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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 6 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ACM AECOM Industrials 3,115.0 $406K 0.23% NEW $130.47 -46.2%
102 MCHP MICROCHIP TECHNOLOGY INC. Technology 6,300.0 $405K 0.22% NEW $64.22 +41.9%
103 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,870.0 $404K 0.22% NEW $82.91 +24.0%
104 TEAM ATLASSIAN CORPORATION Technology 2,512.0 $401K 0.22% NEW $159.70 -46.0%
105 PRU PRUDENTIAL FINL INC Financial Services 3,840.0 $398K 0.22% NEW $103.74 -0.5%
106 LEIDOS HOLDINGS INC 2,105.0 $398K 0.22% NEW $188.96
107 EXC EXELON CORP Utilities 8,770.0 $395K 0.22% NEW $45.01 +0.8%
108 KEY KEYCORP Financial Services 21,080.0 $394K 0.22% NEW $18.69 +15.0%
109 SLF SUN LIFE FINANCIAL INC. Financial Services 6,520.0 $392K 0.22% NEW $60.06 +21.6%
110 BBY BEST BUY INC Consumer Cyclical 5,172.0 $391K 0.22% NEW $75.62 -19.1%
111 WTRG ESSENTIAL UTILS INC Utilities 9,791.0 $391K 0.22% NEW $39.90 -8.4%
112 PSTG PURE STORAGE INC Technology 4,614.0 $387K 0.21% NEW $83.81 -0.0%
113 EXPD EXPEDITORS INTL WASH INC Industrials 3,154.0 $387K 0.21% NEW $122.59 +28.2%
114 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,859.0 $385K 0.21% NEW $134.67 +12.3%
115 MGA MAGNA INTL INC Consumer Cyclical 8,118.0 $385K 0.21% NEW $47.39 +33.1%
116 DXCM DEXCOM INC Healthcare 5,716.0 $385K 0.21% NEW $67.29 +6.9%
117 AMCOR PLC 46,966.0 $384K 0.21% NEW $8.18
118 IP INTERNATIONAL PAPER CO Consumer Cyclical 8,221.0 $381K 0.21% NEW $46.40 -32.1%
119 CVE CENOVUS ENERGY INC Energy 22,432.0 $381K 0.21% NEW $16.98 +78.4%
120 TROW PRICE T ROWE GROUP INC Financial Services 3,710.0 $381K 0.21% NEW $102.64 -0.8%
Page 6 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%