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Portfolio (Quarterly) Guide ↗

Sumitomo Mitsui DS Asset Management Company, Ltd

· CIK 0001411530
13F Portfolio $12.7B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 770 New
Page 26 of 39  ·  770 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 COOPER COS INC 27,127.0 $2.2M 0.02% NEW $81.96
502 TPL TEXAS PACIFIC LAND CORPORATI Energy 7,737.0 $2.2M 0.02% NEW $287.22 +37.8%
503 GEN GEN DIGITAL INC Technology 81,629.0 $2.2M 0.02% NEW $27.19 -10.1%
504 INCY INCYTE CORP Healthcare 22,381.0 $2.2M 0.02% NEW $98.77 +15.2%
505 TWLO TWILIO INC Communication Services 15,258.0 $2.2M 0.02% NEW $142.24 +34.7%
506 TTD THE TRADE DESK INC Technology 56,992.0 $2.2M 0.02% NEW $37.96 -51.6%
507 EGP EASTGROUP PPTYS INC Real Estate 12,124.0 $2.2M 0.02% NEW $178.14 +16.4%
508 ZM ZOOM COMMUNICATIONS INC Technology 24,881.0 $2.1M 0.02% NEW $86.29 +0.2%
509 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 23,751.0 $2.1M 0.02% NEW $89.92 +3.5%
510 CTRE CARETRUST REIT INC Real Estate 58,700.0 $2.1M 0.02% NEW $36.16 +12.9%
511 PNR PENTAIR PLC Industrials 20,356.0 $2.1M 0.02% NEW $104.14 -26.6%
512 DOW DOW INC Basic Materials 90,481.0 $2.1M 0.02% NEW $23.38 +24.2%
513 BE BLOOM ENERGY CORP Industrials 24,340.0 $2.1M 0.02% NEW $86.89 +190.0%
514 CCK CROWN HLDGS INC Consumer Cyclical 20,447.0 $2.1M 0.02% NEW $102.97 +7.4%
515 VOO VANGUARD INDEX FDS 3,349.0 $2.1M 0.02% NEW $627.13 +6.8%
516 FRT FEDERAL RLTY INVT TR NEW Real Estate 20,583.0 $2.1M 0.02% NEW $100.80 +24.1%
517 JBHT HUNT J B TRANS SVCS INC Industrials 10,662.0 $2.1M 0.02% NEW $194.34 +44.2%
518 REXR REXFORD INDL RLTY INC Real Estate 53,370.0 $2.1M 0.02% NEW $38.72 -11.3%
519 CYBERARK SOFTWARE LTD 4,628.0 $2.1M 0.02% NEW $446.06
520 CHKP CHECK POINT SOFTWARE TECH LT Technology 11,080.0 $2.1M 0.02% NEW $185.56 -29.9%
Page 26 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 31.4%
Financial Services 15.9%
Consumer Cyclical 9.8%
Healthcare 9.6%
Communication Services 9.4%
Industrials 8.9%
Consumer Defensive 4.2%
Real Estate 3.7%
Energy 2.9%
Utilities 2.2%