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Portfolio (Quarterly) Guide ↗

ASAHI LIFE ASSET MANAGEMENT CO., LTD.

· CIK 0001564835
13F Portfolio $179M AUM 156 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 52 New 32 Added 67 Reduced 49 Exited
Page 1 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 3,585.0 $1.0M 0.57% NEW $285.41 +209.4%
2 QCOM QUALCOMM INC Technology 4,174.0 $714K 0.40% NEW $171.05 +2.5%
3 APH AMPHENOL CORP NEW Technology 5,001.0 $676K 0.38% NEW $135.14 +14.7%
4 INTC INTEL CORP Technology 16,640.0 $614K 0.34% NEW $36.90 +170.9%
5 COP CONOCOPHILLIPS Energy 6,329.0 $592K 0.33% NEW $93.61 +17.9%
6 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,740.0 $579K 0.32% NEW $53.94 +8.4%
7 PNC PNC FINL SVCS GROUP INC Financial Services 2,655.0 $554K 0.31% NEW $208.73 +22.0%
8 CEG CONSTELLATION ENERGY CORP Utilities 1,531.0 $541K 0.30% NEW $353.27 -27.3%
9 CVS CVS HEALTH CORP Healthcare 6,646.0 $527K 0.29% NEW $79.36 +35.5%
10 WDC WESTERN DIGITAL CORP Technology 3,016.0 $520K 0.29% NEW $172.27 +190.8%
11 JCI JOHNSON CTLS INTL PLC Industrials 4,302.0 $515K 0.29% NEW $119.75 +17.3%
12 GLW CORNING INC Technology 5,870.0 $514K 0.29% NEW $87.56 +92.8%
13 UPS UNITED PARCEL SERVICE INC Industrials 5,035.0 $499K 0.28% NEW $99.19 +15.0%
14 PCAR PACCAR INC Industrials 4,484.0 $491K 0.27% NEW $109.51 +11.9%
15 CI THE CIGNA GROUP Healthcare 1,762.0 $485K 0.27% NEW $275.23 +10.1%
16 TD TORONTO DOMINION BK ONT Financial Services 5,033.0 $475K 0.27% NEW $94.37 +31.0%
17 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 5,716.0 $474K 0.27% NEW $83.00 -47.7%
18 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,597.0 $469K 0.26% NEW $293.57 -2.2%
19 AIG AMERICAN INTL GROUP INC Financial Services 5,480.0 $469K 0.26% NEW $85.55 -9.8%
20 MET METLIFE INC Financial Services 5,823.0 $460K 0.26% NEW $78.94 +17.2%
Page 1 of 3  ·  52 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 29.3%
Financial Services 19.2%
Healthcare 11.0%
Consumer Cyclical 10.8%
Industrials 10.0%
Communication Services 7.5%
Consumer Defensive 4.8%
Energy 3.1%
Basic Materials 2.3%
Utilities 2.0%