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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 29 of 48  ·  957 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 AZZ AZZ INC Industrials 41,421.0 $6.4M 0.02% -2K -4.3% $155.05 -8.9%
562 COLD AMERICOLD REALTY TRUST INC Real Estate 408,456.0 $6.4M 0.02% +18K +4.7% $15.72 -3.0%
563 NXT NEXTPOWER INC Technology 53,596.0 $6.4M 0.02% +20K +60.5% $119.14 -27.7%
564 COOPER COS INC 88,501.0 $6.3M 0.02% -22K -20.2% $71.71
565 SKT TANGER INC Real Estate 160,745.0 $6.3M 0.02% +2K +1.3% $39.47 -3.2%
566 BBY BEST BUY INC Consumer Cyclical 82,588.0 $6.3M 0.02% -4K -4.2% $75.88 +13.2%
567 CDE COEUR MNG INC Basic Materials 383,893.0 $6.3M 0.02% +6K +1.5% $16.32 +28.5%
568 FCPT FOUR CORNERS PPTY TR INC Real Estate 253,034.0 $6.2M 0.02% +30K +13.5% $24.55 +2.8%
569 RYANAIR HOLDINGS PLC 95,740.0 $6.2M 0.02% $64.75
570 SATS ECHOSTAR CORP Technology 61,062.0 $6.2M 0.02% -2K -2.9% $101.50 -14.3%
571 DECK DECKERS OUTDOOR CORP Consumer Cyclical 61,808.0 $6.1M 0.02% -7K -10.8% $99.29 -7.7%
572 WLDN WILLDAN GROUP INC Industrials 77,293.0 $6.1M 0.02% +17K +28.5% $79.10 +8.2%
573 SSNC SS&C TECH HLDGS Technology 98,244.0 $6.1M 0.02% -5K -4.7% $62.05 +33.7%
574 BEONE MEDICINES LTD 21,346.0 $6.1M 0.02% $284.97
575 EPR EPR PPTYS Real Estate 104,494.0 $6.1M 0.02% -2K -1.5% $58.01 +4.0%
576 EVEREST GROUP LTD 16,965.0 $6.1M 0.02% $357.23
577 VNQI VANGUARD INTL EQUITY INDEX F 134,610.0 $6.0M 0.01% +8K +6.5% $44.85 +1.9%
578 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 114,606.0 $6.0M 0.01% +3K +2.8% $52.65 +28.3%
579 UAL UNITED AIRLS HLDGS INC Industrials 44,266.0 $6.0M 0.01% +887.0 +2.0% $135.99 -16.8%
580 PINNACLE FINL PARTNERS INC 59,477.0 $6.0M 0.01% +5K +10.1% $100.88
Page 29 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%