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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 7 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CAVA CAVA GROUP INC COM Consumer Cyclical 412.0 $32.0 NEW $0.08 +79454.6%
122 ADT ADT INC DEL COM Industrials 3,964.0 $26.0 NEW $0.01 +114093.7%
123 GH GUARDANT HEALTH INC COM Healthcare 170.0 $26.0 NEW $0.15 +106516.2%
124 MOD MODINE MFG CO COM Consumer Cyclical 99.0 $26.0 NEW $0.26 +68251.9%
125 RXO RXO INC COMMON STOCK Industrials 934.0 $26.0 NEW $0.03 +70991.8%
126 TAL TAL ED GROUP SPONSORED ADS Consumer Defensive 2,672.0 $26.0 NEW $0.01 +124559.1%
127 TEX TEREX CORP NEW COM Industrials 353.0 $26.0 NEW $0.07 +83819.0%
128 UNIT UNITI GROUP LLC COM SHS Real Estate 2,288.0 $26.0 NEW $0.01 +86580.0%
129 FBP FIRST BANCORP CORPORATION COM NEW Financial Services 961.0 $25.0 NEW $0.03 +109146.5%
130 UEC URANIUM ENERGY CORP COM Energy 2,345.0 $25.0 NEW $0.01 +108895.6%
131 HRI HERC HLDGS INC COM Industrials 167.0 $24.0 NEW $0.14 +95765.0%
132 FUL FULLER H B CO COM Basic Materials 400.0 $23.0 NEW $0.06 +93656.5%
Page 7 of 7  ·  132 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 11.3%
Communication Services 10.1%
Healthcare 9.6%
Consumer Cyclical 9.3%
Industrials 8.4%
Consumer Defensive 5.7%
Basic Materials 2.1%
Utilities 2.0%
Energy 1.7%