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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 10 of 27  ·  535 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 APOS APOLLO GLOBAL MGMT INC Financial Services 18,666.0 $2.5M 0.09% NEW $133.27 -80.3%
182 FISV FISERV INC Technology 19,291.0 $2.5M 0.09% NEW $128.93 -56.6%
183 NET CLOUDFLARE INC Technology 11,519.0 $2.5M 0.09% NEW $214.59 +0.7%
184 CI THE CIGNA GROUP Healthcare 8,561.0 $2.5M 0.09% NEW $288.25 -2.5%
185 AZO AUTOZONE INC Consumer Cyclical 568.0 $2.4M 0.09% NEW $4290.24 -27.7%
186 MSI MOTOROLA SOLUTIONS INC Technology 5,290.0 $2.4M 0.09% NEW $457.29 -11.3%
187 D DOMINION ENERGY INC Utilities 39,145.0 $2.4M 0.09% NEW $61.17 +10.3%
188 VST VISTRA CORP Utilities 12,217.0 $2.4M 0.09% NEW $195.92 -15.6%
189 USB US BANCORP DEL Financial Services 49,396.0 $2.4M 0.09% NEW $48.33 +13.9%
190 AON AON PLC Financial Services 6,659.0 $2.4M 0.08% NEW $356.58 -9.5%
191 PPL PPL CORP Utilities 63,811.0 $2.4M 0.08% NEW $37.16 -2.9%
192 COIN COINBASE GLOBAL INC Financial Services 7,011.0 $2.4M 0.08% NEW $337.49 -45.0%
193 TEL TE CONNECTIVITY PLC Technology 10,589.0 $2.3M 0.08% NEW $219.53 -5.2%
194 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 7,146.0 $2.3M 0.08% NEW $323.12 +19.0%
195 ADSK AUTODESK INC Technology 7,121.0 $2.3M 0.08% NEW $317.67 -24.7%
196 PWR QUANTA SVCS INC Industrials 5,454.0 $2.3M 0.08% NEW $414.42 +79.3%
197 NSC NORFOLK SOUTHN CORP Industrials 7,480.0 $2.2M 0.08% NEW $300.41 +6.2%
198 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 8,597.0 $2.2M 0.08% NEW $259.44 +24.4%
199 URI UNITED RENTALS INC Industrials 2,292.0 $2.2M 0.08% NEW $954.66 +0.3%
200 ITW ILLINOIS TOOL WKS INC Industrials 8,387.0 $2.2M 0.08% NEW $260.76 -3.3%
Page 10 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%