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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 24 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ESS ESSEX PPTY TR INC COM Real Estate 5,290.0 $2K 0.01% +4K +540.4% $0.29 +98418.1%
462 SYF SYNCHRONY FINANCIAL COM Financial Services 20,259.0 $2K 0.01% +3K +19.0% $0.08 +104573.7%
463 HEI HEICO CORP NEW COM Industrials 4,305.0 $2K 0.01% -14K -76.3% $0.36 +101956.3%
464 LH LABCORP HOLDINGS INC COM SHS Healthcare 5,430.0 $2K 0.01% +3K +93.7% $0.28 +117945.3%
465 WY WEYERHAEUSER CO COM NEW Real Estate 63,438.0 $2K 0.01% +41K +180.2% $0.02 +102720.5%
466 RS RELIANCE INC COM Basic Materials 3,999.0 $1K 0.01% +830.0 +26.2% $0.37 +106783.6%
467 DOW DOW HLDGS INC COM Basic Materials 54,559.0 $1K 0.01% +8K +17.7% $0.03 +115924.7%
468 LYV LIVE NATION ENTERTAINMENT IN COM Communication Services 8,047.0 $1K 0.01% -6K -41.8% $0.18 +100523.0%
469 MAA MID-AMER APT CMNTYS INC COM Real Estate 10,526.0 $1K 0.01% +5K +80.9% $0.14 +94554.8%
470 OMC OMNICOM GROUP INC COM Communication Services 19,743.0 $1K 0.01% -5K -21.2% $0.07 +119936.9%
471 FOXA FOX CORP CL A COM Communication Services 27,418.0 $1K 0.01% -168K -86.0% $0.05 +130202.6%
472 GIS GENERAL MILLS INC COM Consumer Defensive 41,102.0 $1K 0.01% +33K +391.5% $0.03 +114841.9%
473 INVH INVITATION HOMES INC COM Real Estate 47,218.0 $1K 0.01% -12K -19.8% $0.03 +99898.9%
474 CRGY CRESCENT ENERGY COMPANY CL A COM Energy 144,054.0 $1K 0.01% NEW $0.01 +136624.0%
475 DUPONT DE NEMOURS INC COMMON STOCK ADDED 10,372.0 $1K 0.01% NEW $0.14
476 EXR EXTRA SPACE STORAGE INC COM Real Estate 9,400.0 $1K 0.01% +6K +179.9% $0.15 +101682.9%
477 VENTURE GLOBAL INC COM CL A 122,051.0 $1K 0.01% NEW $0.01
478 RJF RAYMOND JAMES FINL INC COM Financial Services 8,917.0 $1K 0.01% -319.0 -3.5% $0.15 +116906.0%
479 SUI SUN CMNTYS INC COM Real Estate 11,072.0 $1K 0.01% +3K +33.2% $0.12 +101665.7%
480 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 99,692.0 $1K 0.01% NEW $0.01 +151954.7%
Page 24 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%