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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 8 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CME CME GROUP INC Financial Services 11,938.0 $3.2M 0.12% NEW $270.19 +7.8%
142 TT TRANE TECHNOLOGIES PLC Industrials 7,641.0 $3.2M 0.12% NEW $421.96 +6.9%
143 CVS CVS HEALTH CORP Healthcare 42,370.0 $3.2M 0.11% NEW $75.39 +23.7%
144 KMI KINDER MORGAN INC DEL Energy 112,499.0 $3.2M 0.11% NEW $28.31 +19.4%
145 IDXX IDEXX LABS INC Healthcare 4,892.0 $3.1M 0.11% NEW $638.89 -12.4%
146 SNPS SYNOPSYS INC Technology 6,257.0 $3.1M 0.11% NEW $493.39 +6.4%
147 MRSH MARSH & MCLENNAN COS INC Financial Services 15,252.0 $3.1M 0.11% NEW $201.53 -18.6%
148 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 18,198.0 $3.1M 0.11% NEW $168.48 -9.2%
149 AMT AMERICAN TOWER CORP NEW Real Estate 15,705.0 $3.0M 0.11% NEW $192.32 -4.4%
150 BMY BRISTOL-MYERS SQUIBB CO Healthcare 66,925.0 $3.0M 0.11% NEW $45.10 +31.8%
151 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 9,137.0 $3.0M 0.10% NEW $323.58 -20.9%
152 FICO FAIR ISAAC CORP Technology 1,947.0 $2.9M 0.10% NEW $1496.53 -17.1%
153 MSTR STRATEGY INC Technology 9,005.0 $2.9M 0.10% NEW $322.21 -50.4%
154 PSX PHILLIPS 66 Energy 21,295.0 $2.9M 0.10% NEW $136.02 +30.6%
155 RBLX ROBLOX CORP Technology 20,897.0 $2.9M 0.10% NEW $138.52 -65.2%
156 WM WASTE MGMT INC DEL Industrials 12,982.0 $2.9M 0.10% NEW $220.83 -1.3%
157 AEP AMERICAN ELEC PWR CO INC Utilities 25,305.0 $2.8M 0.10% NEW $112.50 +17.0%
158 MMM 3M CO Industrials 18,004.0 $2.8M 0.10% NEW $155.18 -1.8%
159 NKE NIKE INC Consumer Cyclical 40,052.0 $2.8M 0.10% NEW $69.73 -35.9%
160 APD AIR PRODS & CHEMS INC Basic Materials 10,171.0 $2.8M 0.10% NEW $272.72 +6.1%
Page 8 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%