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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 42 of 48  ·  957 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 IGSB ISHARES TR 9,797.0 $513K 0.00% NEW $52.41 -0.6%
822 GDDY GODADDY INC Technology 5,999.0 $509K 0.00% -51K -89.5% $84.88 +14.4%
823 IEI ISHARES TR 4,322.0 $508K 0.00% NEW $117.45 -0.9%
824 JKHY HENRY JACK & ASSOC INC Technology 3,679.0 $507K 0.00% -27K -87.8% $137.74 +20.7%
825 LSCC LATTICE SEMICONDUCTOR CORP Technology 3,279.0 $502K 0.00% +1K +44.4% $152.96 -23.1%
826 CR CRANE COMPANY Industrials 2,246.0 $501K 0.00% $223.07 -6.6%
827 IEF ISHARES TR 5,096.0 $482K 0.00% NEW $94.57 -1.9%
828 XLF SELECT SECTOR SPDR TR 8,846.0 $474K 0.00% NEW $53.61 +7.2%
829 XLP SELECT SECTOR SPDR TR 5,691.0 $473K 0.00% NEW $83.07 +3.5%
830 APA APA CORPORATION Energy 14,434.0 $470K 0.00% +1K +10.7% $32.57 +33.2%
831 WT WISDOMTREE INC Financial Services 27,662.0 $469K 0.00% NEW $16.94 +38.8%
832 HII HUNTINGTON INGALLS INDS INC Industrials 1,670.0 $467K 0.00% +227.0 +15.7% $279.89 +6.5%
833 MUB ISHARES TR 4,340.0 $467K 0.00% NEW $107.62 -2.1%
834 SPTL SPDR SERIES TRUST 17,769.0 $466K 0.00% NEW $26.23 -4.3%
835 SOLV SOLVENTUM CORP Healthcare 6,000.0 $463K 0.00% -60K -90.9% $77.15 +16.1%
836 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 5,355.0 $459K 0.00% $85.75 +1.4%
837 TECH BIO-TECHNE CORP Healthcare 6,466.0 $457K 0.00% +712.0 +12.4% $70.65 +2.4%
838 LAND GLADSTONE LD CORP Real Estate 52,988.0 $452K 0.00% $8.53 +1.4%
839 NMRK NEWMARK GROUP INC Real Estate 29,816.0 $451K 0.00% NEW $15.11 +7.3%
840 BAX BAXTER INTL INC Healthcare 21,064.0 $449K 0.00% +2K +11.3% $21.32 +23.5%
Page 42 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%