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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 36 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 QXO QXO Inc Industrials 136,200.0 $2.4M 0.01% NEW $17.28 -22.4%
702 CALM Cal-Maine Foods Inc Consumer Defensive 29,200.0 $2.4M 0.01% NEW $80.56 +5.0%
703 SCI Service Corp International/US Consumer Cyclical 30,900.0 $2.3M 0.01% NEW $75.96 +10.9%
704 VSAT Viasat Inc Technology 26,100.0 $2.3M 0.01% NEW $89.81 -19.5%
705 HTHT H World Group Ltd Consumer Cyclical 56,100.0 $2.3M 0.01% NEW $41.72 +16.6%
706 SOUTHSTATE BANK CORP 23,315.0 $2.3M 0.01% NEW $99.90
707 SSD Simpson Manufacturing Co Inc Industrials 11,100.0 $2.3M 0.01% NEW $209.35 -10.4%
708 ZION Zions Bancorp NA Financial Services 33,500.0 $2.3M 0.01% NEW $69.19 -1.9%
709 FLOC Flowco Holdings Inc Energy 108,200.0 $2.3M 0.01% NEW $21.34 +1.1%
710 ATR AptarGroup Inc Healthcare 18,400.0 $2.3M 0.01% NEW $125.20 +7.6%
711 GWRE Guidewire Software Inc Technology 18,700.0 $2.3M 0.01% NEW $123.05 +55.9%
712 NCLH Norwegian Cruise Line Holdings Ltd Consumer Cyclical 108,700.0 $2.3M 0.01% NEW $21.11 -18.4%
713 BTSG BrightSpring Health Services Inc Healthcare 32,800.0 $2.3M 0.01% NEW $69.74 -14.7%
714 BXP BXP Inc Real Estate 34,100.0 $2.3M 0.01% NEW $66.91 +4.6%
715 MTG MGIC Investment Corp Financial Services 80,900.0 $2.3M 0.01% NEW $28.20 +10.3%
716 AHR American Healthcare REIT Inc Real Estate 43,500.0 $2.3M 0.01% NEW $52.36 +7.3%
717 TENB Tenable Holdings Inc Technology 61,500.0 $2.3M 0.01% NEW $36.88 -8.0%
718 FIVE Five Below Inc Consumer Cyclical 12,600.0 $2.3M 0.01% NEW $179.79 +46.1%
719 AXSM Axsome Therapeutics Inc Healthcare 9,200.0 $2.3M 0.01% NEW $244.77 -16.1%
720 KRG Kite Realty Group Trust Real Estate 78,795.0 $2.2M 0.01% NEW $28.38 -7.5%
Page 36 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%