Oslo Pensjonsforsikring AS
Oslo, Q8
$869m in 457 US stocks at the end of 30 June 2026. The top 10 are 50.3% of the money. It changed about 13.9% of the portfolio this quarter.
Value
$869m
Stocks
457
Top 10 share
50.3%
Turnover
13.9%
What changed this quarter
New
Bought for the first time this quarter.
- AstrazenecaAZN4.9% of the fund
- Logitech InternationalLOGI3.9% of the fund
- Palantir TechnologiesPLTR<0.1% of the fund
- UBS Group AGUBS<0.1% of the fund
- TotalEnergies SETTE<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- Deutsche Bank AktiengesellschaftDB<0.1% of the fund
- AmcorAMCR<0.1% of the fund
- TeradyneTER<0.1% of the fund
- McCormickMKC<0.1% of the fund
- Coeur MiningCDE<0.1% of the fund
- Spotify TechnologySPOT<0.1% of the fund
- FlexFLEX<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- Kinder MorganKMI<0.1% of the fund
- QiagenQGEN<0.1% of the fund
- AutozoneAZO<0.1% of the fund
- GracoGGG<0.1% of the fund
- SeaSE<0.1% of the fund
- Electronic ArtsEA<0.1% of the fund
- StellantisSTLA<0.1% of the fund
- Tower SemiconductorTSEM<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- Waste ConnectionsWCN<0.1% of the fund
- American Water Works CompanyAWK<0.1% of the fund
Added
Bought more of a stock they already held.
- VisaV5.0% of the fund+24%
- Berkshire Hathaway INC DELBRK-A4.7% of the fund+35%
- Markel GroupMKL4.5% of the fund+18%
- DanaherDHR4.5% of the fund+119%
- NvidiaNVDA1.8% of the fund+2%
- AppleAAPL1.7% of the fund+6%
- Amazon.comAMZN0.9% of the fund+9%
- BroadcomAVGO0.6% of the fund+16%
- Meta PlatformsMETA0.4% of the fund+11%
- TeslaTSLA0.4% of the fund+10%
- Berkshire HathawayBRK-B0.3% of the fund+4%
- Applied MaterialsAMAT0.3% of the fund+7%
- Johnson & JohnsonJNJ0.3% of the fund+7%
- WalmartWMT0.2% of the fund+5%
- AbbVieABBV0.2% of the fund+4%
- Home DepotHD0.2% of the fund+14%
- Wells Fargo & CompanyWFC0.1% of the fund+18%
- NetflixNFLX0.1% of the fund+6%
- GE VernovaGEV0.1% of the fund+12%
- OracleORCL0.1% of the fund+4%
- Palo Alto NetworksPANW0.1% of the fund+30%
- Analog DevicesADI0.1% of the fund+7%
- CorningGLW<0.1% of the fund+35%
- Royal Bank of CanadaRY<0.1% of the fund+15%
- American ExpressAXP<0.1% of the fund+7%
Cut
Sold some of their stake.
- Micron TechnologyMU0.5% of the fund-24%
- IntelINTC0.3% of the fund-11%
- Bank of AmericaBAC0.2% of the fund-7%
- UnitedHealth GroupUNH0.2% of the fund-14%
- KLAKLAC0.2% of the fund-18%
- Procter & GamblePG0.2% of the fund-3%
- Goldman Sachs GroupGS0.2% of the fund-4%
- MerckMRK0.2% of the fund-12%
- CitigroupC0.1% of the fund-17%
- Morgan StanleyMS0.1% of the fund-6%
- QualcommQCOM0.1% of the fund-3%
- Marvell TechnologyMRVL<0.1% of the fund-46%
- SalesforceCRM<0.1% of the fund-11%
- LindeLIN<0.1% of the fund-7%
- Verizon CommunicationsVZ<0.1% of the fund-19%
- Toronto Dominion BankTD<0.1% of the fund-10%
- Bank of New York MellonBNY<0.1% of the fund-16%
- Elevance HealthELV<0.1% of the fund-14%
- NextEra EnergyNEE<0.1% of the fund-7%
- CumminsCMI<0.1% of the fund-22%
- Dell TechnologiesDELL<0.1% of the fund-35%
- TargetTGT<0.1% of the fund-22%
- Phillips 66PSX<0.1% of the fund-7%
- Royal Caribbean CruisesRCL<0.1% of the fund-10%
- Dominion EnergyD<0.1% of the fund-11%
Sold out
Sold their entire stake.
- AECOMACM-100%
- Builders FirstSourceBLDR-100%
- Open TextOTEX-100%
- Healthpeak PropertiesDOC-100%
- DuPont de NemoursDD-100%
- RB GlobalRBA-100%
- Coterra EnergyCTRA-100%
- CamecoCCJ-100%
- GartnerIT-100%
- Flex LNGFLNG-100%
- Robinhood MarketsHOOD-100%
- AmcorAMCR-100%
- FTAI AviationFTAI-100%
- Universal Health ServicesUHS-100%
- SolventumSOLV-100%
- Steel DynamicsSTLD-100%
- Vivmark ResidentialVMRK-100%
- CarvanaCVNA-100%
- PinterestPINS-100%
- Hormel FoodsHRL-100%
- Coinbase GlobalCOIN-100%
- Equitable HoldingsEQH-100%
- GoDaddyGDDY-100%
- IlluminaILMN-100%
- Thomson Reuters-100%
Holdings
- Berkshire Hathaway INC DELBRK-A
- Share
- 4.7%
- Value
- $40m
- Shares
- 54
+35%
- Royal Bank of CanadaRY
- Share
- <0.1%
- Value
- $807,270
- Shares
- 3,900
+15%
- Toronto Dominion BankTD
- Share
- <0.1%
- Value
- $559,082
- Shares
- 4,600
-10%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOGL | 8.2% | $71m | 199,267 | Held |
| CVS HealthCVS | 5.3% | $46m | 446,587 | Held |
| VisaV | 5.0% | $44m | 127,964 | +24% |
| AstrazenecaAZN | 4.9% | $43m | 226,997 | New |
| Berkshire Hathaway INC DELBRK-A | 4.7% | $40m | 54 | +35% |
| MicrosoftMSFT | 4.5% | $40m | 106,042 | Held |
| Markel GroupMKL | 4.5% | $39m | 19,910 | +18% |
| Smurfit WestrockSW | 4.5% | $39m | 839,077 | Held |
| DanaherDHR | 4.5% | $39m | 203,433 | +119% |
| AllstateALL | 4.3% | $37m | 156,841 | Held |
| International Business MachinesIBM | 4.0% | $35m | 125,014 | Held |
| Logitech InternationalLOGI | 3.9% | $34m | 360,437 | New |
| Zebra TechnologiesZBRA | 3.9% | $34m | 128,332 | Held |
| HPHPQ | 3.6% | $32m | 1,436,090 | Held |
| Cbre GroupCBRE | 3.5% | $30m | 222,730 | Held |
| AtkoreATKR | 3.3% | $29m | 377,000 | Held |
| NvidiaNVDA | 1.8% | $16m | 79,008 | +2% |
| AppleAAPL | 1.7% | $14m | 49,761 | +6% |
| Amazon.comAMZN | 0.9% | $7m | 31,272 | +9% |
| AlphabetGOOG | 0.6% | $5m | 15,282 | Held |
| BroadcomAVGO | 0.6% | $5m | 13,746 | +16% |
| Micron TechnologyMU | 0.5% | $4m | 3,592 | -24% |
| Advanced Micro DevicesAMD | 0.4% | $4m | 6,726 | Held |
| Meta PlatformsMETA | 0.4% | $4m | 6,500 | +11% |
| Eli LillyLLY | 0.4% | $4m | 3,025 | Held |
| TeslaTSLA | 0.4% | $3m | 8,061 | +10% |
| JPMorgan ChaseJPM | 0.4% | $3m | 10,019 | Held |
| Berkshire HathawayBRK-B | 0.3% | $3m | 6,044 | +4% |
| IntelINTC | 0.3% | $3m | 19,012 | -11% |
| Applied MaterialsAMAT | 0.3% | $3m | 3,523 | +7% |
| Johnson & JohnsonJNJ | 0.3% | $2m | 9,813 | +7% |
| ExxonMobil HoldingsXOM | 0.3% | $2m | 17,554 | Held |
| Lam ResearchLRCX | 0.3% | $2m | 5,234 | Held |
| Cisco SystemsCSCO | 0.2% | $2m | 16,702 | Held |
| WalmartWMT | 0.2% | $2m | 16,473 | +5% |
| Bank of AmericaBAC | 0.2% | $2m | 29,615 | -7% |
| AbbVieABBV | 0.2% | $2m | 6,376 | +4% |
| UnitedHealth GroupUNH | 0.2% | $2m | 3,769 | -14% |
| Home DepotHD | 0.2% | $2m | 4,255 | +14% |
| MastercardMA | 0.2% | $1m | 2,737 | Held |
| Costco WholesaleCOST | 0.2% | $1m | 1,471 | Held |
| KLAKLAC | 0.2% | $1m | 4,510 | -18% |
| Procter & GamblePG | 0.2% | $1m | 9,250 | -3% |
| General ElectricGE | 0.2% | $1m | 3,603 | Held |
| Goldman Sachs GroupGS | 0.2% | $1m | 1,308 | -4% |
| ChevronCVX | 0.2% | $1m | 7,975 | Held |
| MerckMRK | 0.2% | $1m | 10,269 | -12% |
| Wells Fargo & CompanyWFC | 0.1% | $1m | 14,620 | +18% |
| CitigroupC | 0.1% | $1m | 8,629 | -17% |
| Texas InstrumentsTXN | 0.1% | $1m | 3,898 | Held |
| Morgan StanleyMS | 0.1% | $1m | 5,195 | -6% |
| NetflixNFLX | 0.1% | $1m | 15,130 | +6% |
| Coca-ColaKO | 0.1% | $1m | 13,127 | Held |
| GE VernovaGEV | 0.1% | $1m | 905 | +12% |
| OracleORCL | 0.1% | $1m | 7,044 | +4% |
| Palo Alto NetworksPANW | 0.1% | $1m | 3,009 | +30% |
| QualcommQCOM | 0.1% | $1m | 5,432 | -3% |
| Analog DevicesADI | 0.1% | $959,562 | 2,416 | +7% |
| Western DigitalWDC | 0.1% | $945,305 | 1,480 | Held |
| Thermo Fisher ScientificTMO | 0.1% | $903,450 | 1,802 | Held |
| AmphenolAPH | 0.1% | $900,113 | 5,105 | Held |
| Seagate Technology HoldingsSTX | 0.1% | $881,045 | 913 | Held |
| CorningGLW | <0.1% | $850,326 | 3,329 | +35% |
| Walt DisneyDIS | <0.1% | $841,610 | 8,744 | Held |
| Marvell TechnologyMRVL | <0.1% | $820,686 | 2,755 | -46% |
| PfizerPFE | <0.1% | $814,867 | 33,840 | Held |
| Royal Bank of CanadaRY | <0.1% | $807,270 | 3,900 | +15% |
| Palantir TechnologiesPLTR | <0.1% | $798,022 | 6,840 | New |
| American ExpressAXP | <0.1% | $788,122 | 2,330 | +7% |
| UBS Group AGUBS | <0.1% | $739,630 | 14,896 | New |
| DeereDE | <0.1% | $736,457 | 1,161 | +12% |
| SalesforceCRM | <0.1% | $694,787 | 4,435 | -11% |
| AmgenAMGN | <0.1% | $680,061 | 1,878 | +16% |
| TotalEnergies SETTE | <0.1% | $677,819 | 8,717 | New |
| US BancorpUSB | <0.1% | $677,325 | 11,214 | +15% |
| Gilead SciencesGILD | <0.1% | $672,255 | 5,321 | +14% |
| Bristol-Myers SquibbBMY | <0.1% | $665,856 | 11,556 | Held |
| Capital One FinancialCOF | <0.1% | $661,845 | 3,299 | +10% |
| ConocoPhillipsCOP | <0.1% | $659,730 | 6,346 | +7% |
| PepsiCoPEP | <0.1% | $654,252 | 4,832 | +6% |
| LindeLIN | <0.1% | $641,409 | 1,236 | -7% |
| Charles SchwabSCHW | <0.1% | $634,263 | 6,874 | Held |
| AT&TT | <0.1% | $630,646 | 30,466 | +19% |
| Lowe's CompaniesLOW | <0.1% | $607,449 | 2,755 | +29% |
| Union PacificUNP | <0.1% | $606,560 | 2,230 | +39% |
| Verizon CommunicationsVZ | <0.1% | $605,377 | 14,298 | -19% |
| ComcastCMCSA | <0.1% | $600,763 | 24,471 | +19% |
| EatonETN | <0.1% | $596,568 | 1,400 | Held |
| KenvueKVUE | <0.1% | $595,582 | 31,166 | +15% |
| Vertiv HoldingsVRT | <0.1% | $568,859 | 1,699 | +614% |
| Truist FinancialTFC | <0.1% | $564,311 | 11,327 | +23% |
| Toronto Dominion BankTD | <0.1% | $559,082 | 4,600 | -10% |
| Huntington BancsharesHBAN | <0.1% | $554,523 | 31,276 | +33% |
| PaccarPCAR | <0.1% | $544,984 | 4,537 | Held |
| Cigna GroupCI | <0.1% | $541,435 | 1,964 | Held |
| Bank of New York MellonBNY | <0.1% | $538,961 | 3,727 | -16% |
| United Parcel ServiceUPS | <0.1% | $536,747 | 4,993 | Held |
| Pg&ePCG | <0.1% | $536,423 | 31,892 | Held |
| Elevance HealthELV | <0.1% | $536,394 | 1,387 | -14% |
| Uber TechnologiesUBER | <0.1% | $535,066 | 7,415 | Held |
Showing the largest 100 of 457.
Over time and by industry
Value over time
Jun '26
Value is up 35.3% since 31 March 2026.
Where the money is
Technology32.5%
Financial services17.7%
Health care17.4%
Media & telecom10.0%
Materials5.2%
Real estate4.0%
Industrials2.8%
Retail & consumer2.4%
Everyday goods1.4%
Energy1.2%
Utilities0.7%
Other4.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.