Titelia

Holdings of BI Asset Management Fondsmaeglerselskab A/S

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
599 in 12 countries
Top ten
36.9 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Advanced Micro Devices Inc 85,85317.5K $
102Goldman Sachs Group Inc/The 20,27017.1K $
103Cummins Inc 31,43016.9K $
104APA Corp 396,22316.8K $
105American Water Works Co Inc 124,01816.7K $
106FedEx Corp 46,80916.7K $
107Elevance Health Inc 64,75216.6K $
108Bio-Techne Corp 316,51016.5K $
109Constellation Energy Corp. 57,53116.1K $
110American Express Co 52,87616K $
111VICI Properties Inc 576,69515.8K $
112Tenet Healthcare Corp 83,46215.8K $
113Citigroup Inc 137,11615.6K $
114CVS Health Corp 234,85915.4K $
115Chevron Corp 73,87215.3K $
116Brinker International Inc 106,61315.2K $
117Valero Energy Corp 61,40515.2K $
118IDEXX Laboratories Inc 26,76515K $
119Fiserv Inc 265,35814.8K $
120Taiwan Semiconductor Manufacturing Co Ltd 43,32914.6K $
121Incyte Corp 155,24614.6K $
122Waste Management Inc 62,80814.4K $
123Alibaba Group Holding Ltd 114,31114.3K $
124Carlisle Cos Inc 40,86013.6K $
125WW Grainger Inc 12,48513.6K $
126Honeywell International Inc 59,19613.4K $
127ServiceNow Inc 127,91413.4K $
128Bank of New York Mellon Corp/The 108,15212.8K $
129PNC Financial Services Group Inc/The 59,96912.5K $
130Duke Energy Corp 92,86112.2K $
131Urban Outfitters Inc 189,93312K $
132Deckers Outdoor Corp 116,94411.7K $
133Otis Worldwide Corp 171,20311.7K $
134EOG Resources Inc 80,32511.6K $
135Fox Corp 195,56611.4K $
136Pfizer Inc 406,47711.4K $
137Parker-Hannifin Corp 12,73811.4K $
138Charter Communications, Inc. 52,49711.3K $
139Howmet Aerospace Inc 49,15911.3K $
140American Electric Power Co Inc 86,00211.3K $
141Exelon Corp 229,25211.2K $
142Baker Hughes Co 182,99611.2K $
143Rollins Inc 208,22111.1K $
144Cboe Global Markets Inc 39,47111.1K $
145Teradata Corp 422,15310.8K $
146Westinghouse Air Brake Technologies Corp 42,02910.5K $
147Lumentum Holdings Inc 14,94010.5K $
148Target Corp 86,33310.5K $
149Realty Income Corp 170,58410.4K $
150Intel Corp 233,24810.3K $
151HDFC Bank Ltd 411,92810.2K $
152AECOM 120,38810.2K $
153Fair Isaac Corp 9,44510.1K $
154CF Industries Holdings Inc 77,61310.1K $
155Curtiss-Wright Corp 14,69610K $
156Cal-Maine Foods Inc 125,3469.9K $
157Cognizant Technology Solutions Corp. 161,5959.9K $
158Marriott International Inc/MD 29,7549.7K $
159Devon Energy Corp 193,0529.7K $
160General Motors Co 129,6369.7K $
161Southern Copper Corp 56,0279.6K $
162Halozyme Therapeutics Inc 148,7529.6K $
163Abercrombie & Fitch Co 104,9369.6K $
164AMETEK Inc 44,1769.5K $
165Walt Disney Co/The 97,2309.4K $
166Cigna Group/The 35,1189.4K $
167Fox Corp 175,6779.3K $
168RELX PLC 278,4889.2K $
169McKesson Corp 10,5569.1K $
170Boyd Gaming Corp 108,9849K $
171Williams Cos Inc/The 122,9889K $
172New York Times Co/The 106,7378.9K $
173Cintas Corp 51,6838.7K $
174Ameren Corp 79,4208.7K $
175Texas Instruments Inc 44,8388.7K $
176McDonald's Corp. 27,8238.6K $
177Antero Midstream Corp 373,8388.5K $
178Motorola Solutions Inc 19,5828.5K $
179Atmos Energy Corp 45,3398.4K $
180Laureate Education Inc 238,6498.3K $
181Nextpower Inc 68,2948.2K $
182Simon Property Group Inc 43,9928.2K $
183Federated Hermes Inc 144,6718.2K $
184Deere & Co 14,4188.1K $
185CareTrust REIT Inc 219,4968K $
186Clorox Co/The 76,2327.9K $
187Alliant Energy Corp 109,6967.9K $
188Charles Schwab Corp/The 82,7757.8K $
189Woodward Inc 21,0377.5K $
190Analog Devices Inc 23,5277.5K $
191Mueller Industries Inc 67,2327.4K $
192Chewy Inc 275,6127.4K $
193Darden Restaurants Inc 37,8017.4K $
194Abbott Laboratories 70,8057.3K $
195Corning Inc 53,2047.2K $
196Royal Gold Inc 28,1737.2K $
197Leidos Holdings Inc 45,9187.1K $
198Booking Holdings Inc 1,6767.1K $
199Encompass Health Corp 72,6757K $
200Equinix Inc 7,0696.9K $

Download this table: CSV, JSON

Sector breakdown

  • Technology 33.3 %
  • Financials 11.8 %
  • Communication 11.0 %
  • Health care 10.4 %
  • Consumer discretionary 8.0 %
  • Industrials 6.2 %
  • Consumer staples 5.7 %
  • Utilities 2.2 %
  • Materials 1.8 %
  • Energy 1.6 %
  • Real estate 0.9 %
  • Unattributed 7.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 98.3 %
  • Cayman Islands 0.6 %
  • United Kingdom 0.5 %
  • Taiwan 0.2 %
  • India 0.1 %
  • South Africa 0.1 %
  • Brazil 0.1 %
  • Mexico 0.0 %
  • Spain 0.0 %
  • China 0.0 %
  • Chile 0.0 %
  • Israel 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States5829.3M $98.28 %
2Cayman Islands360.5K $0.64 %
3United Kingdom451.9K $0.55 %
4Taiwan114.6K $0.15 %
5India213.2K $0.14 %
6South Africa16.2K $0.06 %
7Brazil15.9K $0.06 %
8Mexico12.9K $0.03 %
9Spain12.5K $0.03 %
10China12.1K $0.02 %
11Chile11.9K $0.02 %
12Israel11.1K $0.01 %
Cite this page

Titelia. "Holdings of BI Asset Management Fondsmaeglerselskab A/S". https://titelia.com/en/funds/US13F1778131