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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 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEF ISHARES TR 5,096.0 $482K 0.00% NEW $94.57 -1.9%
42 XLF SELECT SECTOR SPDR TR 8,846.0 $474K 0.00% NEW $53.61 +7.2%
43 XLP SELECT SECTOR SPDR TR 5,691.0 $473K 0.00% NEW $83.07 +3.5%
44 WT WISDOMTREE INC Financial Services 27,662.0 $469K 0.00% NEW $16.94 +38.8%
45 MUB ISHARES TR 4,340.0 $467K 0.00% NEW $107.62 -2.1%
46 SPTL SPDR SERIES TRUST 17,769.0 $466K 0.00% NEW $26.23 -4.3%
47 NMRK NEWMARK GROUP INC Real Estate 29,816.0 $451K 0.00% NEW $15.11 +7.3%
48 NYT NEW YORK TIMES CO MTN BE Communication Services 6,391.0 $447K 0.00% NEW $69.98 -6.1%
49 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 6,137.0 $428K 0.00% NEW $69.74 -15.6%
50 EWY ISHARES INC 2,100.0 $424K 0.00% NEW $201.90 -11.7%
51 ALLY ALLY FINL INC Financial Services 8,919.0 $410K 0.00% NEW $45.95 -6.6%
52 TDC TERADATA CORP DEL Technology 11,199.0 $388K 0.00% NEW $34.65 -20.1%
53 AUGO AURA MINERALS INC Basic Materials 5,065.0 $319K 0.00% NEW $62.95 +38.6%
54 THC TENET HEALTHCARE CORP Healthcare 1,611.0 $301K 0.00% NEW $187.08 +50.1%
55 XLY SELECT SECTOR SPDR TR 2,378.0 $279K 0.00% NEW $117.28 +0.6%
56 DLB DOLBY LABORATORIES INC Technology 4,319.0 $227K 0.00% NEW $52.58 +24.1%
57 OMF ONEMAIN HLDGS INC Financial Services 3,707.0 $226K 0.00% NEW $60.97 +3.6%
58 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 9,101.0 $226K 0.00% NEW $24.83 -13.4%
59 FCFS FIRSTCASH HOLDINGS INC Financial Services 997.0 $216K 0.00% NEW $216.32 +4.1%
60 JANUS LIVING INC 6,990.0 $201K 0.00% NEW $28.74
Page 3 of 4  ·  77 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%