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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 47 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 ALRM Alarm.com Holdings Inc Technology 32,200.0 $1.5M 0.01% NEW $46.72 +21.7%
922 LW Lamb Weston Holdings Inc Consumer Defensive 34,700.0 $1.5M 0.01% NEW $43.18 +26.1%
923 MHO M/I Homes Inc Consumer Cyclical 9,300.0 $1.5M 0.01% NEW $160.79 -5.5%
924 CECO CECO Environmental Corp Industrials 16,456.0 $1.5M 0.01% NEW $90.74 -21.4%
925 APLE Apple Hospitality REIT Inc Real Estate 88,300.0 $1.5M 0.01% NEW $16.88 -1.5%
926 MGY Magnolia Oil & Gas Corp Energy 58,100.0 $1.5M 0.01% NEW $25.58 +4.1%
927 AVTR Avantor Inc Healthcare 150,100.0 $1.5M 0.01% NEW $9.90 +44.9%
928 LGND Ligand Pharmaceuticals Inc Healthcare 4,700.0 $1.5M 0.01% NEW $316.09 -10.6%
929 UFPI UFP Industries Inc Basic Materials 16,300.0 $1.5M 0.01% NEW $90.74 -3.3%
930 HRMY Harmony Biosciences Holdings Inc Healthcare 40,500.0 $1.5M 0.01% NEW $36.41 +5.6%
931 JXN Jackson Financial Inc Financial Services 14,400.0 $1.5M 0.01% NEW $102.39 +28.6%
932 VSH Vishay Intertechnology Inc Technology 27,400.0 $1.5M 0.01% NEW $53.78 -42.6%
933 INSW International Seaways, Inc. Energy 19,200.0 $1.5M 0.01% NEW $76.59 +29.9%
934 CORZ Core Scientific Inc Technology 57,400.0 $1.5M 0.01% NEW $25.59 -29.4%
935 MMS Maximus Inc Industrials 27,200.0 $1.5M 0.01% NEW $53.76 +7.9%
936 AIR AAR Corp Industrials 10,200.0 $1.5M 0.01% NEW $142.93 -5.5%
937 AUB Atlantic Union Bankshares Corp Financial Services 34,350.0 $1.5M 0.01% NEW $42.31 -4.0%
938 GATX GATX Corp Industrials 8,200.0 $1.5M 0.01% NEW $177.19 +1.2%
939 RGTI Rigetti Computing Inc Technology 75,200.0 $1.5M 0.01% NEW $19.32 -12.2%
940 VSCO Victoria's Secret & Co Consumer Cyclical 17,400.0 $1.5M 0.01% NEW $83.48 +9.6%
Page 47 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%