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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 32 of 40  ·  786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 KRYS KRYSTAL BIOTECH INC Healthcare 3,387.0 $1.3M 0.01% +193.0 +6.0% $371.67 -6.8%
622 AKR ACADIA RLTY TR Real Estate 58,669.0 $1.3M 0.01% +767.0 +1.3% $21.40 -1.6%
623 IVT INVENTRUST PPTYS CORP Real Estate 34,319.0 $1.2M 0.01% $36.19 -9.7%
624 TME TENCENT MUSIC ENTMT GROUP Communication Services 147,682.0 $1.2M 0.01% +1K +1.0% $8.37 +5.2%
625 ENSG ENSIGN GROUP INC Healthcare 7,667.0 $1.2M 0.01% +134.0 +1.8% $160.30 +12.0%
626 FCPT FOUR CORNERS PPTY TR INC Real Estate 48,331.0 $1.2M 0.01% $25.30 -0.3%
627 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 21,192.0 $1.2M 0.01% +496.0 +2.4% $57.22 +16.6%
628 JKHY HENRY JACK & ASSOC INC Technology 8,715.0 $1.2M 0.01% -21K -70.8% $137.63 +20.8%
629 AVT AVNET INC Technology 13,428.0 $1.2M 0.01% -619.0 -4.4% $88.82 -0.2%
630 IDCC INTERDIGITAL INC Technology 4,212.0 $1.2M 0.01% -220.0 -5.0% $283.13 +20.9%
631 OGE OGE ENERGY CORP Utilities 24,296.0 $1.2M 0.01% +637.0 +2.7% $48.66 -6.2%
632 LINE LINEAGE INC Real Estate 25,238.0 $1.1M 0.01% $44.96 -7.5%
633 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 37,418.0 $1.1M 0.01% -6K -14.3% $29.16 +21.6%
634 DRH DIAMONDROCK HOSPITALITY CO Real Estate 88,991.0 $1.1M 0.01% -2K -1.8% $12.25 +4.6%
635 BZ KANZHUN LIMITED Industrials 82,731.0 $1.1M 0.01% -20K -19.5% $12.89 +23.8%
636 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 2,567.0 $1.0M 0.01% -127.0 -4.7% $401.84 +1.1%
637 MPT MEDICAL PROPERTIES TRUST INC Financial Services 217,327.0 $1.0M 0.01% $4.62 -10.8%
638 CHE CHEMED CORP NEW Healthcare 2,150.0 $1.0M 0.01% -317.0 -12.8% $465.74 +16.1%
639 PEB PEBBLEBROOK HOTEL TR Real Estate 50,522.0 $977K 0.01% $19.35 -4.5%
640 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 81,669.0 $951K 0.00% -3K -3.2% $11.64 -3.0%
Page 32 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%