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Portfolio (Quarterly) Guide ↗

Mitsubishi UFJ Asset Management Co., Ltd.

· CIK 0001466546
13F Portfolio $149.0B AUM 1,618 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 819 Added 236 Reduced 29 Exited
Page 38 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CVRX CVRX INC Healthcare 11,493.0 $109K +196.0 +1.7% $9.46 -47.7%
742 IDT IDT CORP Communication Services 2,146.0 $105K +162.0 +8.2% $49.10 +12.1%
743 NPCE NEUROPACE INC Healthcare 7,790.0 $102K +132.0 +1.7% $13.15 +19.5%
744 SCSC SCANSOURCE INC Technology 2,706.0 $98K +205.0 +8.2% $36.30 +31.4%
745 ASAN ASANA INC Technology 13,642.0 $87K +1K +8.2% $6.40 +16.6%
746 PRGS PROGRESS SOFTWARE CORP Technology 2,689.0 $69K +199.0 +8.0% $25.65 +19.0%
747 SNX TD SYNNEX CORPORATION Technology 387.0 $65K +142.0 +58.0% $168.71 +58.6%
748 XPO XPO INC Industrials 293.0 $57K +116.0 +65.5% $194.55 +13.6%
749 UNM UNUM GROUP Financial Services 775.0 $57K +297.0 +62.1% $73.03 +20.1%
750 MUSA MURPHY USA INC Consumer Cyclical 114.0 $56K +54.0 +90.0% $493.97 +11.5%
751 PR PERMIAN RESOURCES CORP Energy 2,601.0 $55K +309.0 +13.5% $21.32 -9.8%
752 RGLD ROYAL GOLD INC Basic Materials 212.0 $54K +174.0 +457.9% $254.49 -20.5%
753 WCC WESCO INTL INC Industrials 189.0 $52K +78.0 +70.3% $273.62 +27.9%
754 BPOP POPULAR INC Financial Services 383.0 $51K +172.0 +81.5% $134.17 +15.7%
755 NUVL NUVALENT INC Healthcare 470.0 $48K +400.0 +571.4% $102.45 +20.1%
756 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 591.0 $48K +63.0 +11.9% $81.23 -1.1%
757 AMG AFFILIATED MANAGERS GROUP Financial Services 170.0 $47K +38.0 +28.8% $276.70 +21.0%
758 CCK CROWN HLDGS INC Consumer Cyclical 465.0 $47K +29.0 +6.7% $100.25 -6.0%
759 LKQ LKQ CORP Consumer Cyclical 1,448.0 $43K +695.0 +92.3% $29.37 -13.9%
760 AVT AVNET INC Technology 659.0 $41K +378.0 +134.5% $61.62 +37.8%
Page 38 of 41  ·  819 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 32.1%
Financial Services 12.7%
Communication Services 10.6%
Consumer Cyclical 10.2%
Healthcare 9.6%
Industrials 8.3%
Consumer Defensive 6.1%
Energy 3.6%
Utilities 2.6%
Real Estate 2.4%