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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
Q2 2026 Q4 2025 · All 9 New 341 Added 56 Reduced
Page 3 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LRCX LAM RESEARCH CORP Technology 44,678.0 $7.6M 0.26% +2K +3.6% $171.18 +76.6%
42 TMO THERMO FISHER SCIENTIFIC INC Healthcare 12,828.0 $7.4M 0.26% +309.0 +2.5% $579.45 +13.7%
43 ABT ABBOTT LABS Healthcare 58,627.0 $7.3M 0.25% +1K +1.9% $125.29 -17.8%
44 AXP AMERICAN EXPRESS CO Financial Services 19,615.0 $7.3M 0.25% +211.0 +1.1% $369.95 -15.2%
45 AMAT APPLIED MATLS INC Technology 28,204.0 $7.2M 0.25% +1K +5.2% $256.99 +80.6%
46 MCD MCDONALDS CORP Consumer Cyclical 23,641.0 $7.2M 0.25% +631.0 +2.7% $305.63 -18.9%
47 MS MORGAN STANLEY Financial Services 40,544.0 $7.2M 0.25% +954.0 +2.4% $177.53 +16.1%
48 ISRG INTUITIVE SURGICAL INC Healthcare 12,465.0 $7.1M 0.24% +418.0 +3.5% $566.36 -29.1%
49 DIS DISNEY WALT CO Communication Services 60,046.0 $6.8M 0.23% +915.0 +1.6% $113.77 -8.4%
50 PEP PEPSICO INC Consumer Defensive 45,720.0 $6.6M 0.23% +1K +3.3% $143.52 -9.7%
51 GEV GE VERNOVA INC Utilities 9,758.0 $6.4M 0.22% +204.0 +2.1% $653.57 +44.8%
52 INTU INTUIT Technology 9,375.0 $6.2M 0.21% +60.0 +0.6% $662.42 -54.1%
53 QCOM QUALCOMM INC Technology 35,985.0 $6.2M 0.21% +599.0 +1.7% $171.05 +13.6%
54 T AT&T INC Communication Services 241,850.0 $6.0M 0.21% +6K +2.3% $24.84 +2.5%
55 APH AMPHENOL CORP NEW Technology 43,944.0 $5.9M 0.20% +1K +3.3% $135.14 -40.3%
56 COP CONOCOPHILLIPS Energy 63,418.0 $5.9M 0.20% +837.0 +1.3% $93.61 +36.2%
57 INTC INTEL CORP Technology 160,521.0 $5.9M 0.20% +14K +9.5% $36.90 +230.0%
58 SCHW SCHWAB CHARLES CORP Financial Services 58,306.0 $5.8M 0.20% +669.0 +1.2% $99.91 +7.0%
59 KLAC KLA CORP Technology 4,748.0 $5.8M 0.20% +242.0 +5.4% $1215.08 -84.9%
60 VZ VERIZON COMMUNICATIONS INC Communication Services 140,210.0 $5.7M 0.20% +5K +3.4% $40.73 +17.1%
Page 3 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 36.4%
Financial Services 12.8%
Consumer Cyclical 11.7%
Healthcare 9.4%
Communication Services 8.9%
Industrials 7.5%
Consumer Defensive 5.4%
Energy 2.8%
Utilities 2.3%
Basic Materials 1.4%