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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 15 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WAT WATERS CORP Healthcare 29,235.0 $10.9M 0.05% -2K -6.0% $373.73 +9.9%
282 HBAN HUNTINGTON BANCSHARES INC Financial Services 604,302.0 $10.7M 0.05% -31K -4.9% $17.75 -4.0%
283 PAYX PAYCHEX INC Industrials 108,512.0 $10.7M 0.05% -7K -5.9% $98.60 +27.8%
284 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 316,361.0 $10.7M 0.05% -16K -4.7% $33.79 +9.3%
285 PCG PG&E CORP Utilities 626,343.0 $10.6M 0.05% -36K -5.4% $16.91 +7.1%
286 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 120,455.0 $10.5M 0.05% -17K -12.2% $87.30 +6.6%
287 PDD PDD HOLDINGS INC Consumer Cyclical 137,276.0 $10.5M 0.05% -46K -25.1% $76.32 +14.1%
288 WST WEST PHARMACEUTICAL SVSC INC Healthcare 29,287.0 $10.5M 0.05% -2K -5.8% $357.23 -1.1%
289 NDAQ NASDAQ INC Financial Services 133,213.0 $10.4M 0.05% -9K -6.4% $78.41 +26.0%
290 ES EVERSOURCE ENERGY Utilities 142,071.0 $10.3M 0.05% -7K -4.5% $72.84 -2.2%
291 CINF CINCINNATI FINL CORP Financial Services 55,683.0 $10.3M 0.05% -4K -7.2% $185.53 -7.7%
292 MLM MARTIN MARIETTA MATLS INC Basic Materials 17,864.0 $10.3M 0.05% -1K -5.5% $577.65 -7.7%
293 ON ON SEMICONDUCTOR CORP Technology 110,228.0 $10.3M 0.05% -14K -11.5% $93.30 -22.9%
294 GRMN GARMIN LTD Technology 43,090.0 $10.2M 0.05% -4K -8.2% $237.54 +22.6%
295 PPG PPG INDS INC Basic Materials 83,939.0 $10.2M 0.05% -6K -6.9% $121.14 -6.5%
296 KIM KIMCO REALTY CORP Real Estate 394,476.0 $10.2M 0.05% -12K -3.0% $25.73 -5.9%
297 OXY OCCIDENTAL PETE CORP Energy 205,734.0 $10.0M 0.05% -19K -8.5% $48.68 +23.5%
298 MTB M & T BK CORP Financial Services 41,937.0 $10.0M 0.05% -4K -9.5% $238.27 +1.5%
299 HSY HERSHEY CO Consumer Defensive 56,560.0 $10.0M 0.05% -1K -2.1% $176.46 +7.6%
300 NTRA NATERA INC Healthcare 36,337.0 $9.9M 0.05% -2K -5.9% $271.59 +20.7%
Page 15 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%