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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 50 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 ACLS Axcelis Technologies Inc Technology 7,000.0 $1.3M 0.00% NEW $189.45 -33.8%
982 ENVA Enova International Inc Financial Services 5,500.0 $1.3M 0.00% NEW $240.73 +1.1%
983 S SentinelOne Inc Technology 77,900.0 $1.3M 0.00% NEW $16.97 +19.7%
984 WFRD Weatherford International PLC Energy 16,200.0 $1.3M 0.00% NEW $81.50 +8.2%
985 BCPC Balchem Corp Basic Materials 7,800.0 $1.3M 0.00% NEW $168.95 +6.2%
986 AVAV AeroVironment Inc Industrials 7,980.0 $1.3M 0.00% NEW $165.07 -10.7%
987 PRMB Primo Brands Corp Consumer Defensive 53,791.0 $1.3M 0.00% NEW $24.44 -4.5%
988 LEGN Legend Biotech Corp Healthcare 45,400.0 $1.3M 0.00% NEW $28.88 -26.2%
989 DK Delek US Holdings Inc Energy 25,650.0 $1.3M 0.00% NEW $50.81 +33.0%
990 SIGI Selective Insurance Group Inc Financial Services 13,400.0 $1.3M 0.00% NEW $97.01 -5.3%
991 MTH Meritage Homes Corp Consumer Cyclical 15,500.0 $1.3M 0.00% NEW $83.85 -12.4%
992 PTCT PTC Therapeutics Inc Healthcare 15,900.0 $1.3M 0.00% NEW $81.57 -9.9%
993 BNL Broadstone Net Lease Inc Real Estate 61,600.0 $1.3M 0.00% NEW $20.92 +3.0%
994 MSM MSC Industrial Direct Co Inc Industrials 10,800.0 $1.3M 0.00% NEW $118.95 -0.5%
995 NUVL Nuvalent Inc Healthcare 10,400.0 $1.3M 0.00% NEW $123.50 +0.4%
996 EPAC Enerpac Tool Group Corp Industrials 35,800.0 $1.3M 0.00% NEW $35.86 +4.0%
997 PECO Phillips Edison & Co Inc Real Estate 30,700.0 $1.3M 0.00% NEW $41.70 -4.3%
998 RITM Rithm Capital Corp Real Estate 135,500.0 $1.3M 0.00% NEW $9.39 +8.3%
999 PSMT PriceSmart Inc Consumer Defensive 6,500.0 $1.3M 0.00% NEW $195.34 -9.3%
1000 ACIW ACI Worldwide Inc Technology 25,200.0 $1.3M 0.00% NEW $50.29 +4.2%
Page 50 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%