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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 13 of 40  ·  786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WEC WEC ENERGY GROUP INC Utilities 136,273.0 $15.9M 0.07% -4K -2.7% $117.01 -9.4%
242 AME AMETEK INC Industrials 65,327.0 $15.7M 0.07% -4K -5.8% $241.06 -0.6%
243 NKE NIKE INC Consumer Cyclical 381,507.0 $15.7M 0.07% -7K -1.8% $41.13 -0.9%
244 XEL XCEL ENERGY INC Utilities 193,872.0 $15.6M 0.07% -4K -1.9% $80.62 -5.4%
245 AVB AVALONBAY CMNTYS INC Real Estate 81,234.0 $15.6M 0.07% -4K -4.3% $191.84 -4.1%
246 SPOT SPOTIFY TECHNOLOGY S A Communication Services 33,913.0 $15.6M 0.07% -6K -15.7% $459.13 +16.2%
247 CHD CHURCH & DWIGHT CO INC Consumer Defensive 159,210.0 $15.5M 0.07% -10K -5.7% $97.12 +1.7%
248 F FORD MTR CO Consumer Cyclical 1,103,492.0 $15.4M 0.07% -156K -12.4% $13.93 +3.5%
249 VST VISTRA CORP Utilities 95,742.0 $15.3M 0.07% -7K -7.2% $159.44 -14.6%
250 LNG CHENIERE ENERGY INC Energy 63,523.0 $15.2M 0.07% -8K -11.1% $239.78 +15.7%
251 FITB FIFTH THIRD BANCORP Financial Services 265,001.0 $15.0M 0.07% -9K -3.4% $56.46 -2.9%
252 BDX BECTON DICKINSON & CO Healthcare 97,119.0 $14.8M 0.07% -4K -4.3% $152.52 +25.9%
253 KDP KEURIG DR PEPPER INC Consumer Defensive 449,978.0 $14.8M 0.07% -27K -5.6% $32.87 -2.5%
254 ENTERGY CORP NEW 128,059.0 $14.7M 0.07% -7K -5.4% $115.17
255 KMB KIMBERLY-CLARK CORP Consumer Defensive 133,941.0 $14.7M 0.07% -5K -3.5% $109.81 -0.5%
256 WCN WASTE CONNECTIONS INC Industrials 87,625.0 $14.6M 0.07% -5K -5.0% $166.75 +1.6%
257 APOS APOLLO GLOBAL MGMT INC 122,570.0 $14.4M 0.07% -10K -7.7% $117.55
258 EXC EXELON CORP Utilities 307,300.0 $14.4M 0.07% -16K -4.9% $46.73 -6.3%
259 ADSK AUTODESK INC Technology 73,576.0 $14.3M 0.07% -3K -3.9% $194.57 +30.5%
260 HUM HUMANA INC Healthcare 35,917.0 $14.2M 0.07% -2K -4.7% $395.43 -4.2%
Page 13 of 40  ·  786 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%