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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 18 of 47  ·  939 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CBOE CBOE GLOBAL MKTS INC Financial Services 62,294.0 $16.0M 0.04% NEW $256.05 -5.4%
342 SHOP SHOPIFY INC Technology 94,949.0 $15.9M 0.04% NEW $167.88 -30.4%
343 LNG CHENIERE ENERGY INC Energy 82,749.0 $15.9M 0.04% NEW $192.63 +25.4%
344 FISV FISERV INC Technology 236,494.0 $15.9M 0.04% NEW $67.28 -26.5%
345 SYF SYNCHRONY FINANCIAL Financial Services 187,220.0 $15.9M 0.04% NEW $84.74 -7.2%
346 MSTR STRATEGY INC Technology 101,951.0 $15.8M 0.04% NEW $155.33 -47.0%
347 RMD RESMED INC Healthcare 65,112.0 $15.8M 0.04% NEW $242.82 -17.5%
348 CLH CLEAN HARBORS INC Industrials 65,740.0 $15.8M 0.04% NEW $240.15 +25.6%
349 HSY HERSHEY CO Consumer Defensive 87,055.0 $15.7M 0.04% NEW $180.78 -0.9%
350 AWK AMERICAN WTR WKS CO INC NEW Utilities 120,104.0 $15.7M 0.04% NEW $130.95 +1.3%
351 ARES ARES MANAGEMENT CORPORATION Financial Services 91,574.0 $15.5M 0.04% NEW $168.93 -35.4%
352 SYY SYSCO CORP Consumer Defensive 207,181.0 $15.4M 0.04% NEW $74.45 +11.2%
353 OKTA OKTA INC Technology 174,785.0 $15.4M 0.04% NEW $88.07 +41.1%
354 FIS FIDELITY NATL INFORMATION SV Technology 227,879.0 $15.4M 0.04% NEW $67.43 -42.8%
355 CTRE CARETRUST REIT INC Real Estate 413,024.0 $15.3M 0.04% NEW $37.07 +10.1%
356 ADC AGREE RLTY CORP Real Estate 210,099.0 $15.2M 0.04% NEW $72.56 +6.2%
357 VEEV VEEVA SYS INC Healthcare 67,750.0 $15.2M 0.04% NEW $224.99 -23.8%
358 PPL PPL CORP Utilities 430,238.0 $15.2M 0.04% NEW $35.22 +5.1%
359 GEN GEN DIGITAL INC Technology 547,480.0 $15.1M 0.04% NEW $27.58 -11.3%
360 DTE DTE ENERGY CO Utilities 115,774.0 $15.0M 0.04% NEW $129.63 +19.1%
Page 18 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%