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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 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ABT ABBOTT LABORATORIES COM Healthcare 92,908.0 $8K 0.07% +22K +31.2% $0.09 +126047.7%
222 BLK BLACKROCK INC COM Financial Services 8,713.0 $8K 0.07% +2K +34.8% $0.96 +120426.0%
223 AJG GALLAGHER ARTHUR J & CO COM Financial Services 36,476.0 $8K 0.07% +6K +19.7% $0.23 +112041.7%
224 JKHY HENRY JACK & ASSOC INC COM Technology 60,112.0 $8K 0.07% -70K -53.9% $0.14 +118280.0%
225 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 1,419,244.0 $8K 0.07% NEW $0.01 +101789.2%
226 KKR KKR & CO INC COM Financial Services 89,514.0 $8K 0.07% +59K +195.9% $0.09 +120247.1%
227 LNT ALLIANT ENERGY CORP COM Utilities 107,267.0 $8K 0.07% -2K -2.2% $0.08 +91856.3%
228 PLD PROLOGIS INC. COM Real Estate 60,073.0 $8K 0.07% +25K +69.0% $0.14 +104204.7%
229 TDC TERADATA CORP DEL COM Technology 233,381.0 $8K 0.06% -189K -44.7% $0.03 +80416.0%
230 FCX FREEPORT MCMORAN INC CL B Basic Materials 127,526.0 $8K 0.06% +50K +65.2% $0.06 +109760.0%
231 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 19,141.0 $8K 0.06% -441.0 -2.2% $0.42 +115685.1%
232 CSX CSX CORP COM Industrials 163,988.0 $8K 0.06% +75K +84.7% $0.05 +106532.2%
233 BR BROADRIDGE FINL SOLUTIONS IN COM Technology 56,906.0 $8K 0.06% +19K +51.1% $0.14 +128440.5%
234 CTRE CARETRUST REIT INC COM Real Estate 192,369.0 $8K 0.06% -27K -12.4% $0.04 +98587.6%
235 TER TERADYNE INC COM Technology 15,840.0 $8K 0.06% +7K +72.3% $0.48 +78366.3%
236 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 159,178.0 $8K 0.06% +24K +18.1% $0.05 +98300.9%
237 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 20,004.0 $7K 0.06% -10K -32.8% $0.37 +97032.6%
238 ATO ATMOS ENERGY CORP COM Utilities 43,031.0 $7K 0.06% -2K -5.1% $0.17 +99342.1%
239 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 28,763.0 $7K 0.06% NEW $0.26 +127406.8%
240 AFL AFLAC INC COM Financial Services 62,533.0 $7K 0.06% +34K +121.1% $0.12 +99268.8%
Page 12 of 36  ·  706 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%