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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 21 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FEDERATED HERMES INC CL B 40,654.0 $2.1M 0.02% NEW $52.07
402 LTM LATAM AIRLINES GROUP SA SPONSORED ADR Industrials 38,922.0 $2.1M 0.02% NEW $54.01 +3.4%
403 WAB WABTEC COM Industrials 9,806.0 $2.1M 0.02% NEW $213.44 +28.3%
404 TTWO TAKE-TWO INTERACTIVE SOFTWAR COM Communication Services 8,074.0 $2.1M 0.02% NEW $256.01 -6.5%
405 AM ANTERO MIDSTREAM CORP COM Energy 114,991.0 $2.0M 0.02% NEW $17.79 +22.0%
406 BBDC BARINGS BDC INC COM Financial Services 221,630.0 $2.0M 0.02% NEW $9.18 -9.7%
407 CARR CARRIER GLOBAL CORPORATION COM Industrials 38,425.0 $2.0M 0.02% NEW $52.83 +35.9%
408 FFIV F5 INC COM Technology 7,954.0 $2.0M 0.02% NEW $255.22 +51.0%
409 DOCU DOCUSIGN INC COM Technology 29,661.0 $2.0M 0.02% NEW $68.41 -36.5%
410 WRB BERKLEY W R CORP COM Financial Services 28,903.0 $2.0M 0.02% NEW $70.13 -4.2%
411 NCDL NUVEEN CHURCHILL DIRECT LEND COM SHS Financial Services 150,476.0 $2.0M 0.02% NEW $13.34 -8.3%
412 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 64,296.0 $2.0M 0.02% NEW $31.22 +0.8%
413 CW CURTISS WRIGHT CORP COM Industrials 3,636.0 $2.0M 0.02% NEW $551.16 +40.1%
414 DLTR DOLLAR TREE INC COM Consumer Defensive 16,283.0 $2.0M 0.02% NEW $123.01 -9.2%
415 NUE NUCOR CORP COM Basic Materials 12,280.0 $2.0M 0.02% NEW $163.11 +49.5%
416 ROP ROPER TECHNOLOGIES INC COM Industrials 4,493.0 $2.0M 0.02% NEW $445.14 -25.8%
417 CG CARLYLE GROUP INC COM Financial Services 33,811.0 $2.0M 0.02% NEW $59.12 -24.2%
418 FANG DIAMONDBACK ENERGY INC COM Energy 13,210.0 $2.0M 0.02% NEW $150.34 +22.1%
419 IDA IDACORP INC COM Utilities 15,637.0 $2.0M 0.02% NEW $126.56 +12.5%
420 CHRW C H ROBINSON WORLDWIDE INC COM NEW Industrials 12,271.0 $2.0M 0.02% NEW $160.79 +15.1%
Page 21 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%