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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 40 of 40  ·  786 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ONL ORION PROPERTIES INC Real Estate 19,668.0 $58K $2.97 -4.4%
782 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 23,869.0 $47K $1.98 +4.6%
783 NWS NEWS CORP NEW 1,629.0 $47K $28.55
784 KAI KADANT INC Industrials 127.0 $40K $313.77 -0.1%
785 PSKY PARAMOUNT SKYDANCE CORP Communication Services 3,448.0 $34K $9.82 +5.4%
786 FSP FRANKLIN STR PPTYS CORP Real Estate 37,014.0 $20K $0.53 -18.0%
Page 40 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%