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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 23 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BMI Badger Meter Inc Technology 50,400.0 $7.5M 0.02% NEW $148.38 -11.2%
442 KBH KB Home Consumer Cyclical 118,700.0 $7.4M 0.02% NEW $62.59 -11.5%
443 INVH Invitation Homes Inc Real Estate 240,200.0 $7.3M 0.02% NEW $30.46 -1.2%
444 DAL Delta Air Lines Inc Industrials 77,801.0 $7.3M 0.02% NEW $93.66 -12.0%
445 CDW CDW Corp/DE Technology 51,700.0 $7.3M 0.02% NEW $140.64 -2.4%
446 TRMB Trimble Inc Technology 141,676.0 $7.3M 0.02% NEW $51.18 +17.7%
447 IP International Paper Co Consumer Cyclical 189,406.0 $7.2M 0.02% NEW $38.10 +8.9%
448 ESS Essex Property Trust Inc Real Estate 24,451.0 $7.2M 0.02% NEW $293.79 -1.6%
449 BRO Brown & Brown Inc Financial Services 111,800.0 $7.2M 0.02% NEW $64.15 +13.7%
450 TechnipFMC PLC 106,400.0 $7.1M 0.02% NEW $66.30
451 ORA Ormat Technologies Inc Utilities 64,500.0 $7.0M 0.02% NEW $108.90 -0.5%
452 IEX IDEX Corp Industrials 30,600.0 $6.9M 0.02% NEW $226.95 +3.3%
453 BALL Ball Corp Consumer Cyclical 110,806.0 $6.9M 0.02% NEW $62.40 +1.9%
454 MKSI MKS Inc Technology 15,500.0 $6.9M 0.02% NEW $444.80 -37.3%
455 IONQ IonQ Inc Technology 128,900.0 $6.9M 0.02% NEW $53.26 -15.8%
456 ROL Rollins Inc Consumer Cyclical 163,425.0 $6.8M 0.02% NEW $41.74 -11.6%
457 CRS Carpenter Technology Corp Industrials 10,900.0 $6.7M 0.02% NEW $616.84 -20.2%
458 TSCO Tractor Supply Co Consumer Cyclical 212,655.0 $6.7M 0.02% NEW $31.61 +10.7%
459 MANH Manhattan Associates Inc Technology 48,100.0 $6.7M 0.02% NEW $139.25 +54.1%
460 BCC Boise Cascade Co Basic Materials 84,200.0 $6.5M 0.02% NEW $77.63 +6.2%
Page 23 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%