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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 20 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 INGERSOLL RAND INC COM 28,980.0 $2.3M 0.02% NEW $79.23
382 EQT EQT CORP COM Energy 42,761.0 $2.3M 0.02% NEW $53.60 -0.4%
383 PCAR PACCAR INC COM Industrials 20,679.0 $2.3M 0.02% NEW $109.53 +19.4%
384 MSCI MSCI INC COM Financial Services 3,946.0 $2.3M 0.02% NEW $573.75 -3.7%
385 RJF RAYMOND JAMES FINL INC COM Financial Services 14,097.0 $2.3M 0.02% NEW $160.60 +3.4%
386 MCD MCDONALDS CORP COM Consumer Cyclical 7,396.0 $2.3M 0.02% NEW $305.57 -14.0%
387 TWLO TWILIO INC CL A Communication Services 15,828.0 $2.3M 0.02% NEW $142.22 +30.1%
388 OTIS OTIS WORLDWIDE CORP COM Industrials 25,739.0 $2.2M 0.02% NEW $87.34 -19.0%
389 OXLC OXFORD LANE CAP CORP COM Financial Services 153,382.0 $2.2M 0.02% NEW $14.64 -41.0%
390 KMI KINDER MORGAN INC DEL COM Energy 81,641.0 $2.2M 0.02% NEW $27.49 +19.2%
391 LAUR LAUREATE EDUCATION INC COMMON STOCK Consumer Defensive 66,463.0 $2.2M 0.02% NEW $33.67 +8.7%
392 PSX PHILLIPS 66 COM Energy 17,336.0 $2.2M 0.02% NEW $129.04 +60.4%
393 MDB MONGODB INC CL A Technology 5,243.0 $2.2M 0.02% NEW $419.61 -28.7%
394 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 25,480.0 $2.2M 0.02% NEW $85.56 -8.6%
395 BCSF BAIN CAP SPECIALTY FIN INC COM STK Financial Services 156,337.0 $2.2M 0.02% NEW $13.91 -10.4%
396 NMFC NEW MTN FIN CORP COM Financial Services 235,016.0 $2.2M 0.02% NEW $9.21 -25.9%
397 DOV DOVER CORP COM Industrials 11,024.0 $2.2M 0.02% NEW $195.21 +1.3%
398 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 275,662.0 $2.1M 0.02% NEW $7.77 -16.0%
399 MAIN MAIN STR CAP CORP COM Financial Services 35,461.0 $2.1M 0.02% NEW $60.38 -12.0%
400 MSDL MORGAN STANLEY DIRECT LENDIN COM SHS Financial Services 129,751.0 $2.1M 0.02% NEW $16.48 -8.5%
Page 20 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 35.8%
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%