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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 12 of 31  ·  612 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UBER UBER TECHNOLOGIES INC COM E Technology 86,698.0 $6.2M 0.07% -304K -77.8% $71.93 -0.4%
222 BLK BLACKROCK INC COM E Financial Services 6,463.0 $6.2M 0.07% -1K -14.9% $961.78 +9.2%
223 HMY HARMONY GOLD MNG LTD SPONSORED ADR E Basic Materials 400,574.0 $6.2M 0.06% +9K +2.3% $15.37 +10.7%
224 SYK STRYKER CORPORATION COM E Healthcare 18,657.0 $6.1M 0.06% -1K -5.7% $328.62 -6.3%
225 BR BROADRIDGE FINL SOLUTIONS IN COM E Technology 37,650.0 $6.1M 0.06% +19K +100.9% $162.47 -15.3%
226 ECL ECOLAB INC COM E Basic Materials 22,767.0 $6.1M 0.06% -87K -79.3% $266.00 +1.2%
227 AIG AMERICAN INTL GROUP INC COM NEW E Financial Services 80,139.0 $6.0M 0.06% +55K +214.5% $75.24 -1.6%
228 TXT TEXTRON INC COM E Industrials 68,234.0 $6.0M 0.06% +49K +249.8% $87.57 +2.2%
229 NFG NATIONAL FUEL GAS CO COM E Energy 63,440.0 $6.0M 0.06% +4K +6.0% $93.96 -19.2%
230 OHI OMEGA HEALTHCARE INVS INC COM E Real Estate 134,731.0 $5.9M 0.06% NEW $43.82 +1.6%
231 ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD E Financial Services 701,153.0 $5.9M 0.06% +42K +6.4% $8.38 -7.0%
232 DHR DANAHER CORP DEL COM E Healthcare 30,465.0 $5.8M 0.06% +4K +13.5% $189.59 -6.6%
233 BA BOEING CO COM E Industrials 29,006.0 $5.8M 0.06% -59K -66.9% $199.03 +11.9%
234 DAL DELTA AIR LINES INC COM NEW E Industrials 86,774.0 $5.8M 0.06% -520K -85.7% $66.48 +26.6%
235 INTU INTUIT COM E Technology 13,259.0 $5.7M 0.06% -47K -77.9% $432.39 -38.2%
236 EMR EMERSON ELEC CO COM E Industrials 43,592.0 $5.7M 0.06% +18K +69.1% $131.01 +15.0%
237 VRT VERTIV HOLDINGS CO COM CL A E Industrials 22,705.0 $5.7M 0.06% -56K -71.2% $250.56 +32.9%
238 ICE INTERCONTINENTAL EXCHANGE IN COM E Financial Services 35,807.0 $5.6M 0.06% +5K +14.8% $157.29 -14.9%
239 PTCT PTC THERAPEUTICS INC COM E Healthcare 81,878.0 $5.6M 0.06% -78K -48.7% $68.13 +15.9%
240 USFD US FOODS HLDG CORP COM E Consumer Defensive 60,202.0 $5.6M 0.06% -15K -19.7% $92.21 -0.3%
Page 12 of 31  ·  612 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%