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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 18 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MTB M & T BK CORP Financial Services 5,308.0 $1.3M 0.04% $238.01 +0.3%
342 PCG PG&E CORP Utilities 75,033.0 $1.3M 0.04% +597.0 +0.8% $16.82 +6.7%
343 SYF SYNCHRONY FINANCIAL Financial Services 16,587.0 $1.3M 0.04% +535.0 +3.3% $76.05 +5.1%
344 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 19,702.0 $1.3M 0.04% +3K +17.9% $64.01 +13.2%
345 PAYX PAYCHEX INC Industrials 12,799.0 $1.3M 0.04% +2K +16.8% $98.33 +28.6%
346 ILMN ILLUMINA INC Healthcare 7,150.0 $1.3M 0.04% +69.0 +1.0% $175.83 +29.5%
347 WEC WEC ENERGY GROUP INC Utilities 10,658.0 $1.2M 0.04% $116.77 -9.0%
348 ED CONSOLIDATED EDISON INC Utilities 11,241.0 $1.2M 0.04% $110.63 -3.6%
349 FFIV F5 INC Technology 2,946.0 $1.2M 0.04% +401.0 +15.8% $415.96 -1.4%
350 TSCO TRACTOR SUPPLY CO Consumer Cyclical 38,749.0 $1.2M 0.04% +337.0 +0.9% $31.61 +9.8%
351 PSTG EVERPURE INC 15,453.0 $1.2M 0.04% +2K +15.6% $78.79
352 WST WEST PHARMACEUTICAL SVSC INC Healthcare 3,378.0 $1.2M 0.04% +54.0 +1.6% $359.00 -3.6%
353 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,083.0 $1.2M 0.04% $132.52 +4.0%
354 KR KROGER CO Consumer Defensive 21,674.0 $1.2M 0.04% $55.53 +2.5%
355 FISV FISERV INC Technology 24,533.0 $1.2M 0.04% +2K +9.6% $49.05 +7.2%
356 PRU PRUDENTIAL FINL INC Financial Services 11,129.0 $1.2M 0.04% $107.93 +11.5%
357 JBHT HUNT J B TRANS SVCS INC Industrials 4,133.0 $1.2M 0.04% +688.0 +20.0% $289.43 -9.0%
358 ACGL ARCH CAP GROUP LTD Financial Services 12,304.0 $1.2M 0.04% $97.06 +1.8%
359 XYL XYLEM INC Industrials 10,031.0 $1.2M 0.04% $118.21 -4.7%
360 CCI CROWN CASTLE INC Real Estate 15,571.0 $1.2M 0.04% $75.73 -0.9%
Page 18 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%