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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 37 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 FRT Federal Realty Investment Trust Real Estate 18,000.0 $2.2M 0.01% NEW $123.44 -4.8%
722 BOX Box Inc Technology 83,600.0 $2.2M 0.01% NEW $26.54 +26.1%
723 G Genpact Ltd Technology 80,600.0 $2.2M 0.01% NEW $27.50 +36.7%
724 SLM SLM Corp Financial Services 85,200.0 $2.2M 0.01% NEW $25.94 +1.5%
725 AWI Armstrong World Industries Inc Industrials 13,700.0 $2.2M 0.01% NEW $160.42 +11.1%
726 CFR Cullen/Frost Bankers Inc Financial Services 14,200.0 $2.2M 0.01% NEW $154.52 +6.4%
727 SENEA Seneca Foods Corp Consumer Defensive 12,600.0 $2.2M 0.01% NEW $173.94 +9.0%
728 U Unity Software Inc Technology 76,600.0 $2.2M 0.01% NEW $28.58 +61.5%
729 OGS ONE Gas Inc Utilities 28,400.0 $2.2M 0.01% NEW $77.07 +4.3%
730 MIDD Middleby Corp/The Industrials 12,700.0 $2.2M 0.01% NEW $172.01 -33.0%
731 BLDR Builders FirstSource Inc Industrials 24,400.0 $2.2M 0.01% NEW $89.48 -21.5%
732 CYTK Cytokinetics Inc Healthcare 25,600.0 $2.2M 0.01% NEW $85.19 -9.5%
733 FLS Flowserve Corp Industrials 29,300.0 $2.2M 0.01% NEW $74.35 +8.2%
734 BEN Franklin Resources Inc Financial Services 64,900.0 $2.2M 0.01% NEW $33.55 +3.2%
735 ALV Autoliv Inc Consumer Cyclical 18,700.0 $2.2M 0.01% NEW $116.17 +6.0%
736 APLD Applied Digital Corp Technology 58,200.0 $2.2M 0.01% NEW $37.30 -27.9%
737 GameStop Corp 97,967.0 $2.2M 0.01% NEW $22.08
738 W Wayfair Inc Consumer Cyclical 23,400.0 $2.2M 0.01% NEW $92.42 +11.6%
739 EXLS ExlService Holdings Inc Technology 83,300.0 $2.2M 0.01% NEW $25.86 +45.6%
740 NMIH NMI Holdings Inc Financial Services 52,200.0 $2.1M 0.01% NEW $41.09 +10.7%
Page 37 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%