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Portfolio (Quarterly) Guide ↗

BI Asset Management Fondsmaeglerselskab A/S

· CIK 0001778131
13F Portfolio $9.6B AUM 612 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 252 Added 298 Reduced 75 Exited
Page 11 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 A AGILENT TECHNOLOGIES INC COM E Healthcare 16,027.0 $1.8M 0.02% +4K +28.4% $114.00 +11.5%
202 ES EVERSOURCE ENERGY COM E Utilities 26,323.0 $1.8M 0.02% +12K +80.2% $69.29 +0.4%
203 KEY KEYCORP COM E Financial Services 89,496.0 $1.8M 0.02% +31K +54.1% $20.05 +12.7%
204 CORPAY INC COM SHS E 6,030.0 $1.8M 0.02% +2K +52.8% $291.04
205 NVR NVR INC COM E Consumer Cyclical 266.0 $1.8M 0.02% +141.0 +112.8% $6590.23 -1.5%
206 CNP CENTERPOINT ENERGY INC COM E Utilities 40,106.0 $1.7M 0.02% +9K +27.1% $43.16 -0.8%
207 WAT WATERS CORP COM E Healthcare 5,670.0 $1.7M 0.02% +3K +82.3% $297.88 +19.3%
208 JBHT HUNT J B TRANS SVCS INC COM E Industrials 7,907.0 $1.7M 0.02% +4K +91.2% $211.84 +28.0%
209 OXLC OXFORD LANE CAP CORP COM E Financial Services 162,907.0 $1.6M 0.02% +10K +6.2% $9.78 -14.9%
210 NWSA NEWS CORP NEW CL A E Communication Services 61,934.0 $1.5M 0.02% +38K +153.6% $24.93 +1.4%
211 IBKR INTERACTIVE BROKERS GROUP IN COM CL A E Financial Services 22,955.0 $1.5M 0.02% +11K +84.3% $67.09 +43.1%
212 INVH INVITATION HOMES INC COM E Real Estate 58,850.0 $1.5M 0.01% +32K +122.1% $24.84 +14.4%
213 BIIB BIOGEN INC COM E Healthcare 7,886.0 $1.4M 0.01% +2K +41.5% $183.36 +7.2%
214 DD DUPONT DE NEMOURS INC COM E Basic Materials 31,377.0 $1.4M 0.01% +12K +62.6% $45.80 +4.2%
215 UDR UDR INC COM E Real Estate 42,483.0 $1.4M 0.01% +27K +173.2% $33.78 +11.2%
216 TSN TYSON FOODS INC CL A E Consumer Defensive 22,239.0 $1.4M 0.01% +7K +42.1% $64.08 -13.4%
217 CNC CENTENE CORP DEL COM E Healthcare 43,151.0 $1.4M 0.01% +27K +161.7% $32.75 +86.3%
218 KYN KAYNE ANDERSON ENERGY INFRST COM E Financial Services 97,320.0 $1.4M 0.01% +1K +1.3% $14.28 -7.1%
219 SSNC SS&C TECH HLDGS COM E Technology 20,323.0 $1.4M 0.01% +9K +86.8% $67.56 -3.2%
220 TYL TYLER TECHNOLOGIES INC COM E Technology 3,916.0 $1.3M 0.01% +465.0 +13.5% $342.44 -18.6%
Page 11 of 13  ·  252 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 35.2%
Financial Services 12.1%
Healthcare 11.3%
Communication Services 10.9%
Consumer Cyclical 9.3%
Industrials 6.9%
Consumer Defensive 6.1%
Utilities 2.5%
Energy 2.2%
Basic Materials 2.0%