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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 46 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 MSA MSA Safety Inc Industrials 9,000.0 $1.6M 0.01% NEW $174.58 +8.2%
902 LAD Lithia Motors Inc Consumer Cyclical 5,400.0 $1.6M 0.01% NEW $290.49 +26.9%
903 MSGS Madison Square Garden Sports Corp Communication Services 3,900.0 $1.6M 0.01% NEW $401.84 +0.2%
904 KLIC Kulicke & Soffa Industries Inc Technology 11,700.0 $1.6M 0.01% NEW $133.93 -37.6%
905 ACA Arcosa Inc Industrials 10,766.0 $1.6M 0.01% NEW $145.29 -0.0%
906 UBSI United Bankshares Inc/WV Financial Services 33,703.0 $1.6M 0.01% NEW $46.13 +3.6%
907 FND Floor & Decor Holdings Inc Consumer Cyclical 26,100.0 $1.5M 0.01% NEW $59.36 -7.6%
908 Millrose Properties Inc 51,400.0 $1.5M 0.01% NEW $30.05
909 VNO Vornado Realty Trust Real Estate 39,200.0 $1.5M 0.01% NEW $39.30 -1.1%
910 MAC Macerich Co/The Real Estate 61,149.0 $1.5M 0.01% NEW $25.19 -3.3%
911 FAF First American Financial Corp Financial Services 22,400.0 $1.5M 0.01% NEW $68.59 +5.4%
912 BRKR Bruker Corp Healthcare 25,500.0 $1.5M 0.01% NEW $60.22 -5.4%
913 LKQ LKQ Corp Consumer Cyclical 58,000.0 $1.5M 0.01% NEW $26.33 -2.2%
914 YMM Full Truck Alliance Co Ltd Technology 187,800.0 $1.5M 0.01% NEW $8.12 +3.8%
915 MOS Mosaic Co/The Basic Materials 71,900.0 $1.5M 0.01% NEW $21.19 +13.3%
916 OSCR Oscar Health Inc Healthcare 53,400.0 $1.5M 0.01% NEW $28.52 +11.5%
917 WKC World Kinect Corp Energy 45,900.0 $1.5M 0.01% NEW $33.14 +7.5%
918 GBCI Glacier Bancorp Inc Financial Services 29,473.0 $1.5M 0.01% NEW $51.58 -9.3%
919 M Macy's Inc Consumer Cyclical 63,800.0 $1.5M 0.01% NEW $23.70 -2.2%
920 ACMR ACM Research Inc Technology 11,900.0 $1.5M 0.01% NEW $126.89 -39.0%
Page 46 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%