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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 29 of 40  ·  786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CG CARLYLE GROUP INC Financial Services 69,192.0 $2.9M 0.01% +3K +4.0% $41.83 +18.0%
562 SBAC SBA COMMUNICATIONS CORP Real Estate 15,929.0 $2.8M 0.01% -1K -8.2% $177.67 +2.8%
563 PNR PENTAIR PLC Industrials 36,626.0 $2.8M 0.01% -7K -15.9% $76.66 -16.0%
564 DPZ DOMINOS PIZZA INC Consumer Cyclical 9,343.0 $2.8M 0.01% -18K -66.4% $295.65 +15.6%
565 ALLE ALLEGION PLC Industrials 19,622.0 $2.8M 0.01% -4K -16.4% $140.49 +15.5%
566 VNO VORNADO RLTY TR Real Estate 69,462.0 $2.7M 0.01% -1K -1.8% $39.49 -4.1%
567 WY WEYERHAEUSER CO Real Estate 111,453.0 $2.7M 0.01% -3K -2.2% $24.21 +0.9%
568 SWK STANLEY BLACK & DECKER INC Industrials 28,809.0 $2.7M 0.01% +3K +10.4% $93.65 +6.8%
569 NWSA NEWS CORP NEW Communication Services 107,416.0 $2.7M 0.01% -9K -7.5% $24.92 +21.9%
570 BEN FRANKLIN RESOURCES INC Financial Services 78,892.0 $2.6M 0.01% -4K -4.7% $33.17 +3.4%
571 CRCL CIRCLE INTERNET GROUP INC Financial Services 39,980.0 $2.6M 0.01% NEW $64.84 +35.7%
572 KRG KITE REALTY GROUP TRUST Real Estate 89,294.0 $2.6M 0.01% -7K -7.2% $28.86 -9.4%
573 CNH INDL N V 214,641.0 $2.4M 0.01% -8K -3.8% $11.23
574 PECO PHILLIPS EDISON & CO INC Real Estate 55,426.0 $2.3M 0.01% -305.0 -0.6% $42.18 -6.9%
575 ANNALY CAPITAL MANAGEMENT IN 100,336.0 $2.3M 0.01% -4K -3.4% $22.63
576 H HYATT HOTELS CORP Consumer Cyclical 11,680.0 $2.3M 0.01% +357.0 +3.1% $194.31 -7.0%
577 GRAB GRAB HOLDINGS LIMITED Technology 597,467.0 $2.2M 0.01% -124K -17.2% $3.77 -7.6%
578 AKAM AKAMAI TECHNOLOGIES INC Technology 19,108.0 $2.2M 0.01% $117.71 -6.2%
579 RNR RENAISSANCERE HLDGS LTD Financial Services 7,077.0 $2.2M 0.01% -529.0 -7.0% $316.90 +2.1%
580 OUTFRONT MEDIA INC 67,306.0 $2.2M 0.01% +3K +4.3% $33.05
Page 29 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%