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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 27 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CNH Industrial NV 409,611.0 $4.6M 0.01% NEW $11.23
522 RGLD Royal Gold Inc Basic Materials 23,006.0 $4.6M 0.01% NEW $199.61 +32.1%
523 GL Globe Life Inc Financial Services 25,500.0 $4.6M 0.01% NEW $178.68 -3.1%
524 FNF Fidelity National Financial Inc Financial Services 96,519.0 $4.6M 0.01% NEW $47.16 +0.6%
525 TYL Tyler Technologies Inc Technology 15,480.0 $4.5M 0.01% NEW $292.46 +21.7%
526 FUTU Futu Holdings Ltd Financial Services 47,900.0 $4.5M 0.01% NEW $93.74 +23.5%
527 ROKU Roku Inc Communication Services 32,300.0 $4.5M 0.01% NEW $138.14 +14.5%
528 MLI Mueller Industries Inc Industrials 35,900.0 $4.4M 0.01% NEW $122.93 -48.4%
529 ONTO Onto Innovation Inc Technology 11,625.0 $4.4M 0.01% NEW $378.45 -25.2%
530 TTMI TTM Technologies Inc Technology 23,500.0 $4.4M 0.01% NEW $187.02 -42.7%
531 AIT Applied Industrial Technologies Inc Industrials 12,980.0 $4.4M 0.01% NEW $338.15 +0.2%
532 UAL United Airlines Holdings Inc Industrials 32,200.0 $4.4M 0.01% NEW $135.99 -16.5%
533 CSGP CoStar Group Inc Real Estate 153,300.0 $4.3M 0.01% NEW $28.32 +16.0%
534 TW Tradeweb Markets Inc Financial Services 43,200.0 $4.3M 0.01% NEW $99.66 +8.7%
535 RBC RBC Bearings Inc Industrials 6,660.0 $4.3M 0.01% NEW $644.06 -23.0%
536 THC Tenet Healthcare Corp Healthcare 22,900.0 $4.3M 0.01% NEW $187.08 +48.9%
537 GH Guardant Health Inc Healthcare 28,400.0 $4.3M 0.01% NEW $150.03 +8.8%
538 CRCL Circle Internet Group Inc Financial Services 67,500.0 $4.2M 0.01% NEW $62.63 +40.0%
539 CG Carlyle Group Inc/The Financial Services 99,700.0 $4.2M 0.01% NEW $42.11 +16.7%
540 EWBC East West Bancorp Inc Financial Services 32,200.0 $4.2M 0.01% NEW $129.09 -0.1%
Page 27 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%