Oslo Pensjonsforsikring AS
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Oslo Pensjonsforsikring AS reported 457 stock positions worth $869.4 million. Its top holding was Alphabet Class A (GOOGL) at 8.2% of the portfolio, followed by CVS Health (CVS, 5.3%) and Visa Class A (V, 5.0%). Compared with Q1 2026, it opened 45 new positions, sold out of 37, added to 156 and reduced 92. The biggest buy was a new position in Astrazeneca (AZN) and the biggest sale Intl Business Machines (IBM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Oslo, Q8
- CIK
- 0001828808
- Portfolio Value
- $869.4M (Q2 2026)
- SEC Filing
- 0001828808-26-000023 ↗ filed Jul 31, 2026
Holdings Value
Holdings 457 stocks · $869.4M
| GOOGL Alphabet Inc. Class A | 8.19% | 199,267 | $71.2M | Add +0.7% |
| CVS CVS Health Corp. | 5.31% | 446,587 | $46.2M | Reduce -0.2% |
| V Visa Inc. Class A | 5.05% | 127,964 | $43.9M | Add +24.3% |
| AZN Astrazeneca PLC | 4.91% | 226,997 | $42.7M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 4.65% | 54 | $40.4M | Add +35.0% |
| MSFT Microsoft Corp. | 4.55% | 106,042 | $39.6M | Add +1.7% |
| MKL Markel Group Inc. | 4.47% | 19,910 | $38.9M | Add +17.7% |
| SW Smurfit Westrock PLC | 4.46% | 839,077 | $38.8M | Add +0.1% |
| DHR Danaher Corp. | 4.46% | 203,433 | $38.7M | Add +118.6% |
| ALL Allstate Corp. | 4.29% | 156,841 | $37.3M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 4.04% | 125,014 | $35.2M | Reduce -0.4% |
| LOGI Logitech International-Reg | 3.90% | 360,437 | $33.9M | New |
| ZBRA Zebra Technologies Corp. Class A | 3.89% | 128,332 | $33.8M | Reduce -0.6% |
| HPQ HP Inc. | 3.62% | 1,436,090 | $31.5M | Reduce -0.2% |
| CBRE CBRE Group Inc. Class A | 3.45% | 222,730 | $30.0M | No change |
| ATKR Atkore Inc. | 3.30% | 377,000 | $28.7M | No change |
| NVDA Nvidia Corp. | 1.82% | 79,008 | $15.8M | Add +2.0% |
| AAPL Apple Inc. | 1.66% | 49,761 | $14.4M | Add +6.2% |
| AMZN Amazon.com Inc. | 0.86% | 31,272 | $7.5M | Add +9.2% |
| GOOG Alphabet Inc. Class C | 0.62% | 15,282 | $5.4M | No change |
| AVGO Broadcom Inc. | 0.60% | 13,746 | $5.2M | Add +15.6% |
| MU Micron Technology Inc. | 0.48% | 3,592 | $4.1M | Reduce -24.1% |
| AMD Advanced Micro Devices | 0.45% | 6,726 | $3.9M | No change |
| META Meta Platforms Inc. Class A | 0.42% | 6,500 | $3.7M | Add +10.6% |
| LLY Eli Lilly & Co. | 0.42% | 3,025 | $3.6M | Add +1.8% |
| TSLA Tesla Inc. | 0.39% | 8,061 | $3.4M | Add +10.1% |
| JPM JPMorgan Chase & Co. | 0.38% | 10,019 | $3.3M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 6,044 | $3.0M | Add +4.0% |
| INTC Intel Corp. | 0.31% | 19,012 | $2.7M | Reduce -10.5% |
| AMAT Applied Materials Inc. | 0.29% | 3,523 | $2.5M | Add +6.5% |
| JNJ Johnson & Johnson | 0.29% | 9,813 | $2.5M | Add +6.5% |
| XOM Exxon Mobil Corp. | 0.28% | 17,554 | $2.4M | No change |
| LRCX Lam Research Corp. | 0.26% | 5,234 | $2.3M | No change |
| CSCO Cisco Systems Inc. | 0.23% | 16,702 | $2.0M | No change |
| WMT Walmart Inc. | 0.21% | 16,473 | $1.9M | Add +4.5% |
| BAC Bank of America Corp. | 0.19% | 29,615 | $1.7M | Reduce -6.6% |
| ABBV Abbvie Inc. | 0.18% | 6,376 | $1.6M | Add +4.3% |
| UNH Unitedhealth Group Inc. | 0.18% | 3,769 | $1.6M | Reduce -14.2% |
| HD Home Depot Inc. | 0.17% | 4,255 | $1.5M | Add +14.3% |
| MA Mastercard Inc. Class A | 0.16% | 2,737 | $1.4M | No change |
| COST Costco Wholesale Corp. | 0.16% | 1,471 | $1.4M | No change |
| KLAC KLA Corp. | 0.16% | 4,510 | $1.4M | Reduce -18.1% |
| PG The Procter & Gamble Co. | 0.16% | 9,250 | $1.4M | Reduce -2.8% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 3,603 | $1.3M | No change |
| GS Goldman Sachs Group Inc. | 0.15% | 1,308 | $1.3M | Reduce -3.6% |
| CVX Chevron Corp. | 0.15% | 7,975 | $1.3M | No change |
| MRK Merck & Co. Inc. | 0.15% | 10,269 | $1.3M | Reduce -11.8% |
| WFC Wells Fargo & Co. | 0.14% | 14,620 | $1.2M | Add +18.0% |
| C Citigroup Inc. | 0.14% | 8,629 | $1.2M | Reduce -17.0% |
| TXN Texas Instruments Inc. | 0.13% | 3,898 | $1.2M | No change |
| MS Morgan Stanley | 0.12% | 5,195 | $1.1M | Reduce -6.1% |
| NFLX Netflix Inc. | 0.12% | 15,130 | $1.1M | Add +6.2% |
| KO The Coca-Cola Co. | 0.12% | 13,127 | $1.1M | No change |
| GEV GE Vernova Inc. | 0.12% | 905 | $1.1M | Add +11.7% |
| ORCL Oracle Corp. | 0.12% | 7,044 | $1.0M | Add +4.0% |
| PANW Palo Alto Networks Inc. | 0.12% | 3,009 | $1.0M | Add +30.1% |
| QCOM Qualcomm Inc. | 0.12% | 5,432 | $1.0M | Reduce -3.2% |
| ADI Analog Devices Inc. | 0.11% | 2,416 | $960K | Add +7.0% |
| WDC Western Digital Corp. | 0.11% | 1,480 | $945K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 1,802 | $903K | No change |
| APH Amphenol Corp. Class A | 0.10% | 5,105 | $900K | No change |
| STX Seagate Technology Holdings | 0.10% | 913 | $881K | No change |
| GLW Corning Inc. | 0.10% | 3,329 | $850K | Add +35.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 8,744 | $842K | No change |
| MRVL Marvell Technology Inc. | 0.09% | 2,755 | $821K | Reduce -46.5% |
| PFE Pfizer Inc. | 0.09% | 33,840 | $815K | No change |
| RY Royal Bank of Canada | 0.09% | 3,900 | $807K | Add +14.7% |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 6,840 | $798K | New |
| AXP American Express Co. | 0.09% | 2,330 | $788K | Add +7.3% |
| UBS UBS Group AG-Reg | 0.09% | 14,896 | $740K | New |
| DE Deere & Co. | 0.08% | 1,161 | $736K | Add +12.4% |
| CRM Salesforce Inc. | 0.08% | 4,435 | $695K | Reduce -11.3% |
| AMGN Amgen Inc. | 0.08% | 1,878 | $680K | Add +15.8% |
| TTE Totalenergies SE | 0.08% | 8,717 | $678K | New |
| USB US Bancorp | 0.08% | 11,214 | $677K | Add +15.4% |
| GILD Gilead Sciences Inc. | 0.08% | 5,321 | $672K | Add +14.5% |
| BMY Bristol-Myers Squibb Co. | 0.08% | 11,556 | $666K | No change |
| COF Capital One Financial Corp. | 0.08% | 3,299 | $662K | Add +10.1% |
| COP Conocophillips | 0.08% | 6,346 | $660K | Add +7.0% |
| PEP Pepsico Inc. | 0.08% | 4,832 | $654K | Add +6.3% |
| LIN Linde PLC | 0.07% | 1,236 | $641K | Reduce -6.7% |
| SCHW Schwab (charles) Corp. | 0.07% | 6,874 | $634K | No change |
| T AT&T Inc. | 0.07% | 30,466 | $631K | Add +19.0% |
| LOW Lowe's Cos Inc. | 0.07% | 2,755 | $607K | Add +29.2% |
| UNP Union Pacific Corp. | 0.07% | 2,230 | $607K | Add +38.9% |
| VZ Verizon Communications Inc. | 0.07% | 14,298 | $605K | Reduce -19.4% |
| CMCSA Comcast Corp. Class A | 0.07% | 24,471 | $601K | Add +19.4% |
| ETN Eaton Corp. PLC | 0.07% | 1,400 | $597K | No change |
| KVUE Kenvue Inc. | 0.07% | 31,166 | $596K | Add +15.1% |
| VRT Vertiv Holdings Co. Class A | 0.07% | 1,699 | $569K | Add +613.9% |
| TFC Truist Financial Corp. | 0.06% | 11,327 | $564K | Add +22.9% |
| TD Toronto-Dominion Bank | 0.06% | 4,600 | $559K | Reduce -9.8% |
| HBAN Huntington Bancshares Inc. | 0.06% | 31,276 | $555K | Add +33.5% |
| PCAR Paccar Inc. | 0.06% | 4,537 | $545K | No change |
| CI The Cigna Group | 0.06% | 1,964 | $541K | No change |
| BNY Bank of New York Mellon Corp. | 0.06% | 3,727 | $539K | Reduce -16.1% |
| UPS United Parcel Service Class B | 0.06% | 4,993 | $537K | No change |
| PCG P G & E Corp. | 0.06% | 31,892 | $536K | No change |
| ELV Elevance Health Inc. | 0.06% | 1,387 | $536K | Reduce -14.0% |
| UBER Uber Technologies Inc. | 0.06% | 7,415 | $535K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| IBM Intl Business Machines Corp. | Reduce -0.4% | 4.04% | −0.69 |
| HPQ HP Inc. | Reduce -0.2% | 3.62% | −0.68 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -0.6% | 3.89% | −0.31 |
| VZ Verizon Communications Inc. | Reduce -19.4% | 0.07% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -11.8% | 0.15% | −0.07 |
| CRM Salesforce Inc. | Reduce -11.3% | 0.08% | −0.07 |
| ADP Automatic Data Processing | Reduce -67.1% | 0.02% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -2.8% | 0.16% | −0.06 |
| ACM Aecom | Sold out | 0.00% | −0.05 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.05 |
| BAC Bank of America Corp. | Reduce -6.6% | 0.19% | −0.05 |
| OTEX Open Text Corp. | Sold out | 0.00% | −0.05 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.05 |
| C Citigroup Inc. | Reduce -17.0% | 0.14% | −0.04 |
| AEM Agnico Eagle Mines Ltd. | Reduce -36.4% | 0.03% | −0.04 |
| RBA RB Global Inc. | Sold out | 0.00% | −0.04 |
| LYB Lyondellbasell Indu Class A | Reduce -43.5% | 0.02% | −0.04 |
| EBAY eBay Inc. | Reduce -87.3% | 0.01% | −0.04 |
| PAYX Paychex Inc. | Reduce -86.5% | 0.00% | −0.04 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.04 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.04 |
| IT Gartner Inc. | Sold out | 0.00% | −0.04 |
| FLNG Flex LNG Ltd. | Sold out | 0.00% | −0.03 |
| FANG Diamondback Energy Inc. | Reduce -25.8% | 0.03% | −0.03 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -7.3% | 0.06% | −0.03 |
| APO Apollo Global Management Inc. | Reduce -77.7% | 0.01% | −0.03 |
| TGT Target Corp. | Reduce -21.6% | 0.05% | −0.03 |
| ADM Archer-Daniels-Midland Co. | Reduce -36.0% | 0.03% | −0.03 |
| FTAI Ftai Aviation Ltd. | Sold out | 0.00% | −0.03 |
| BG Bunge Global SA | Reduce -15.5% | 0.03% | −0.03 |
| PSX Phillips 66 | Reduce -7.1% | 0.05% | −0.03 |
| UHS Universal Health Services-B | Sold out | 0.00% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -19.1% | 0.05% | −0.03 |
| SOLV Solventum Corp. | Sold out | 0.00% | −0.03 |
| LIN Linde PLC | Reduce -6.7% | 0.07% | −0.03 |
| STLD Steel Dynamics Inc. | Sold out | 0.00% | −0.03 |
| QSR Restaurant Brands Intern | Reduce -28.0% | 0.03% | −0.03 |
| VMRK Vivmark Residential | Sold out | 0.00% | −0.03 |
| CF CF Industries Holdings Inc. | Reduce -16.7% | 0.03% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -3.6% | 0.15% | −0.03 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.03 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.03 |
| AVB Avalonbay Communities Inc. | Reduce -46.2% | 0.02% | −0.03 |
| TRU Transunion | Reduce -26.5% | 0.03% | −0.02 |
| HRL Hormel Foods Corp. | Sold out | 0.00% | −0.02 |
| EXPE Expedia Group Inc. | Reduce -17.3% | 0.05% | −0.02 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.02 |
| OMC Omnicom Group | Reduce -24.3% | 0.03% | −0.02 |
| NUE Nucor Corp. | Reduce -35.8% | 0.04% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| AZN Astrazeneca PLC | New | 4.91% | +4.91 |
| LOGI Logitech International-Reg | New | 3.90% | +3.90 |
| DHR Danaher Corp. | Add +118.6% | 4.46% | +1.71 |
| V Visa Inc. Class A | Add +24.3% | 5.05% | +0.21 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +35.0% | 4.65% | +0.18 |
| AMAT Applied Materials Inc. | Add +6.5% | 0.29% | +0.12 |
| PLTR Palantir Technologies Inc. Class A | New | 0.09% | +0.09 |
| UBS UBS Group AG-Reg | New | 0.09% | +0.09 |
| TTE Totalenergies SE | New | 0.08% | +0.08 |
| PANW Palo Alto Networks Inc. | Add +30.1% | 0.12% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +613.9% | 0.07% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.05% | +0.05 |
| DB Deutsche Bank AG-Registered | New | 0.05% | +0.05 |
| GLW Corning Inc. | Add +35.4% | 0.10% | +0.05 |
| TER Teradyne Inc. | New | 0.04% | +0.04 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.04% | +0.04 |
| CDE Coeur Mining Inc. | New | 0.03% | +0.03 |
| SPOT Spotify Technology SA | New | 0.03% | +0.03 |
| FLEX Flex Ltd. | New | 0.03% | +0.03 |
| EQT Eqt Corp. | Add +311.3% | 0.05% | +0.03 |
| KMI Kinder Morgan Inc. | New | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +15.6% | 0.60% | +0.02 |
| CDNS Cadence Design SYS Inc. | Add +441.8% | 0.03% | +0.02 |
| QGEN Qiagen N.V. | New | 0.02% | +0.02 |
| APP AppLovin Corp. Class A | Add +320.0% | 0.03% | +0.02 |
| AZO AutoZone Inc. | New | 0.02% | +0.02 |
| GGG Graco Inc. | New | 0.02% | +0.02 |
| EFX Equifax Inc. | Add +529.2% | 0.03% | +0.02 |
| IR Ingersoll-Rand Inc. | Add +144.9% | 0.04% | +0.02 |
| ANET Arista Networks Inc. | Add +42.8% | 0.06% | +0.02 |
| KEYS Keysight Technologies Inc. | Add +311.6% | 0.03% | +0.02 |
| BALL Ball Corp. | Add +120.3% | 0.04% | +0.02 |
| SE Sea Ltd.-ADR | New | 0.02% | +0.02 |
| CEG Constellation Energy | Add +410.6% | 0.02% | +0.02 |
| DG Dollar General Corp. | Add +118.6% | 0.05% | +0.02 |
| EA Electronic Arts Inc. | New | 0.02% | +0.02 |
| STLA Stellantis NV | New | 0.02% | +0.02 |
| TSEM Tower Semiconductor Ltd. | New | 0.01% | +0.01 |
| VLTO Veralto Corp. | Add +154.8% | 0.03% | +0.01 |
| WCN Waste Connections Inc. | New | 0.01% | +0.01 |
| AWK American Water Works Co. Inc. | New | 0.01% | +0.01 |
| IP International Paper Co. | Add +114.2% | 0.03% | +0.01 |
| ATO Atmos Energy Corp. | Add +211.6% | 0.02% | +0.01 |
| NSC Norfolk Southern Corp. | Add +60.3% | 0.05% | +0.01 |
| GEV GE Vernova Inc. | Add +11.7% | 0.12% | +0.01 |
| ENTG Entegris Inc. | Add +38.4% | 0.03% | +0.01 |
| ICL Icl Group Ltd. | New | 0.01% | +0.01 |
| CINF Cincinnati Financial Corp. | New | 0.01% | +0.01 |
| FN Fabrinet | New | 0.01% | +0.01 |
| MCHP Microchip Technology Inc. | Add +67.8% | 0.02% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| RF Regions Financial Corp. | COM | Reduce -100.0% | 0 | $0 |
| SLF Sun Life Financial Inc. | COM | Reduce -100.0% | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.