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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 8 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NVR NVR INC COM Consumer Cyclical 191.0 $1K 0.01% -75.0 -28.2% $6.81 +91632.4%
142 CMS CMS ENERGY CORP COM Utilities 16,545.0 $1K 0.01% -11K -39.1% $0.08 +92766.3%
143 IQVIA HLDGS INC COM 6,236.0 $1K 0.01% -4K -37.9% $0.19
144 INGERSOLL RAND INC COM 14,565.0 $1K 0.01% -19K -56.3% $0.08
145 RF REGIONS FINANCIAL CORP NEW COM Financial Services 38,115.0 $1K 0.01% -31K -45.1% $0.03 +104873.5%
146 BALL BALL CORP COM Consumer Cyclical 18,143.0 $1K 0.01% -2K -9.3% $0.06 +98740.9%
147 GPC GENUINE PARTS CO COM Consumer Cyclical 9,593.0 $1K 0.01% -8K -45.4% $0.12 +111668.6%
148 NTRS NORTHERN TR CORP COM Financial Services 6,456.0 $1K 0.01% -9K -58.1% $0.17 +109559.9%
149 KEY KEYCORP COM Financial Services 48,275.0 $1K 0.01% -41K -46.1% $0.02 +98748.8%
150 TDY TELEDYNE TECHNOLOGIES INC COM Technology 1,639.0 $1K 0.01% -2K -49.2% $0.67 +99619.6%
151 TWLO TWILIO INC CL A Communication Services 5,054.0 $1K 0.01% -11K -68.5% $0.21 +112367.2%
152 BRO BROWN & BROWN INC COM Financial Services 16,241.0 $1K 0.01% -4K -20.5% $0.06 +108022.7%
153 NWSA NEWS CORP NEW CL A Communication Services 41,887.0 $1K 0.01% -20K -32.4% $0.02 +118271.1%
154 PTC PTC INC COM Technology 8,951.0 $1K 0.01% -7K -45.5% $0.11 +128822.6%
155 CRBG COREBRIDGE FINL INC COM Financial Services 35,499.0 $1K 0.01% -16K -31.2% $0.03 +115621.2%
156 ERIE ERIE INDTY CO CL A Financial Services 4,233.0 $1K 0.01% -420.0 -9.0% $0.24 +107059.5%
157 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 1,681.0 $969.0 0.01% -228.0 -11.9% $0.58 +90595.9%
158 JBHT HUNT J B TRANS SVCS INC COM Industrials 3,252.0 $941.0 0.01% -5K -58.9% $0.29 +94657.3%
159 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 52,925.0 $938.0 0.01% -61K -53.4% $0.02 +99543.4%
160 CORPAY INC COM SHS 2,778.0 $926.0 0.01% -3K -53.9% $0.33
Page 8 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%