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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 23 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DTE DTE ENERGY CO COM Utilities 11,420.0 $2K 0.01% +3K +36.2% $0.15 +91246.9%
442 MET METLIFE INC COM Financial Services 20,530.0 $2K 0.01% +313.0 +1.6% $0.08 +112312.7%
443 PSX PHILLIPS 66 COM Energy 10,276.0 $2K 0.01% -4K -30.1% $0.17 +143237.5%
444 CFG CITIZENS FINL GROUP INC COM Financial Services 24,672.0 $2K 0.01% +19K +365.2% $0.07 +100871.1%
445 CCI CROWN CASTLE INC COM Real Estate 22,771.0 $2K 0.01% -12K -35.2% $0.08 +98499.5%
446 BAH BOOZ ALLEN HAMILTON HLDG COR CL A Industrials 28,238.0 $2K 0.01% -57K -66.7% $0.06 +129864.0%
447 Q QNITY ELECTRONICS INC COMMON STOCK Technology 10,484.0 $2K 0.01% NEW $0.16 +77084.8%
448 IDXX IDEXX LABS INC COM Healthcare 3,229.0 $2K 0.01% -24K -87.9% $0.53 +106684.9%
449 OXY OCCIDENTAL PETE CORP COM Energy 34,829.0 $2K 0.01% +19K +118.8% $0.05 +123592.4%
450 VLTO VERALTO CORP COM SHS Industrials 19,079.0 $2K 0.01% -14K -42.3% $0.09 +112772.8%
451 DGX QUEST DIAGNOSTICS INC COM Healthcare 7,925.0 $2K 0.01% +327.0 +4.3% $0.21 +113944.5%
452 NTRA NATERA INC COM Healthcare 6,172.0 $2K 0.01% -4K -40.0% $0.27 +119681.0%
453 NI NISOURCE INC COM Utilities 34,807.0 $2K 0.01% -9K -20.7% $0.05 +87453.8%
454 MKL MARKEL GROUP INC COM Financial Services 847.0 $2K 0.01% -2K -68.0% $1.95 +91822.5%
455 PKG PACKAGING CORP AMER COM Consumer Cyclical 6,924.0 $2K 0.01% +5K +228.3% $0.24 +106030.2%
456 DLTR DOLLAR TREE INC COM Consumer Defensive 13,530.0 $2K 0.01% -5K -25.0% $0.12 +108933.9%
457 INDV INDIVIOR PHARMACEUTICALS INC COM Healthcare 39,832.0 $2K 0.01% NEW $0.04 +95067.8%
458 IDCC INTERDIGITAL INC COM Technology 5,549.0 $2K 0.01% +367.0 +7.1% $0.28 +121709.6%
459 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 41,184.0 $2K 0.01% +19K +88.1% $0.04 +107676.6%
460 VMC VULCAN MATLS CO COM Basic Materials 5,234.0 $2K 0.01% -4K -41.9% $0.29 +93562.8%
Page 23 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%