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Portfolio (Quarterly) Guide ↗

KLP KAPITALFORVALTNING AS

· CIK 0001717443
13F Portfolio $31.0B AUM 2,142 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2141 New
Page 10 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KR Kroger Co/The Consumer Defensive 572,225.0 $31.8M 0.10% NEW $55.53 +4.3%
182 GWW WW Grainger Inc Industrials 23,260.0 $31.6M 0.10% NEW $1360.40 -3.5%
183 ORLY O'Reilly Automotive Inc Consumer Cyclical 342,015.0 $31.5M 0.10% NEW $92.09 -3.2%
184 AXON Axon Enterprise Inc Industrials 55,700.0 $31.2M 0.10% NEW $560.61 +12.0%
185 PCG PG&E Corp Utilities 1,850,300.0 $31.2M 0.10% NEW $16.86 +4.4%
186 NSC Norfolk Southern Corp Industrials 98,533.0 $31.0M 0.10% NEW $314.59 +11.5%
187 DLR Digital Realty Trust Inc Real Estate 171,981.0 $30.9M 0.10% NEW $179.58 +6.1%
188 DVN Devon Energy Corp Energy 736,660.0 $30.4M 0.10% NEW $41.32 +18.8%
189 AMT American Tower Corp Real Estate 183,813.0 $30.3M 0.10% NEW $165.09 +6.5%
190 NET Cloudflare Inc Technology 123,700.0 $30.3M 0.10% NEW $245.28 +19.5%
191 EXC Exelon Corp Utilities 649,744.0 $30.3M 0.10% NEW $46.62 -6.1%
192 PEG Public Service Enterprise Group Inc Utilities 371,009.0 $30.1M 0.10% NEW $81.16 -10.5%
193 FDX FedEx Corp Industrials 95,460.0 $30.0M 0.10% NEW $314.17 +3.5%
194 MELI MercadoLibre Inc Consumer Cyclical 17,580.0 $29.8M 0.10% NEW $1697.39 +13.3%
195 KMI Kinder Morgan Inc Energy 931,584.0 $29.8M 0.10% NEW $31.97 -3.1%
196 ABNB Airbnb Inc Consumer Cyclical 207,900.0 $29.8M 0.10% NEW $143.10 +30.9%
197 HOOD Robinhood Markets Inc Financial Services 296,500.0 $29.7M 0.10% NEW $100.28 +7.8%
198 WAB Westinghouse Air Brake Technologies Corp Industrials 110,226.0 $29.7M 0.10% NEW $269.60 +10.4%
199 GIS General Mills Inc Consumer Defensive 847,518.0 $29.5M 0.10% NEW $34.80 +14.9%
200 RS Reliance Inc Basic Materials 78,480.0 $29.3M 0.10% NEW $373.60 +3.8%
Page 10 of 108  ·  2,141 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 38.6%
Financial Services 11.5%
Healthcare 10.2%
Consumer Cyclical 9.5%
Industrials 8.8%
Communication Services 7.5%
Consumer Defensive 4.7%
Energy 3.2%
Real Estate 2.1%
Utilities 2.0%