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Portfolio (Quarterly) Guide ↗

ASAHI LIFE ASSET MANAGEMENT CO., LTD.

· CIK 0001564835
13F Portfolio $180M AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 153 New
Page 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TFC TRUIST FINL CORP Financial Services 9,878.0 $452K 0.25% NEW $45.72 +5.0%
82 NET CLOUDFLARE INC Technology 2,099.0 $450K 0.25% NEW $214.59 -0.9%
83 CMCSA COMCAST CORP NEW Communication Services 14,332.0 $450K 0.25% NEW $31.42 -20.2%
84 F FORD MTR CO Consumer Cyclical 37,430.0 $448K 0.25% NEW $11.96 +14.3%
85 EME EMCOR GROUP INC Industrials 685.0 $445K 0.25% NEW $649.54 +30.7%
86 AEP AMERICAN ELEC PWR CO INC Utilities 3,910.0 $440K 0.24% NEW $112.50 +15.2%
87 REGN REGENERON PHARMACEUTICALS Healthcare 782.0 $440K 0.24% NEW $562.27 +15.6%
88 PSX PHILLIPS 66 Energy 3,227.0 $439K 0.24% NEW $136.02 +31.8%
89 WDAY WORKDAY INC Technology 1,817.0 $437K 0.24% NEW $240.73 -47.4%
90 ZS ZSCALER INC Technology 1,451.0 $435K 0.24% NEW $299.66 -41.8%
91 FCX FREEPORT-MCMORAN INC Basic Materials 11,085.0 $435K 0.24% NEW $39.22 +58.9%
92 CNQ CANADIAN NAT RES LTD Energy 13,549.0 $433K 0.24% NEW $31.98 +52.2%
93 ABT ABBOTT LABS Healthcare 3,215.0 $431K 0.24% NEW $133.94 -34.5%
94 LNG CHENIERE ENERGY INC Energy 1,825.0 $429K 0.24% NEW $234.98 +2.3%
95 LIN LINDE PLC Basic Materials 900.0 $428K 0.24% NEW $475.00 +8.3%
96 FSLR FIRST SOLAR INC Energy 1,930.0 $426K 0.24% NEW $220.53 +12.9%
97 RTX RTX CORPORATION Industrials 2,489.0 $416K 0.23% NEW $167.33 +4.5%
98 RDDT REDDIT INC Communication Services 1,780.0 $409K 0.23% NEW $229.99 -36.2%
99 CVNA CARVANA CO Consumer Cyclical 1,085.0 $409K 0.23% NEW $377.24 -82.9%
100 CFG CITIZENS FINL GROUP INC Financial Services 7,690.0 $409K 0.23% NEW $53.16 +18.1%
Page 5 of 8  ·  153 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 29.2%
Financial Services 18.1%
Consumer Cyclical 12.2%
Healthcare 10.4%
Industrials 10.1%
Communication Services 7.2%
Consumer Defensive 5.3%
Energy 3.4%
Basic Materials 2.6%
Utilities 1.6%