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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 29 of 39  ·  770 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MAS MASCO CORP Industrials 25,828.0 $1.6M 0.01% NEW $63.46 +26.0%
562 CSL CARLISLE COS INC Industrials 5,088.0 $1.6M 0.01% NEW $319.86 +21.4%
563 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 6,640.0 $1.6M 0.01% NEW $242.82 +3.6%
564 JKHY HENRY JACK & ASSOC INC Technology 8,752.0 $1.6M 0.01% NEW $182.48 -26.0%
565 SOLV SOLVENTUM CORP Healthcare 19,778.0 $1.6M 0.01% NEW $79.24 +0.4%
566 ARM ARM HOLDINGS PLC Technology 14,287.0 $1.6M 0.01% NEW $109.31 +205.8%
567 BEN FRANKLIN RESOURCES INC Financial Services 65,298.0 $1.6M 0.01% NEW $23.89 +39.0%
568 IONQ IONQ INC Technology 34,253.0 $1.5M 0.01% NEW $44.87 +9.9%
569 SATS ECHOSTAR CORP Technology 14,079.0 $1.5M 0.01% NEW $108.70 -10.5%
570 DKS DICKS SPORTING GOODS INC Consumer Cyclical 7,727.0 $1.5M 0.01% NEW $197.97 +20.8%
571 EQH EQUITABLE HLDGS INC Financial Services 31,907.0 $1.5M 0.01% NEW $47.65 -7.7%
572 STAG STAG INDL INC Real Estate 40,662.0 $1.5M 0.01% NEW $36.76 +7.2%
573 SU SUNCOR ENERGY INC NEW Energy 33,323.0 $1.5M 0.01% NEW $44.36 +21.5%
574 ICICI BANK LIMITED 49,601.0 $1.5M 0.01% NEW $29.80
575 RS RELIANCE INC Basic Materials 5,110.0 $1.5M 0.01% NEW $288.87 +33.5%
576 SJM SMUCKER J M CO Consumer Defensive 15,080.0 $1.5M 0.01% NEW $97.81 +18.2%
577 CG CARLYLE GROUP INC Financial Services 24,622.0 $1.5M 0.01% NEW $59.11 -30.0%
578 GRAB GRAB HOLDINGS LIMITED Technology 290,130.0 $1.4M 0.01% NEW $4.99 -28.9%
579 CRWV COREWEAVE INC Technology 20,216.0 $1.4M 0.01% NEW $71.61 +34.9%
580 DT DYNATRACE INC Technology 33,381.0 $1.4M 0.01% NEW $43.34 +0.1%
Page 29 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%