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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 12 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CCAP CRESCENT CAP BDC INC COM Financial Services 13,877.0 $152.0 0.00% -50K -78.3% $0.01 +98682.3%
222 SLRC SLR INVESTMENT CORP COM Financial Services 10,176.0 $126.0 0.00% -38K -79.0% $0.01 +102063.8%
223 TPL TEXAS PACIFIC LAND CORPORATI COM Energy 282.0 $123.0 0.00% -29.0 -9.3% $0.44 +83665.5%
224 ZS ZSCALER INC COM Technology 821.0 $116.0 0.00% -8K -90.5% $0.14 +131330.8%
225 SAR SARATOGA INVT CORP COM NEW Financial Services 4,984.0 $111.0 0.00% -22K -81.6% $0.02 +83819.8%
226 ZBRA ZEBRA TECHNOLOGIES CORPORATI CL A Technology 419.0 $110.0 0.00% -3K -88.0% $0.26 +139472.7%
227 FOX FOX CORP CL B COM Communication Services 1,781.0 $83.0 0.00% -174K -99.0% $0.05 +131286.3%
228 NML NEUBERGER ENGY INFRSTR & INC COM Financial Services 6,752.0 $68.0 0.00% -36K -84.2% $0.01 +105747.5%
229 COOPER COS INC COM 829.0 $59.0 -5K -85.2% $0.07
230 FSP FRANKLIN STR PPTYS CORP COM Real Estate 109,213.0 $57.0 -280K -71.9% $0.00 +95126.2%
231 BCP INVESTMENT CORPORATION COM NEW 7,856.0 $57.0 -20K -71.7% $0.01
232 CLOZ SERIES PORTFOLIOS TR ELDRIDGE BBB B 1,960.0 $52.0 -16K -89.2% $0.03 +99030.8%
233 WHF WHITEHORSE FIN INC COM Financial Services 6,276.0 $42.0 -42K -87.1% $0.01 +105247.2%
234 ESRT EMPIRE ST RLTY TR INC CL A Real Estate 5,868.0 $32.0 -19K -76.7% $0.01 +86086.3%
235 CNI CANADIAN NATL RY CO COM Industrials 248.0 $30.0 -1K -85.6% $0.12 +104514.7%
236 BXP BXP INC COM Real Estate 442.0 $29.0 -2K -80.8% $0.07 +100782.7%
237 WFG WEST FRASER TIMBER CO LTD COM Basic Materials 391.0 $26.0 -2K -84.2% $0.07 +101033.7%
238 ILPT INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT Real Estate 2,808.0 $25.0 -13K -82.1% $0.01 +94585.8%
239 PNNT PENNANTPARK INVT CORP COM Financial Services 5,361.0 $19.0 -13K -71.3% $0.00 +103452.0%
240 ARCC ARES CAPITAL CORP COM Financial Services 663.0 $12.0 -1K -62.7% $0.02 +108576.8%
Page 12 of 13  ·  245 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%