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Portfolio (Quarterly) Guide ↗

Nan Shan Life Insurance Co., Ltd.

· CIK 0001730464
13F Portfolio $2.8B AUM 87 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 15 Added 17 Reduced 23 Exited
Page 1 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 599,733.0 $172.5M 6.24% +507K +543.4% $287.56 +34.8%
2 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 131,842.0 $131.4M 4.76% +31K +31.2% $996.43 +5.4%
3 AAPL APPLE INC Technology 431,798.0 $109.6M 3.97% +421K +4053.5% $253.79 +20.2%
4 VZ VERIZON COMMUNICATIONS INC Communication Services 2,088,591.0 $104.8M 3.80% -819K -28.2% $50.20 -4.7%
5 QCOM QUALCOMM INC Technology 798,331.0 $102.8M 3.72% $128.78 +57.3%
6 MSFT MICROSOFT CORP Technology 272,642.0 $100.9M 3.65% +107K +64.4% $370.17 +13.2%
7 ETN EATON CORP PLC Industrials 275,247.0 $98.4M 3.56% NEW $357.67 +6.7%
8 NVDA NVIDIA CORPORATION Technology 514,681.0 $89.8M 3.25% +406K +373.5% $174.40 +25.9%
9 PFE PFIZER INC Healthcare 3,070,309.0 $86.2M 3.12% +1.3M +73.6% $28.08 -7.6%
10 META META PLATFORMS INC Communication Services 148,044.0 $84.7M 3.07% +18K +14.0% $572.13 +6.2%
11 QQQ INVESCO QQQ TR Financial Services 135,377.0 $78.1M 2.83% NEW $577.18 +23.8%
12 NFLX NETFLIX INC. Communication Services 810,170.0 $77.9M 2.82% $96.15 -7.1%
13 V VISA INC Financial Services 225,986.0 $68.3M 2.47% -131K -36.8% $302.24 +9.4%
14 DIS DISNEY WALT CO Communication Services 630,489.0 $60.8M 2.20% $96.38 +7.5%
15 BMY BRISTOL-MYERS SQUIBB CO Healthcare 939,759.0 $57.0M 2.06% $60.65 -1.8%
16 GDX VANECK ETF TRUST 586,380.0 $53.8M 1.95% NEW $91.77 -6.2%
17 NOW SERVICENOW INC Technology 514,260.0 $53.8M 1.95% $104.55 -4.6%
18 AMZN AMAZON COM INC Consumer Cyclical 237,255.0 $49.4M 1.79% +189K +387.9% $208.27 +28.9%
19 JPM JPMORGAN CHASE & CO Financial Services 164,353.0 $48.3M 1.75% +141K +601.9% $294.16 +3.0%
20 APTIV PLC 687,462.0 $47.7M 1.73% $69.44
Page 1 of 5  ·  87 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 30.3%
Communication Services 21.6%
Healthcare 14.7%
Financial Services 12.9%
Consumer Defensive 6.8%
Consumer Cyclical 5.1%
Industrials 4.2%
Energy 2.5%
Basic Materials 1.5%
Real Estate 0.2%