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Portfolio (Quarterly) Guide ↗

BI Asset Management Fondsmaeglerselskab A/S

· CIK 0001778131
13F Portfolio $9.6B AUM 612 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 252 Added 298 Reduced 75 Exited
Page 10 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RMD RESMED INC COM E Healthcare 7,487.0 $1.7M 0.02% -55K -88.0% $224.52 -16.0%
182 TRGP TARGA RES CORP COM E Energy 6,495.0 $1.6M 0.02% -3K -33.2% $250.65 +3.2%
183 PAYX PAYCHEX INC COM E Industrials 17,336.0 $1.6M 0.02% -218K -92.6% $92.12 +6.6%
184 CARR CARRIER GLOBAL CORPORATION COM E Industrials 27,998.0 $1.6M 0.02% -10K -27.1% $56.33 +27.5%
185 IDCC INTERDIGITAL INC COM E Technology 5,182.0 $1.6M 0.02% -52K -90.9% $302.01 -2.0%
186 TFC TRUIST FINL CORP COM E Financial Services 33,876.0 $1.6M 0.02% -23K -40.1% $45.96 +5.2%
187 DGX QUEST DIAGNOSTICS INC COM E Healthcare 7,598.0 $1.5M 0.02% -1K -16.0% $195.97 -0.5%
188 PCAR PACCAR INC COM E Industrials 12,674.0 $1.5M 0.01% -8K -38.7% $115.51 +3.0%
189 MET METLIFE INC COM E Financial Services 20,217.0 $1.4M 0.01% -3K -12.1% $70.73 +21.0%
190 MTD METTLER TOLEDO INTERNATIONAL COM E Healthcare 1,086.0 $1.4M 0.01% -686.0 -38.7% $1261.51 -9.2%
191 AZO AUTOZONE INC COM E Consumer Cyclical 401.0 $1.4M 0.01% -803.0 -66.7% $3376.56 -9.2%
192 RJF RAYMOND JAMES FINL INC COM E Financial Services 9,236.0 $1.3M 0.01% -5K -34.5% $144.76 +7.7%
193 AXON AXON ENTERPRISE INC COM E Industrials 3,123.0 $1.3M 0.01% -2K -41.6% $424.59 -0.3%
194 INSM INSMED INC COM PAR $.01 E Healthcare 8,008.0 $1.3M 0.01% -23K -73.8% $163.46 -41.4%
195 DDOG DATADOG INC CL A COM E Technology 11,080.0 $1.3M 0.01% -43K -79.5% $118.05 +88.9%
196 EIX EDISON INTL COM E Utilities 17,706.0 $1.3M 0.01% -106K -85.7% $73.20 -1.8%
197 PSA PUBLIC STORAGE OPER CO COM E Real Estate 4,775.0 $1.3M 0.01% -1K -21.6% $270.79 +17.5%
198 AKAM AKAMAI TECHNOLOGIES INC COM E Technology 10,983.0 $1.3M 0.01% -6K -35.6% $114.81 +8.8%
199 TTWO TAKE-TWO INTERACTIVE SOFTWAR COM E Communication Services 6,380.0 $1.3M 0.01% -2K -21.0% $197.49 +21.2%
200 DXCM DEXCOM INC COM E Healthcare 19,899.0 $1.2M 0.01% -48K -70.5% $62.82 +15.4%
Page 10 of 15  ·  298 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 35.2%
Financial Services 12.1%
Healthcare 11.3%
Communication Services 10.9%
Consumer Cyclical 9.3%
Industrials 6.9%
Consumer Defensive 6.1%
Utilities 2.5%
Energy 2.2%
Basic Materials 2.0%