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Portfolio (Quarterly) Guide ↗

TOKIO MARINE ASSET MANAGEMENT CO LTD

· CIK 0001504169
13F Portfolio $2.9B AUM 524 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 341 Added 56 Reduced 20 Exited
Page 12 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,083.0 $1.3M 0.04% +310.0 +3.5% $137.80 -1.3%
222 GRMN GARMIN LTD Technology 6,072.0 $1.2M 0.04% +425.0 +7.5% $202.85 +18.7%
223 FANG DIAMONDBACK ENERGY INC Energy 8,100.0 $1.2M 0.04% +353.0 +4.6% $150.33 +33.5%
224 PPG PPG INDS INC Basic Materials 11,825.0 $1.2M 0.04% +397.0 +3.5% $102.46 +5.2%
225 FIS FIDELITY NATL INFORMATION SV Technology 18,176.0 $1.2M 0.04% +892.0 +5.2% $66.46 -34.5%
226 PCG PG&E CORP Utilities 74,436.0 $1.2M 0.04% +4K +6.4% $16.07 +2.6%
227 GIS GENERAL MLS INC Consumer Defensive 25,616.0 $1.2M 0.04% +334.0 +1.3% $46.50 -27.5%
228 ACGL ARCH CAP GROUP LTD Financial Services 12,304.0 $1.2M 0.04% +640.0 +5.5% $95.92 +0.4%
229 KVUE KENVUE INC Consumer Defensive 68,351.0 $1.2M 0.04% +4K +6.4% $17.25 +1.6%
230 FITB FIFTH THIRD BANCORP Financial Services 25,181.0 $1.2M 0.04% +3K +11.6% $46.81 +5.7%
231 EME EMCOR GROUP INC Industrials 1,921.0 $1.2M 0.04% +64.0 +3.5% $611.79 +38.8%
232 IP INTERNATIONAL PAPER CO Consumer Cyclical 29,113.0 $1.1M 0.04% +729.0 +2.6% $39.39 -20.6%
233 FSLR FIRST SOLAR INC Energy 4,364.0 $1.1M 0.04% +629.0 +16.8% $261.23 -1.3%
234 INGERSOLL RAND INC 14,343.0 $1.1M 0.04% +320.0 +2.3% $79.22
235 EXR EXTRA SPACE STORAGE INC Real Estate 8,719.0 $1.1M 0.04% +784.0 +9.9% $130.22 +10.0%
236 MTD METTLER TOLEDO INTERNATIONAL Healthcare 814.0 $1.1M 0.04% +87.0 +12.0% $1394.19 -20.9%
237 KMB KIMBERLY-CLARK CORP Consumer Defensive 11,094.0 $1.1M 0.04% +606.0 +5.8% $100.89 -1.7%
238 RJF RAYMOND JAMES FINL INC Financial Services 6,963.0 $1.1M 0.04% +333.0 +5.0% $160.59 -5.7%
239 ED CONSOLIDATED EDISON INC Utilities 11,241.0 $1.1M 0.04% +1K +11.5% $99.32 +9.3%
240 DD DUPONT DE NEMOURS INC Basic Materials 27,754.0 $1.1M 0.04% +4K +19.3% $40.20 +19.7%
Page 12 of 18  ·  341 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 35.2%
Financial Services 12.6%
Communication Services 11.7%
Consumer Cyclical 11.3%
Healthcare 9.1%
Industrials 7.3%
Consumer Defensive 5.2%
Energy 2.7%
Utilities 2.2%
Basic Materials 1.4%