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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 13 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NFG NATIONAL FUEL GAS CO COM Energy 94,216.0 $7K 0.06% +31K +48.5% $0.08 +108156.4%
242 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 58,504.0 $7K 0.06% NEW $0.12 +95133.0%
243 ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD Financial Services 877,650.0 $7K 0.06% +176K +25.2% $0.01 +90113.1%
244 SCHW SCHWAB CHARLES CORP COM Financial Services 76,969.0 $7K 0.06% -6K -7.0% $0.09 +120067.9%
245 PAYC PAYCOM SOFTWARE INC COM Technology 56,427.0 $7K 0.06% +54K +2751.3% $0.13 +176660.0%
246 RELX RELX PLC SPONSORED ADR Communication Services 223,566.0 $7K 0.06% -55K -19.7% $0.03 +110735.7%
247 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 73,382.0 $7K 0.06% -41K -35.8% $0.10 +134286.1%
248 KMI KINDER MORGAN INC DEL COM Energy 219,038.0 $7K 0.06% +23K +11.9% $0.03 +100239.0%
249 PCG PG&E CORP COM Utilities 409,312.0 $7K 0.06% +125K +44.1% $0.02 +104828.9%
250 CNC CENTENE CORP DEL COM Healthcare 106,911.0 $7K 0.05% +64K +147.8% $0.06 +100673.3%
251 NYT NEW YORK TIMES CO MTN BE CL A Communication Services 97,992.0 $7K 0.05% -9K -8.2% $0.07 +94162.1%
252 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 12,597.0 $7K 0.05% +6K +90.0% $0.54 +97564.1%
253 PODD INSULET CORP COM Healthcare 43,847.0 $7K 0.05% +29K +199.0% $0.15 +99409.6%
254 USB US BANCORP COM NEW Financial Services 110,005.0 $7K 0.05% +40K +56.8% $0.06 +103911.4%
255 TXT TEXTRON INC COM Industrials 70,997.0 $7K 0.05% +3K +4.0% $0.09 +93963.1%
256 FEDERATED HERMES INC CL B 117,639.0 $6K 0.05% -27K -18.7% $0.06
257 DAL DELTA AIR LINES INC COM NEW Industrials 69,134.0 $6K 0.05% -18K -20.3% $0.09 +88829.3%
258 EMR EMERSON ELEC CO COM Industrials 44,855.0 $6K 0.05% +1K +2.9% $0.14 +110001.2%
259 GFI GOLD FIELDS LTD SPONSORED ADR Basic Materials 187,280.0 $6K 0.05% NEW $0.03 +130439.3%
260 DG DOLLAR GEN CORP COM Consumer Defensive 53,895.0 $6K 0.05% +30K +126.2% $0.12 +106152.4%
Page 13 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%