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Portfolio (Quarterly) Guide ↗

BI Asset Management Fondsmaeglerselskab A/S

· CIK 0001778131
13F Portfolio $13M AUM 706 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 132 New 322 Added 245 Reduced 38 Exited
Page 10 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EMR EMERSON ELEC CO COM Industrials 44,855.0 $6K 0.05% +1K +2.9% $0.14 +111014.1%
182 DG DOLLAR GEN CORP COM Consumer Defensive 53,895.0 $6K 0.05% +30K +126.2% $0.12 +106986.3%
183 HPE HEWLETT PACKARD ENTERPRISE C COM Technology 136,134.0 $6K 0.05% +34K +33.8% $0.05 +120283.6%
184 MPWR MONOLITHIC PWR SYS INC COM Technology 4,372.0 $6K 0.05% +37.0 +0.8% $1.38 +94211.9%
185 SBUX STARBUCKS CORP COM Consumer Cyclical 56,107.0 $6K 0.04% +14K +33.6% $0.10 +104759.1%
186 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 33,211.0 $6K 0.04% +29K +638.5% $0.17 +92401.9%
187 LOW LOWES COS INC COM Consumer Cyclical 25,378.0 $6K 0.04% +3K +11.6% $0.22 +99797.5%
188 SE SEA LTD SPONSORD ADS Consumer Cyclical 57,978.0 $6K 0.04% +46K +395.3% $0.10 +121315.9%
189 EWBC EAST WEST BANCORP INC COM Financial Services 43,011.0 $6K 0.04% +24K +121.5% $0.13 +104340.3%
190 FANG DIAMONDBACK ENERGY INC COM Energy 31,379.0 $6K 0.04% +29K +1563.8% $0.18 +121149.5%
191 TROW PRICE T ROWE GROUP INC COM Financial Services 47,634.0 $5K 0.04% +35K +276.6% $0.11 +98458.7%
192 CVNA CARVANA CO CL A Consumer Cyclical 80,351.0 $5K 0.04% +78K +3291.8% $0.07 +103631.6%
193 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 22,684.0 $5K 0.04% +3K +13.2% $0.23 +105851.6%
194 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 52,495.0 $5K 0.04% +23K +80.7% $0.10 +92549.1%
195 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 64,764.0 $5K 0.04% +54K +526.1% $0.08 +93793.0%
196 DDOG DATADOG INC CL A COM Technology 20,090.0 $5K 0.04% +9K +81.3% $0.26 +93112.5%
197 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 15,204.0 $5K 0.04% +3K +27.8% $0.33 +100753.6%
198 RKLB ROCKET LAB CORP COM Industrials 49,316.0 $5K 0.04% +18K +57.8% $0.10 +73928.1%
199 EFX EQUIFAX INC COM Industrials 31,477.0 $5K 0.04% +14K +81.4% $0.16 +118373.5%
200 SO SOUTHERN CO COM Utilities 51,586.0 $5K 0.04% +2K +5.0% $0.10 +96666.9%
Page 10 of 17  ·  322 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 38.5%
Financial Services 11.4%
Communication Services 10.1%
Healthcare 9.6%
Consumer Cyclical 9.3%
Industrials 8.3%
Consumer Defensive 5.7%
Basic Materials 2.1%
Utilities 2.0%
Energy 1.7%