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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 29 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 LECO Lincoln Electric Holdings Inc Industrials 14,140.0 $3.8M 0.01% NEW $266.18 +5.6%
562 PODD Insulet Corp Healthcare 24,600.0 $3.7M 0.01% NEW $152.25 -4.2%
563 QLYS Qualys Inc Technology 27,100.0 $3.7M 0.01% NEW $137.49 +28.1%
564 ALB Albemarle Corp Basic Materials 27,500.0 $3.7M 0.01% NEW $135.36 +4.8%
565 CRUS Cirrus Logic Inc Technology 24,900.0 $3.7M 0.01% NEW $148.53 -23.9%
566 AIZ Assurant Inc Financial Services 13,700.0 $3.7M 0.01% NEW $268.53 +6.7%
567 Somnigroup International Inc 46,700.0 $3.7M 0.01% NEW $78.40
568 RGA Reinsurance Group of America Inc Financial Services 17,200.0 $3.7M 0.01% NEW $212.65 +15.4%
569 ERII Energy Recovery Inc Industrials 400,311.0 $3.6M 0.01% NEW $9.02 -14.7%
570 DTM DT Midstream Inc Energy 24,400.0 $3.6M 0.01% NEW $147.46 -14.6%
571 RRX Regal Rexnord Corp Industrials 14,803.0 $3.5M 0.01% NEW $238.49 -32.6%
572 DY Dycom Industries Inc Industrials 6,960.0 $3.5M 0.01% NEW $505.59 -24.5%
573 OVV Ovintiv Inc Energy 66,800.0 $3.5M 0.01% NEW $52.65 +24.4%
574 ARMK Aramark Industrials 61,800.0 $3.5M 0.01% NEW $56.90 +4.5%
575 LNTH Lantheus Holdings Inc Healthcare 31,223.0 $3.5M 0.01% NEW $110.94 -9.5%
576 NJR New Jersey Resources Corp Utilities 61,300.0 $3.5M 0.01% NEW $56.34 -5.1%
577 MOD Modine Manufacturing Co Consumer Cyclical 12,900.0 $3.4M 0.01% NEW $267.02 -29.7%
578 DOC Healthpeak Properties Inc Real Estate 160,900.0 $3.4M 0.01% NEW $21.40 +0.5%
579 APG API Group Corp Industrials 81,100.0 $3.4M 0.01% NEW $42.35 -3.8%
580 JLL Jones Lang LaSalle Inc Real Estate 11,020.0 $3.4M 0.01% NEW $309.95 +23.9%
Page 29 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%