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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 26 of 39  ·  770 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 HRL HORMEL FOODS CORP Consumer Defensive 95,607.0 $2.2M 0.02% +991.0 +1.1% $22.65 +17.0%
502 MDB MONGODB INC Technology 8,834.0 $2.2M 0.02% $244.77 +28.3%
503 WY WEYERHAEUSER CO Real Estate 87,705.0 $2.1M 0.02% +3K +3.3% $24.43 +3.6%
504 ASTS AST SPACEMOBILE INC Technology 25,808.0 $2.1M 0.02% NEW $82.87 -13.8%
505 FUTU FUTU HLDGS LTD Financial Services 15,635.0 $2.1M 0.02% +282.0 +1.8% $136.76 -29.5%
506 SATS ECHOSTAR CORP Technology 18,133.0 $2.1M 0.02% +4K +28.8% $117.07 -16.9%
507 CTRE CARETRUST REIT INC Real Estate 57,908.0 $2.1M 0.02% -792.0 -1.4% $36.65 +11.4%
508 ZM ZOOM COMMUNICATIONS INC Technology 26,398.0 $2.1M 0.02% +2K +6.1% $80.39 +7.6%
509 BUNGE GLOBAL SA 16,651.0 $2.1M 0.02% +609.0 +3.8% $127.20
510 APTIV PLC 30,315.0 $2.1M 0.02% $69.44
511 CDW CDW CORP Technology 17,354.0 $2.1M 0.02% $121.02 +10.1%
512 AMH AMERICAN HOMES 4 RENT Real Estate 74,943.0 $2.1M 0.02% -37K -33.0% $27.92 +22.1%
513 CCK CROWN HLDGS INC Consumer Cyclical 20,739.0 $2.1M 0.02% +292.0 +1.4% $100.25 +10.3%
514 WST WEST PHARMACEUTICAL SVSC INC Healthcare 8,295.0 $2.1M 0.02% $250.64 +40.0%
515 HOLOGIC INC 27,209.0 $2.1M 0.02% $75.59
516 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 22,666.0 $2.1M 0.02% $90.67 +12.0%
517 CNC CENTENE CORP DEL Healthcare 62,719.0 $2.1M 0.02% $32.74 +100.8%
518 LULU LULULEMON ATHLETICA INC Consumer Cyclical 13,409.0 $2.1M 0.02% $153.10 -23.2%
519 CRWV COREWEAVE INC Technology 26,326.0 $2.0M 0.02% +6K +30.2% $77.47 +24.7%
520 IEX IDEX CORP Industrials 10,737.0 $2.0M 0.02% $189.55 +19.9%
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 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%