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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 26 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 TRMB TRIMBLE INC COM Technology 22,629.0 $1K 0.01% +13K +146.3% $0.05 +115380.2%
502 RF REGIONS FINANCIAL CORP NEW COM Financial Services 38,115.0 $1K 0.01% -31K -45.1% $0.03 +104641.7%
503 BALL BALL CORP COM Consumer Cyclical 18,143.0 $1K 0.01% -2K -9.3% $0.06 +100167.3%
504 GPC GENUINE PARTS CO COM Consumer Cyclical 9,593.0 $1K 0.01% -8K -45.4% $0.12 +114236.4%
505 NTRS NORTHERN TR CORP COM Financial Services 6,456.0 $1K 0.01% -9K -58.1% $0.17 +109508.2%
506 KEY KEYCORP COM Financial Services 48,275.0 $1K 0.01% -41K -46.1% $0.02 +98705.4%
507 TDY TELEDYNE TECHNOLOGIES INC COM Technology 1,639.0 $1K 0.01% -2K -49.2% $0.67 +99607.6%
508 HP HELMERICH & PAYNE INC COM Energy 32,393.0 $1K 0.01% NEW $0.03 +135456.0%
509 TWLO TWILIO INC CL A Communication Services 5,054.0 $1K 0.01% -11K -68.5% $0.21 +111664.6%
510 BRO BROWN & BROWN INC COM Financial Services 16,241.0 $1K 0.01% -4K -20.5% $0.06 +109885.2%
511 NWSA NEWS CORP NEW CL A Communication Services 41,887.0 $1K 0.01% -20K -32.4% $0.02 +118190.5%
512 HPQ HP INC COM Technology 47,365.0 $1K 0.01% +24K +99.6% $0.02 +138188.5%
513 CHKP CHECK POINT SOFTWARE TECH LT ORD Technology 7,904.0 $1K 0.01% +2K +37.5% $0.13 +99677.5%
514 IEX IDEX CORP COM Industrials 4,575.0 $1K 0.01% +4K +377.6% $0.23 +103793.9%
515 CSGP COSTAR GROUP INC COM Real Estate 36,355.0 $1K 0.01% +33K +953.2% $0.03 +115018.3%
516 TW TRADEWEB MKTS INC CL A Financial Services 10,232.0 $1K 0.01% +2K +25.1% $0.10 +105028.9%
517 PTC PTC INC COM Technology 8,951.0 $1K 0.01% -7K -45.5% $0.11 +132263.9%
518 CRBG COREBRIDGE FINL INC COM Financial Services 35,499.0 $1K 0.01% -16K -31.2% $0.03 +116739.2%
519 ERIE ERIE INDTY CO CL A Financial Services 4,233.0 $1K 0.01% -420.0 -9.0% $0.24 +109417.9%
520 FNF FIDELITY NATL FINL INC COM SHS Financial Services 20,776.0 $980.0 0.01% +18K +599.3% $0.05 +103313.6%
Page 26 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%