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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 19 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WDAY Workday Inc Technology 93,534.0 $11.5M 0.04% NEW $122.42 +63.4%
362 PPG PPG Industries Inc Basic Materials 94,256.0 $11.4M 0.04% NEW $121.29 -6.3%
363 FISV Fiserv Inc Technology 231,136.0 $11.3M 0.04% NEW $49.05 +7.2%
364 PHM PulteGroup Inc Consumer Cyclical 82,464.0 $11.3M 0.04% NEW $137.42 -6.1%
365 VRSK Verisk Analytics Inc Industrials 62,870.0 $11.3M 0.04% NEW $179.53 +4.4%
366 SEIC SEI Investments Co Financial Services 127,800.0 $11.2M 0.04% NEW $87.71 +24.9%
367 FICO Fair Isaac Corp Technology 9,370.0 $11.2M 0.04% NEW $1194.78 -1.9%
368 ENTG Entegris Inc Technology 62,200.0 $11.2M 0.04% NEW $179.86 -20.1%
369 HUBB Hubbell Inc Industrials 21,340.0 $11.2M 0.04% NEW $523.20 -10.2%
370 CINF Cincinnati Financial Corp Financial Services 60,024.0 $11.2M 0.04% NEW $185.94 -9.5%
371 CASY Casey's General Stores Inc Consumer Cyclical 14,000.0 $11.1M 0.04% NEW $794.79 +5.2%
372 RJF Raymond James Financial Inc Financial Services 73,178.0 $11.1M 0.04% NEW $152.03 +15.2%
373 DXCM Dexcom Inc Healthcare 164,600.0 $11.1M 0.04% NEW $67.35 +37.1%
374 MTZ MasTec Inc Industrials 26,600.0 $11.1M 0.04% NEW $416.06 -36.0%
375 MDB MongoDB Inc Technology 32,740.0 $11.0M 0.04% NEW $335.90 +28.3%
376 LYV Live Nation Entertainment Inc Communication Services 59,500.0 $10.9M 0.04% NEW $183.11 -0.7%
377 FTV Fortive Corp Technology 176,063.0 $10.8M 0.04% NEW $61.14 -1.7%
378 RF Regions Financial Corp Financial Services 353,426.0 $10.8M 0.04% NEW $30.43 -0.1%
379 PINS Pinterest Inc Communication Services 509,600.0 $10.7M 0.04% NEW $21.03 +11.3%
380 ILMN Illumina Inc Healthcare 60,345.0 $10.6M 0.03% NEW $175.83 +24.8%
Page 19 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%