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Portfolio (Quarterly) Guide ↗

TOKIO MARINE ASSET MANAGEMENT CO LTD

· CIK 0001504169
13F Portfolio $3.2B AUM 632 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 151 New 347 Added 43 Reduced 43 Exited
Page 17 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CFG CITIZENS FINL GROUP INC Financial Services 19,515.0 $1.4M 0.04% +2K +11.2% $70.07 +0.2%
322 LYV LIVE NATION ENTERTAINMENT IN Communication Services 7,467.0 $1.4M 0.04% +181.0 +2.5% $183.11 -1.3%
323 ADSK AUTODESK INC Technology 7,018.0 $1.4M 0.04% $194.42 +39.2%
324 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,280.0 $1.4M 0.04% +310.0 +6.2% $255.88 +24.6%
325 IP INTERNATIONAL PAPER CO Consumer Cyclical 35,439.0 $1.4M 0.04% +6K +21.7% $38.10 +4.7%
326 PPG PPG INDS INC Basic Materials 11,125.0 $1.3M 0.04% -700.0 -5.9% $121.29 -6.4%
327 JBL JABIL INC Technology 3,500.0 $1.3M 0.04% NEW $385.48 -19.0%
328 IQVIA HLDGS INC 6,977.0 $1.3M 0.04% +513.0 +7.9% $193.22
329 CHD CHURCH & DWIGHT CO INC Consumer Defensive 13,893.0 $1.3M 0.04% -3K -19.7% $96.88 +5.7%
330 COIN COINBASE GLOBAL INC Financial Services 9,170.0 $1.3M 0.04% +1K +16.4% $146.19 +30.5%
331 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 16,324.0 $1.3M 0.04% $81.16 -9.6%
332 HBAN HUNTINGTON BANCSHARES INC Financial Services 74,539.0 $1.3M 0.04% +23K +45.0% $17.73 -4.9%
333 MDB MONGODB INC Technology 3,934.0 $1.3M 0.04% +430.0 +12.3% $335.90 +31.2%
334 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,272.0 $1.3M 0.04% +148.0 +7.0% $576.70 -8.3%
335 INSM INSMED INC Healthcare 12,200.0 $1.3M 0.04% NEW $106.62 +13.9%
336 Q QNITY ELECTRONICS INC Technology 7,907.0 $1.3M 0.04% NEW $163.31 -22.6%
337 AIG AMERICAN INTL GROUP INC Financial Services 17,291.0 $1.3M 0.04% $74.53 +2.8%
338 KMB KIMBERLY-CLARK CORP Consumer Defensive 11,585.0 $1.3M 0.04% +491.0 +4.4% $109.77 +0.2%
339 ATO ATMOS ENERGY CORP Utilities 7,369.0 $1.3M 0.04% +1K +16.9% $172.27 -2.9%
340 HUBB HUBBELL INC Industrials 2,415.0 $1.3M 0.04% +42.0 +1.8% $523.20 -10.1%
Page 17 of 32  ·  632 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 38.8%
Financial Services 11.7%
Consumer Cyclical 10.0%
Healthcare 9.1%
Industrials 8.3%
Communication Services 8.2%
Consumer Defensive 5.5%
Energy 3.0%
Utilities 2.5%
Basic Materials 1.5%