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Portfolio (Quarterly) Guide ↗

BI Asset Management Fondsmaeglerselskab A/S

· CIK 0001778131
13F Portfolio $11.3B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 654 New
Page 18 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VTR VENTAS INC COM Real Estate 38,557.0 $3.0M 0.03% NEW $77.39 +5.4%
342 WMB WILLIAMS COS INC COM Energy 49,277.0 $3.0M 0.03% NEW $60.11 +21.6%
343 MTB M & T BK CORP COM Financial Services 14,655.0 $3.0M 0.03% NEW $201.50 +11.7%
344 EOSE EOS ENERGY ENTERPRISES INC COM CL A Industrials 257,219.0 $2.9M 0.03% NEW $11.46 -33.3%
345 RF REGIONS FINANCIAL CORP NEW COM Financial Services 107,728.0 $2.9M 0.03% NEW $27.10 +5.6%
346 J JACOBS SOLUTIONS INC COM Industrials 21,471.0 $2.8M 0.03% NEW $132.46 -8.7%
347 CSX CSX CORP COM Industrials 77,421.0 $2.8M 0.03% NEW $36.26 +25.9%
348 NSC NORFOLK SOUTHN CORP COM Industrials 9,702.0 $2.8M 0.03% NEW $288.70 +3.9%
349 TFC TRUIST FINL CORP COM Financial Services 56,518.0 $2.8M 0.03% NEW $49.21 -1.8%
350 MPC MARATHON PETE CORP COM Energy 17,054.0 $2.8M 0.02% NEW $162.60 +49.4%
351 APD AIR PRODS & CHEMS INC COM Basic Materials 11,182.0 $2.8M 0.02% NEW $247.00 +13.4%
352 MIDCAP FINANCIAL INVSTMNT CO COM NEW 241,364.0 $2.8M 0.02% NEW $11.44
353 BXMT BLACKSTONE MTG TR INC COM CL A Real Estate 143,759.0 $2.8M 0.02% NEW $19.13 -5.4%
354 AJG GALLAGHER ARTHUR J & CO COM Financial Services 10,542.0 $2.7M 0.02% NEW $258.77 -17.3%
355 ARI APOLLO COML REAL EST FIN INC COM Real Estate 279,761.0 $2.7M 0.02% NEW $9.68 +11.9%
356 ACRE ARES COML REAL ESTATE CORP COM Real Estate 564,209.0 $2.7M 0.02% NEW $4.78 -3.4%
357 SPG SIMON PPTY GROUP INC NEW COM Real Estate 14,413.0 $2.7M 0.02% NEW $185.11 +14.2%
358 VLTO VERALTO CORP COM SHS Industrials 26,579.0 $2.7M 0.02% NEW $99.78 -15.8%
359 TROW PRICE T ROWE GROUP INC COM Financial Services 25,624.0 $2.6M 0.02% NEW $102.36 +5.2%
360 SRE SEMPRA COM Utilities 29,485.0 $2.6M 0.02% NEW $88.28 +2.7%
Page 18 of 33  ·  654 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 35.9%
Financial Services 13.0%
Healthcare 11.0%
Communication Services 10.9%
Consumer Cyclical 10.9%
Industrials 6.5%
Consumer Defensive 5.5%
Basic Materials 1.9%
Utilities 1.8%
Energy 1.5%