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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 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CHRW C H ROBINSON WORLDWIDE IN Industrials 2,070.0 $390K 0.22% NEW $188.34 -20.1%
42 MPWR MONOLITHIC PWR SYS INC Technology 282.0 $390K 0.22% NEW $1382.36 -9.1%
43 AMCOR PLC 8,914.0 $386K 0.22% NEW $43.35
44 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,475.0 $385K 0.22% NEW $86.09 +17.2%
45 BDX BECTON DICKINSON & CO Healthcare 2,529.0 $383K 0.22% NEW $151.33 +25.2%
46 TRP TC ENERGY CORP Energy 5,704.0 $378K 0.21% NEW $66.20 -6.6%
47 CDE COEUR MNG INC Basic Materials 22,704.0 $371K 0.21% NEW $16.32 +29.5%
48 PCG PG&E CORP Utilities 21,890.0 $368K 0.21% NEW $16.82 -1.3%
49 HAL HALLIBURTON CO Energy 10,821.0 $367K 0.21% NEW $33.95 +6.6%
50 OMC OMNICOM GROUP INC Communication Services 4,981.0 $363K 0.20% NEW $72.83 +21.2%
51 STT STATE STR CORP Financial Services 2,080.0 $353K 0.20% NEW $169.60 +14.0%
52 LVS LAS VEGAS SANDS CORP Consumer Cyclical 7,620.0 $352K 0.20% NEW $46.19 -2.5%
53 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,521.0 $345K 0.20% NEW $226.81 -40.4%
54 CNI CANADIAN NATL RY CO Industrials 2,876.0 $343K 0.19% NEW $119.29 +5.6%
55 ULTA ULTA BEAUTY INC Consumer Cyclical 712.0 $321K 0.18% NEW $450.98 +14.8%
56 VRSN VERISIGN INC Technology 1,253.0 $315K 0.18% NEW $251.56 +16.0%
57 PEP PEPSICO INC Consumer Defensive 2,258.0 $306K 0.17% NEW $135.40 +4.2%
58 EQX EQUINOX GOLD CORP Basic Materials 30,706.0 $299K 0.17% NEW $9.74 +33.4%
59 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,381.0 $283K 0.16% NEW $52.65 +20.9%
60 NET CLOUDFLARE INC Technology 1,146.0 $281K 0.16% NEW $245.28 +22.2%
Page 3 of 4  ·  65 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 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%