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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 62 of 83  ·  1,659 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 DTM DT MIDSTREAM INC Energy 215.0 $32K $146.74 -13.6%
1222 SFBS SERVISFIRST BANCSHARES INC Financial Services 362.0 $31K $86.75 -50.0%
1223 SBCF SEACOAST BKG CORP FLA Financial Services 943.0 $31K $33.25 +4.1%
1224 EAT BRINKER INTL INC Consumer Cyclical 185.0 $31K -60.0 -24.5% $168.00 +46.5%
1225 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 1,141.0 $31K NEW $27.13 -6.1%
1226 AYI ACUITY INC Industrials 82.0 $31K +43.0 +110.3% $376.66 -8.9%
1227 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 2,204.0 $31K NEW $13.97 -4.7%
1228 WFRD WEATHERFORD INTL PLC Energy 377.0 $31K +172.0 +83.9% $81.50 +11.1%
1229 FIVE FIVE BELOW INC Consumer Cyclical 170.0 $31K $179.79 +39.2%
1230 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,246.0 $31K +139.0 +12.6% $24.50 -12.3%
1231 PPC PILGRIMS PRIDE CORP Consumer Defensive 1,065.0 $30K NEW $28.55 +13.0%
1232 USPH U S PHYSICAL THERAPY Healthcare 442.0 $30K $68.68 +13.9%
1233 NPO ENPRO INC Industrials 80.0 $30K $376.93 -17.1%
1234 ROKU ROKU INC Communication Services 218.0 $30K $138.14 +14.0%
1235 TRS TRIMAS CORP Consumer Cyclical 668.0 $30K $45.03 -12.5%
1236 LAD LITHIA MTRS INC Consumer Cyclical 103.0 $30K +49.0 +90.7% $290.49 +27.6%
1237 PBF PBF ENERGY INC Energy 655.0 $30K $45.52 +61.5%
1238 R RYDER SYS INC Industrials 113.0 $30K +59.0 +109.3% $263.77 -5.3%
1239 CNNE CANNAE HLDGS INC Consumer Cyclical 2,069.0 $30K $14.40 +7.6%
1240 LAUR LAUREATE ED INC Consumer Defensive 797.0 $30K NEW $37.34 +0.3%
Page 62 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%