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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 11 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HIG Hartford Insurance Group Inc/The Financial Services 219,694.0 $29.2M 0.09% NEW $133.02 +2.3%
202 CRH PLC 273,073.0 $29.2M 0.09% NEW $107.00
203 BDX Becton Dickinson & Co Healthcare 192,880.0 $29.2M 0.09% NEW $151.33 +26.9%
204 LITE Lumentum Holdings Inc Technology 34,000.0 $29.2M 0.09% NEW $858.06 +1.0%
205 ECL Ecolab Inc Basic Materials 104,280.0 $29.1M 0.09% NEW $279.20 +0.9%
206 CI Cigna Group/The Healthcare 105,023.0 $29.0M 0.09% NEW $275.68 +0.7%
207 COHR Coherent Corp Technology 72,740.0 $28.7M 0.09% NEW $394.47 -26.6%
208 NXPI NXP Semiconductors NV Technology 101,514.0 $28.6M 0.09% NEW $281.89 -20.0%
209 WBD Warner Bros Discovery Inc Communication Services 1,070,427.0 $28.5M 0.09% NEW $26.66 +7.1%
210 CHD Church & Dwight Co Inc Consumer Defensive 292,800.0 $28.4M 0.09% NEW $96.88 +2.0%
211 XYL Xylem Inc/NY Industrials 236,903.0 $28.0M 0.09% NEW $118.21 -4.1%
212 ALL Allstate Corp/The Financial Services 117,168.0 $28.0M 0.09% NEW $238.72 +6.3%
213 EW Edwards Lifesciences Corp Healthcare 305,922.0 $27.7M 0.09% NEW $90.46 -0.7%
214 ROST Ross Stores Inc Consumer Cyclical 129,444.0 $27.6M 0.09% NEW $212.85 +12.3%
215 TPR Tapestry Inc Consumer Cyclical 188,000.0 $27.5M 0.09% NEW $146.38 -11.1%
216 ICE Intercontinental Exchange Inc Financial Services 220,085.0 $27.1M 0.09% NEW $123.11 +31.0%
217 DASH DoorDash Inc Communication Services 145,640.0 $26.9M 0.09% NEW $184.53 +21.1%
218 ADSK Autodesk Inc Technology 138,212.0 $26.9M 0.09% NEW $194.42 +30.6%
219 EBAY eBay Inc Consumer Cyclical 239,746.0 $26.8M 0.09% NEW $111.75 -6.8%
220 ALAB Astera Labs Inc Technology 54,900.0 $26.5M 0.09% NEW $483.02 -41.0%
Page 11 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%