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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 14 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 F Ford Motor Co Consumer Cyclical 1,538,713.0 $21.4M 0.07% NEW $13.90 +3.7%
262 PSA Public Storage Real Estate 66,654.0 $21.2M 0.07% NEW $318.31 +1.3%
263 Entergy Corp 181,400.0 $20.8M 0.07% NEW $114.86
264 AZO AutoZone Inc Consumer Cyclical 6,509.0 $20.8M 0.07% NEW $3195.94 -7.4%
265 MET MetLife Inc Financial Services 245,739.0 $20.8M 0.07% NEW $84.61 +11.5%
266 PYPL PayPal Holdings Inc Financial Services 479,945.0 $20.7M 0.07% NEW $43.18 +42.5%
267 NDAQ Nasdaq Inc Financial Services 262,884.0 $20.7M 0.07% NEW $78.82 +24.6%
268 FITB Fifth Third Bancorp Financial Services 356,537.0 $20.2M 0.07% NEW $56.71 -3.3%
269 DECK Deckers Outdoor Corp Consumer Cyclical 202,500.0 $20.1M 0.07% NEW $99.29 -7.7%
270 NUE Nucor Corp Basic Materials 88,620.0 $19.8M 0.06% NEW $223.23 +9.1%
271 MCHP Microchip Technology Inc Technology 215,780.0 $19.7M 0.06% NEW $91.20 -16.6%
272 ODFL Old Dominion Freight Line Inc Industrials 90,800.0 $19.7M 0.06% NEW $216.60 -4.7%
273 DBX Dropbox Inc Technology 709,900.0 $19.5M 0.06% NEW $27.47 +25.5%
274 APOS Apollo Global Management Inc 164,090.0 $19.4M 0.06% NEW $118.31
275 SYF Synchrony Financial Financial Services 255,110.0 $19.4M 0.06% NEW $76.05 +4.5%
276 HUM Humana Inc Healthcare 48,710.0 $19.4M 0.06% NEW $397.97 -4.8%
277 FERG Ferguson Enterprises Inc Industrials 79,844.0 $19.0M 0.06% NEW $238.05 +1.8%
278 NKE NIKE Inc Consumer Cyclical 458,358.0 $19.0M 0.06% NEW $41.40 -1.5%
279 VTR Ventas Inc Real Estate 210,019.0 $18.7M 0.06% NEW $89.24 +4.3%
280 LULU Lululemon Athletica Inc Consumer Cyclical 160,100.0 $18.3M 0.06% NEW $114.18 +6.0%
Page 14 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%