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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 34 of 39  ·  770 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 AKR ACADIA RLTY TR Real Estate 29,828.0 $570K 0.01% $19.12 +14.4%
662 LUV SOUTHWEST AIRLS CO Industrials 15,068.0 $566K 0.01% +1K +7.6% $37.57 +38.2%
663 CURB CURBLINE PPTYS CORP Real Estate 21,651.0 $558K 0.01% $25.79 +22.8%
664 OKLO OKLO INC Utilities 11,080.0 $549K 0.00% $49.59 +0.8%
665 MRNA MODERNA INC Healthcare 10,523.0 $535K 0.00% +2K +17.8% $50.80 +32.4%
666 HTHT H WORLD GROUP LTD Consumer Cyclical 10,566.0 $531K 0.00% $50.29 -15.7%
667 ESTC ELASTIC N V Technology 10,269.0 $513K 0.00% +705.0 +7.4% $49.99 +12.5%
668 RAYJ ADVISORS INNER CIRCLE FD III 15,000.0 $505K 0.00% $33.69 +18.6%
669 HIW HIGHWOODS PPTYS INC Real Estate 23,384.0 $501K 0.00% $21.41 +39.7%
670 MPT MEDICAL PROPERTIES TRUST INC Financial Services 108,094.0 $500K 0.00% $4.63 -2.2%
671 AKAM AKAMAI TECHNOLOGIES INC Technology 4,348.0 $499K 0.00% $114.85 -1.4%
672 IVT INVENTRUST PPTYS CORP Real Estate 16,365.0 $498K 0.00% $30.46 +18.7%
673 DRH DIAMONDROCK HOSPITALITY CO Real Estate 52,443.0 $491K 0.00% $9.37 +33.1%
674 CRBG COREBRIDGE FINL INC Financial Services 20,428.0 $487K 0.00% $23.86 +19.9%
675 GTY GETTY RLTY CORP NEW Real Estate 15,065.0 $479K 0.00% +5K +45.3% $31.80 +6.9%
676 HII HUNTINGTON INGALLS INDS INC Industrials 1,224.0 $465K 0.00% $379.90 -25.8%
677 VTRS VIATRIS INC Healthcare 34,110.0 $461K 0.00% +5K +15.7% $13.51 +20.9%
678 PK PARK HOTELS & RESORTS INC Real Estate 42,708.0 $450K 0.00% $10.53 +40.4%
679 RDNT RADNET INC Healthcare 8,033.0 $449K 0.00% +540.0 +7.2% $55.89 +8.7%
680 APA APA CORPORATION Energy 10,280.0 $436K 0.00% $42.44 -22.2%
Page 34 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%