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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 66 of 83  ·  1,659 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 ANGLOGOLD ASHANTI PLC 291.0 $24K NEW $80.89
1302 JJSF J & J SNACK FOODS CORP Consumer Defensive 320.0 $24K $73.45 +21.0%
1303 RLI RLI CORP Financial Services 396.0 $23K $59.07 +11.3%
1304 CMC COMMERCIAL METALS CO Basic Materials 371.0 $23K $62.75 +5.2%
1305 FNB F N B CORP Financial Services 1,217.0 $23K $19.08 -3.0%
1306 QXO QXO INC Industrials 1,315.0 $23K $17.28 -20.2%
1307 SBSI SOUTHSIDE BANCSHARES INC Financial Services 643.0 $23K $35.19 -9.4%
1308 AXTA AXALTA COATING SYS LTD Basic Materials 657.0 $22K $34.22 +4.9%
1309 ROAD CONSTRUCTION PARTNERS INC Industrials 186.0 $22K $118.77 -5.2%
1310 SATL SATELLOGIC INC Technology 3,800.0 $22K NEW $5.72 -0.9%
1311 PCVX VAXCYTE INC Healthcare 372.0 $22K $58.13 +9.2%
1312 TXNM ENERGY INC 377.0 $21K $56.78
1313 HTO H2O AMERICA Utilities 352.0 $21K $60.77 +5.0%
1314 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 707.0 $21K $30.18 -1.5%
1315 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 873.0 $21K $24.44 -5.6%
1316 CBSH COMMERCE BANCSHARES INC Financial Services 369.0 $21K $57.75 +1.6%
1317 JXN JACKSON FINANCIAL INC Financial Services 207.0 $21K -195.0 -48.5% $102.39 +29.3%
1318 RPC RIDGEPOST CAP INC Financial Services 2,677.0 $21K $7.87 +12.7%
1319 MTDR MATADOR RES CO Energy 420.0 $21K +286.0 +213.4% $49.78 +16.7%
1320 ONB OLD NATL BANCORP IND Financial Services 800.0 $21K $25.90 -0.6%
Page 66 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%