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Portfolio (Quarterly) Guide ↗

Asset Management One Co., Ltd.

· CIK 0001068855
13F Portfolio $39.0B AUM 957 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 77 New 437 Added 328 Reduced 31 Exited
Page 16 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NXT NEXTPOWER INC Technology 53,596.0 $6.4M 0.02% +20K +60.5% $119.14 -27.7%
302 SKT TANGER INC Real Estate 160,745.0 $6.3M 0.02% +2K +1.3% $39.47 -3.2%
303 CDE COEUR MNG INC Basic Materials 383,893.0 $6.3M 0.02% +6K +1.5% $16.32 +28.5%
304 FCPT FOUR CORNERS PPTY TR INC Real Estate 253,034.0 $6.2M 0.02% +30K +13.5% $24.55 +2.8%
305 WLDN WILLDAN GROUP INC Industrials 77,293.0 $6.1M 0.02% +17K +28.5% $79.10 +8.2%
306 VNQI VANGUARD INTL EQUITY INDEX F 134,610.0 $6.0M 0.01% +8K +6.5% $44.85 +1.9%
307 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 114,606.0 $6.0M 0.01% +3K +2.8% $52.65 +28.3%
308 UAL UNITED AIRLS HLDGS INC Industrials 44,266.0 $6.0M 0.01% +887.0 +2.0% $135.99 -16.8%
309 PINNACLE FINL PARTNERS INC 59,477.0 $6.0M 0.01% +5K +10.1% $100.88
310 PNR PENTAIR PLC Industrials 78,168.0 $6.0M 0.01% +2K +2.9% $76.66 -16.0%
311 ANNALY CAPITAL MANAGEMENT IN 261,568.0 $5.8M 0.01% +7K +3.0% $22.36
312 DKS DICKS SPORTING GOODS INC Consumer Cyclical 25,720.0 $5.8M 0.01% +664.0 +2.6% $226.81 -19.2%
313 KRC KILROY REALTY CORP Real Estate 155,524.0 $5.8M 0.01% +8K +5.1% $37.47 -2.4%
314 TEAM ATLASSIAN CORPORATION Technology 74,551.0 $5.8M 0.01% +1K +1.8% $77.79 +120.9%
315 IREN IREN LIMITED Financial Services 124,029.0 $5.7M 0.01% +1K +1.1% $45.73 -8.4%
316 TYL TYLER TECHNOLOGIES INC Technology 19,122.0 $5.6M 0.01% +152.0 +0.8% $292.46 +19.9%
317 IVT INVENTRUST PPTYS CORP Real Estate 156,747.0 $5.5M 0.01% +15K +10.4% $35.40 -7.7%
318 ALLE ALLEGION PLC Industrials 38,755.0 $5.4M 0.01% +3K +7.2% $140.49 +15.5%
319 LEIDOS HOLDINGS INC 51,003.0 $5.3M 0.01% +2K +4.7% $102.97
320 TTMI TTM TECHNOLOGIES INC Technology 27,773.0 $5.2M 0.01% +11K +62.0% $186.99 -40.9%
Page 16 of 22  ·  437 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 36.0%
Financial Services 10.8%
Consumer Cyclical 9.2%
Healthcare 9.1%
Industrials 8.8%
Real Estate 7.6%
Communication Services 7.0%
Consumer Defensive 4.5%
Energy 2.8%
Utilities 2.6%