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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 42 of 83  ·  1,659 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SEDG SOLAREDGE TECHNOLOGIES INC Energy 22,870.0 $1.3M 0.00% -2K -7.3% $58.44 -47.2%
822 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 32,145.0 $1.3M 0.00% +19K +149.2% $41.51 -27.7%
823 LI LI AUTO INC Consumer Cyclical 113,287.0 $1.3M 0.00% +24K +27.5% $11.74 +11.2%
824 CBT CABOT CORP Basic Materials 14,541.0 $1.3M 0.00% $90.82 -6.2%
825 ENPH ENPHASE ENERGY INC Energy 26,607.0 $1.3M 0.00% -5K -14.6% $49.24 -21.6%
826 KODIAK AI INC. 251,254.0 $1.3M 0.00% +16K +7.0% $5.08
827 VKTX VIKING THERAPEUTICS INC Healthcare 32,564.0 $1.3M 0.00% +19K +133.0% $39.01 -13.1%
828 BLSH BULLISH Technology 53,900.0 $1.3M 0.00% +11K +25.9% $23.43 +29.8%
829 UCTT ULTRA CLEAN HLDGS INC Technology 8,771.0 $1.3M 0.00% -16K -65.2% $142.59 -46.4%
830 JBT MAREL CORPORATION 8,570.0 $1.2M 0.00% +2K +21.8% $145.00
831 WLK WESTLAKE CORPORATION Basic Materials 16,907.0 $1.2M 0.00% +6K +50.1% $73.00 +8.1%
832 IPAR INTERPARFUMS INC Consumer Defensive 10,834.0 $1.2M 0.00% -8K -41.3% $111.86 +3.3%
833 LXFR LUXFER HLDGS PLC Industrials 67,067.0 $1.2M 0.00% +49K +268.1% $18.04 -4.7%
834 REET ISHARES TR GLOBAL 43,620.0 $1.2M 0.00% $27.62 +1.4%
835 VLN VALENS SEMICONDUCTOR LTD Technology 524,116.0 $1.2M 0.00% NEW $2.26 -19.9%
836 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,495.0 $1.2M 0.00% -522.0 -13.0% $338.15 +1.0%
837 YSS YORK SPACE SYSTEMS INC Technology 47,200.0 $1.2M 0.00% NEW $24.62 -62.1%
838 TE T1 ENERGY INC Industrials 121,478.0 $1.2M 0.00% -67K -35.6% $9.48 -53.4%
839 MRCY MERCURY SYS INC Industrials 9,407.0 $1.2M 0.00% -2K -14.2% $122.33 -25.3%
840 EH EHANG HLDGS LTD Industrials 175,598.0 $1.2M 0.00% +77K +78.9% $6.55 -15.9%
Page 42 of 83  ·  1,659 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 37.9%
Financial Services 11.8%
Consumer Cyclical 9.9%
Healthcare 9.3%
Industrials 8.4%
Communication Services 8.0%
Consumer Defensive 5.4%
Energy 2.8%
Utilities 2.5%
Real Estate 2.3%