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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 65 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 HLNE Hamilton Lane Inc Financial Services 9,700.0 $770K 0.00% NEW $79.34 +33.5%
1282 CNXN PC Connection Inc Technology 10,500.0 $766K 0.00% NEW $72.99 +7.3%
1283 GSBC Great Southern Bancorp Inc Financial Services 9,700.0 $764K 0.00% NEW $78.78 -0.2%
1284 CACC Credit Acceptance Corp Financial Services 1,200.0 $764K 0.00% NEW $636.74 -4.6%
1285 CTS CTS Corp Technology 11,700.0 $763K 0.00% NEW $65.21 -14.0%
1286 ICUI ICU Medical Inc Healthcare 5,200.0 $762K 0.00% NEW $146.60 +23.9%
1287 ORKA Oruka Therapeutics Inc Healthcare 8,000.0 $761K 0.00% NEW $95.17 +7.2%
1288 BHE Benchmark Electronics Inc Technology 7,700.0 $761K 0.00% NEW $98.81 -27.7%
1289 CASS Cass Information Systems Inc Industrials 14,800.0 $760K 0.00% NEW $51.32 +10.1%
1290 STEP StepStone Group Inc Financial Services 18,300.0 $757K 0.00% NEW $41.36 +20.5%
1291 UVSP Univest Financial Corp Financial Services 17,300.0 $757K 0.00% NEW $43.75 -5.1%
1292 CON Concentra Group Holdings Parent Inc Healthcare 25,423.0 $756K 0.00% NEW $29.75 +16.4%
1293 AVNT Avient Corp Basic Materials 20,200.0 $751K 0.00% NEW $37.19 +20.2%
1294 SYM Symbotic Inc Industrials 16,700.0 $751K 0.00% NEW $44.95 -8.6%
1295 OPCH Option Care Health Inc Healthcare 35,675.0 $748K 0.00% NEW $20.97 +10.0%
1296 AUPH Aurinia Pharmaceuticals Inc Healthcare 44,000.0 $747K 0.00% NEW $16.97 -1.2%
1297 PLMR Palomar Holdings Inc Financial Services 5,900.0 $746K 0.00% NEW $126.39 +3.7%
1298 ACT Enact Holdings Inc Financial Services 16,300.0 $745K 0.00% NEW $45.71 +8.1%
1299 NIC Nicolet Bankshares Inc Financial Services 4,500.0 $744K 0.00% NEW $165.39 +3.7%
1300 Liberty Global Ltd 65,400.0 $744K 0.00% NEW $11.37
Page 65 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%