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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 36 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ITT ITT INC Industrials 10,425.0 $2.0M 0.01% +8K +436.8% $190.53 +3.3%
702 IIPR INNOVATIVE INDL PPTYS INC Real Estate 39,425.0 $2.0M 0.01% $50.16 +18.8%
703 SNAP SNAP INC Communication Services 429,464.0 $2.0M 0.01% $4.60 +1.3%
704 IVZ INVESCO LTD Financial Services 80,287.0 $2.0M 0.01% $24.29 +15.9%
705 ASTE ASTEC INDS INC Industrials 36,161.0 $1.9M 0.01% NEW $53.84 +4.2%
706 XHR XENIA HOTELS & RESORTS INC Real Estate 131,174.0 $1.9M 0.01% $14.83 +35.0%
707 PEB PEBBLEBROOK HOTEL TR Real Estate 152,198.0 $1.9M 0.01% -12K -7.5% $12.63 +50.9%
708 ULS UL SOLUTIONS INC Industrials 22,286.0 $1.9M 0.01% $85.71 +6.6%
709 MEDP MEDPACE HLDGS INC Healthcare 3,960.0 $1.9M 0.01% NEW $480.19 -4.2%
710 QRVO QORVO INC Technology 24,432.0 $1.9M 0.01% +6K +32.2% $77.40 +27.2%
711 BEN FRANKLIN RESOURCES INC Financial Services 79,954.0 $1.9M 0.01% +67K +530.9% $23.62 +39.9%
712 UMH UMH PPTYS INC Real Estate 127,547.0 $1.8M 0.01% +2K +1.3% $14.43 +4.4%
713 EPAM EPAM SYS INC Technology 13,584.0 $1.8M 0.01% +12K +555.0% $135.40 -43.4%
714 SCI SERVICE CORP INTL Consumer Cyclical 21,793.0 $1.8M 0.01% -1K -5.6% $82.38 -11.8%
715 EXEL EXELIXIS INC Healthcare 41,420.0 $1.8M 0.01% +5K +13.6% $42.89 +21.0%
716 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 40,609.0 $1.7M 0.01% +13K +46.8% $43.06 -8.5%
717 CNM CORE & MAIN INC Industrials 35,010.0 $1.7M 0.01% -25K -41.7% $49.40 -1.7%
718 TME TENCENT MUSIC ENTMT GROUP Communication Services 178,297.0 $1.7M 0.01% -327K -64.7% $9.28 -5.9%
719 TTMI TTM TECHNOLOGIES INC Technology 17,146.0 $1.6M 0.01% NEW $96.15 +125.1%
720 MTRN MATERION CORP Basic Materials 11,429.0 $1.6M 0.01% NEW $143.66 +91.4%
Page 36 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%