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Portfolio (Quarterly) Guide ↗

TOKIO MARINE ASSET MANAGEMENT CO LTD

· CIK 0001504169
13F Portfolio $2.8B AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 535 New
Page 16 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IRM IRON MTN INC DEL Real Estate 11,856.0 $1.2M 0.04% NEW $101.94 +24.1%
302 EME EMCOR GROUP INC Industrials 1,857.0 $1.2M 0.04% NEW $649.54 +30.7%
303 PPG PPG INDS INC Basic Materials 11,428.0 $1.2M 0.04% NEW $105.11 +2.5%
304 BALL BALL CORP Consumer Cyclical 23,787.0 $1.2M 0.04% NEW $50.42 +12.1%
305 IQVIA HLDGS INC 6,302.0 $1.2M 0.04% NEW $189.94
306 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 15,648.0 $1.2M 0.04% NEW $75.10 -14.5%
307 HIG HARTFORD INSURANCE GROUP INC Financial Services 8,773.0 $1.2M 0.04% NEW $133.39 +2.0%
308 EFX EQUIFAX INC Industrials 4,558.0 $1.2M 0.04% NEW $256.53 -36.1%
309 OTIS OTIS WORLDWIDE CORP Industrials 12,734.0 $1.2M 0.04% NEW $91.43 -20.4%
310 INGERSOLL RAND INC 14,023.0 $1.2M 0.04% NEW $82.62
311 HAL HALLIBURTON CO Energy 46,985.0 $1.2M 0.04% NEW $24.60 +68.6%
312 KEYS KEYSIGHT TECHNOLOGIES INC Technology 6,602.0 $1.2M 0.04% NEW $174.92 +98.1%
313 RJF RAYMOND JAMES FINL INC Financial Services 6,630.0 $1.1M 0.04% NEW $172.60 -12.2%
314 FIS FIDELITY NATL INFORMATION SV Technology 17,284.0 $1.1M 0.04% NEW $65.94 -33.9%
315 SYF SYNCHRONY FINANCIAL Financial Services 15,894.0 $1.1M 0.04% NEW $71.05 +1.1%
316 VICI VICI PPTYS INC Real Estate 34,526.0 $1.1M 0.04% NEW $32.61 -12.6%
317 EXR EXTRA SPACE STORAGE INC Real Estate 7,935.0 $1.1M 0.04% NEW $140.94 +1.7%
318 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 3,233.0 $1.1M 0.04% NEW $345.45 -25.5%
319 STT STATE STR CORP Financial Services 9,610.0 $1.1M 0.04% NEW $116.01 +32.7%
320 FANG DIAMONDBACK ENERGY INC Energy 7,747.0 $1.1M 0.04% NEW $143.10 +40.3%
Page 16 of 27  ·  535 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 35.5%
Financial Services 12.8%
Consumer Cyclical 11.5%
Communication Services 10.5%
Healthcare 8.7%
Industrials 7.6%
Consumer Defensive 5.4%
Energy 2.7%
Utilities 2.2%
Real Estate 1.5%