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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 30 of 48  ·  957 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PNR PENTAIR PLC Industrials 78,168.0 $6.0M 0.01% +2K +2.9% $76.66 -16.0%
582 ANNALY CAPITAL MANAGEMENT IN 261,568.0 $5.8M 0.01% +7K +3.0% $22.36
583 DKS DICKS SPORTING GOODS INC Consumer Cyclical 25,720.0 $5.8M 0.01% +664.0 +2.6% $226.81 -19.2%
584 KRC KILROY REALTY CORP Real Estate 155,524.0 $5.8M 0.01% +8K +5.1% $37.47 -2.4%
585 MKC MCCORMICK & CO INC Consumer Defensive 115,191.0 $5.8M 0.01% -36K -23.6% $50.42 +9.9%
586 TEAM ATLASSIAN CORPORATION Technology 74,551.0 $5.8M 0.01% +1K +1.8% $77.79 +120.9%
587 APLE APPLE HOSPITALITY REIT INC Real Estate 343,488.0 $5.8M 0.01% -18K -5.1% $16.81 -0.8%
588 LVS LAS VEGAS SANDS CORP Consumer Cyclical 123,165.0 $5.7M 0.01% -2K -1.9% $46.19 +1.8%
589 IREN IREN LIMITED Financial Services 124,029.0 $5.7M 0.01% +1K +1.1% $45.73 -8.4%
590 TYL TYLER TECHNOLOGIES INC Technology 19,122.0 $5.6M 0.01% +152.0 +0.8% $292.46 +19.9%
591 CURB CURBLINE PPTYS CORP Real Estate 183,800.0 $5.6M 0.01% -10K -5.0% $30.40 -3.3%
592 CSL CARLISLE COS INC Industrials 15,313.0 $5.6M 0.01% -321.0 -2.0% $362.75 +1.4%
593 IVT INVENTRUST PPTYS CORP Real Estate 156,747.0 $5.5M 0.01% +15K +10.4% $35.40 -7.7%
594 MDLN MEDLINE INC Healthcare 139,262.0 $5.5M 0.01% NEW $39.44 -13.1%
595 RKT ROCKET COS INC Financial Services 346,501.0 $5.5M 0.01% $15.75 -11.6%
596 IRT INDEPENDENCE RLTY TR INC Real Estate 326,982.0 $5.5M 0.01% -2K -0.8% $16.69 -0.6%
597 FLUTTER ENTMT PLC 53,360.0 $5.5M 0.01% -9K -14.9% $102.17
598 ALLE ALLEGION PLC Industrials 38,755.0 $5.4M 0.01% +3K +7.2% $140.49 +15.5%
599 APTIV PLC 88,340.0 $5.4M 0.01% -5K -5.0% $61.38
600 BLBD BLUE BIRD CORP Consumer Cyclical 68,582.0 $5.4M 0.01% $78.96 -21.6%
Page 30 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%