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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 27 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FOX FOX CORP 42,898.0 $2.0M 0.01% -3K -5.8% $46.63
522 EPR EPR PPTYS Real Estate 33,630.0 $2.0M 0.01% -184.0 -0.5% $58.94 +2.4%
523 HTHT H WORLD GROUP LTD Consumer Cyclical 43,419.0 $1.8M 0.01% -9K -16.7% $41.97 +17.1%
524 CDP COPT DEFENSE PROPERTIES Real Estate 49,569.0 $1.8M 0.01% -562.0 -1.1% $36.62 +1.8%
525 KRC KILROY REALTY CORP Real Estate 47,039.0 $1.8M 0.01% -1K -2.4% $38.33 -4.6%
526 BNL BROADSTONE NET LEASE INC Real Estate 83,566.0 $1.8M 0.01% -487.0 -0.6% $21.12 -0.0%
527 IRT INDEPENDENCE RLTY TR INC Real Estate 103,303.0 $1.7M 0.01% -1K -1.0% $16.78 -1.1%
528 ALB ALBEMARLE CORP Basic Materials 12,023.0 $1.6M 0.01% -713.0 -5.6% $129.72 +10.4%
529 FUTU FUTU HLDGS LTD Financial Services 15,951.0 $1.5M 0.01% -98.0 -0.6% $94.26 +31.2%
530 XP XP INC Financial Services 92,340.0 $1.5M 0.01% -16K -14.9% $16.27 +3.3%
531 MUSA MURPHY USA INC Consumer Cyclical 2,738.0 $1.5M 0.01% -322.0 -10.5% $538.87 +5.7%
532 HIW HIGHWOODS PPTYS INC Real Estate 48,422.0 $1.5M 0.01% -411.0 -0.8% $30.18 +4.0%
533 LXP INDUSTRIAL TRUST 26,041.0 $1.4M 0.01% -133.0 -0.5% $55.17
534 FCFS FIRSTCASH HOLDINGS INC Financial Services 6,490.0 $1.4M 0.01% -394.0 -5.7% $216.32 +4.1%
535 NSA NATIONAL STORAGE AFFILIATES Real Estate 30,876.0 $1.4M 0.01% -505.0 -1.6% $45.28 -4.2%
536 IDA IDACORP INC Utilities 9,078.0 $1.4M 0.01% -192.0 -2.1% $151.30 -9.3%
537 CURB CURBLINE PPTYS CORP Real Estate 42,718.0 $1.3M 0.01% -237.0 -0.6% $31.20 -5.8%
538 PK PARK HOTELS & RESORTS INC Real Estate 87,322.0 $1.3M 0.01% -2K -1.7% $14.51 +8.8%
539 JKHY HENRY JACK & ASSOC INC Technology 8,715.0 $1.2M 0.01% -21K -70.8% $137.63 +20.8%
540 AVT AVNET INC Technology 13,428.0 $1.2M 0.01% -619.0 -4.4% $88.82 -0.2%
Page 27 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%