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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 8 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CNH INDL N V 33,580.0 $310K 0.17% NEW $9.22
142 CNQ CANADIAN NAT RES LTD Energy 9,047.0 $307K 0.17% -5K -33.2% $33.92 +43.6%
143 ORCL ORACLE CORP Technology 1,559.0 $304K 0.17% -3K -63.1% $194.91 -2.6%
144 PSTG PURE STORAGE INC Technology 4,524.0 $303K 0.17% -90.0 -1.9% $67.01 +25.1%
145 MFC MANULIFE FINL CORP Financial Services 8,078.0 $294K 0.16% NEW $36.36 +7.4%
146 MELI MERCADOLIBRE INC Consumer Cyclical 145.0 $292K 0.16% NEW $2014.26 -16.7%
147 GILD GILEAD SCIENCES INC Healthcare 2,290.0 $281K 0.16% NEW $122.74 +6.3%
148 SU SUNCOR ENERGY INC NEW Energy 6,306.0 $280K 0.16% NEW $44.44 +52.6%
149 PAAS PAN AMERN SILVER CORP Basic Materials 5,335.0 $277K 0.15% NEW $51.91 +5.6%
150 SLF SUN LIFE FINANCIAL INC. Financial Services 3,729.0 $233K 0.13% -3K -42.8% $62.51 +16.8%
151 AMAT APPLIED MATLS INC Technology 887.0 $228K 0.13% NEW $256.99 +66.3%
152 TFII TFI INTL INC Industrials 2,178.0 $225K 0.13% -2K -44.7% $103.50 +41.9%
153 CAE CAE INC Industrials 7,390.0 $225K 0.12% NEW $30.45 -11.5%
154 GIB CGI INC Technology 2,411.0 $223K 0.12% NEW $92.49 -28.6%
155 MGA MAGNA INTL INC Consumer Cyclical 4,079.0 $218K 0.12% -4K -49.8% $53.38 +18.2%
156 GRAB GRAB HOLDINGS LIMITED Technology 20,640.0 $103K 0.06% -6K -21.0% $4.99 -28.7%
Page 8 of 8  ·  156 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 29.4%
Financial Services 19.1%
Healthcare 10.9%
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%