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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 70 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 VAC Marriott Vacations Worldwide Corp Consumer Cyclical 6,400.0 $652K 0.00% NEW $101.88 +12.2%
1382 FOUR Shift4 Payments Inc Technology 13,400.0 $652K 0.00% NEW $48.64 -1.3%
1383 HLIO Helios Technologies Inc Industrials 7,300.0 $652K 0.00% NEW $89.25 -17.1%
1384 RARE Ultragenyx Pharmaceutical Inc Healthcare 19,500.0 $651K 0.00% NEW $33.39 -23.0%
1385 PARR Par Pacific Holdings Inc Energy 11,600.0 $651K 0.00% NEW $56.08 +32.5%
1386 Atlanta Braves Holdings Inc 12,500.0 $649K 0.00% NEW $51.90
1387 TRIP TripAdvisor Inc Consumer Cyclical 47,300.0 $648K 0.00% NEW $13.71 -25.7%
1388 GPGI GPGI Inc Industrials 40,900.0 $648K 0.00% NEW $15.85 -17.6%
1389 ATRO Astronics Corp Industrials 8,040.0 $646K 0.00% NEW $80.38 -7.0%
1390 IDYA Ideaya Biosciences Inc Healthcare 17,300.0 $645K 0.00% NEW $37.27 +7.4%
1391 CURB Curbline Properties Corp Real Estate 21,050.0 $643K 0.00% NEW $30.54 -2.5%
1392 AMN AMN Healthcare Services Inc Healthcare 19,800.0 $641K 0.00% NEW $32.37 +6.6%
1393 ARQT Arcutis Biotherapeutics Inc Healthcare 24,300.0 $637K 0.00% NEW $26.22 -5.5%
1394 GIC Global Industrial Co Industrials 19,000.0 $636K 0.00% NEW $33.46 +18.3%
1395 WINA Winmark Corp Consumer Cyclical 1,500.0 $635K 0.00% NEW $423.08 -17.1%
1396 DigitalBridge Group Inc 39,975.0 $631K 0.00% NEW $15.79
1397 FBRT Franklin BSP Realty Trust Inc Real Estate 77,042.0 $630K 0.00% NEW $8.18 +3.2%
1398 RXO RXO Inc Industrials 22,800.0 $629K 0.00% NEW $27.59 -22.9%
1399 KODK Eastman Kodak Co Industrials 68,000.0 $629K 0.00% NEW $9.25 +4.6%
1400 PBI Pitney Bowes Inc Industrials 35,900.0 $629K 0.00% NEW $17.52 -5.7%
Page 70 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%