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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 22 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LNT ALLIANT ENERGY CORP Utilities 156,162.0 $11.2M 0.03% -2K -1.2% $71.76 +1.7%
422 HUBB HUBBELL INC Industrials 22,702.0 $11.1M 0.03% -440.0 -1.9% $490.74 +6.7%
423 EXPAND ENERGY CORPORATION 100,536.0 $11.0M 0.03% +3K +2.9% $109.78
424 ES EVERSOURCE ENERGY Utilities 158,585.0 $11.0M 0.03% -3K -1.6% $69.28 +0.4%
425 VEEV VEEVA SYS INC Healthcare 62,382.0 $11.0M 0.03% -5K -7.9% $175.66 -12.7%
426 CFG CITIZENS FINL GROUP INC Financial Services 182,589.0 $10.9M 0.03% +6K +3.7% $59.97 +11.9%
427 NTRS NORTHERN TR CORP Financial Services 77,955.0 $10.9M 0.03% -4K -4.3% $139.57 +23.3%
428 HOLOGIC INC 143,081.0 $10.8M 0.03% -5K -3.3% $75.59
429 VNQ VANGUARD INDEX FDS 121,180.0 $10.7M 0.03% +3K +2.4% $88.70 +7.7%
430 ON ON SEMICONDUCTOR CORP Technology 173,501.0 $10.7M 0.03% $61.92 +96.4%
431 BUNGE GLOBAL SA 84,387.0 $10.7M 0.03% +553.0 +0.7% $127.20
432 DRI DARDEN RESTAURANTS INC Consumer Cyclical 54,746.0 $10.7M 0.03% +1K +2.5% $196.04 +8.9%
433 NTAP NETAPP INC Technology 104,678.0 $10.7M 0.03% +11K +12.1% $102.39 +56.0%
434 EXPD EXPEDITORS INTL WASH INC Industrials 74,597.0 $10.7M 0.03% -1K -1.6% $143.23 +12.6%
435 CW CURTISS WRIGHT CORP Industrials 15,685.0 $10.7M 0.03% NEW $681.12 +13.3%
436 STLD STEEL DYNAMICS INC Basic Materials 58,915.0 $10.6M 0.03% +1K +2.2% $180.00 +38.8%
437 VLTO VERALTO CORP Industrials 119,761.0 $10.6M 0.03% -4K -3.0% $88.42 -5.0%
438 REXR REXFORD INDL RLTY INC Real Estate 317,127.0 $10.4M 0.03% -11K -3.4% $32.73 +1.2%
439 FIS FIDELITY NATL INFORMATION SV Technology 220,293.0 $10.3M 0.03% -8K -3.3% $46.91 -18.5%
440 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 222,240.0 $10.3M 0.03% -60K -21.3% $46.42 +9.9%
Page 22 of 46  ·  911 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%