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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 23 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 KIM KIMCO RLTY CORP Real Estate 33,315.0 $675K 0.02% +980.0 +3.0% $20.27 +18.9%
442 EQH EQUITABLE HLDGS INC Financial Services 14,152.0 $674K 0.02% $47.65 -10.6%
443 JBHT HUNT J B TRANS SVCS INC Industrials 3,445.0 $670K 0.02% +219.0 +6.8% $194.34 +33.2%
444 CMS CMS ENERGY CORP Utilities 9,520.0 $666K 0.02% $69.93 +6.6%
445 MKC MCCORMICK & CO INC Consumer Defensive 9,767.0 $665K 0.02% -234.0 -2.3% $68.11 -29.8%
446 CDW CDW CORP Technology 4,877.0 $664K 0.02% $136.20 -18.6%
447 ESS ESSEX PPTY TR INC Real Estate 2,537.0 $664K 0.02% +50.0 +2.0% $261.68 +5.7%
448 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 9,848.0 $664K 0.02% $67.39 +11.7%
449 COOPER COS INC 8,020.0 $657K 0.02% $81.96
450 PKG PACKAGING CORP AMER Consumer Cyclical 3,174.0 $655K 0.02% $206.23 +4.7%
451 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 7,413.0 $654K 0.02% $88.21 +17.7%
452 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,687.0 $652K 0.02% +481.0 +21.8% $242.82 -0.2%
453 FFIV F5 INC Technology 2,545.0 $650K 0.02% +321.0 +14.4% $255.26 +54.2%
454 DECK DECKERS OUTDOOR CORP Consumer Cyclical 6,226.0 $645K 0.02% +433.0 +7.5% $103.67 +2.9%
455 APTIV PLC 8,443.0 $642K 0.02% $76.09
456 WY WEYERHAEUSER CO MTN BE Real Estate 26,887.0 $637K 0.02% +835.0 +3.2% $23.69 -0.1%
457 MAA MID-AMER APT CMNTYS INC Real Estate 4,576.0 $636K 0.02% -24.0 -0.5% $138.91 -5.6%
458 DT DYNATRACE INC Technology 14,492.0 $628K 0.02% +2K +19.3% $43.34 -4.9%
459 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,384.0 $628K 0.02% +173.0 +5.4% $185.56 -28.0%
460 HEI HEICO CORP NEW Industrials 1,928.0 $624K 0.02% +71.0 +3.8% $323.59 -7.0%
Page 23 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%