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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 20 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 63,644.0 $6.9M 0.03% -6K -8.6% $107.93 +2.6%
382 GPC GENUINE PARTS CO Consumer Cyclical 58,287.0 $6.9M 0.03% -968.0 -1.6% $117.62 +13.9%
383 DOC HEALTHPEAK PROPERTIES INC Real Estate 313,606.0 $6.8M 0.03% -103K -24.8% $21.84 -2.0%
384 ARES ARES MANAGEMENT CORPORATION Financial Services 61,865.0 $6.8M 0.03% -5K -6.9% $110.50 +27.8%
385 NI NISOURCE INC Utilities 142,235.0 $6.8M 0.03% -6K -4.1% $47.68 -14.8%
386 FRT FEDERAL RLTY INVT TR NEW Real Estate 54,020.0 $6.8M 0.03% -1K -2.5% $125.32 -6.8%
387 LH LABCORP HOLDINGS INC Healthcare 24,055.0 $6.7M 0.03% -2K -8.6% $279.91 +20.2%
388 VLTO VERALTO CORP Industrials 75,318.0 $6.7M 0.03% -7K -8.2% $88.61 +11.5%
389 SNA SNAP ON INC Industrials 16,539.0 $6.6M 0.03% -1K -6.6% $401.67 -2.1%
390 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 38,974.0 $6.6M 0.03% -5K -10.4% $168.72 -9.6%
391 EVRG EVERGY INC Utilities 75,966.0 $6.6M 0.03% -3K -4.2% $86.54 -6.5%
392 DLTR DOLLAR TREE INC Consumer Defensive 53,690.0 $6.5M 0.03% -4K -7.6% $121.31 +8.4%
393 PSTG EVERPURE INC 83,682.0 $6.5M 0.03% -7K -7.8% $77.68
394 BAP CREDICORP LTD Financial Services 16,634.0 $6.5M 0.03% -249.0 -1.5% $388.82 -2.5%
395 LPLA LPL FINL HLDGS INC Financial Services 23,043.0 $6.4M 0.03% -1K -5.3% $279.42 +29.3%
396 NDSN NORDSON CORP Industrials 21,185.0 $6.4M 0.03% -2K -10.5% $301.92 +10.0%
397 JBHT HUNT J B TRANS SVCS INC Industrials 21,675.0 $6.3M 0.03% -1K -6.2% $289.09 -4.7%
398 KEY KEYCORP Financial Services 271,545.0 $6.3M 0.03% -24K -8.0% $23.07 -5.2%
399 AFRM AFFIRM HLDGS INC Technology 75,860.0 $6.2M 0.03% -5K -6.3% $81.59 -5.6%
400 SMURFIT WESTROCK PLC 133,681.0 $6.2M 0.03% -13K -9.0% $46.26
Page 20 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%