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Portfolio (Quarterly) Guide ↗

BOCHK Asset Management Ltd

· CIK 0002010854
13F Portfolio $483.3B AUM 117 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New 37 Added 17 Reduced 25 Exited
Page 2 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LNG CHENIERE ENERGY INC Energy 20,150.0 $5.7M 1.18% NEW $283.76 -14.8%
22 GS GOLDMAN SACHS GROUP INC Financial Services 6,720.0 $5.7M 1.18% +5K +276.5% $845.99 +12.1%
23 NOW SERVICENOW INC Technology 53,000.0 $5.5M 1.15% NEW $104.55 -9.1%
24 GGG GRACO INC Industrials 65,000.0 $5.5M 1.14% NEW $84.65 -10.5%
25 HOOD ROBINHOOD MKTS INC Financial Services 76,593.0 $5.3M 1.10% +70K +1100.5% $69.30 +11.3%
26 COP CONOCOPHILLIPS Energy 39,800.0 $5.3M 1.09% NEW $132.00 -7.3%
27 HD HOME DEPOT INC Consumer Cyclical 15,900.0 $5.2M 1.08% NEW $328.89 -9.5%
28 JPM JPMORGAN CHASE & CO. Financial Services 17,100.0 $5.0M 1.04% +10K +131.1% $294.16 +1.2%
29 BLK BLACKROCK INC Financial Services 5,200.0 $5.0M 1.03% NEW $961.71 +12.5%
30 WMT WALMART INC Consumer Defensive 39,000.0 $4.8M 1.00% NEW $124.28 +5.8%
31 JNJ JOHNSON & JOHNSON Healthcare 19,500.0 $4.8M 0.99% NEW $244.44 -7.3%
32 MS MORGAN STANLEY Financial Services 26,600.0 $4.4M 0.91% +20K +274.6% $164.57 +17.0%
33 OXY OCCIDENTAL PETE CORP Energy 67,000.0 $4.4M 0.90% NEW $65.00 -8.3%
34 EQT EQT CORP Energy 67,000.0 $4.3M 0.88% NEW $63.64 -11.7%
35 V VISA INC Financial Services 13,000.0 $3.9M 0.81% NEW $302.24 +7.8%
36 CRCL CIRCLE INTERNET GROUP INC Financial Services 40,500.0 $3.9M 0.80% +14K +51.1% $95.41 +19.5%
37 KR KROGER CO Consumer Defensive 53,000.0 $3.8M 0.79% NEW $72.36 -8.8%
38 PFE PFIZER INC Healthcare 135,800.0 $3.8M 0.79% +97K +246.4% $28.08 -9.8%
39 LLY ELI LILLY & CO Healthcare 4,000.0 $3.7M 0.76% +3K +300.0% $919.77 +9.5%
40 ASML ASML HLDG NV Technology 2,700.0 $3.6M 0.74% NEW $1320.83 +11.5%
Page 2 of 6  ·  117 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 36.1%
Energy 14.2%
Financial Services 11.7%
Consumer Cyclical 10.8%
Communication Services 10.6%
Healthcare 5.4%
Consumer Defensive 4.9%
Industrials 2.9%
Utilities 1.8%
Real Estate 0.9%