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Portfolio (Quarterly) Guide ↗

Mitsubishi UFJ Asset Management Co., Ltd.

· CIK 0001466546
13F Portfolio $180.4B AUM 1,659 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 90 New 845 Added 212 Reduced 49 Exited
Page 36 of 43  ·  845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 16,698.0 $833K +6K +52.4% $49.86 +24.3%
702 ANGO ANGIODYNAMICS INC Healthcare 63,729.0 $829K +17K +35.8% $13.01 +21.6%
703 CSR CENTERSPACE Real Estate 14,378.0 $808K +972.0 +7.2% $56.19 -5.1%
704 LTRX LANTRONIX INC Technology 137,257.0 $807K +42K +43.6% $5.88 +6.8%
705 ORA ORMAT TECHNOLOGIES INC Utilities 7,188.0 $783K +1K +19.1% $108.90 +0.7%
706 ARRY ARRAY TECHNOLOGIES INC Energy 103,889.0 $770K +25K +31.0% $7.41 -35.2%
707 WSR WHITESTONE REIT Real Estate 40,033.0 $759K +5K +13.3% $18.96 +0.2%
708 JBGS JBG SMITH PPTYS Real Estate 51,209.0 $751K +5K +10.7% $14.67 -22.1%
709 VMI VALMONT INDS INC Industrials 1,278.0 $738K +209.0 +19.6% $577.60 -15.6%
710 HUDSON PACIFIC PROPERTIES IN 47,242.0 $718K +5K +11.5% $15.19
711 RNW RENEW ENERGY GLOBAL PLC Utilities 114,546.0 $716K +61K +113.7% $6.25 +9.1%
712 EOSE EOS ENERGY ENTERPRISES INC Industrials 121,478.0 $714K +79K +183.5% $5.88 -37.6%
713 ATEC ALPHATEC HLDGS INC Healthcare 82,143.0 $711K +54K +191.4% $8.65 +10.2%
714 ESRT EMPIRE ST RLTY TR INC Real Estate 126,902.0 $687K +17K +15.2% $5.41 -13.1%
715 FLNC FLUENCE ENERGY INC Utilities 34,217.0 $680K +11K +44.9% $19.88 -40.9%
716 DQ DAQO NEW ENERGY CORP Technology 48,933.0 $655K +31K +173.6% $13.39 +3.7%
717 JKS JINKOSOLAR HLDG CO LTD Energy 37,664.0 $633K +18K +86.8% $16.80 -2.3%
718 SNN SMITH & NEPHEW PLC Healthcare 21,894.0 $631K +5K +26.8% $28.81 +4.8%
719 CNMD CONMED CORP Healthcare 18,692.0 $612K +5K +38.9% $32.73 +50.5%
720 GRFS GRIFOLS S A Healthcare 86,124.0 $610K +21K +31.9% $7.08 +9.5%
Page 36 of 43  ·  845 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 36.9%
Financial Services 11.7%
Communication Services 10.1%
Consumer Cyclical 9.7%
Healthcare 9.0%
Industrials 8.2%
Consumer Defensive 5.3%
Energy 2.8%
Utilities 2.4%
Real Estate 2.3%