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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 5 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BMO BANK MONTREAL MEDIUM Financial Services 2,635.0 $466K 0.26% -53.0 -2.0% $176.68 -2.7%
82 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,255.0 $465K 0.26% NEW $370.59 -5.3%
83 BNS BANK NOVA SCOTIA B C Financial Services 5,325.0 $463K 0.26% +472.0 +9.7% $86.89 +6.3%
84 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,776.0 $459K 0.26% -1K -21.5% $96.12 -51.2%
85 CME CME GROUP INC Financial Services 2,075.0 $458K 0.26% NEW $220.83 +29.4%
86 ACN ACCENTURE PLC IRELAND Technology 3,659.0 $455K 0.26% +1K +39.8% $124.44 +52.4%
87 PCAR PACCAR INC Industrials 3,785.0 $455K 0.26% -699.0 -15.6% $120.12 +4.3%
88 BE BLOOM ENERGY CORP Industrials 1,493.0 $452K 0.26% NEW $302.70 -30.4%
89 XEL XCEL ENERGY INC Utilities 5,570.0 $447K 0.25% NEW $80.30 -4.8%
90 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,349.0 $446K 0.25% NEW $330.46 -2.6%
91 FDX FEDEX CORP Industrials 1,419.0 $444K 0.25% -325.0 -18.6% $313.13 +5.7%
92 REGN REGENERON PHARMACEUTICALS Healthcare 709.0 $442K 0.25% NEW $623.54 +27.4%
93 SLB SLB LIMITED Energy 9,449.0 $439K 0.25% NEW $46.49 +23.3%
94 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,786.0 $436K 0.25% +39.0 +1.0% $115.11 -0.7%
95 BSX BOSTON SCIENTIFIC CORP Healthcare 10,155.0 $433K 0.24% +4K +63.1% $42.68 +9.7%
96 TPR TAPESTRY INC Consumer Cyclical 2,930.0 $429K 0.24% -450.0 -13.3% $146.38 -14.3%
97 DTE DTE ENERGY CO Utilities 2,790.0 $425K 0.24% -105.0 -3.6% $152.37 -10.8%
98 JBHT HUNT J B TRANS SVCS INC Industrials 1,455.0 $421K 0.24% NEW $289.43 -9.8%
99 KDP KEURIG DR PEPPER INC Consumer Defensive 12,850.0 $421K 0.24% NEW $32.73 -1.7%
100 OKE ONEOK INC NEW Energy 4,830.0 $420K 0.24% NEW $86.94 +9.0%
Page 5 of 8  ·  158 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%