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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 18 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BSX BOSTON SCIENTIFIC CORP COM Healthcare 76,151.0 $3K 0.03% +5K +6.4% $0.04 +115579.2%
342 MHK MOHAWK INDS INC COM Consumer Cyclical 26,526.0 $3K 0.03% +3K +11.3% $0.12 +109919.4%
343 REGN REGENERON PHARMACEUTICALS COM Healthcare 5,132.0 $3K 0.03% +2K +58.4% $0.62 +132472.4%
344 BURL BURLINGTON STORES INC COM Consumer Cyclical 9,977.0 $3K 0.03% +7K +285.4% $0.32 +105076.7%
345 RKT ROCKET COS INC COM CL A Financial Services 198,270.0 $3K 0.03% +143K +257.4% $0.02 +89162.8%
346 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 45,854.0 $3K 0.03% +14K +41.7% $0.07 +93610.0%
347 FITB FIFTH THIRD BANCORP COM Financial Services 55,066.0 $3K 0.03% -64K -53.8% $0.06 +96584.8%
348 EW EDWARDS LIFESCIENCES CORP COM Healthcare 34,266.0 $3K 0.03% +3K +10.1% $0.09 +99194.0%
349 DLR DIGITAL RLTY TR INC COM Real Estate 17,213.0 $3K 0.03% +1K +7.5% $0.18 +108100.8%
350 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 27,993.0 $3K 0.02% +4K +15.6% $0.11 +98909.4%
351 WLK WESTLAKE CORPORATION COM Basic Materials 41,791.0 $3K 0.02% -252.0 -0.6% $0.07 +107904.6%
352 KIM KIMCO REALTY CORP COM Real Estate 118,283.0 $3K 0.02% +85K +252.6% $0.03 +95220.8%
353 ON ON SEMICONDUCTOR CORP COM Technology 31,601.0 $3K 0.02% -2K -5.3% $0.09 +78913.1%
354 CRS CARPENTER TECHNOLOGY CORP COM Industrials 4,819.0 $3K 0.02% NEW $0.62 +79176.0%
355 CAE CAE INC COM Industrials 118,344.0 $3K 0.02% -714.0 -0.6% $0.03 +99610.6%
356 EQT EQT CORP COM Energy 55,060.0 $3K 0.02% +27K +99.5% $0.05 +101238.2%
357 PSA PUBLIC STORAGE COM Real Estate 9,184.0 $3K 0.02% +4K +92.3% $0.32 +101304.2%
358 EGP EASTGROUP PPTYS INC COM Real Estate 14,311.0 $3K 0.02% -11K -43.6% $0.20 +99227.6%
359 YUM YUM BRANDS INC COM Consumer Cyclical 17,906.0 $3K 0.02% -235.0 -1.3% $0.16 +95204.7%
360 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 19,622.0 $3K 0.02% -33K -62.6% $0.14 +103819.2%
Page 18 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%