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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 14 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MSTR STRATEGY INC CL A NEW Technology 23,621.0 $2K 0.02% +964.0 +4.2% $0.09 +119845.9%
262 AXON AXON ENTERPRISE INC COM Industrials 3,572.0 $2K 0.02% +449.0 +14.4% $0.56 +115110.4%
263 AZO AUTOZONE INC COM Consumer Cyclical 619.0 $2K 0.02% +218.0 +54.4% $3.20 +96188.9%
264 CNP CENTERPOINT ENERGY INC COM Utilities 44,790.0 $2K 0.02% +5K +11.7% $0.04 +91613.9%
265 AVB AVALONBAY CMNTYS INC COM Real Estate 9,873.0 $2K 0.01% +5K +121.1% $0.19 +97442.9%
266 RMD RESMED INC COM Healthcare 9,551.0 $2K 0.01% +2K +27.6% $0.19 +118273.9%
267 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 54,001.0 $2K 0.01% +17K +45.0% $0.03 +110469.3%
268 VEEV VEEVA SYS INC CL A COM Healthcare 10,130.0 $2K 0.01% +3K +43.5% $0.18 +141314.3%
269 HL HECLA MINING COMPANY COM Basic Materials 114,055.0 $2K 0.01% +13K +12.8% $0.02 +133007.4%
270 DHI D R HORTON INC COM Consumer Cyclical 10,766.0 $2K 0.01% +2K +24.4% $0.16 +93111.2%
271 PINNACLE FINL PARTNERS INC COM 17,320.0 $2K 0.01% +14K +512.5% $0.10
272 DTE DTE ENERGY CO COM Utilities 11,420.0 $2K 0.01% +3K +36.2% $0.15 +91246.9%
273 MET METLIFE INC COM Financial Services 20,530.0 $2K 0.01% +313.0 +1.6% $0.08 +112312.7%
274 CFG CITIZENS FINL GROUP INC COM Financial Services 24,672.0 $2K 0.01% +19K +365.2% $0.07 +100871.1%
275 OXY OCCIDENTAL PETE CORP COM Energy 34,829.0 $2K 0.01% +19K +118.8% $0.05 +123592.4%
276 DGX QUEST DIAGNOSTICS INC COM Healthcare 7,925.0 $2K 0.01% +327.0 +4.3% $0.21 +113944.5%
277 PKG PACKAGING CORP AMER COM Consumer Cyclical 6,924.0 $2K 0.01% +5K +228.3% $0.24 +106030.2%
278 IDCC INTERDIGITAL INC COM Technology 5,549.0 $2K 0.01% +367.0 +7.1% $0.28 +121709.6%
279 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 41,184.0 $2K 0.01% +19K +88.1% $0.04 +107676.6%
280 ESS ESSEX PPTY TR INC COM Real Estate 5,290.0 $2K 0.01% +4K +540.4% $0.29 +98418.1%
Page 14 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%