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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 56 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 KTB Kontoor Brands Inc Consumer Cyclical 12,800.0 $1.1M 0.00% NEW $83.34 -7.4%
1102 MC Moelis & Co Financial Services 16,300.0 $1.1M 0.00% NEW $65.42 +2.7%
1103 WING Wingstop Inc Consumer Cyclical 6,120.0 $1.1M 0.00% NEW $173.41 -35.3%
1104 PGNY Progyny Inc Healthcare 36,800.0 $1.1M 0.00% NEW $28.83 -8.5%
1105 PAGP Plains GP Holdings LP Energy 43,700.0 $1.1M 0.00% NEW $24.27 +15.9%
1106 CVCO Cavco Industries Inc Consumer Cyclical 1,720.0 $1.1M 0.00% NEW $614.38 -6.0%
1107 EBC Eastern Bankshares Inc Financial Services 47,338.0 $1.1M 0.00% NEW $22.24 +0.7%
1108 EXTR Extreme Networks Inc Technology 32,500.0 $1.1M 0.00% NEW $32.37 -29.4%
1109 OPEN Opendoor Technologies Inc Real Estate 227,100.0 $1.0M 0.00% NEW $4.62 -26.2%
1110 MUR Murphy Oil Corp Energy 32,200.0 $1.0M 0.00% NEW $32.56 +6.5%
1111 ALHC Alignment Healthcare Inc Healthcare 44,000.0 $1.0M 0.00% NEW $23.81 -41.6%
1112 PVH PVH Corp Consumer Cyclical 14,100.0 $1.0M 0.00% NEW $74.26 +5.7%
1113 PI Impinj Inc Technology 7,300.0 $1.0M 0.00% NEW $143.23 +11.2%
1114 REZI Resideo Technologies Inc Industrials 33,600.0 $1.0M 0.00% NEW $31.10 -36.1%
1115 WIT Wipro Ltd Technology 464,400.0 $1.0M 0.00% NEW $2.25 -18.7%
1116 BDC Belden Inc Technology 8,700.0 $1.0M 0.00% NEW $119.95 -1.6%
1117 BBWI Bath & Body Works Inc Consumer Cyclical 45,100.0 $1.0M 0.00% NEW $23.13 -18.3%
1118 LGN Legence Corp Industrials 12,200.0 $1.0M 0.00% NEW $85.23 -32.0%
1119 VECO Veeco Instruments Inc Technology 13,700.0 $1.0M 0.00% NEW $75.80 -39.1%
1120 GPI Group 1 Automotive Inc Consumer Cyclical 3,560.0 $1.0M 0.00% NEW $291.17 -9.8%
Page 56 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%