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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 13 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 7,614.0 $3K 0.02% +6K +378.3% $0.36 +98232.9%
242 CBRE CBRE GROUP INC CL A Real Estate 19,658.0 $3K 0.02% +630.0 +3.3% $0.13 +115015.9%
243 VRSK VERISK ANALYTICS INC COM Industrials 14,702.0 $3K 0.02% +5K +51.0% $0.18 +103777.8%
244 HUM HUMANA INC COM Healthcare 6,539.0 $3K 0.02% +2K +57.8% $0.40 +95069.3%
245 LTM LATAM AIRLINES GROUP SA SPONSORED ADR Industrials 44,528.0 $3K 0.02% +5K +13.7% $0.06 +88132.4%
246 KR KROGER CO COM Consumer Defensive 46,295.0 $3K 0.02% +13K +37.3% $0.06 +101223.2%
247 TTWO TAKE-TWO INTERACTIVE SOFTWAR COM Communication Services 9,932.0 $2K 0.02% +4K +55.7% $0.25 +94724.0%
248 WCN WASTE CONNECTIONS INC COM Industrials 14,834.0 $2K 0.02% +11K +244.6% $0.17 +101188.7%
249 GPN GLOBAL PMTS INC COM Industrials 33,977.0 $2K 0.02% +29K +642.3% $0.07 +126366.1%
250 ILMN ILLUMINA INC COM Healthcare 13,975.0 $2K 0.02% +5K +52.5% $0.18 +116500.5%
251 CDW CDW CORP COM Technology 17,419.0 $2K 0.02% +12K +202.9% $0.14 +97425.1%
252 FCNCA FIRST CTZNS BANCSHARES INC D CL A Financial Services 1,159.0 $2K 0.02% +754.0 +186.2% $2.08 +104157.6%
253 IBKR INTERACTIVE BROKERS GROUP IN COM CL A Financial Services 26,182.0 $2K 0.02% +3K +14.1% $0.09 +103910.0%
254 A AGILENT TECHNOLOGIES INC COM Healthcare 17,013.0 $2K 0.02% +986.0 +6.2% $0.13 +116883.2%
255 CARR CARRIER GLOBAL CORPORATION COM Industrials 30,793.0 $2K 0.02% +3K +10.0% $0.07 +83316.5%
256 BIIB BIOGEN INC COM Healthcare 10,446.0 $2K 0.02% +3K +32.5% $0.22 +102411.5%
257 NRG NRG ENERGY INC COM NEW Utilities 15,344.0 $2K 0.02% +2K +19.4% $0.15 +82467.3%
258 IRM IRON MTN INC DEL COM Real Estate 17,484.0 $2K 0.02% +15K +716.2% $0.13 +96576.7%
259 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 7,097.0 $2K 0.02% +1K +24.6% $0.30 +80508.8%
260 NKE NIKE INC CL B Consumer Cyclical 51,089.0 $2K 0.02% +13K +32.6% $0.04 +99861.0%
Page 13 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%