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Portfolio (Quarterly) Guide ↗

Asset Management One Co., Ltd.

· CIK 0001068855
13F Portfolio $36.0B AUM 939 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 939 New
Page 30 of 47  ·  939 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 XLK SELECT SECTOR SPDR TR 41,600.0 $6.1M 0.02% NEW $145.87 +24.0%
582 IEX IDEX CORP Industrials 33,479.0 $6.0M 0.02% NEW $179.99 +26.2%
583 QLYS QUALYS INC Technology 43,873.0 $6.0M 0.02% NEW $137.34 -10.2%
584 AVY AVERY DENNISON CORP Industrials 32,977.0 $6.0M 0.02% NEW $182.64 -9.2%
585 EVEREST GROUP LTD 17,487.0 $5.9M 0.02% NEW $340.02
586 DKNG DRAFTKINGS INC NEW Consumer Cyclical 171,874.0 $5.9M 0.02% NEW $34.54 -25.6%
587 DAL DELTA AIR LINES INC DEL Industrials 84,439.0 $5.9M 0.02% NEW $69.53 +33.1%
588 EQH EQUITABLE HLDGS INC Financial Services 120,768.0 $5.8M 0.02% NEW $48.36 -9.0%
589 CDP COPT DEFENSE PROPERTIES Real Estate 206,267.0 $5.8M 0.02% NEW $28.29 +28.4%
590 KRC KILROY RLTY CORP Real Estate 153,198.0 $5.8M 0.02% NEW $37.88 +0.4%
591 RYANAIR HOLDINGS PLC 78,475.0 $5.7M 0.02% NEW $72.73
592 JKHY HENRY JACK & ASSOC INC Technology 30,571.0 $5.7M 0.02% NEW $186.34 -27.6%
593 CURB CURBLINE PPTYS CORP Real Estate 243,863.0 $5.7M 0.02% NEW $23.26 +36.1%
594 AZZ AZZ INC Industrials 51,421.0 $5.6M 0.02% NEW $109.62 +42.9%
595 NICE NICE LTD Technology 49,738.0 $5.6M 0.02% NEW $113.05 -18.6%
596 VNQI VANGUARD INTL EQUITY INDEX F 120,740.0 $5.6M 0.01% NEW $46.01 -1.7%
597 BBY BEST BUY INC Consumer Cyclical 81,859.0 $5.6M 0.01% NEW $67.83 +14.6%
598 MAS MASCO CORP Industrials 85,641.0 $5.5M 0.01% NEW $64.58 +23.8%
599 GGG GRACO INC Industrials 65,976.0 $5.5M 0.01% NEW $83.24 -8.2%
600 CSL CARLISLE COS INC Industrials 16,766.0 $5.5M 0.01% NEW $326.76 +18.9%
Page 30 of 47  ·  939 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 32.2%
Financial Services 12.4%
Communication Services 10.0%
Consumer Cyclical 10.0%
Healthcare 9.5%
Industrials 7.8%
Real Estate 7.3%
Consumer Defensive 4.6%
Utilities 2.4%
Energy 2.4%