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Portfolio (Quarterly) Guide ↗

BI Asset Management Fondsmaeglerselskab A/S

· CIK 0001778131
13F Portfolio $11.3B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 654 New
Page 23 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NRG NRG ENERGY INC COM NEW Utilities 10,701.0 $1.7M 0.01% NEW $159.24 -15.2%
442 TXT TEXTRON INC COM Industrials 19,508.0 $1.7M 0.01% NEW $87.19 +2.6%
443 NTRS NORTHERN TR CORP COM Financial Services 12,445.0 $1.7M 0.01% NEW $136.60 +26.0%
444 A AGILENT TECHNOLOGIES INC COM Healthcare 12,479.0 $1.7M 0.01% NEW $136.07 -6.6%
445 YUM YUM BRANDS INC COM Consumer Cyclical 11,225.0 $1.7M 0.01% NEW $151.27 +0.5%
446 ON ON SEMICONDUCTOR CORP COM Technology 31,237.0 $1.7M 0.01% NEW $54.13 +124.7%
447 XEL XCEL ENERGY INC COM Utilities 22,901.0 $1.7M 0.01% NEW $73.84 +4.8%
448 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 19,962.0 $1.7M 0.01% NEW $83.86 +14.0%
449 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 26,116.0 $1.7M 0.01% NEW $63.72 +56.6%
450 ZS ZSCALER INC COM Technology 7,305.0 $1.6M 0.01% NEW $224.91 -44.5%
451 ZM ZOOM COMMUNICATIONS INC CL A Technology 18,821.0 $1.6M 0.01% NEW $86.29 +0.1%
452 EXR EXTRA SPACE STORAGE INC COM Real Estate 12,439.0 $1.6M 0.01% NEW $130.24 +11.6%
453 HUM HUMANA INC COM Healthcare 6,251.0 $1.6M 0.01% NEW $256.12 +40.8%
454 HAL HALLIBURTON CO COM Energy 56,570.0 $1.6M 0.01% NEW $28.27 +23.6%
455 PSA PUBLIC STORAGE OPER CO COM Real Estate 6,087.0 $1.6M 0.01% NEW $259.57 +22.6%
456 DHI D R HORTON INC COM Consumer Cyclical 10,962.0 $1.6M 0.01% NEW $144.04 +9.6%
457 DGX QUEST DIAGNOSTICS INC COM Healthcare 9,042.0 $1.6M 0.01% NEW $173.52 +12.4%
458 TYL TYLER TECHNOLOGIES INC COM Technology 3,451.0 $1.6M 0.01% NEW $454.07 -38.6%
459 MKL MARKEL GROUP INC COM Financial Services 725.0 $1.6M 0.01% NEW $2148.97 -14.0%
460 EXPD EXPEDITORS INTL WASH INC COM Industrials 10,285.0 $1.5M 0.01% NEW $149.05 +8.2%
Page 23 of 33  ·  654 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 35.9%
Financial Services 13.0%
Healthcare 11.0%
Communication Services 10.9%
Consumer Cyclical 10.9%
Industrials 6.5%
Consumer Defensive 5.5%
Basic Materials 1.9%
Utilities 1.8%
Energy 1.5%