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Portfolio (Quarterly) Guide ↗

Resona Asset Management Co.,Ltd.

· CIK 0001944142
13F Portfolio $21.3B AUM 786 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 75 Added 596 Reduced 27 Exited
Page 14 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 49,228.0 $12.3M 0.06% -9K -14.8% $249.40 -6.4%
262 NEBIUS GROUP N.V. 44,244.0 $12.2M 0.06% -7K -13.7% $276.17
263 AMP AMERIPRISE FINL INC Financial Services 26,766.0 $12.2M 0.06% -3K -9.4% $456.24 +23.0%
264 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 45,075.0 $12.1M 0.06% -2K -4.6% $267.38 -16.7%
265 AMT AMERICAN TOWER CORP Real Estate 72,478.0 $12.0M 0.06% -4K -5.1% $165.66 +7.7%
266 JBL JABIL INC Technology 30,640.0 $11.7M 0.06% -3K -8.3% $383.03 -20.4%
267 CBOE CBOE GLOBAL MKTS INC Financial Services 48,394.0 $11.7M 0.06% -3K -5.6% $241.19 +27.9%
268 MSCI MSCI INC Financial Services 20,830.0 $11.7M 0.06% -3K -11.2% $559.55 +2.1%
269 DOV DOVER CORP Industrials 50,608.0 $11.3M 0.05% -4K -6.8% $224.18 -9.2%
270 AIG AMERICAN INTL GROUP INC Financial Services 151,312.0 $11.3M 0.05% -11K -6.8% $74.65 +3.7%
271 PRU PRUDENTIAL FINL INC Financial Services 104,217.0 $11.3M 0.05% -7K -6.3% $108.19 +13.4%
272 A AGILENT TECHNOLOGIES INC Healthcare 84,832.0 $11.3M 0.05% -6K -6.2% $132.83 +15.5%
273 ATO ATMOS ENERGY CORP Utilities 64,693.0 $11.2M 0.05% -4K -5.5% $173.12 -3.1%
274 BLOCK INC 144,164.0 $11.0M 0.05% -24K -14.1% $76.44
275 HIG HARTFORD INSURANCE GROUP INC Financial Services 82,952.0 $11.0M 0.05% -6K -7.1% $132.72 +4.7%
276 EME EMCOR GROUP INC Industrials 13,286.0 $11.0M 0.05% -893.0 -6.3% $826.68 -7.4%
277 PYPL PAYPAL HLDGS INC Financial Services 252,406.0 $11.0M 0.05% -34K -11.9% $43.44 +42.0%
278 Q QNITY ELECTRONICS INC Technology 67,517.0 $11.0M 0.05% -3K -4.4% $162.38 -22.2%
279 FFIV F5 INC Technology 26,353.0 $10.9M 0.05% -1K -3.8% $415.21 -8.7%
280 VMC VULCAN MATLS CO Basic Materials 36,815.0 $10.9M 0.05% -3K -7.0% $296.94 -7.1%
Page 14 of 30  ·  596 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 37.4%
Financial Services 11.6%
Healthcare 9.3%
Consumer Cyclical 9.2%
Industrials 9.0%
Communication Services 7.2%
Consumer Defensive 4.9%
Real Estate 4.0%
Energy 2.9%
Utilities 2.7%