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Portfolio (Quarterly) Guide ↗

TOKIO MARINE ASSET MANAGEMENT CO LTD

· CIK 0001504169
13F Portfolio $3.2B AUM 632 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 151 New 347 Added 43 Reduced 43 Exited
Page 13 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ATO ATMOS ENERGY CORP Utilities 7,369.0 $1.3M 0.04% +1K +16.9% $172.27 -2.9%
242 HUBB HUBBELL INC Industrials 2,415.0 $1.3M 0.04% +42.0 +1.8% $523.20 -10.1%
243 PCG PG&E CORP Utilities 75,033.0 $1.3M 0.04% +597.0 +0.8% $16.82 +6.7%
244 SYF SYNCHRONY FINANCIAL Financial Services 16,587.0 $1.3M 0.04% +535.0 +3.3% $76.05 +5.1%
245 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 19,702.0 $1.3M 0.04% +3K +17.9% $64.01 +13.2%
246 PAYX PAYCHEX INC Industrials 12,799.0 $1.3M 0.04% +2K +16.8% $98.33 +28.6%
247 ILMN ILLUMINA INC Healthcare 7,150.0 $1.3M 0.04% +69.0 +1.0% $175.83 +29.5%
248 FFIV F5 INC Technology 2,946.0 $1.2M 0.04% +401.0 +15.8% $415.96 -1.4%
249 TSCO TRACTOR SUPPLY CO Consumer Cyclical 38,749.0 $1.2M 0.04% +337.0 +0.9% $31.61 +9.8%
250 PSTG EVERPURE INC 15,453.0 $1.2M 0.04% +2K +15.6% $78.79
251 WST WEST PHARMACEUTICAL SVSC INC Healthcare 3,378.0 $1.2M 0.04% +54.0 +1.6% $359.00 -3.6%
252 FISV FISERV INC Technology 24,533.0 $1.2M 0.04% +2K +9.6% $49.05 +7.2%
253 JBHT HUNT J B TRANS SVCS INC Industrials 4,133.0 $1.2M 0.04% +688.0 +20.0% $289.43 -9.0%
254 AMRIZE LTD 22,088.0 $1.2M 0.04% +2K +10.2% $53.30
255 RPRX ROYALTY PHARMA PLC Healthcare 20,969.0 $1.2M 0.04% +7K +48.8% $56.07 +10.4%
256 DXCM DEXCOM INC Healthcare 17,452.0 $1.2M 0.04% +3K +18.7% $67.35 +32.6%
257 CBOE CBOE GLOBAL MKTS INC Financial Services 4,831.0 $1.2M 0.04% +785.0 +19.4% $242.67 +29.4%
258 HSY HERSHEY CO Consumer Defensive 6,668.0 $1.2M 0.04% +1K +25.0% $175.45 +3.3%
259 SMURFIT WESTROCK PLC 25,259.0 $1.2M 0.04% +4K +20.6% $46.26
260 ES EVERSOURCE ENERGY Utilities 16,130.0 $1.2M 0.04% +3K +21.4% $72.27 -1.9%
Page 13 of 18  ·  347 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 38.8%
Financial Services 11.7%
Consumer Cyclical 10.0%
Healthcare 9.1%
Industrials 8.3%
Communication Services 8.2%
Consumer Defensive 5.5%
Energy 3.0%
Utilities 2.5%
Basic Materials 1.5%