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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 18 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SPBO SPDR SERIES TRUST 177,430.0 $5.2M 0.01% -175K -49.7% $29.03 -0.0%
342 CURB CURBLINE PPTYS CORP Real Estate 193,519.0 $5.0M 0.01% -50K -20.6% $25.79 +15.8%
343 MAS MASCO CORP Industrials 82,524.0 $5.0M 0.01% -3K -3.6% $60.37 +23.2%
344 DKS DICKS SPORTING GOODS INC Consumer Cyclical 25,056.0 $5.0M 0.01% -2K -6.3% $198.29 +17.5%
345 IT GARTNER INC Technology 31,319.0 $5.0M 0.01% -1K -4.2% $158.34 -19.5%
346 IRT INDEPENDENCE RLTY TR INC Real Estate 329,446.0 $4.9M 0.01% -21K -6.0% $14.89 +6.2%
347 RPM RPM INTL INC Basic Materials 48,889.0 $4.9M 0.01% -2K -4.4% $99.40 +8.7%
348 SANDISK CORP 7,581.0 $4.8M 0.01% -3K -29.8% $635.34
349 IVW ISHARES TR 42,400.0 $4.8M 0.01% -37K -46.3% $113.11 +22.0%
350 JKHY HENRY JACK & ASSOC INC Technology 30,266.0 $4.8M 0.01% -305.0 -1.0% $158.04 -20.1%
351 GGG GRACO INC Industrials 56,497.0 $4.8M 0.01% -9K -14.4% $84.65 -10.2%
352 TCOM TRIP COM GROUP LTD Consumer Cyclical 95,215.0 $4.7M 0.01% -47K -32.9% $49.79 -9.4%
353 GDDY GODADDY INC Technology 56,848.0 $4.7M 0.01% -5K -7.8% $82.67 -6.8%
354 WWD WOODWARD INC Industrials 13,078.0 $4.7M 0.01% -2K -15.6% $355.66 +20.9%
355 DPZ DOMINOS PIZZA INC Consumer Cyclical 12,848.0 $4.6M 0.01% -110.0 -0.8% $358.79 -12.9%
356 WLDN WILLDAN GROUP INC Industrials 60,130.0 $4.6M 0.01% -20K -24.8% $76.50 +16.3%
357 COLD AMERICOLD REALTY TRUST INC Real Estate 390,229.0 $4.5M 0.01% -9K -2.1% $11.46 +22.8%
358 REET ISHARES TR 177,000.0 $4.5M 0.01% -116K -39.6% $25.15 +7.6%
359 IVT INVENTRUST PPTYS CORP Real Estate 142,036.0 $4.3M 0.01% -24K -14.5% $30.46 +12.7%
360 KRC KILROY REALTY CORP Real Estate 147,951.0 $4.2M 0.01% -5K -3.4% $28.21 +30.5%
Page 18 of 26  ·  504 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 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%