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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 2 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO Cisco Systems Inc Technology 1,848,715.0 $217.2M 0.70% NEW $117.46 -5.5%
22 KLAC KLA Corp Technology 716,470.0 $216.2M 0.70% NEW $301.71 -39.0%
23 MA Mastercard Inc Financial Services 417,114.0 $214.2M 0.69% NEW $513.60 +13.1%
24 ABBV AbbVie Inc Healthcare 836,672.0 $210.5M 0.68% NEW $251.64 +5.3%
25 WMT Walmart Inc Consumer Defensive 1,791,600.0 $202.9M 0.65% NEW $113.26 -8.4%
26 KO Coca-Cola Co/The Consumer Defensive 2,299,945.0 $187.9M 0.61% NEW $81.69 +11.5%
27 COST Costco Wholesale Corp Consumer Defensive 181,980.0 $170.2M 0.55% NEW $935.47 +1.3%
28 PG Procter & Gamble Co/The Consumer Defensive 1,154,429.0 $169.3M 0.55% NEW $146.64 -1.3%
29 BAC Bank of America Corp Financial Services 2,951,641.0 $168.2M 0.54% NEW $56.98 +8.3%
30 MRK Merck & Co Inc Healthcare 1,277,070.0 $165.0M 0.53% NEW $129.19 +18.1%
31 UNH UnitedHealth Group Inc Healthcare 374,455.0 $155.6M 0.50% NEW $415.63 -6.1%
32 HD Home Depot Inc/The Consumer Cyclical 410,882.0 $144.9M 0.47% NEW $352.68 -4.8%
33 CVX Chevron Corp Energy 863,597.0 $143.1M 0.46% NEW $165.76 +23.8%
34 GEV GE Vernova Inc Utilities 119,470.0 $140.4M 0.45% NEW $1175.28 -18.6%
35 GS Goldman Sachs Group Inc/The Financial Services 137,023.0 $138.6M 0.45% NEW $1011.37 +2.8%
36 NFLX Netflix Inc Communication Services 1,927,210.0 $137.6M 0.44% NEW $71.40 +11.5%
37 GE General Electric Company Industrials 366,413.0 $136.9M 0.44% NEW $373.73 -6.8%
38 C Citigroup Inc Financial Services 906,541.0 $126.9M 0.41% NEW $139.96 -5.9%
39 PANW Palo Alto Networks Inc Technology 359,916.0 $122.7M 0.40% NEW $341.02 +4.9%
40 TXN Texas Instruments Inc Technology 408,985.0 $121.9M 0.39% NEW $298.07 -11.3%
Page 2 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%