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Portfolio (Quarterly) Guide ↗

Sumitomo Mitsui DS Asset Management Company, Ltd

· CIK 0001411530
13F Portfolio $12.4B AUM 770 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 415 Added 98 Reduced 24 Exited
Page 18 of 39  ·  770 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MTB M & T BK CORP Financial Services 21,607.0 $4.5M 0.04% +320.0 +1.5% $206.72 +14.8%
342 OMC OMNICOM GROUP INC Communication Services 58,950.0 $4.4M 0.04% +18K +43.7% $75.31 -2.9%
343 HBAN HUNTINGTON BANCSHARES INC Financial Services 281,062.0 $4.4M 0.04% +65K +30.2% $15.65 +13.7%
344 MCHP MICROCHIP TECHNOLOGY INC. Technology 67,613.0 $4.4M 0.04% +1K +1.6% $64.61 +36.1%
345 HAL HALLIBURTON CO Energy 111,375.0 $4.3M 0.04% $38.99 -12.3%
346 RMD RESMED INC Healthcare 19,126.0 $4.3M 0.04% +312.0 +1.7% $224.48 -10.8%
347 EME EMCOR GROUP INC Industrials 5,795.0 $4.3M 0.04% +111.0 +1.9% $738.31 +8.1%
348 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 59,020.0 $4.2M 0.03% +1K +1.8% $71.18 -7.6%
349 AEE AMEREN CORP Utilities 38,159.0 $4.2M 0.03% $109.92 +7.6%
350 DOV DOVER CORP Industrials 20,059.0 $4.2M 0.03% +3K +15.0% $208.45 +8.4%
351 SMURFIT WESTROCK PLC 104,769.0 $4.2M 0.03% +7K +6.9% $39.85
352 GIS GENERAL MILLS INC Consumer Defensive 112,149.0 $4.2M 0.03% +5K +4.6% $37.22 -3.3%
353 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 67,563.0 $4.1M 0.03% +1K +2.2% $61.35 -34.8%
354 RF REGIONS FINANCIAL CORP NEW Financial Services 158,484.0 $4.1M 0.03% +4K +2.4% $26.12 +15.1%
355 LYV LIVE NATION ENTERTAINMENT IN Communication Services 27,072.0 $4.1M 0.03% $152.51 +17.7%
356 WAT WATERS CORP Healthcare 13,732.0 $4.1M 0.03% +5K +65.8% $297.80 +25.7%
357 AXON AXON ENTERPRISE INC Industrials 9,622.0 $4.1M 0.03% +144.0 +1.5% $424.69 +9.5%
358 FISV FISERV INC Technology 73,158.0 $4.1M 0.03% $55.80 -11.4%
359 DTE DTE ENERGY CO Utilities 27,844.0 $4.1M 0.03% +2K +8.8% $146.22 +5.6%
360 DOC HEALTHPEAK PROPERTIES INC Real Estate 246,028.0 $4.0M 0.03% $16.43 +31.2%
Page 18 of 39  ·  770 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 29.4%
Financial Services 15.2%
Industrials 9.9%
Healthcare 9.6%
Consumer Cyclical 9.5%
Communication Services 9.1%
Consumer Defensive 4.7%
Real Estate 4.0%
Energy 4.0%
Utilities 2.5%