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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 6 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FITB FIFTH THIRD BANCORP Financial Services 7,448.0 $420K 0.24% NEW $56.37 -3.2%
102 TPL TEXAS PACIFIC LAND CORPORATI Energy 957.0 $419K 0.24% NEW $437.64 -16.7%
103 CFG CITIZENS FINL GROUP INC Financial Services 5,975.0 $419K 0.24% -2K -21.7% $70.07 -0.5%
104 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,388.0 $418K 0.24% +355.0 +34.4% $301.03 -21.2%
105 TFC TRUIST FINL CORP Financial Services 8,340.0 $415K 0.23% -1K -15.1% $49.82 +1.2%
106 GM GENERAL MTRS CO Consumer Cyclical 5,384.0 $415K 0.23% -2K -27.6% $77.08 +11.9%
107 EXC EXELON CORP Utilities 8,857.0 $413K 0.23% NEW $46.62 -5.8%
108 INTU INTUIT Technology 1,582.0 $413K 0.23% +594.0 +60.1% $261.00 +37.2%
109 ROP ROPER TECHNOLOGIES INC Industrials 1,210.0 $409K 0.23% NEW $338.39 +25.9%
110 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,192.0 $401K 0.23% NEW $183.11 -0.8%
111 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 5,214.0 $398K 0.23% -1K -18.9% $76.40 +6.7%
112 DVN DEVON ENERGY CORP NEW Energy 9,609.0 $397K 0.22% NEW $41.32 +14.6%
113 DDOG DATADOG INC Technology 1,514.0 $394K 0.22% NEW $260.36 -9.0%
114 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,808.0 $392K 0.22% NEW $216.60 -8.3%
115 KEY KEYCORP Financial Services 16,920.0 $390K 0.22% -4K -19.1% $23.05 -4.9%
116 CHRW C H ROBINSON WORLDWIDE IN Industrials 2,070.0 $390K 0.22% NEW $188.34 -20.1%
117 MPWR MONOLITHIC PWR SYS INC Technology 282.0 $390K 0.22% NEW $1382.36 -9.1%
118 HBAN HUNTINGTON BANCSHARES INC Financial Services 21,963.0 $389K 0.22% $17.73 -4.6%
119 RPRX ROYALTY PHARMA PLC Healthcare 6,926.0 $388K 0.22% -3K -26.9% $56.07 +8.5%
120 AMCOR PLC 8,914.0 $386K 0.22% NEW $43.35
Page 6 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%