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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 61 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 NTNX NUTANIX INC Technology 629.0 $24K -236K -99.7% $38.01 +36.4%
1202 FAF FIRST AMERN FINL CORP Financial Services 395.0 $24K $60.29 +8.1%
1203 SXC SUNCOKE ENERGY INC Energy 3,630.0 $24K $6.51 +39.9%
1204 NVST ENVISTA HOLDINGS CORPORATION Healthcare 931.0 $24K $25.37 -7.6%
1205 CNNE CANNAE HLDGS INC Consumer Cyclical 2,069.0 $24K $11.37 +25.1%
1206 ACT ENACT HLDGS INC Financial Services 576.0 $24K NEW $40.81 +1.1%
1207 WTFC WINTRUST FINL CORP Financial Services 169.0 $23K $138.94 +9.1%
1208 HALO HALOZYME THERAPEUTICS INC Healthcare 362.0 $23K $64.63 +9.4%
1209 AWR AMER STATES WTR CO Utilities 309.0 $23K $75.62 +1.7%
1210 AEIS ADVANCED ENERGY INDS Industrials 72.0 $23K $322.71 -5.1%
1211 STRL STERLING INFRASTRUCTURE INC Industrials 57.0 $23K -100.0 -63.7% $407.26 +119.0%
1212 SOMNIGROUP INTERNATIONAL INC 312.0 $23K $73.92
1213 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 633.0 $23K +512.0 +423.1% $36.39 -4.4%
1214 CMC COMMERCIAL METALS CO Basic Materials 371.0 $23K $61.43 +19.7%
1215 RDN RADIAN GROUP INC Financial Services 688.0 $23K NEW $33.08 +1.5%
1216 VFC V F CORP Consumer Cyclical 1,339.0 $23K $16.99 -2.2%
1217 LZB LA Z BOY INC Consumer Cyclical 706.0 $23K +600.0 +566.0% $32.14 +12.7%
1218 CNO CNO FINL GROUP INC Financial Services 552.0 $23K NEW $41.06 +16.9%
1219 EHC ENCOMPASS HEALTH CORP Healthcare 234.0 $23K $96.73 +4.5%
1220 PJT PJT PARTNERS INC Financial Services 162.0 $23K -123.0 -43.2% $139.72 +12.6%
Page 61 of 81  ·  1,618 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%