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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 16 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 INVH INVITATION HOMES INC Real Estate 321,774.0 $9.8M 0.05% -21K -6.1% $30.51 -0.1%
302 TROW PRICE T ROWE GROUP INC Financial Services 85,615.0 $9.8M 0.05% -3K -3.8% $113.97 -2.2%
303 DTE DTE ENERGY CO Utilities 63,307.0 $9.7M 0.04% -3K -4.5% $152.70 -11.0%
304 MAA MID-AMER APT CMNTYS INC Real Estate 68,121.0 $9.6M 0.04% -2K -2.3% $140.31 -4.8%
305 FE FIRSTENERGY CORP Utilities 200,106.0 $9.5M 0.04% -13K -6.1% $47.62 -2.1%
306 AEE AMEREN CORP Utilities 84,037.0 $9.5M 0.04% -4K -4.2% $113.35 -5.5%
307 SE SEA LTD Consumer Cyclical 99,389.0 $9.5M 0.04% -16K -14.2% $95.35 +21.5%
308 FANG DIAMONDBACK ENERGY INC Energy 53,472.0 $9.5M 0.04% -3K -4.7% $176.77 +15.8%
309 BIIB BIOGEN INC Healthcare 43,699.0 $9.4M 0.04% -3K -5.5% $216.18 +0.3%
310 IQVIA HLDGS INC 48,876.0 $9.4M 0.04% -5K -9.0% $193.23
311 EXPAND ENERGY CORPORATION 104,029.0 $9.4M 0.04% -3K -2.8% $90.66
312 STLD STEEL DYNAMICS INC Basic Materials 40,754.0 $9.4M 0.04% -3K -6.2% $230.49 -1.1%
313 INGERSOLL RAND INC 114,371.0 $9.4M 0.04% -9K -7.2% $81.78
314 VRSN VERISIGN INC Technology 36,927.0 $9.3M 0.04% -4K -8.7% $251.69 +15.4%
315 AWK AMERICAN WTR WKS CO INC NEW Utilities 70,390.0 $9.3M 0.04% -4K -5.6% $131.74 +5.7%
316 NTAP NETAPP INC Technology 59,689.0 $9.2M 0.04% -6K -9.1% $154.82 +21.6%
317 CHRW C H ROBINSON WORLDWIDE IN Industrials 49,408.0 $9.2M 0.04% -3K -5.0% $187.02 -23.9%
318 CMS CMS ENERGY CORP Utilities 119,000.0 $9.1M 0.04% -6K -4.5% $76.74 -10.6%
319 XYL XYLEM INC Industrials 77,341.0 $9.1M 0.04% -4K -5.1% $117.91 -3.4%
320 CNC CENTENE CORP DEL Healthcare 141,798.0 $9.1M 0.04% -5K -3.2% $64.26 +2.2%
Page 16 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%