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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 7 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HBAN HUNTINGTON BANCSHARES INC Financial Services 22,013.0 $380K 0.21% NEW $17.27 -8.2%
122 RVTY REVVITY INC Healthcare 4,336.0 $380K 0.21% NEW $87.65 +8.2%
123 CLX CLOROX CO DEL Consumer Defensive 3,081.0 $380K 0.21% NEW $123.30 -22.8%
124 RF REGIONS FINANCIAL CORP NEW Financial Services 14,320.0 $378K 0.21% NEW $26.37 +4.4%
125 T AT&T INC Communication Services 13,344.0 $377K 0.21% NEW $28.24 -11.7%
126 FLUTTER ENTMT PLC 1,450.0 $368K 0.20% NEW $254.00
127 OTEX OPEN TEXT CORP Technology 9,840.0 $368K 0.20% NEW $37.39 -37.9%
128 EL LAUDER ESTEE COS INC Consumer Defensive 4,170.0 $367K 0.20% NEW $88.12 -10.5%
129 IOT SAMSARA INC Technology 9,802.0 $365K 0.20% NEW $37.25 -19.1%
130 BKNG BOOKING HOLDINGS INC Consumer Cyclical 67.0 $362K 0.20% NEW $5399.27 -97.0%
131 EVEREST GROUP LTD 1,030.0 $361K 0.20% NEW $350.23
132 TTD THE TRADE DESK INC Technology 7,310.0 $358K 0.20% NEW $49.01 -57.1%
133 DAL DELTA AIR LINES INC DEL Industrials 6,310.0 $358K 0.20% NEW $56.75 +33.3%
134 INTU INTUIT Technology 523.0 $357K 0.20% NEW $682.91 -55.0%
135 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 6,591.0 $357K 0.20% NEW $54.16 -0.1%
136 INCY INCYTE CORP Healthcare 4,186.0 $355K 0.20% NEW $84.81 +14.9%
137 EMERA INC 7,322.0 $351K 0.20% NEW $47.99
138 TFII TFI INTL INC Industrials 3,939.0 $347K 0.19% NEW $88.03 +66.8%
139 LII LENNOX INTL INC Industrials 650.0 $344K 0.19% NEW $529.36 -9.2%
140 TJX TJX COS INC NEW Consumer Cyclical 2,265.0 $327K 0.18% NEW $144.54 +10.1%
Page 7 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%