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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 62 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 QCRH QCR Holdings Inc Financial Services 8,700.0 $848K 0.00% NEW $97.44 +2.6%
1222 AEO American Eagle Outfitters Inc Consumer Cyclical 49,200.0 $846K 0.00% NEW $17.20 -2.7%
1223 IRTC IRhythm Holdings Inc Healthcare 7,100.0 $845K 0.00% NEW $118.95 +3.5%
1224 UPWK Upwork Inc Industrials 101,000.0 $844K 0.00% NEW $8.36 +4.5%
1225 MD Pediatrix Medical Group Inc Healthcare 33,300.0 $843K 0.00% NEW $25.33 +6.6%
1226 ATHM Autohome Inc Communication Services 44,300.0 $843K 0.00% NEW $19.03 +14.1%
1227 NVTS Navitas Semiconductor Corp Technology 47,000.0 $842K 0.00% NEW $17.92 -30.6%
1228 LASR nLight Inc Technology 12,000.0 $835K 0.00% NEW $69.62 -37.8%
1229 DDS Dillard's Inc Consumer Cyclical 1,580.0 $835K 0.00% NEW $528.68 +20.5%
1230 STRA Strategic Education Inc Consumer Defensive 10,900.0 $835K 0.00% NEW $76.62 +12.3%
1231 WSBC WesBanco Inc Financial Services 21,163.0 $833K 0.00% NEW $39.35 +2.9%
1232 EVER EverQuote Inc Communication Services 35,000.0 $833K 0.00% NEW $23.79 +12.9%
1233 ONDS Ondas Inc Technology 101,000.0 $832K 0.00% NEW $8.24 +0.0%
1234 VNDA Vanda Pharmaceuticals Inc Healthcare 135,400.0 $829K 0.00% NEW $6.12 -11.1%
1235 CVBF CVB Financial Corp Financial Services 36,724.0 $828K 0.00% NEW $22.55 -0.7%
1236 Klarna Group PLC 40,900.0 $828K 0.00% NEW $20.24
1237 AAP Advance Auto Parts Inc Consumer Cyclical 13,300.0 $828K 0.00% NEW $62.22 -29.9%
1238 HAYW Hayward Holdings Inc Industrials 47,800.0 $827K 0.00% NEW $17.31 -16.4%
1239 THO Thor Industries Inc Consumer Cyclical 11,000.0 $827K 0.00% NEW $75.16 +5.7%
1240 KOP Koppers Holdings Inc Basic Materials 18,400.0 $826K 0.00% NEW $44.90 +2.7%
Page 62 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%