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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 49 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 ROAD Construction Partners Inc Industrials 11,600.0 $1.4M 0.00% NEW $118.77 -8.7%
962 HWC Hancock Whitney Corp Financial Services 18,400.0 $1.4M 0.00% NEW $74.72 +0.2%
963 YEXT Yext Inc Technology 294,100.0 $1.4M 0.00% NEW $4.67 +39.8%
964 TEM Tempus AI Inc Healthcare 23,700.0 $1.4M 0.00% NEW $57.93 +14.2%
965 VSEC VSE Corp Industrials 6,000.0 $1.4M 0.00% NEW $228.50 -5.9%
966 MTRN Materion Corp Basic Materials 4,600.0 $1.4M 0.00% NEW $297.39 -22.7%
967 PRDO Perdoceo Education Corp Consumer Defensive 42,700.0 $1.4M 0.00% NEW $32.00 +3.2%
968 HSTM HealthStream Inc Healthcare 50,100.0 $1.4M 0.00% NEW $27.25 +5.6%
969 BGC BGC Group Inc Financial Services 127,500.0 $1.4M 0.00% NEW $10.69 +11.8%
970 SON Sonoco Products Co Consumer Cyclical 24,100.0 $1.4M 0.00% NEW $56.35 +2.0%
971 PEGA Pegasystems Inc Technology 45,200.0 $1.4M 0.00% NEW $29.97 +14.4%
972 TPG TPG Inc Financial Services 33,400.0 $1.4M 0.00% NEW $40.55 +30.3%
973 RYN Rayonier Inc Real Estate 63,306.0 $1.3M 0.00% NEW $21.28 -0.3%
974 U-Haul Holding Co 23,300.0 $1.3M 0.00% NEW $57.70
975 TFX Teleflex Inc Healthcare 10,600.0 $1.3M 0.00% NEW $126.76 +9.1%
976 CPK Chesapeake Utilities Corp Utilities 10,900.0 $1.3M 0.00% NEW $123.10 +9.9%
977 STWD Starwood Property Trust Inc Real Estate 79,800.0 $1.3M 0.00% NEW $16.79 -3.0%
978 ADT ADT Inc Industrials 204,596.0 $1.3M 0.00% NEW $6.55 +13.3%
979 VFC VF Corp Consumer Cyclical 80,200.0 $1.3M 0.00% NEW $16.68 -14.2%
980 BC Brunswick Corp/DE Consumer Cyclical 15,800.0 $1.3M 0.00% NEW $84.24 -3.5%
Page 49 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%