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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 16 of 47  ·  939 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MSCI MSCI INC Financial Services 32,395.0 $19.0M 0.05% NEW $585.67 -5.3%
302 CPRT COPART INC Industrials 479,630.0 $18.9M 0.05% NEW $39.49 -22.6%
303 TGT TARGET CORP Consumer Defensive 192,194.0 $18.9M 0.05% NEW $98.10 +43.1%
304 PRU PRUDENTIAL FINL INC Financial Services 163,969.0 $18.6M 0.05% NEW $113.32 -4.5%
305 BKR BAKER HUGHES COMPANY Energy 408,932.0 $18.6M 0.05% NEW $45.38 +24.6%
306 DDOG DATADOG INC Technology 134,166.0 $18.5M 0.05% NEW $137.91 +73.9%
307 LAMR LAMAR ADVERTISING CO NEW Real Estate 145,862.0 $18.4M 0.05% NEW $126.11 +23.8%
308 VWO VANGUARD INTL EQUITY INDEX F 342,812.0 $18.4M 0.05% NEW $53.61 +9.3%
309 WCN WASTE CONNECTIONS INC Industrials 102,877.0 $18.4M 0.05% NEW $178.48 -5.9%
310 ENTERGY CORP NEW 196,279.0 $18.3M 0.05% NEW $93.12
311 KMB KIMBERLY-CLARK CORP Consumer Defensive 179,845.0 $18.2M 0.05% NEW $101.03 +8.3%
312 STT STATE STR CORP Financial Services 137,280.0 $18.1M 0.05% NEW $131.66 +27.7%
313 ACGL ARCH CAP GROUP LTD Financial Services 187,002.0 $18.0M 0.05% NEW $96.38 +1.2%
314 WEC WEC ENERGY GROUP INC Utilities 169,278.0 $17.9M 0.05% NEW $105.73 +12.4%
315 EGP EASTGROUP PPTYS INC Real Estate 98,485.0 $17.8M 0.05% NEW $180.86 +14.6%
316 EMB ISHARES TR 183,381.0 $17.7M 0.05% NEW $96.28 +0.3%
317 A AGILENT TECHNOLOGIES INC Healthcare 127,255.0 $17.5M 0.05% NEW $137.90 -1.4%
318 DXCM DEXCOM INC Healthcare 257,963.0 $17.4M 0.05% NEW $67.46 +4.0%
319 NUE NUCOR CORP Basic Materials 104,220.0 $17.2M 0.05% NEW $165.45 +44.9%
320 CNP CENTERPOINT ENERGY INC Utilities 446,447.0 $17.2M 0.05% NEW $38.42 +17.2%
Page 16 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%