# Oslo Pensjonsforsikring AS

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1828808. Source: https://holderbook.com/funds/1828808-oslo-pensjonsforsikring-as/

- Reported value: $869.4M
- Positions: 460
- Weight of the ten largest: 50.3%
- Filed: 2026-07-31

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $71.2M | 199,267 | 8.2% | 2 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $46.2M | 446,587 | 5.3% | 2 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $43.9M | 127,964 | 5.0% | 2 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $42.7M | 226,997 | 4.9% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $40.4M | 54 | 4.7% | 2 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $39.6M | 106,042 | 4.5% | 2 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $38.9M | 19,910 | 4.5% | 2 |
| SMURFIT WESTROCK PLC | [SW](https://holderbook.com/stocks/SW/) | $38.8M | 839,077 | 4.5% | 2 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $38.7M | 203,433 | 4.5% | 2 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $37.3M | 156,841 | 4.3% | 2 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $35.2M | 125,014 | 4.0% | 2 |
| LOGITECH INTL S A | [LOGI](https://holderbook.com/stocks/LOGI/) | $33.9M | 360,437 | 3.9% | 1 |
| ZEBRA TECHNOLOGIES CORPORATI | [ZBRA](https://holderbook.com/stocks/ZBRA/) | $33.8M | 128,332 | 3.9% | 2 |
| HP INC | [HPQ](https://holderbook.com/stocks/HPQ/) | $31.5M | 1,436,090 | 3.6% | 2 |
| CBRE GROUP INC | [CBRE](https://holderbook.com/stocks/CBRE/) | $30.0M | 222,730 | 3.5% | 2 |
| ATKORE INC | [ATKR](https://holderbook.com/stocks/ATKR/) | $28.7M | 377,000 | 3.3% | 2 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $15.8M | 79,008 | 1.8% | 2 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $14.4M | 49,761 | 1.7% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $7.5M | 31,272 | 0.9% | 2 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $5.4M | 15,282 | 0.6% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $5.2M | 13,746 | 0.6% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $4.1M | 3,592 | 0.5% | 2 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $3.9M | 6,726 | 0.4% | 2 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.7M | 6,500 | 0.4% | 2 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.6M | 3,025 | 0.4% | 2 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $3.4M | 8,061 | 0.4% | 2 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $3.3M | 10,019 | 0.4% | 2 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.0M | 6,044 | 0.3% | 2 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.7M | 19,012 | 0.3% | 2 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.5M | 3,523 | 0.3% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.5M | 9,813 | 0.3% | 2 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.4M | 17,554 | 0.3% | 2 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $2.3M | 5,234 | 0.3% | 2 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.0M | 16,702 | 0.2% | 2 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.9M | 16,473 | 0.2% | 2 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.7M | 29,615 | 0.2% | 2 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.6M | 6,376 | 0.2% | 2 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $1.6M | 3,769 | 0.2% | 2 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.5M | 4,255 | 0.2% | 2 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.4M | 2,737 | 0.2% | 2 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.4M | 1,471 | 0.2% | 2 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $1.4M | 4,510 | 0.2% | 2 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.4M | 9,250 | 0.2% | 2 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.3M | 3,603 | 0.2% | 2 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.3M | 1,308 | 0.2% | 2 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.3M | 7,975 | 0.2% | 2 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.3M | 10,269 | 0.2% | 2 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $1.2M | 14,620 | 0.1% | 2 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $1.2M | 8,629 | 0.1% | 2 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.2M | 3,898 | 0.1% | 2 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $1.1M | 5,195 | 0.1% | 2 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.1M | 15,130 | 0.1% | 2 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.1M | 13,127 | 0.1% | 2 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.1M | 905 | 0.1% | 2 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.0M | 7,044 | 0.1% | 2 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $1.0M | 3,009 | 0.1% | 2 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.0M | 5,432 | 0.1% | 2 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $959.6K | 2,416 | 0.1% | 2 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $945.3K | 1,480 | 0.1% | 2 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $903.5K | 1,802 | 0.1% | 2 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $900.1K | 5,105 | 0.1% | 2 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $881.0K | 913 | 0.1% | 2 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $850.3K | 3,329 | 0.1% | 2 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $841.6K | 8,744 | 0.1% | 2 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $820.7K | 2,755 | 0.1% | 2 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $814.9K | 33,840 | 0.1% | 2 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $807.3K | 3,900 | 0.1% | 2 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $798.0K | 6,840 | 0.1% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $788.1K | 2,330 | 0.1% | 2 |
| UBS GROUP AG | [UBS](https://holderbook.com/stocks/UBS/) | $739.6K | 14,896 | 0.1% | 1 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $736.5K | 1,161 | 0.1% | 2 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $694.8K | 4,435 | 0.1% | 2 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $680.1K | 1,878 | 0.1% | 2 |
| TOTALENERGIES SE | [TTE](https://holderbook.com/stocks/TTE/) | $677.8K | 8,717 | 0.1% | 1 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $677.3K | 11,214 | 0.1% | 2 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $672.3K | 5,321 | 0.1% | 2 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $665.9K | 11,556 | 0.1% | 2 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $661.8K | 3,299 | 0.1% | 2 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $659.7K | 6,346 | 0.1% | 2 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $654.3K | 4,832 | 0.1% | 2 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $641.4K | 1,236 | 0.1% | 2 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $634.3K | 6,874 | 0.1% | 2 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $630.6K | 30,466 | 0.1% | 2 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $607.4K | 2,755 | 0.1% | 2 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $606.6K | 2,230 | 0.1% | 2 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $605.4K | 14,298 | 0.1% | 2 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $600.8K | 24,471 | 0.1% | 2 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $596.6K | 1,400 | 0.1% | 2 |
| KENVUE INC | [KVUE](https://holderbook.com/stocks/KVUE/) | $595.6K | 31,166 | 0.1% | 2 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $568.9K | 1,699 | 0.1% | 2 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $564.3K | 11,327 | 0.1% | 2 |
| TORONTO DOMINION BK ONT | [TD](https://holderbook.com/stocks/TD/) | $559.1K | 4,600 | 0.1% | 2 |
| HUNTINGTON BANCSHARES INC | [HBAN](https://holderbook.com/stocks/HBAN/) | $554.5K | 31,276 | 0.1% | 2 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $545.0K | 4,537 | 0.1% | 2 |
| THE CIGNA GROUP | [CI](https://holderbook.com/stocks/CI/) | $541.4K | 1,964 | 0.1% | 2 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $539.0K | 3,727 | 0.1% | 2 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $536.7K | 4,993 | 0.1% | 2 |
| PG&E CORP | [PCG](https://holderbook.com/stocks/PCG/) | $536.4K | 31,892 | 0.1% | 2 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $536.4K | 1,387 | 0.1% | 2 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $535.1K | 7,415 | 0.1% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.3% | +14.8% | +0.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $869.4M | 460 |
| Q1 2026 | $642.6M | 450 |