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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 15 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SYF SYNCHRONY FINANCIAL COM Financial Services 20,259.0 $2K 0.01% +3K +19.0% $0.08 +106913.8%
282 LH LABCORP HOLDINGS INC COM SHS Healthcare 5,430.0 $2K 0.01% +3K +93.7% $0.28 +116891.5%
283 WY WEYERHAEUSER CO COM NEW Real Estate 63,438.0 $2K 0.01% +41K +180.2% $0.02 +101217.0%
284 RS RELIANCE INC COM Basic Materials 3,999.0 $1K 0.01% +830.0 +26.2% $0.37 +113504.8%
285 DOW DOW HLDGS INC COM Basic Materials 54,559.0 $1K 0.01% +8K +17.7% $0.03 +116765.2%
286 MAA MID-AMER APT CMNTYS INC COM Real Estate 10,526.0 $1K 0.01% +5K +80.9% $0.14 +94612.4%
287 GIS GENERAL MILLS INC COM Consumer Defensive 41,102.0 $1K 0.01% +33K +391.5% $0.03 +112944.9%
288 EXR EXTRA SPACE STORAGE INC COM Real Estate 9,400.0 $1K 0.01% +6K +179.9% $0.15 +102316.0%
289 SUI SUN CMNTYS INC COM Real Estate 11,072.0 $1K 0.01% +3K +33.2% $0.12 +101248.8%
290 PHM PULTE GROUP INC COM Consumer Cyclical 9,652.0 $1K 0.01% +7K +212.9% $0.14 +95730.4%
291 REGCO REGENCY CTRS CORP COM Real Estate 16,060.0 $1K 0.01% +2K +14.0% $0.08 +27331.1%
292 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 14,870.0 $1K 0.01% +4K +43.3% $0.09 +117105.8%
293 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 11,485.0 $1K 0.01% +10K +633.4% $0.11 +128284.0%
294 RVMD REVOLUTION MEDICINES INC COM Healthcare 6,800.0 $1K 0.01% +2K +46.4% $0.19 +116797.0%
295 LII LENNOX INTL INC COM Industrials 2,168.0 $1K 0.01% +2K +427.5% $0.57 +73182.6%
296 WDAY WORKDAY INC CL A Technology 9,946.0 $1K 0.01% +4K +77.8% $0.12 +159550.4%
297 TOST TOAST INC CL A Technology 43,191.0 $1K 0.01% +37K +644.4% $0.03 +126454.7%
298 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 12,639.0 $1K 0.01% +9K +223.4% $0.10
299 PPG PPG INDS INC COM Basic Materials 9,890.0 $1K 0.01% +6K +172.1% $0.12 +94555.5%
300 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 69,045.0 $1K 0.01% +13K +23.8% $0.02 +86926.1%
Page 15 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%