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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 19 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NSC NORFOLK SOUTHN CORP COM Industrials 8,862.0 $3K 0.02% $0.31 +110077.4%
362 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 7,614.0 $3K 0.02% +6K +378.3% $0.36 +98458.5%
363 XEL XCEL ENERGY INC COM Utilities 33,627.0 $3K 0.02% -2K -4.4% $0.08 +97928.9%
364 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 99,927.0 $3K 0.02% -98K -49.5% $0.03 +105791.1%
365 STT STATE STR CORP COM Financial Services 15,650.0 $3K 0.02% -3K -15.7% $0.17 +107852.0%
366 SPACE EXPLORATION TECHN CORP CLASS A COM STK ADDED 15,520.0 $3K 0.02% NEW $0.17
367 CBRE CBRE GROUP INC CL A Real Estate 19,658.0 $3K 0.02% +630.0 +3.3% $0.13 +112584.6%
368 VRSK VERISK ANALYTICS INC COM Industrials 14,702.0 $3K 0.02% +5K +51.0% $0.18 +104457.5%
369 LUV SOUTHWEST AIRLS CO COM Industrials 50,692.0 $3K 0.02% NEW $0.05 +77464.4%
370 HUM HUMANA INC COM Healthcare 6,539.0 $3K 0.02% +2K +57.8% $0.40 +95764.2%
371 LTM LATAM AIRLINES GROUP SA SPONSORED ADR Industrials 44,528.0 $3K 0.02% +5K +13.7% $0.06 +86536.6%
372 KR KROGER CO COM Consumer Defensive 46,295.0 $3K 0.02% +13K +37.3% $0.06 +101313.2%
373 HMY HARMONY GOLD MNG LTD SPONSORED ADR Basic Materials 167,418.0 $3K 0.02% -233K -58.2% $0.02 +144697.5%
374 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 7,052.0 $2K 0.02% NEW $0.35 +70623.1%
375 TTWO TAKE-TWO INTERACTIVE SOFTWAR COM Communication Services 9,932.0 $2K 0.02% +4K +55.7% $0.25 +95960.0%
376 ODFL OLD DOMINION FREIGHT LINE IN COM Industrials 11,416.0 $2K 0.02% -476.0 -4.0% $0.22 +94311.7%
377 WCN WASTE CONNECTIONS INC COM Industrials 14,834.0 $2K 0.02% +11K +244.6% $0.17 +100870.8%
378 ED CONSOLIDATED EDISON INC COM Utilities 22,326.0 $2K 0.02% -562.0 -2.5% $0.11 +97800.0%
379 GPN GLOBAL PMTS INC COM Industrials 33,977.0 $2K 0.02% +29K +642.3% $0.07 +127096.7%
380 ILMN ILLUMINA INC COM Healthcare 13,975.0 $2K 0.02% +5K +52.5% $0.18 +121187.3%
Page 19 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%