Bi Asset Management Fondsmaeglerselskab A/S Portfolio Stock Holdings

Bi Asset Management Fondsmaeglerselskab A/S disclosed 612 stock positions valued at approximately $9.6 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION COM E, ALPHABET INC CAP STK CL A E, and APPLE INC COM E. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.

Report Period
March 31, 2026
No. of Stocks
612
Portfolio Value
$9.6M
Holdings by Sector
Bi Asset Management Fondsmaeglerselskab A/S Portfolio Holdings in Q1 2026

607 holdings in the latest reporting period.

Page 1 of 7
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATION COM ENVDATechnology8.91%4,945,120+204,455+4.31%$851,085
ALPHABET INC CAP STK CL A EGOOGLCommunication Services5.88%1,982,882-99,811-4.79%$561,525
APPLE INC COM EAAPLTechnology5.48%2,086,741-213,037-9.26%$522,932
MICROSOFT CORP COM EMSFTTechnology4.37%1,150,525-249,315-17.81%$417,304
BROADCOM INC COM EAVGOTechnology2.76%865,272-41,928-4.62%$263,545
META PLATFORMS INC CL A EMETACommunication Services2.11%355,175-95,976-21.27%$201,772
AMAZON COM INC COM EAMZNConsumer Cyclical1.99%947,714-571,229-37.61%$189,919
MASTERCARD INCORPORATED CL A EMAFinancial Services1.93%368,510+58,235+18.77%$184,130
JPMORGAN CHASE & CO COM EJPMFinancial Services1.67%547,582-163,352-22.98%$159,543
VISA INC COM CL A EVFinancial Services1.53%496,635+14,611+3.03%$146,017
APPLIED MATLS INC COM EAMATTechnology1.52%426,009-9,829-2.26%$145,606
KLA CORP COM NEW EKLACTechnology1.43%92,704+487+0.53%$136,498
MERCK & CO INC COM EMRKHealthcare1.41%1,127,730-229,569-16.91%$134,561
ELI LILLY & CO COM ELLYHealthcare1.33%138,313-34,210-19.83%$127,216
COSTCO WHOLESALE CORPORATION COM ECOSTConsumer Defensive1.25%120,219+19,952+19.90%$119,790
COCA COLA CO COM EKOConsumer Defensive1.19%1,489,932+242,766+19.47%$113,180
CISCO SYS INC COM ECSCOTechnology1.10%1,386,937+177,509+14.68%$105,474
ABBVIE INC COM EABBVHealthcare1.02%450,556+163,535+56.98%$97,815
JOHNSON & JOHNSON COM EJNJHealthcare1.01%396,163-56,423-12.47%$96,666
TJX COS INC NEW COM ETJXConsumer Cyclical0.98%587,033+306+0.05%$93,749
NEWMONT CORP COM ENEMBasic Materials0.98%862,311-161,273-15.76%$93,345
VERIZON COMMUNICATIONS INC COM EVZCommunication Services0.90%1,712,762+339,485+24.72%$85,869
INTERNATIONAL BUSINESS MACHS COM EIBMTechnology0.75%296,975+72,841+32.50%$71,984
EMCOR GROUP INC COM EEMEIndustrials0.75%97,469-29,173-23.04%$71,962
CATERPILLAR INC COM ECATIndustrials0.71%95,639+10,756+12.67%$67,756
MICRON TECHNOLOGY INC COM EMUTechnology0.69%195,076-70,979-26.68%$65,904
WALMART INC COM EWMTConsumer Defensive0.69%527,094-454,777-46.32%$65,502
MERCADOLIBRE INC COM EMELIConsumer Cyclical0.66%36,481-892-2.39%$63,076
ARISTA NETWORKS INC COM SHS EANETOther0.62%479,219-127,261-20.98%$58,839
NEXTERA ENERGY INC COM ENEEUtilities0.60%663,864-88,411-11.75%$57,737
PEPSICO INC COM EPEPConsumer Defensive0.57%350,659+39,727+12.78%$54,454
PROGRESSIVE CORP COM EPGRFinancial Services0.53%255,782-1,167-0.45%$50,706
TRACTOR SUPPLY CO COM ETSCOConsumer Cyclical0.53%1,121,710-156,582-12.25%$50,670
AMERIPRISE FINL INC COM EAMPFinancial Services0.52%112,718+10,824+10.62%$50,092
TESLA INC COM ETSLAConsumer Cyclical0.52%132,723-107,395-44.73%$49,340
BERKSHIRE HATHAWAY INC DEL CL B NEW EBRK-BFinancial Services0.51%101,072-11,481-10.20%$48,434
EBAY INC. COM EEBAYConsumer Cyclical0.50%526,997-120,917-18.66%$47,967
HOME DEPOT INC COM EHDConsumer Cyclical0.48%150,670+61,514+69.00%$46,251
ROSS STORES INC COM EROSTConsumer Cyclical0.47%206,074+102,170+98.33%$44,642
PROCTER & GAMBLE CO COM EPGConsumer Defensive0.45%311,545-335,108-51.82%$42,853
GILEAD SCIENCES INC COM EGILDHealthcare0.45%306,156-147,311-32.49%$42,669
COLGATE PALMOLIVE CO COM ECLConsumer Defensive0.44%498,386+76,902+18.25%$42,477
ADOBE INC COM EADBETechnology0.43%170,659+18,046+11.82%$41,484
COMFORT SYS USA INC COM EFIXIndustrials0.43%29,944+19,440+185.07%$41,292
ZOETIS INC CL A EZTSHealthcare0.43%349,105+76,925+28.26%$41,268
EXXON MOBIL CORP COM EXOMEnergy0.43%249,331+9,709+4.05%$40,830
ALLSTATE CORP COM EALLFinancial Services0.43%196,683-17,797-8.30%$40,780
NETEASE COM INC SPONSORED ADS ENTESCommunication Services0.40%340,241+372+0.11%$38,087
HARTFORD INSURANCE GROUP INC COM EHIGFinancial Services0.40%280,654-33,752-10.74%$37,953
AT&T INC COM ETCommunication Services0.39%1,296,319+635,978+96.31%$37,580
AMPHENOL CORP CL A EAPHTechnology0.39%296,328+106,521+56.12%$37,441
XYLEM INC COM EXYLIndustrials0.36%310,469+40,365+14.94%$34,550
MOODYS CORP COM EMCOFinancial Services0.36%79,076+6,033+8.26%$34,497
BRISTOL-MYERS SQUIBB CO COM EBMYHealthcare0.36%567,380+372,897+191.74%$34,412
HCA HEALTHCARE INC COM EHCAHealthcare0.36%71,998-18,379-20.34%$34,072
TRAVELERS COMPANIES INC COM ETRVFinancial Services0.36%120,385-9,402-7.24%$34,054
GSK PLC SPONSORED ADR EGSKHealthcare0.35%605,665-248,666-29.11%$33,427
NETFLIX INC. COM ENFLXCommunication Services0.34%340,190-38,371-10.14%$32,709
INTUITIVE SURGICAL INC COM NEW EISRGHealthcare0.30%62,795+5,992+10.55%$28,948
WESTERN DIGITAL CORP COM EWDCTechnology0.30%106,598-156,410-59.47%$28,834
THERMO FISHER SCIENTIFIC INC COM ETMOHealthcare0.29%63,614-47,689-42.85%$27,819
APPLOVIN CORP COM CL A EAPPTechnology0.29%69,441+17,942+34.84%$27,638
SYSCO CORP COM ESYYConsumer Defensive0.29%384,452-39,258-9.27%$27,423
UNITEDHEALTH GROUP INC COM EUNHHealthcare0.28%103,385-12,639-10.89%$26,555
BANK AMERICA CORP COM EBACFinancial Services0.27%523,215-166,252-24.11%$25,507
CARDINAL HEALTH INC COM ECAHHealthcare0.27%120,252-28,541-19.18%$25,410
AUTODESK INC COM EADSKTechnology0.26%104,418-32,823-23.92%$24,998
MEDPACE HLDGS INC COM EMEDPHealthcare0.26%51,598+36,731+247.06%$24,777
ACCENTURE PLC IRELAND SHS CLASS A EACNTechnology0.26%123,948+96,229+347.16%$24,578
S&P GLOBAL INC COM ESPGIFinancial Services0.26%64,025-5,606-8.05%$24,464
NETAPP INC COM ENTAPTechnology0.26%238,394-20,196-7.81%$24,409
AMGEN INC COM EAMGNHealthcare0.25%68,759-7,732-10.11%$24,193
GE VERNOVA INC COM EGEVUtilities0.25%27,494+12,283+80.75%$24,000
STEEL DYNAMICS INC COM ESTLDBasic Materials0.25%133,085+7,718+6.16%$23,955
CREDICORP LTD COM EBAPOther0.25%69,673+20,995+43.13%$23,632
MONSTER BEVERAGE CORP NEW COM EMNSTConsumer Defensive0.25%324,591+88,893+37.71%$23,520
COMCAST CORP NEW CL A ECMCSACommunication Services0.24%793,280+310,551+64.33%$22,775
VERTEX PHARMACEUTICALS INC COM EVRTXHealthcare0.23%49,531+39,005+370.56%$22,118
AUTOMATIC DATA PROCESSING IN COM EADPTechnology0.23%108,285+11,062+11.38%$22,001
TAPESTRY INC COM ETPRConsumer Cyclical0.23%154,652+94,106+155.43%$21,823
PDD HOLDINGS INC SPONSORED ADS EPDDConsumer Cyclical0.23%211,209-9,900-4.48%$21,581
CONOCOPHILLIPS COM ECOPEnergy0.22%161,954+53,415+49.21%$21,378
ILLINOIS TOOL WKS INC COM EITWIndustrials0.22%80,395-14,837-15.58%$20,926
CME GROUP INC COM ECMEFinancial Services0.22%70,023+33,260+90.47%$20,681
HENRY JACK & ASSOC INC COM EJKHYTechnology0.22%130,452+125,735+2665.57%$20,617
FORTINET INC COM EFTNTTechnology0.22%251,840-81,467-24.44%$20,580
SALESFORCE INC COM ECRMTechnology0.21%107,676-33,060-23.49%$20,100
CENCORA INC COM ECORHealthcare0.21%63,926+20,374+46.78%$20,082
AMERICAN TOWER CORP COM EAMTReal Estate0.21%132,933-47,799-26.45%$20,038
QUALCOMM INC COM EQCOMTechnology0.21%154,469-103,392-40.10%$19,893
SERVICE CORP INTL COM ESCIConsumer Cyclical0.21%280,821-75,495-21.19%$19,696
AVERY DENNISON CORP COM EAVYConsumer Cyclical0.21%131,098-25,555-16.31%$19,674
ULTA BEAUTY INC COM EULTAConsumer Cyclical0.20%36,745-2,164-5.56%$19,207
ORACLE CORP COM EORCLTechnology0.20%130,421-87,458-40.14%$19,186
MORGAN STANLEY COM NEW EMSFinancial Services0.20%115,590+15,973+16.03%$19,023
HERSHEY CO COM EHSYConsumer Defensive0.20%91,040-15,609-14.64%$18,926
SYNOPSYS INC COM ESNPSTechnology0.20%47,661-1,191-2.44%$18,897
WELLS FARGO & CO COM EWFCFinancial Services0.20%236,714-239,692-50.31%$18,845
HUBBELL INC COM EHUBBIndustrials0.20%43,751+7,809+21.73%$18,776
DAVITA INC COM EDVAHealthcare0.20%121,751+35,751+41.57%$18,712