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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 18 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CBOE CBOE GLOBAL MKTS INC Financial Services 4,075.0 $999K 0.04% NEW $245.25 +45.7%
342 HSY HERSHEY CO Consumer Defensive 5,333.0 $998K 0.04% NEW $187.05 +4.1%
343 WRB BERKLEY W R CORP Financial Services 12,977.0 $994K 0.04% NEW $76.62 -11.9%
344 EXPAND ENERGY CORPORATION 9,343.0 $993K 0.04% NEW $106.24
345 NTRS NORTHERN TR CORP Financial Services 7,354.0 $990K 0.04% NEW $134.60 +24.6%
346 LPLA LPL FINL HLDGS INC Financial Services 2,968.0 $987K 0.04% NEW $332.69 -14.1%
347 AEE AMEREN CORP Utilities 9,457.0 $987K 0.04% NEW $104.38 +6.6%
348 PTC PTC INC Technology 4,843.0 $983K 0.04% NEW $203.02 -27.0%
349 PHM PULTE GROUP INC Consumer Cyclical 7,424.0 $981K 0.04% NEW $132.13 -11.9%
350 NTAP NETAPP INC Technology 8,234.0 $975K 0.04% NEW $118.46 +17.6%
351 CYBERARK SOFTWARE LTD 2,017.0 $975K 0.04% NEW $483.15
352 LEN LENNAR CORP Consumer Cyclical 7,719.0 $973K 0.04% NEW $126.04 -29.5%
353 AWK AMERICAN WTR WKS CO INC NEW Utilities 6,986.0 $972K 0.04% NEW $139.19 -10.1%
354 DXCM DEXCOM INC Healthcare 14,448.0 $972K 0.04% NEW $67.29 +7.1%
355 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 16,188.0 $967K 0.03% NEW $59.74 +29.8%
356 TEAM ATLASSIAN CORPORATION Technology 5,963.0 $952K 0.03% NEW $159.70 -46.5%
357 AVB AVALONBAY CMNTYS INC Real Estate 4,908.0 $948K 0.03% NEW $193.17 -3.9%
358 ODFL OLD DOMINION FREIGHT LINE IN Industrials 6,733.0 $948K 0.03% NEW $140.78 +49.5%
359 DVN DEVON ENERGY CORP NEW Energy 27,009.0 $947K 0.03% NEW $35.06 +34.7%
360 ES EVERSOURCE ENERGY Utilities 13,145.0 $935K 0.03% NEW $71.14 -1.6%
Page 18 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%