 | +5.9% | +7.1% |
| September 30, 2022 | −4.5% | −5.3% |
| June 30, 2022 | −15.7% | −16.5% |
| March 31, 2022 | −7.9% | −4.9% |
| December 31, 2021 | +7.3% | +10.7% |
| September 30, 2021 | −2.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Handelsbanken Fonder AB Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1398318&type=13F-HR&dateb=&owner=include&count=40CIK 1398318
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1398318/000139831826000008/Filed July 10, 2026 · accession 0001398318-26-000008