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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 15 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 15,204.0 $5K 0.04% +3K +27.8% $0.33 +99649.0%
282 RKLB ROCKET LAB CORP COM Industrials 49,316.0 $5K 0.04% +18K +57.8% $0.10 +71665.5%
283 EXC EXELON CORP COM Utilities 107,257.0 $5K 0.04% -122K -53.2% $0.05 +96560.0%
284 EFX EQUIFAX INC COM Industrials 31,477.0 $5K 0.04% +14K +81.4% $0.16 +121126.8%
285 SO SOUTHERN CO COM Utilities 51,586.0 $5K 0.04% +2K +5.0% $0.10 +95433.9%
286 CTSH COGNIZANT TECHNOLOGY SOLUTIO CL A Technology 127,406.0 $5K 0.04% -34K -21.2% $0.04 +157207.9%
287 INSM INSMED INC COM PAR $.01 Healthcare 46,033.0 $5K 0.04% +38K +474.8% $0.11 +117214.7%
288 APD AIR PRODUCTS AND CHEMICALS I COM Basic Materials 16,723.0 $5K 0.04% +5K +38.2% $0.29 +102335.6%
289 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 50,401.0 $5K 0.04% +39K +360.0% $0.10 +100454.3%
290 APOS APOLLO GLOBAL MGMT INC COM Financial Services 40,400.0 $5K 0.04% +30K +293.3% $0.12 +21393.1%
291 SNA SNAP ON INC COM Industrials 11,828.0 $5K 0.04% +9K +308.0% $0.40 +97125.7%
292 AFRM AFFIRM HLDGS INC COM CL A Technology 57,826.0 $5K 0.04% +52K +951.4% $0.08 +91923.8%
293 COIN COINBASE GLOBAL INC COM CL A Financial Services 32,027.0 $5K 0.04% +26K +401.1% $0.15 +117795.2%
294 R RYDER SYS INC COM Industrials 17,623.0 $5K 0.04% NEW $0.26 +93872.9%
295 DASH DOORDASH INC CL A Communication Services 24,715.0 $5K 0.04% +4K +21.1% $0.18 +120391.7%
296 PCTY PAYLOCITY HLDG CORP COM Technology 43,329.0 $5K 0.04% NEW $0.10 +145663.0%
297 UPS UNITED PARCEL SVCS INC CL B Industrials 42,059.0 $5K 0.04% +9K +25.6% $0.11 +95321.2%
298 PAYX PAYCHEX INC COM Industrials 45,914.0 $5K 0.04% +29K +164.8% $0.10 +124889.8%
299 ASTS AST SPACEMOBILE INC COM CL A Technology 50,692.0 $5K 0.04% +42K +483.2% $0.09 +73124.3%
300 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 58,824.0 $4K 0.04% +10K +20.4% $0.08 +106840.8%
Page 15 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%