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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 53 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 ATMU Atmus Filtration Technologies Inc Industrials 22,800.0 $1.2M 0.00% NEW $50.99 -3.8%
1042 VCYT Veracyte Inc Healthcare 19,700.0 $1.2M 0.00% NEW $58.73 -26.1%
1043 WEX WEX Inc Technology 8,200.0 $1.2M 0.00% NEW $141.09 +41.8%
1044 WSC WillScot Holdings Corp Industrials 40,070.0 $1.2M 0.00% NEW $28.86 -24.8%
1045 LQDA Liquidia Corp Healthcare 14,500.0 $1.2M 0.00% NEW $79.73 -10.9%
1046 GRC Gorman-Rupp Co/The Industrials 12,600.0 $1.2M 0.00% NEW $91.74 -16.0%
1047 VSNT Versant Media Group Inc Industrials 32,000.0 $1.2M 0.00% NEW $36.01 +9.4%
1048 AN AutoNation Inc Consumer Cyclical 6,200.0 $1.2M 0.00% NEW $185.79 +5.2%
1049 Iridium Communications Inc 21,000.0 $1.2M 0.00% NEW $54.85
1050 Flagstar Bank NA 77,013.0 $1.2M 0.00% NEW $14.94
1051 AX Axos Financial Inc Financial Services 11,800.0 $1.1M 0.00% NEW $97.39 +0.2%
1052 CARG Cargurus Inc Consumer Cyclical 33,700.0 $1.1M 0.00% NEW $34.09 +7.7%
1053 Outfront Media Inc 34,903.0 $1.1M 0.00% NEW $32.76
1054 PFS Provident Financial Services Inc Financial Services 48,231.0 $1.1M 0.00% NEW $23.64 -0.5%
1055 VVV Valvoline Inc Energy 28,800.0 $1.1M 0.00% NEW $39.54 -16.4%
1056 NE Noble Corp PLC Energy 30,479.0 $1.1M 0.00% NEW $37.30 +22.9%
1057 SKY Champion Homes Inc Consumer Cyclical 12,900.0 $1.1M 0.00% NEW $88.12 +2.3%
1058 SYRE Spyre Therapeutics Inc Healthcare 12,800.0 $1.1M 0.00% NEW $88.78 +21.2%
1059 PAYC Paycom Software Inc Technology 9,000.0 $1.1M 0.00% NEW $125.68 +84.4%
1060 Liberty Media Corp-Liberty Live 10,700.0 $1.1M 0.00% NEW $105.64
Page 53 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%