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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 38 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 XP XP INC Financial Services 59,935.0 $1.1M 0.00% +3K +6.0% $19.04 -19.6%
742 INGR INGREDION INC Consumer Defensive 10,010.0 $1.1M 0.00% -299.0 -2.9% $112.66 -13.1%
743 JBS N.V. 62,576.0 $1.1M 0.00% $17.96
744 ESRT EMPIRE ST RLTY TR INC Real Estate 204,967.0 $1.1M 0.00% +9K +4.5% $5.20 +0.8%
745 WSR WHITESTONE REIT Real Estate 65,025.0 $1.1M 0.00% $16.15 +17.3%
746 MIR MIRION TECHNOLOGIES INC Industrials 55,723.0 $1.0M 0.00% NEW $18.41 +1.1%
747 TIGR UP FINTECH HLDG LTD Financial Services 159,771.0 $1.0M 0.00% +99K +164.4% $6.30 -25.2%
748 MNDY MONDAY COM LTD Technology 14,530.0 $1.0M 0.00% -173.0 -1.2% $69.11 +3.5%
749 PKST PEAKSTONE REALTY TRUST Real Estate 45,361.0 $948K 0.00% -1K -2.4% $20.89 +0.5%
750 ALB ALBEMARLE CORP Basic Materials 5,067.0 $910K 0.00% -249.0 -4.7% $179.53 -10.7%
751 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 24,599.0 $887K 0.00% +1K +5.0% $36.04 -9.6%
752 ASCENDIS PHARMA A/S 3,805.0 $870K 0.00% NEW $228.73
753 XLU SELECT SECTOR SPDR TR 18,950.0 $870K 0.00% NEW $45.89 -2.5%
754 MRNA MODERNA INC Healthcare 16,728.0 $850K 0.00% -1K -6.1% $50.80 +25.9%
755 ROKU ROKU INC Communication Services 8,900.0 $842K 0.00% -24K -72.8% $94.62 +45.9%
756 CBL CBL & ASSOC PPTYS INC Real Estate 21,908.0 $842K 0.00% $38.43 +23.3%
757 EIDO ISHARES TR 52,910.0 $835K 0.00% NEW $15.79 -21.3%
758 BZ KANZHUN LIMITED Industrials 61,954.0 $830K 0.00% $13.39 +2.3%
759 CALM CAL MAINE FOODS INC Consumer Defensive 10,439.0 $826K 0.00% -320.0 -3.0% $79.15 -1.8%
760 CPB THE CAMPBELLS COMPANY Consumer Defensive 37,046.0 $825K 0.00% -2K -4.6% $22.27 -5.0%
Page 38 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%