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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 11 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 INSM INSMED INC COM PAR $.01 Healthcare 46,033.0 $5K 0.04% +38K +474.8% $0.11 +122448.3%
202 APD AIR PRODUCTS AND CHEMICALS I COM Basic Materials 16,723.0 $5K 0.04% +5K +38.2% $0.29 +103321.3%
203 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 50,401.0 $5K 0.04% +39K +360.0% $0.10 +102095.4%
204 APOS APOLLO GLOBAL MGMT INC COM Financial Services 40,400.0 $5K 0.04% +30K +293.3% $0.12 +21503.0%
205 SNA SNAP ON INC COM Industrials 11,828.0 $5K 0.04% +9K +308.0% $0.40 +97786.6%
206 AFRM AFFIRM HLDGS INC COM CL A Technology 57,826.0 $5K 0.04% +52K +951.4% $0.08 +94719.4%
207 COIN COINBASE GLOBAL INC COM CL A Financial Services 32,027.0 $5K 0.04% +26K +401.1% $0.15 +109484.1%
208 DASH DOORDASH INC CL A Communication Services 24,715.0 $5K 0.04% +4K +21.1% $0.18 +119232.1%
209 UPS UNITED PARCEL SVCS INC CL B Industrials 42,059.0 $5K 0.04% +9K +25.6% $0.11 +95591.0%
210 PAYX PAYCHEX INC COM Industrials 45,914.0 $5K 0.04% +29K +164.8% $0.10 +124472.9%
211 ASTS AST SPACEMOBILE INC COM CL A Technology 50,692.0 $5K 0.04% +42K +483.2% $0.09 +74666.2%
212 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 58,824.0 $4K 0.04% +10K +20.4% $0.08 +105610.4%
213 NET CLOUDFLARE INC CL A COM Technology 17,596.0 $4K 0.03% +678.0 +4.0% $0.25 +118897.2%
214 PRU PRUDENTIAL FINL INC COM Financial Services 39,960.0 $4K 0.03% +12K +40.6% $0.11 +113137.0%
215 OKE ONEOK INC NEW COM Energy 48,534.0 $4K 0.03% +36K +292.9% $0.09 +110320.6%
216 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 45,114.0 $4K 0.03% +20K +78.2% $0.09 +98922.8%
217 WPC WP CAREY INC COM Real Estate 57,576.0 $4K 0.03% +45K +374.0% $0.07 +100521.6%
218 HAL HALLIBURTON CO COM Energy 118,618.0 $4K 0.03% +13K +12.5% $0.03 +103053.8%
219 SLB SLB LIMITED COM STK Energy 85,137.0 $4K 0.03% +9K +11.6% $0.05 +115086.6%
220 PCAR PACCAR INC COM Industrials 32,907.0 $4K 0.03% +20K +159.6% $0.12 +106013.2%
Page 11 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%