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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 32 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 H Hyatt Hotels Corp Consumer Cyclical 14,600.0 $2.8M 0.01% NEW $193.84 -7.1%
622 SPXC SPX Technologies Inc Industrials 11,500.0 $2.8M 0.01% NEW $245.17 -18.1%
623 AGNC AGNC Investment Corp Real Estate 254,400.0 $2.8M 0.01% NEW $11.00 -0.2%
624 NTCT NetScout Systems Inc Technology 64,200.0 $2.8M 0.01% NEW $43.55 -13.2%
625 ELAN Elanco Animal Health Inc Healthcare 113,100.0 $2.8M 0.01% NEW $24.61 -0.8%
626 DOCN DigitalOcean Holdings Inc Technology 17,700.0 $2.8M 0.01% NEW $157.03 -29.0%
627 RBRK Rubrik Inc Technology 34,600.0 $2.8M 0.01% NEW $80.28 +22.1%
628 BVN Cia de Minas Buenaventura SAA Basic Materials 94,401.0 $2.8M 0.01% NEW $29.29 +20.2%
629 JKHY Jack Henry & Associates Inc Technology 20,000.0 $2.8M 0.01% NEW $137.74 +23.8%
630 CWST Casella Waste Systems Inc Industrials 28,300.0 $2.7M 0.01% NEW $96.97 -2.3%
631 CGNX Cognex Corp Technology 37,800.0 $2.7M 0.01% NEW $72.42 -19.2%
632 HQY HealthEquity Inc Healthcare 30,300.0 $2.7M 0.01% NEW $90.32 +16.7%
633 SJM J M Smucker Co/The Consumer Defensive 24,200.0 $2.7M 0.01% NEW $112.50 +11.9%
634 MOH Molina Healthcare Inc Healthcare 11,900.0 $2.7M 0.01% NEW $228.70 -13.2%
635 ELS Equity LifeStyle Properties Inc Real Estate 41,700.0 $2.7M 0.01% NEW $64.91 +1.3%
636 WH Wyndham Hotels & Resorts Inc Consumer Cyclical 32,100.0 $2.7M 0.01% NEW $84.21 -11.7%
637 TDC Teradata Corp Technology 77,800.0 $2.7M 0.01% NEW $34.65 -20.6%
638 MUSA Murphy USA Inc Consumer Cyclical 5,000.0 $2.7M 0.01% NEW $538.87 +5.4%
639 R Ryder System Inc Industrials 10,200.0 $2.7M 0.01% NEW $263.77 -7.1%
640 HL Hecla Mining Co Basic Materials 174,100.0 $2.7M 0.01% NEW $15.43 +32.2%
Page 32 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%