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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 15 of 40  ·  786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 164,884.0 $12.6M 0.06% -10K -5.9% $76.57 +4.9%
282 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 153,667.0 $12.5M 0.06% -9K -5.7% $81.40 -10.8%
283 CVNA CARVANA CO Consumer Cyclical 188,823.0 $12.3M 0.06% +148K +363.1% $65.35 +6.9%
284 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 49,228.0 $12.3M 0.06% -9K -14.8% $249.40 -3.9%
285 NEBIUS GROUP N.V. 44,244.0 $12.2M 0.06% -7K -13.7% $276.17
286 AMP AMERIPRISE FINL INC Financial Services 26,766.0 $12.2M 0.06% -3K -9.4% $456.24 +21.8%
287 MBB ISHARES TR 128,832.0 $12.2M 0.06% $94.52 -1.5%
288 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 45,075.0 $12.1M 0.06% -2K -4.6% $267.38 -13.8%
289 AMT AMERICAN TOWER CORP Real Estate 72,478.0 $12.0M 0.06% -4K -5.1% $165.66 +6.1%
290 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 40,053.0 $12.0M 0.06% +221.0 +0.6% $299.77 -21.2%
291 NU NU HLDGS LTD Financial Services 885,367.0 $11.8M 0.06% +10K +1.1% $13.32 +9.5%
292 JBL JABIL INC Technology 30,640.0 $11.7M 0.06% -3K -8.3% $383.03 -18.2%
293 CBOE CBOE GLOBAL MKTS INC Financial Services 48,394.0 $11.7M 0.06% -3K -5.6% $241.19 +24.7%
294 MSCI MSCI INC Financial Services 20,830.0 $11.7M 0.06% -3K -11.2% $559.55 +0.7%
295 DOV DOVER CORP Industrials 50,608.0 $11.3M 0.05% -4K -6.8% $224.18 -9.9%
296 AIG AMERICAN INTL GROUP INC Financial Services 151,312.0 $11.3M 0.05% -11K -6.8% $74.65 +2.0%
297 PRU PRUDENTIAL FINL INC Financial Services 104,217.0 $11.3M 0.05% -7K -6.3% $108.19 +12.0%
298 A AGILENT TECHNOLOGIES INC Healthcare 84,832.0 $11.3M 0.05% -6K -6.2% $132.83 +19.6%
299 ATO ATMOS ENERGY CORP Utilities 64,693.0 $11.2M 0.05% -4K -5.5% $173.12 -3.6%
300 BLOCK INC 144,164.0 $11.0M 0.05% -24K -14.1% $76.44
Page 15 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%