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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 4 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GS GOLDMAN SACHS GROUP INC Financial Services 10,463.0 $9.2M 0.32% +201.0 +2.0% $879.00 +13.4%
62 LIN LINDE PLC Basic Materials 20,428.0 $8.7M 0.30% +120.0 +0.6% $426.39 +21.4%
63 NEE NEXTERA ENERGY INC Utilities 105,154.0 $8.4M 0.29% +1K +1.0% $80.28 +10.3%
64 RTX RTX CORPORATION Industrials 45,575.0 $8.4M 0.29% +976.0 +2.2% $183.40 -3.5%
65 MDT MEDTRONIC PLC Healthcare 84,590.0 $8.1M 0.28% -821.0 -1.0% $96.06 -18.2%
66 LRCX LAM RESEARCH CORP Technology 44,678.0 $7.6M 0.26% +2K +3.6% $171.18 +78.4%
67 TMO THERMO FISHER SCIENTIFIC INC Healthcare 12,828.0 $7.4M 0.26% +309.0 +2.5% $579.45 -22.6%
68 ABT ABBOTT LABS Healthcare 58,627.0 $7.3M 0.25% +1K +1.9% $125.29 -30.2%
69 C CITIGROUP INC Financial Services 62,670.0 $7.3M 0.25% $116.69 +7.2%
70 AXP AMERICAN EXPRESS CO Financial Services 19,615.0 $7.3M 0.25% +211.0 +1.1% $369.95 -15.7%
71 AMAT APPLIED MATLS INC Technology 28,204.0 $7.2M 0.25% +1K +5.2% $256.99 +68.2%
72 MCD MCDONALDS CORP Consumer Cyclical 23,641.0 $7.2M 0.25% +631.0 +2.7% $305.63 -7.6%
73 MS MORGAN STANLEY Financial Services 40,544.0 $7.2M 0.25% +954.0 +2.4% $177.53 +13.2%
74 ISRG INTUITIVE SURGICAL INC Healthcare 12,465.0 $7.1M 0.24% +418.0 +3.5% $566.36 -22.6%
75 DIS DISNEY WALT CO Communication Services 60,046.0 $6.8M 0.23% +915.0 +1.6% $113.77 -9.5%
76 PEP PEPSICO INC Consumer Defensive 45,720.0 $6.6M 0.23% +1K +3.3% $143.52 +4.9%
77 GEV GE VERNOVA INC Utilities 9,758.0 $6.4M 0.22% +204.0 +2.1% $653.57 +58.9%
78 INTU INTUIT Technology 9,375.0 $6.2M 0.21% +60.0 +0.6% $662.42 -51.7%
79 QCOM QUALCOMM INC Technology 35,985.0 $6.2M 0.21% +599.0 +1.7% $171.05 +39.2%
80 T AT&T INC Communication Services 241,850.0 $6.0M 0.21% +6K +2.3% $24.84 +1.7%
Page 4 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%