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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 20 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CPRT Copart Inc Industrials 374,100.0 $10.5M 0.03% NEW $28.19 +19.9%
382 RDDT Reddit Inc Communication Services 60,600.0 $10.5M 0.03% NEW $173.58 -11.7%
383 WST West Pharmaceutical Services Inc Healthcare 28,820.0 $10.3M 0.03% NEW $359.00 -1.6%
384 MTD Mettler-Toledo International Inc Healthcare 8,063.0 $10.3M 0.03% NEW $1277.51 +9.2%
385 AVB AvalonBay Communities Inc Real Estate 53,179.0 $10.1M 0.03% NEW $190.20 -3.2%
386 Amrize Ltd 189,551.0 $10.1M 0.03% NEW $53.30
387 CMS CMS Energy Corp Utilities 131,800.0 $10.1M 0.03% NEW $76.50 -10.8%
388 ZBH Zimmer Biomet Holdings Inc Healthcare 116,544.0 $10.1M 0.03% NEW $86.29 +17.0%
389 KHC Kraft Heinz Co/The Consumer Defensive 423,859.0 $10.0M 0.03% NEW $23.62 +8.3%
390 XPO XPO Inc Industrials 48,600.0 $10.0M 0.03% NEW $205.29 -3.7%
391 MKL Markel Group Inc Financial Services 5,040.0 $9.8M 0.03% NEW $1953.01 -8.1%
392 OXY Occidental Petroleum Corp Energy 200,950.0 $9.8M 0.03% NEW $48.79 +25.6%
393 DG Dollar General Corp Consumer Defensive 84,969.0 $9.8M 0.03% NEW $115.11 +7.2%
394 AYI Acuity Inc Industrials 25,860.0 $9.7M 0.03% NEW $376.66 -8.9%
395 MSTR Strategy Inc Technology 110,420.0 $9.6M 0.03% NEW $86.93 +37.2%
396 Corpay Inc 28,648.0 $9.5M 0.03% NEW $333.27
397 CHRW CH Robinson Worldwide Inc Industrials 50,460.0 $9.5M 0.03% NEW $188.83 -25.0%
398 LPLA LPL Financial Holdings Inc Financial Services 33,780.0 $9.5M 0.03% NEW $281.68 +28.3%
399 PFG Principal Financial Group Inc Financial Services 88,045.0 $9.5M 0.03% NEW $107.78 +2.8%
400 Smurfit Westrock PLC 205,071.0 $9.5M 0.03% NEW $46.26
Page 20 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%