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Portfolio (Quarterly) Guide ↗

Oslo Pensjonsforsikring AS

· CIK 0001828808
13F Portfolio $869M AUM 463 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 460 New
Page 21 of 23  ·  460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SBAC SBA Communications Corp Real Estate 631.0 $111K 0.01% NEW $176.46 +1.2%
402 MAR Marriott International Inc Consumer Cyclical 290.0 $107K 0.01% NEW $370.59 -8.5%
403 ICL ICL Group Ltd Basic Materials 20,441.0 $103K 0.01% NEW $5.02 +6.7%
404 RPM RPM International Inc Basic Materials 915.0 $102K 0.01% NEW $111.15 -11.5%
405 CINF Cincinnati Financial Corp Financial Services 522.0 $97K 0.01% NEW $185.14 -8.7%
406 NVR NVR Inc Consumer Cyclical 14.0 $95K 0.01% NEW $6813.36 -9.7%
407 TECK Teck Resources Ltd Basic Materials 1,600.0 $95K 0.01% NEW $59.54 +10.1%
408 FN Fabrinet Technology 167.0 $94K 0.01% NEW $562.08 -30.9%
409 STZ Constellation Brands Inc Consumer Defensive 652.0 $91K 0.01% NEW $139.09 -14.5%
410 Thomson Reuters Corp 1,083.0 $88K 0.01% NEW $81.65
411 TFII TFI International Inc Industrials 600.0 $86K 0.01% NEW $143.89 -13.0%
412 ROK Rockwell Automation Inc Industrials 169.0 $84K 0.01% NEW $495.08 -16.0%
413 EQIX Equinix Inc Real Estate 79.0 $82K 0.01% NEW $1042.38 -2.0%
414 NDSN Nordson Corp Industrials 267.0 $81K 0.01% NEW $301.69 +3.3%
415 CG Carlyle Group Inc Financial Services 1,884.0 $79K 0.01% NEW $42.11 -4.8%
416 DLTR Dollar Tree Inc Consumer Defensive 650.0 $79K 0.01% NEW $120.95 -7.4%
417 IREN IREN Ltd Financial Services 1,716.0 $78K 0.01% NEW $45.73 +2.1%
418 ALC Alcon AG Healthcare 1,152.0 $78K 0.01% NEW $67.67 -3.9%
419 MTZ MasTec Inc Industrials 186.0 $77K 0.01% NEW $416.06 -48.5%
420 LNG Cheniere Energy Inc Energy 310.0 $74K 0.01% NEW $239.01 +12.3%
Page 21 of 23  ·  460 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 32.8%
Healthcare 19.4%
Financial Services 19.2%
Communication Services 10.5%
Industrials 6.5%
Real Estate 4.4%
Consumer Cyclical 2.9%
Consumer Defensive 1.5%
Energy 1.3%
Utilities 0.9%