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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 9 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CTVA CORTEVA INC COM E Basic Materials 27,027.0 $2.3M 0.02% -9K -25.9% $83.69 -6.1%
162 CMS CMS ENERGY CORP COM E Utilities 27,177.0 $2.1M 0.02% -335K -92.5% $77.57 -5.4%
163 FSK FS KKR CAP CORP COM E Financial Services 207,011.0 $2.1M 0.02% -21K -9.2% $10.18 +0.9%
164 EWBC EAST WEST BANCORP INC COM E Financial Services 19,422.0 $2.1M 0.02% -14K -41.9% $106.73 +18.8%
165 COHR COHERENT CORP COM E Technology 8,677.0 $2.1M 0.02% -32K -78.8% $238.22 +63.5%
166 NKE NIKE INC CL B E Consumer Cyclical 38,524.0 $2.0M 0.02% -19K -33.4% $52.82 -14.4%
167 HOOD ROBINHOOD MKTS INC COM CL A E Financial Services 29,048.0 $2.0M 0.02% -145K -83.3% $69.30 +56.1%
168 RKLB ROCKET LAB CORP COM E Industrials 31,259.0 $2.0M 0.02% -122K -79.7% $64.21 +67.0%
169 IOT SAMSARA INC COM CL A E Technology 61,548.0 $1.9M 0.02% -5K -7.5% $31.68 +0.0%
170 PSTG EVERPURE INC CL A E Technology 33,004.0 $1.9M 0.02% -82K -71.2% $59.05 +26.5%
171 CMG CHIPOTLE MEXICAN GRILL INC COM E Consumer Cyclical 60,674.0 $1.9M 0.02% -39K -38.9% $32.01 +1.5%
172 ALNY ALNYLAM PHARMACEUTICALS INC COM E Healthcare 5,697.0 $1.9M 0.02% -9K -61.7% $330.88 -16.0%
173 HL HECLA MINING COMPANY COM E Basic Materials 101,113.0 $1.9M 0.02% -221K -68.6% $18.63 -14.3%
174 PRI PRIMERICA INC COM E Financial Services 7,393.0 $1.9M 0.02% -13K -63.2% $250.51 +12.5%
175 ROK ROCKWELL AUTOMATION INC COM E Industrials 5,136.0 $1.8M 0.02% -7K -58.0% $358.84 +32.0%
176 RF REGIONS FINANCIAL CORP NEW COM E Financial Services 69,446.0 $1.8M 0.02% -38K -35.5% $26.12 +9.6%
177 HBAN HUNTINGTON BANCSHARES INC COM E Financial Services 113,583.0 $1.8M 0.02% -31K -21.3% $15.65 +7.7%
178 EQT EQT CORP COM E Energy 27,598.0 $1.8M 0.02% -15K -35.5% $63.63 -20.3%
179 BLOCK INC CL A E 28,474.0 $1.7M 0.02% -133K -82.4% $60.20
180 IQVIA HLDGS INC COM E 10,036.0 $1.7M 0.02% -12K -55.0% $170.59
Page 9 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%