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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 20 of 32  ·  632 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DTE DTE ENERGY CO Utilities 7,012.0 $1.1M 0.03% +292.0 +4.3% $152.37 -10.6%
382 NI NISOURCE INC Utilities 22,368.0 $1.1M 0.03% +2K +10.0% $47.55 -13.9%
383 RJF RAYMOND JAMES FINL INC Financial Services 6,963.0 $1.1M 0.03% $152.03 +15.8%
384 BURL BURLINGTON STORES INC Consumer Cyclical 3,305.0 $1.0M 0.03% +199.0 +6.4% $316.80 -8.5%
385 CNP CENTERPOINT ENERGY INC Utilities 23,656.0 $1.0M 0.03% $44.04 -10.8%
386 KEY KEYCORP Financial Services 45,139.0 $1.0M 0.03% +3K +6.8% $23.05 -4.5%
387 MTD METTLER TOLEDO INTERNATIONAL Healthcare 814.0 $1.0M 0.03% $1277.51 +10.2%
388 WDAY WORKDAY INC Technology 8,352.0 $1.0M 0.03% +1K +14.2% $122.42 +58.1%
389 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 9,466.0 $1.0M 0.03% +2K +27.7% $107.78 +4.1%
390 DRI DARDEN RESTAURANTS INC Consumer Cyclical 4,870.0 $1.0M 0.03% +84.0 +1.8% $206.01 +2.5%
391 LPLA LPL FINL HLDGS INC Financial Services 3,555.0 $1.0M 0.03% +587.0 +19.8% $281.68 +28.2%
392 DGX QUEST DIAGNOSTICS INC Healthcare 4,724.0 $1.0M 0.03% +794.0 +20.2% $211.95 +15.4%
393 AWK AMERICAN WTR WKS CO INC NEW Utilities 7,561.0 $995K 0.03% +575.0 +8.2% $131.58 +3.9%
394 RF REGIONS FINANCIAL CORP NEW Financial Services 32,876.0 $993K 0.03% +4K +13.6% $30.20 +0.7%
395 MSTR STRATEGY INC Technology 11,378.0 $989K 0.03% +1K +13.8% $86.93 +58.1%
396 EXPAND ENERGY CORPORATION 10,835.0 $988K 0.03% +1K +10.6% $91.19
397 ESS ESSEX PPTY TR INC Real Estate 3,383.0 $986K 0.03% +846.0 +33.4% $291.59 -3.7%
398 DAL DELTA AIR LINES INC Industrials 10,516.0 $985K 0.03% +461.0 +4.6% $93.66 -13.4%
399 OMC OMNICOM GROUP INC Communication Services 13,455.0 $980K 0.03% +7K +96.5% $72.83 +20.7%
400 EL LAUDER ESTEE COS INC Consumer Defensive 12,273.0 $969K 0.03% +2K +16.0% $78.95 +34.5%
Page 20 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%