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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
Q4 2025 Q3 2025 · All 9 New 341 Added 56 Reduced 20 Exited
Page 14 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TGT TARGET CORP Consumer Defensive 15,238.0 $1.5M 0.05% +354.0 +2.4% $97.75 +28.5%
262 AMP AMERIPRISE FINL INC Financial Services 3,035.0 $1.5M 0.05% $490.34 -7.8%
263 AIG AMERICAN INTL GROUP INC Financial Services 17,291.0 $1.5M 0.05% -586.0 -3.3% $85.55 -9.9%
264 FLUTTER ENTMT PLC 6,864.0 $1.5M 0.05% +294.0 +4.5% $215.04
265 WCN WASTE CONNECTIONS INC Industrials 8,414.0 $1.5M 0.05% $175.36 -11.2%
266 MDB MONGODB INC Technology 3,504.0 $1.5M 0.05% +271.0 +8.4% $419.69 -22.3%
267 NUE NUCOR CORP Basic Materials 8,964.0 $1.5M 0.05% $163.11 +42.2%
268 BLOCK INC 22,388.0 $1.5M 0.05% +2K +7.4% $65.09
269 IQVIA HLDGS INC 6,464.0 $1.5M 0.05% +162.0 +2.6% $225.41
270 CHD CHURCH & DWIGHT CO INC Consumer Defensive 17,301.0 $1.5M 0.05% -50K -74.4% $83.85 +14.8%
271 LNG CHENIERE ENERGY INC Energy 7,428.0 $1.4M 0.05% +140.0 +1.9% $194.39 +23.9%
272 XEL XCEL ENERGY INC Utilities 19,517.0 $1.4M 0.05% +544.0 +2.9% $73.86 +9.8%
273 ARES ARES MANAGEMENT CORPORATION Financial Services 8,915.0 $1.4M 0.05% +361.0 +4.2% $161.63 -23.0%
274 KEYS KEYSIGHT TECHNOLOGIES INC Technology 7,090.0 $1.4M 0.05% +488.0 +7.4% $203.19 +70.6%
275 RKLB ROCKET LAB CORP Industrials 20,644.0 $1.4M 0.05% NEW $69.76 +94.6%
276 WAB WABTEC Industrials 6,733.0 $1.4M 0.05% +403.0 +6.4% $213.45 +20.1%
277 SYY SYSCO CORP Consumer Defensive 19,455.0 $1.4M 0.05% +881.0 +4.7% $73.69 +3.5%
278 DHI D R HORTON INC Consumer Cyclical 9,898.0 $1.4M 0.05% +342.0 +3.6% $144.03 -0.2%
279 MET METLIFE INC Financial Services 17,950.0 $1.4M 0.05% -45K -71.3% $78.94 +6.5%
280 VEEV VEEVA SYS INC Healthcare 6,324.0 $1.4M 0.05% +877.0 +16.1% $223.23 -28.2%
Page 14 of 27  ·  524 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 35.2%
Financial Services 12.6%
Communication Services 11.7%
Consumer Cyclical 11.3%
Healthcare 9.1%
Industrials 7.3%
Consumer Defensive 5.2%
Energy 2.7%
Utilities 2.2%
Basic Materials 1.4%