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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 17 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 COOPER COS INC 9,911.0 $711K 0.02% +2K +23.6% $71.71
322 TRU TRANSUNION Industrials 9,691.0 $699K 0.02% +1K +12.4% $72.14 +17.4%
323 TSN TYSON FOODS INC Consumer Defensive 11,699.0 $670K 0.02% +2K +17.5% $57.25 -3.3%
324 CHKP CHECK POINT SOFTWARE TECH LT Technology 5,092.0 $669K 0.02% +2K +50.5% $131.43 +1.4%
325 TEAM ATLASSIAN CORPORATION Technology 8,548.0 $665K 0.02% +3K +42.0% $77.79 +138.6%
326 ZS ZSCALER INC Technology 4,676.0 $660K 0.02% +203.0 +4.5% $141.15 +32.7%
327 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 12,322.0 $649K 0.02% +2K +14.9% $52.65 +19.8%
328 MAA MID-AMER APT CMNTYS INC Real Estate 4,662.0 $648K 0.02% +86.0 +1.9% $138.94 -7.3%
329 BR BROADRIDGE FINL SOLUTIONS IN Technology 4,666.0 $639K 0.02% +393.0 +9.2% $136.95 +33.7%
330 INVH INVITATION HOMES INC Real Estate 21,033.0 $635K 0.02% +662.0 +3.2% $30.21 -3.2%
331 CSGP COSTAR GROUP INC Real Estate 21,912.0 $621K 0.02% +6K +35.2% $28.32 +10.7%
332 PNR PENTAIR PLC Industrials 8,004.0 $614K 0.02% +506.0 +6.8% $76.66 -19.0%
333 FNF FIDELITY NATL FINL INC Financial Services 12,763.0 $602K 0.02% +2K +20.8% $47.16 +0.3%
334 TXT TEXTRON INC Industrials 6,477.0 $594K 0.02% +322.0 +5.2% $91.73 -10.2%
335 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 6,839.0 $589K 0.02% +469.0 +7.4% $86.09 +15.6%
336 GEN GEN DIGITAL INC Technology 23,486.0 $585K 0.02% +1K +6.1% $24.89 +22.5%
337 TRMB TRIMBLE INC Technology 11,375.0 $582K 0.02% +291.0 +2.6% $51.18 +20.2%
338 CLX CLOROX CO DEL Consumer Defensive 6,093.0 $582K 0.02% +2K +47.9% $95.44 +8.6%
339 TYL TYLER TECHNOLOGIES INC Technology 1,985.0 $581K 0.02% +414.0 +26.4% $292.46 +26.5%
340 LEIDOS HOLDINGS INC 5,312.0 $547K 0.02% +121.0 +2.3% $102.97
Page 17 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%