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Portfolio (Quarterly) Guide ↗

Asset Management One Co., Ltd.

· CIK 0001068855
13F Portfolio $33.9B AUM 911 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 240 Added 504 Reduced 65 Exited
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 CHEF CHEFS WHSE INC Consumer Defensive 1,201 $76K SOLD
62 SIRI SIRIUSXM HOLDINGS INC Communication Services 3,600 $73K SOLD
63 ASTRAZENECA PLC 117 $11K SOLD
64 POTLATCHDELTIC CORPORATION 241 $10K SOLD
65 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 58 $3K SOLD
Page 4 of 4  ·  65 positions
Sector Allocation
Technology 30.5%
Financial Services 11.3%
Communication Services 9.7%
Consumer Cyclical 9.5%
Healthcare 9.4%
Industrials 8.7%
Real Estate 7.7%
Consumer Defensive 5.2%
Energy 3.6%
Utilities 2.8%