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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 13 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CTSH Cognizant Technology Solutions Corp Technology 617,377.0 $23.9M 0.08% NEW $38.73 +59.7%
242 O Realty Income Corp Real Estate 382,008.0 $23.8M 0.08% NEW $62.19 +0.7%
243 TRGP Targa Resources Corp Energy 88,500.0 $23.7M 0.08% NEW $268.14 +11.5%
244 YUM Yum! Brands Inc Consumer Cyclical 147,948.0 $23.7M 0.08% NEW $159.86 -4.3%
245 WPC WP Carey Inc Real Estate 326,900.0 $23.6M 0.08% NEW $72.30 -1.5%
246 EXPD Expeditors International of Washington Inc Industrials 144,302.0 $23.5M 0.08% NEW $162.98 +15.2%
247 AJG Arthur J Gallagher & Co Financial Services 101,730.0 $23.4M 0.07% NEW $229.57 +14.9%
248 ACGL Arch Capital Group Ltd Financial Services 240,041.0 $23.3M 0.07% NEW $97.06 +2.4%
249 BKR Baker Hughes Co Energy 418,218.0 $23.2M 0.07% NEW $55.50 +12.3%
250 JBHT JB Hunt Transport Services Inc Industrials 79,995.0 $23.2M 0.07% NEW $289.43 -4.8%
251 ROK Rockwell Automation Inc Industrials 46,610.0 $23.1M 0.07% NEW $495.08 -11.7%
252 RKLB Rocket Lab Corp Industrials 225,000.0 $22.9M 0.07% NEW $101.65 -28.6%
253 KKR KKR & Co Inc 249,000.0 $22.9M 0.07% NEW $91.78
254 FAST Fastenal Co Industrials 471,196.0 $22.6M 0.07% NEW $48.03 +6.7%
255 AER AerCap Holdings NV Industrials 154,900.0 $22.6M 0.07% NEW $145.78 +0.3%
256 CARR Carrier Global Corp Industrials 306,685.0 $22.5M 0.07% NEW $73.35 -17.7%
257 AIG American International Group Inc Financial Services 299,485.0 $22.3M 0.07% NEW $74.53 +2.1%
258 OTIS Otis Worldwide Corp Industrials 309,242.0 $22.1M 0.07% NEW $71.60 -0.2%
259 INCY Incyte Corp Healthcare 192,305.0 $21.8M 0.07% NEW $113.36 +12.7%
260 HSY Hershey Co/The Consumer Defensive 122,795.0 $21.5M 0.07% NEW $175.45 +6.3%
Page 13 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%