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Portfolio (Quarterly) Guide ↗

ASAHI LIFE ASSET MANAGEMENT CO., LTD.

· CIK 0001564835
13F Portfolio $177M AUM 158 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 65 New 20 Added 72 Reduced 63 Exited
Page 1 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 8,487 $1.7M 0.92% SOLD
2 VZ VERIZON COMMUNICATIONS INC Communication Services 23,827 $970K 0.54% SOLD
3 RTX RTX CORPORATION Industrials 4,358 $799K 0.45% SOLD
4 QCOM QUALCOMM INC Technology 4,174 $714K 0.40% SOLD
5 ISRG INTUITIVE SURGICAL INC Healthcare 1,259 $713K 0.40% SOLD
6 COF CAPITAL ONE FINL CORP Financial Services 2,879 $698K 0.39% SOLD
7 BLK BLACKROCK INC Financial Services 628 $672K 0.38% SOLD
8 T AT&T INC Communication Services 26,591 $661K 0.37% SOLD
9 NEM NEWMONT CORP Basic Materials 6,388 $638K 0.36% SOLD
10 APP APPLOVIN CORP Technology 933 $629K 0.35% SOLD
11 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,740 $579K 0.32% SOLD
12 CEG CONSTELLATION ENERGY CORP Utilities 1,531 $541K 0.30% SOLD
13 JCI JOHNSON CTLS INTL PLC Industrials 4,302 $515K 0.29% SOLD
14 GLW CORNING INC Technology 5,870 $514K 0.29% SOLD
15 GD GENERAL DYNAMICS CORP Industrials 1,498 $504K 0.28% SOLD
16 UPS UNITED PARCEL SERVICE INC Industrials 5,035 $499K 0.28% SOLD
17 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,767 $495K 0.28% SOLD
18 NOC NORTHROP GRUMMAN CORP Industrials 858 $489K 0.27% SOLD
19 F FORD MTR CO Consumer Cyclical 37,130 $487K 0.27% SOLD
20 SO SOUTHERN CO Utilities 5,454 $476K 0.27% SOLD
Page 1 of 4  ·  63 positions
Sector Allocation
Technology 29.3%
Financial Services 17.1%
Industrials 11.9%
Healthcare 11.0%
Consumer Cyclical 9.9%
Communication Services 8.4%
Consumer Defensive 4.8%
Energy 2.7%
Basic Materials 2.5%
Utilities 2.3%