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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 36 of 47  ·  939 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 IVZ INVESCO LTD Financial Services 80,664.0 $2.2M 0.01% NEW $26.84 -2.5%
702 ELME COMMUNITIES 122,831.0 $2.1M 0.01% NEW $17.47
703 BROWN FORMAN CORP 82,074.0 $2.1M 0.01% NEW $26.11
704 MNDY MONDAY COM LTD Technology 14,703.0 $2.1M 0.01% NEW $145.42 -49.8%
705 SEI SOLARIS ENERGY INFRAS INC Energy 47,282.0 $2.1M 0.01% NEW $44.58 +72.3%
706 NTST NETSTREIT CORP Real Estate 117,576.0 $2.1M 0.01% NEW $17.64 +20.2%
707 GWRE GUIDEWIRE SOFTWARE INC Technology 10,067.0 $2.0M 0.01% NEW $203.57 -40.3%
708 IESC IES HLDGS INC Industrials 5,146.0 $2.0M 0.01% NEW $397.87 +79.7%
709 WIX WIX COM LTD Technology 19,229.0 $2.0M 0.01% NEW $104.96 -58.0%
710 UMH UMH PPTYS INC Real Estate 125,867.0 $2.0M 0.01% NEW $15.99 -3.4%
711 IIPR INNOVATIVE INDL PPTYS INC Real Estate 39,425.0 $2.0M 0.01% NEW $49.85 +26.2%
712 XHR XENIA HOTELS & RESORTS INC Real Estate 131,564.0 $1.9M 0.01% NEW $14.64 +42.1%
713 PEB PEBBLEBROOK HOTEL TR Real Estate 164,448.0 $1.9M 0.01% NEW $11.48 +66.0%
714 RPD RAPID7 INC Technology 122,016.0 $1.9M 0.01% NEW $15.41 -50.6%
715 ULS UL SOLUTIONS INC Industrials 22,286.0 $1.8M 0.01% NEW $80.85 +22.5%
716 SCI SERVICE CORP INTL Consumer Cyclical 23,076.0 $1.8M 0.01% NEW $78.03 -2.9%
717 VRE VERIS RESIDENTIAL INC Real Estate 116,124.0 $1.7M 0.01% NEW $15.01 +26.5%
718 AMG AFFILIATED MANAGERS GROUP IN Financial Services 5,920.0 $1.7M 0.01% NEW $292.08 +17.1%
719 HALO HALOZYME THERAPEUTICS INC Healthcare 24,844.0 $1.7M 0.01% NEW $68.95 +8.7%
720 CSR CENTERSPACE Real Estate 25,146.0 $1.7M 0.01% NEW $67.73 -15.8%
Page 36 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%