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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 35 of 40  ·  786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 AWR AMER STATES WTR CO Utilities 6,400.0 $529K 0.00% -287.0 -4.3% $82.63 +7.3%
682 DLB DOLBY LABORATORIES INC Technology 9,987.0 $525K 0.00% -563.0 -5.3% $52.58 +24.1%
683 AAT AMERICAN ASSETS TR INC Real Estate 21,045.0 $523K 0.00% $24.83 -8.0%
684 ORI OLD REP INTL CORP Financial Services 12,744.0 $521K 0.00% $40.92 +1.6%
685 GNRC GENERAC HLDGS INC Industrials 1,828.0 $519K 0.00% -143.0 -7.3% $283.81 -27.4%
686 NWE NORTHWESTERN ENERGY GROUP IN Utilities 7,172.0 $514K 0.00% $71.62 -3.0%
687 IT GARTNER INC Technology 3,900.0 $509K 0.00% -22K -85.0% $130.50 +50.1%
688 PDM PIEDMONT REALTY TRUST INC Real Estate 53,634.0 $499K 0.00% -3K -4.7% $9.30 +3.8%
689 CNX CNX RES CORP Energy 14,650.0 $497K 0.00% +648.0 +4.6% $33.93 +7.2%
690 AUGO AURA MINERALS INC Basic Materials 7,823.0 $493K 0.00% NEW $63.06 +38.4%
691 DEA EASTERLY GOVT PPTYS INC Real Estate 19,615.0 $493K 0.00% $25.14 -2.2%
692 MGEE MGE ENERGY INC Utilities 6,018.0 $491K 0.00% -325.0 -5.1% $81.54 -3.5%
693 ATR APTARGROUP INC Healthcare 3,845.0 $481K 0.00% +185.0 +5.0% $125.20 +7.7%
694 CPK CHESAPEAKE UTILS CORP Utilities 3,928.0 $481K 0.00% -164.0 -4.0% $122.48 +9.5%
695 CWT CALIFORNIA WTR SVC GROUP Utilities 9,766.0 $475K 0.00% -593.0 -5.7% $48.65 +1.8%
696 USFD US FOODS HLDG CORP Consumer Defensive 4,592.0 $470K 0.00% -63.0 -1.4% $102.25 +7.2%
697 GWRE GUIDEWIRE SOFTWARE INC Technology 3,801.0 $468K 0.00% $123.05 +53.8%
698 SVC SERVICE PPTYS TR Real Estate 276,234.0 $467K 0.00% +209K +308.6% $1.69 +377.5%
699 CCC CCC INTELLIGENT SOLUTIONS HL Technology 89,929.0 $464K 0.00% $5.16 +44.6%
700 VNOM VIPER ENERGY INC Energy 10,648.0 $451K 0.00% $42.40 +6.8%
Page 35 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%