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Portfolio (Quarterly) Guide ↗

BI Asset Management Fondsmaeglerselskab A/S

· CIK 0001778131
13F Portfolio $9.6B AUM 612 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 252 Added 298 Reduced 75 Exited
Page 22 of 31  ·  612 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 JBHT HUNT J B TRANS SVCS INC COM E Industrials 7,907.0 $1.7M 0.02% +4K +91.2% $211.84 +28.0%
422 TCPC BLACKROCK TCP CAPITAL CORP COM E Financial Services 452,874.0 $1.6M 0.02% $3.61 -5.5%
423 TRGP TARGA RES CORP COM E Energy 6,495.0 $1.6M 0.02% -3K -33.2% $250.65 +3.2%
424 PAYX PAYCHEX INC COM E Industrials 17,336.0 $1.6M 0.02% -218K -92.6% $92.12 +6.6%
425 OXLC OXFORD LANE CAP CORP COM E Financial Services 162,907.0 $1.6M 0.02% +10K +6.2% $9.78 -14.9%
426 CARR CARRIER GLOBAL CORPORATION COM E Industrials 27,998.0 $1.6M 0.02% -10K -27.1% $56.33 +27.5%
427 IDCC INTERDIGITAL INC COM E Technology 5,182.0 $1.6M 0.02% -52K -90.9% $302.01 -2.0%
428 TFC TRUIST FINL CORP COM E Financial Services 33,876.0 $1.6M 0.02% -23K -40.1% $45.96 +5.2%
429 NWSA NEWS CORP NEW CL A E Communication Services 61,934.0 $1.5M 0.02% +38K +153.6% $24.93 +1.4%
430 IBKR INTERACTIVE BROKERS GROUP IN COM CL A E Financial Services 22,955.0 $1.5M 0.02% +11K +84.3% $67.09 +43.1%
431 DGX QUEST DIAGNOSTICS INC COM E Healthcare 7,598.0 $1.5M 0.02% -1K -16.0% $195.97 -0.5%
432 PCAR PACCAR INC COM E Industrials 12,674.0 $1.5M 0.01% -8K -38.7% $115.51 +3.0%
433 INVH INVITATION HOMES INC COM E Real Estate 58,850.0 $1.5M 0.01% +32K +122.1% $24.84 +14.4%
434 BIIB BIOGEN INC COM E Healthcare 7,886.0 $1.4M 0.01% +2K +41.5% $183.36 +7.2%
435 DD DUPONT DE NEMOURS INC COM E Basic Materials 31,377.0 $1.4M 0.01% +12K +62.6% $45.80 +4.2%
436 UDR UDR INC COM E Real Estate 42,483.0 $1.4M 0.01% +27K +173.2% $33.78 +11.2%
437 MET METLIFE INC COM E Financial Services 20,217.0 $1.4M 0.01% -3K -12.1% $70.73 +21.0%
438 TSN TYSON FOODS INC CL A E Consumer Defensive 22,239.0 $1.4M 0.01% +7K +42.1% $64.08 -13.4%
439 CNC CENTENE CORP DEL COM E Healthcare 43,151.0 $1.4M 0.01% +27K +161.7% $32.75 +86.3%
440 KYN KAYNE ANDERSON ENERGY INFRST COM E Financial Services 97,320.0 $1.4M 0.01% +1K +1.3% $14.28 -7.1%
Page 22 of 31  ·  612 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 35.2%
Financial Services 12.1%
Healthcare 11.3%
Communication Services 10.9%
Consumer Cyclical 9.3%
Industrials 6.9%
Consumer Defensive 6.1%
Utilities 2.5%
Energy 2.2%
Basic Materials 2.0%