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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 30 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SKT TANGER INC Real Estate 158,637.0 $5.4M 0.02% -2K -1.4% $33.98 +15.2%
582 ANNALY CAPITAL MANAGEMENT IN 254,077.0 $5.4M 0.02% +35K +15.8% $21.15
583 OUTFRONT MEDIA INC 201,557.0 $5.3M 0.02% -3K -1.6% $26.50
584 RDDT REDDIT INC Communication Services 39,666.0 $5.3M 0.02% -532.0 -1.3% $134.65 +29.9%
585 TRU TRANSUNION Industrials 77,090.0 $5.3M 0.02% -5K -5.9% $69.19 -6.6%
586 EPR EPR PPTYS Real Estate 106,077.0 $5.3M 0.02% $49.96 +15.1%
587 FCPT FOUR CORNERS PPTY TR INC Real Estate 222,852.0 $5.3M 0.02% -45K -16.7% $23.65 +3.6%
588 CUZ COUSINS PPTYS INC Real Estate 233,331.0 $5.3M 0.02% $22.57 +25.3%
589 ALLE ALLEGION PLC Industrials 36,163.0 $5.3M 0.01% -3K -6.9% $145.29 -8.1%
590 CSL CARLISLE COS INC Industrials 15,634.0 $5.2M 0.01% -1K -6.8% $333.62 +8.2%
591 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 69,866.0 $5.2M 0.01% +12K +21.5% $73.90 -0.6%
592 SPBO SPDR SERIES TRUST 177,430.0 $5.2M 0.01% -175K -49.7% $29.03 -0.0%
593 SMCI SUPER MICRO COMPUTER INC Technology 225,526.0 $5.1M 0.01% +3K +1.6% $22.77 +34.7%
594 TEAM ATLASSIAN CORPORATION Technology 73,231.0 $5.0M 0.01% $68.25 +21.2%
595 CURB CURBLINE PPTYS CORP Real Estate 193,519.0 $5.0M 0.01% -50K -20.6% $25.79 +15.8%
596 MAS MASCO CORP Industrials 82,524.0 $5.0M 0.01% -3K -3.6% $60.37 +23.2%
597 DKS DICKS SPORTING GOODS INC Consumer Cyclical 25,056.0 $5.0M 0.01% -2K -6.3% $198.29 +17.5%
598 IT GARTNER INC Technology 31,319.0 $5.0M 0.01% -1K -4.2% $158.34 -19.5%
599 RKT ROCKET COS INC Financial Services 346,836.0 $4.9M 0.01% +3K +1.0% $14.25 +1.2%
600 IRT INDEPENDENCE RLTY TR INC Real Estate 329,446.0 $4.9M 0.01% -21K -6.0% $14.89 +6.2%
Page 30 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%