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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 14 of 48  ·  957 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 307,416.0 $24.9M 0.06% +15K +5.1% $81.16 -10.5%
262 BKR BAKER HUGHES COMPANY Energy 448,248.0 $24.9M 0.06% +32K +7.8% $55.50 +12.3%
263 AME AMETEK INC Industrials 102,749.0 $24.9M 0.06% $241.94 -1.0%
264 TDY TELEDYNE TECHNOLOGIES INC Technology 37,257.0 $24.8M 0.06% -16K -29.6% $666.90 -4.6%
265 AFL AFLAC INC Financial Services 211,712.0 $24.8M 0.06% -8K -3.5% $117.25 -1.0%
266 XEL XCEL ENERGY INC Utilities 307,771.0 $24.7M 0.06% -2K -0.7% $80.30 -5.0%
267 HST HOST HOTELS & RESORTS INC Real Estate 1,039,472.0 $24.6M 0.06% +14K +1.4% $23.71 -2.1%
268 EA ELECTRONIC ARTS INC Communication Services 119,861.0 $24.6M 0.06% -957.0 -0.8% $205.04 +2.3%
269 GLPI GAMING & LEISURE P Real Estate 551,648.0 $24.6M 0.06% +4K +0.8% $44.53 -2.2%
270 OKE ONEOK INC NEW Energy 280,805.0 $24.4M 0.06% +5K +1.7% $86.94 +7.3%
271 TRGP TARGA RES CORP Energy 90,222.0 $24.2M 0.06% -487.0 -0.5% $268.14 +11.5%
272 EIX EDISON INTL Utilities 322,729.0 $24.0M 0.06% +123K +61.5% $74.45 -3.8%
273 YUM YUM BRANDS INC Consumer Cyclical 149,670.0 $23.9M 0.06% $159.86 -4.3%
274 LQD ISHARES TR 218,810.0 $23.9M 0.06% +20K +10.2% $109.07 -2.9%
275 EW EDWARDS LIFESCIENCES CORP Healthcare 263,265.0 $23.8M 0.06% -4K -1.6% $90.46 -0.7%
276 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 271,904.0 $23.7M 0.06% +33K +13.7% $87.04 +7.8%
277 NUE NUCOR CORP Basic Materials 102,811.0 $22.9M 0.06% +11K +11.5% $222.75 +9.4%
278 OHI OMEGA HEALTHCARE INVS INC Real Estate 475,773.0 $22.7M 0.06% +10K +2.0% $47.68 -2.2%
279 AZO AUTOZONE INC Consumer Cyclical 7,090.0 $22.7M 0.06% +186.0 +2.7% $3195.94 -7.4%
280 MCHP MICROCHIP TECHNOLOGY INC. Technology 248,341.0 $22.6M 0.06% +24K +10.9% $91.20 -16.6%
Page 14 of 48  ·  957 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%