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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 5 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EVRG EVERGY INC COM Utilities 46,442.0 $4K 0.03% -7K -13.7% $0.09 +96465.1%
82 HDB HDFC BANK LTD SPONSORED ADS Financial Services 154,309.0 $4K 0.03% -258K -62.5% $0.03 +89597.4%
83 ENS ENERSYS COM Industrials 16,514.0 $4K 0.03% -15K -47.9% $0.23 +85682.1%
84 UAL UNITED AIRLS HLDGS INC COM Industrials 27,895.0 $4K 0.03% -675.0 -2.4% $0.14 +87210.7%
85 STRL STERLING INFRASTRUCTURE INC COM Industrials 4,505.0 $4K 0.03% -2K -29.8% $0.84 +65998.8%
86 ICE INTERCONTINENTAL EXCHANGE IN COM Financial Services 30,253.0 $4K 0.03% -6K -15.5% $0.12 +126777.4%
87 NUE NUCOR CORP COM Basic Materials 15,725.0 $4K 0.03% -87.0 -0.6% $0.22 +118495.1%
88 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 9,858.0 $3K 0.03% -5K -35.4% $0.35 +97308.8%
89 AM ANTERO MIDSTREAM CORP COM Energy 149,320.0 $3K 0.03% -225K -60.1% $0.02 +99637.1%
90 SRE SEMPRA COM Utilities 36,445.0 $3K 0.03% -2K -5.8% $0.09 +93930.0%
91 TDG TRANSDIGM GROUP INC COM Industrials 2,505.0 $3K 0.03% -21.0 -0.8% $1.33 +92516.7%
92 FITB FIFTH THIRD BANCORP COM Financial Services 55,066.0 $3K 0.03% -64K -53.8% $0.06 +101534.4%
93 WLK WESTLAKE CORPORATION COM Basic Materials 41,791.0 $3K 0.02% -252.0 -0.6% $0.07 +106082.8%
94 ON ON SEMICONDUCTOR CORP COM Technology 31,601.0 $3K 0.02% -2K -5.3% $0.09 +83894.4%
95 CAE CAE INC COM Industrials 118,344.0 $3K 0.02% -714.0 -0.6% $0.03 +103720.3%
96 EGP EASTGROUP PPTYS INC COM Real Estate 14,311.0 $3K 0.02% -11K -43.6% $0.20 +99736.3%
97 YUM YUM BRANDS INC COM Consumer Cyclical 17,906.0 $3K 0.02% -235.0 -1.3% $0.16 +90531.1%
98 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 19,622.0 $3K 0.02% -33K -62.6% $0.14 +104234.2%
99 XEL XCEL ENERGY INC COM Utilities 33,627.0 $3K 0.02% -2K -4.4% $0.08 +98501.8%
100 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 99,927.0 $3K 0.02% -98K -49.5% $0.03 +106728.9%
Page 5 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%