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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 12 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MPWR Monolithic Power Systems Inc Technology 19,100.0 $26.4M 0.09% NEW $1384.06 -4.9%
222 GGG Graco Inc Industrials 349,600.0 $26.4M 0.09% NEW $75.61 +6.7%
223 RSG Republic Services Inc Industrials 123,959.0 $26.4M 0.09% NEW $213.08 +3.6%
224 BSX Boston Scientific Corp Healthcare 615,456.0 $26.3M 0.09% NEW $42.68 +18.0%
225 KVUE Kenvue Inc Consumer Defensive 1,367,146.0 $26.1M 0.08% NEW $19.11 -0.3%
226 ATO Atmos Energy Corp Utilities 149,759.0 $25.8M 0.08% NEW $172.27 -3.1%
227 EXPE Expedia Group Inc Consumer Cyclical 100,642.0 $25.8M 0.08% NEW $255.88 +25.7%
228 IRM Iron Mountain Inc Real Estate 201,716.0 $25.6M 0.08% NEW $127.04 -4.0%
229 Everest Group Ltd 71,621.0 $25.6M 0.08% NEW $357.23
230 ES Eversource Energy Utilities 349,793.0 $25.3M 0.08% NEW $72.27 -2.9%
231 RMD ResMed Inc Healthcare 129,210.0 $25.2M 0.08% NEW $194.88 +18.8%
232 APD Air Products and Chemicals Inc Basic Materials 84,993.0 $24.9M 0.08% NEW $293.18 +4.1%
233 TFC Truist Financial Corp Financial Services 491,696.0 $24.5M 0.08% NEW $49.82 +1.2%
234 AWK American Water Works Co Inc Utilities 185,386.0 $24.4M 0.08% NEW $131.58 +2.9%
235 IDXX IDEXX Laboratories Inc Healthcare 45,840.0 $24.1M 0.08% NEW $526.44 +5.8%
236 OKE ONEOK Inc Energy 277,547.0 $24.1M 0.08% NEW $86.94 +7.3%
237 HPE Hewlett Packard Enterprise Co Technology 531,611.0 $24.0M 0.08% NEW $45.23 +18.2%
238 CTVA Corteva Inc Basic Materials 283,276.0 $24.0M 0.08% NEW $84.69 -3.4%
239 TGT Target Corp Consumer Defensive 183,609.0 $24.0M 0.08% NEW $130.61 +26.7%
240 TEL TE Connectivity PLC Technology 118,433.0 $23.9M 0.08% NEW $201.97 +0.8%
Page 12 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%