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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 24 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 COOPER COS INC 58,343.0 $4.2M 0.02% -3K -4.7% $71.64
462 J JACOBS SOLUTIONS INC Industrials 33,198.0 $4.2M 0.02% -2K -6.4% $125.52 +19.6%
463 CSL CARLISLE COS INC Industrials 11,305.0 $4.1M 0.02% -1K -10.1% $365.65 +0.6%
464 EVEREST GROUP LTD 11,328.0 $4.1M 0.02% -2K -12.6% $357.98
465 DKS DICKS SPORTING GOODS INC Consumer Cyclical 17,800.0 $4.1M 0.02% -2K -10.0% $227.79 -19.6%
466 ADC AGREE RLTY CORP Real Estate 52,725.0 $4.1M 0.02% -282.0 -0.5% $76.84 -3.9%
467 CUBE CUBESMART Real Estate 99,488.0 $4.0M 0.02% -2K -1.6% $40.63 +0.6%
468 LVS LAS VEGAS SANDS CORP Consumer Cyclical 87,159.0 $4.0M 0.02% -5K -5.4% $46.23 +1.7%
469 PINNACLE FINL PARTNERS INC 39,761.0 $4.0M 0.02% -4K -8.1% $100.86
470 RKT ROCKET COS INC Financial Services 254,053.0 $4.0M 0.02% -8K -3.1% $15.71 -11.3%
471 NNN NNN REIT INC Real Estate 83,579.0 $4.0M 0.02% -425.0 -0.5% $47.27 -3.0%
472 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 227,679.0 $3.9M 0.02% -18K -7.4% $17.26 -1.7%
473 RPM RPM INTL INC Basic Materials 35,224.0 $3.9M 0.02% -1K -3.3% $111.07 -2.2%
474 HRL HORMEL FOODS CORP Consumer Defensive 146,502.0 $3.8M 0.02% -78K -34.8% $25.84 -7.5%
475 SATS ECHOSTAR CORP Technology 37,273.0 $3.8M 0.02% -5K -10.8% $101.37 -14.2%
476 GGG GRACO INC Industrials 49,821.0 $3.8M 0.02% -5K -9.6% $75.64 +6.6%
477 TEAM ATLASSIAN CORPORATION Technology 48,042.0 $3.7M 0.02% -380.0 -0.8% $78.05 +120.1%
478 UAL UNITED AIRLS HLDGS INC Industrials 27,295.0 $3.7M 0.02% -992.0 -3.5% $135.75 -16.6%
479 FR FIRST INDL RLTY TR INC Real Estate 58,293.0 $3.7M 0.02% -672.0 -1.1% $63.21 -0.4%
480 TRU TRANSUNION Industrials 50,943.0 $3.7M 0.02% -7K -12.7% $72.08 +17.4%
Page 24 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%