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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 8 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FSLR FIRST SOLAR INC COM Energy 41,786.0 $10K 0.08% +10K +30.0% $0.24 +93138.7%
142 RSG REPUBLIC SVCS INC COM Industrials 46,203.0 $10K 0.08% +33K +255.3% $0.21 +101724.9%
143 WELL WELLTOWER INC COM Real Estate 42,737.0 $10K 0.08% +8K +24.3% $0.23 +103667.2%
144 D DOMINION ENERGY INC COM Utilities 140,574.0 $10K 0.08% +91K +184.5% $0.07 +100410.4%
145 PYPL PAYPAL HLDGS INC COM Financial Services 220,754.0 $10K 0.08% +170K +331.9% $0.04 +139851.4%
146 MMM 3M CO COM Industrials 58,869.0 $10K 0.08% +37K +175.5% $0.16 +111668.3%
147 BDX BECTON DICKINSON & CO COM Healthcare 62,570.0 $9K 0.07% +19K +42.4% $0.15 +119350.6%
148 DVN DEVON ENERGY CORP NEW COM Energy 227,233.0 $9K 0.07% +34K +17.7% $0.04 +115658.4%
149 JBL JABIL INC COM Technology 23,849.0 $9K 0.07% +6K +34.6% $0.39 +87746.7%
150 AEE AMEREN CORP COM Utilities 81,194.0 $9K 0.07% +2K +2.2% $0.11 +96920.5%
151 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 28,875.0 $9K 0.07% +15K +106.3% $0.32 +94376.0%
152 INTU INTUIT COM Technology 35,045.0 $9K 0.07% +22K +164.3% $0.26 +134153.0%
153 EHC ENCOMPASS HEALTH CORP COM Healthcare 90,266.0 $9K 0.07% +18K +24.2% $0.10 +120696.6%
154 CINF CINCINNATI FINL CORP COM Financial Services 47,750.0 $9K 0.07% +6K +13.1% $0.19 +92456.1%
155 ENTERGY CORP NEW COM 76,736.0 $9K 0.07% +48K +164.2% $0.11
156 WEC WEC ENERGY GROUP INC COM Utilities 75,093.0 $9K 0.07% +52K +228.2% $0.12 +94997.2%
157 ZM ZOOM COMMUNICATIONS INC CL A Technology 98,165.0 $8K 0.07% +89K +1003.9% $0.09 +121213.1%
158 GLPI GAMING & LEISURE P COM Real Estate 190,076.0 $8K 0.07% +175K +1124.4% $0.04 +94399.0%
159 VST VISTRA CORP COM Utilities 53,165.0 $8K 0.07% +36K +205.6% $0.16 +88478.9%
160 ABT ABBOTT LABORATORIES COM Healthcare 92,908.0 $8K 0.07% +22K +31.2% $0.09 +124085.9%
Page 8 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%