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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 17 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 INGERSOLL RAND INC 14,343.0 $1.1M 0.04% +320.0 +2.3% $79.22
322 EXR EXTRA SPACE STORAGE INC Real Estate 8,719.0 $1.1M 0.04% +784.0 +9.9% $130.22 +10.0%
323 OXY OCCIDENTAL PETE CORP Energy 27,610.0 $1.1M 0.04% $41.12 +43.0%
324 MTD METTLER TOLEDO INTERNATIONAL Healthcare 814.0 $1.1M 0.04% +87.0 +12.0% $1394.19 -20.9%
325 WEC WEC ENERGY GROUP INC Utilities 10,658.0 $1.1M 0.04% $105.46 +7.5%
326 KMB KIMBERLY-CLARK CORP Consumer Defensive 11,094.0 $1.1M 0.04% +606.0 +5.8% $100.89 -1.7%
327 RJF RAYMOND JAMES FINL INC Financial Services 6,963.0 $1.1M 0.04% +333.0 +5.0% $160.59 -5.7%
328 ED CONSOLIDATED EDISON INC Utilities 11,241.0 $1.1M 0.04% +1K +11.5% $99.32 +9.3%
329 DD DUPONT DE NEMOURS INC Basic Materials 27,754.0 $1.1M 0.04% +4K +19.3% $40.20 +19.7%
330 OTIS OTIS WORLDWIDE CORP Industrials 12,734.0 $1.1M 0.04% $87.35 -16.7%
331 HUM HUMANA INC Healthcare 4,335.0 $1.1M 0.04% +242.0 +5.9% $256.13 +20.2%
332 EL LAUDER ESTEE COS INC Consumer Defensive 10,580.0 $1.1M 0.04% +2K +17.9% $104.72 -15.7%
333 CSGP COSTAR GROUP INC Real Estate 16,211.0 $1.1M 0.04% +784.0 +5.1% $67.24 -49.5%
334 STLD STEEL DYNAMICS INC Basic Materials 6,399.0 $1.1M 0.04% +53.0 +0.8% $169.45 +41.7%
335 DG DOLLAR GEN CORP NEW Consumer Defensive 8,164.0 $1.1M 0.04% -495.0 -5.7% $132.77 -20.4%
336 AMRIZE LTD 20,043.0 $1.1M 0.04% NEW $54.08
337 EXPAND ENERGY CORPORATION 9,797.0 $1.1M 0.04% +454.0 +4.9% $110.36
338 MTB M & T BK CORP Financial Services 5,308.0 $1.1M 0.04% $201.48 +5.8%
339 ODFL OLD DOMINION FREIGHT LINE IN Industrials 6,787.0 $1.1M 0.04% +54.0 +0.8% $156.80 +34.2%
340 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 3,233.0 $1.1M 0.04% $328.60 -21.7%
Page 17 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%