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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 4 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOC NORTHROP GRUMMAN CORP Industrials 895.0 $545K 0.30% NEW $609.32 -8.8%
62 LMT LOCKHEED MARTIN CORP Industrials 1,081.0 $540K 0.30% NEW $499.21 +6.8%
63 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,833.0 $538K 0.30% NEW $293.50 -23.2%
64 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,963.0 $535K 0.30% NEW $107.81 -14.9%
65 SNOW SNOWFLAKE INC Technology 2,270.0 $512K 0.28% NEW $225.55 -23.7%
66 VRT VERTIV HOLDINGS CO Industrials 3,355.0 $506K 0.28% NEW $150.86 +117.1%
67 HWM HOWMET AEROSPACE INC Industrials 2,570.0 $504K 0.28% NEW $196.23 +30.7%
68 GD GENERAL DYNAMICS CORP Industrials 1,460.0 $498K 0.28% NEW $341.00 +0.6%
69 MRVL MARVELL TECHNOLOGY INC Technology 5,846.0 $491K 0.27% NEW $84.07 +133.5%
70 GM GENERAL MTRS CO Consumer Cyclical 7,990.0 $487K 0.27% NEW $60.97 +29.2%
71 USB US BANCORP DEL Financial Services 10,060.0 $486K 0.27% NEW $48.33 +13.4%
72 BNS BANK NOVA SCOTIA HALIFAX Financial Services 7,505.0 $485K 0.27% NEW $64.67 +23.4%
73 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,043.0 $476K 0.26% NEW $456.00 -34.8%
74 VLO VALERO ENERGY CORP Energy 2,708.0 $461K 0.26% NEW $170.26 +45.0%
75 CM CANADIAN IMPERIAL BANK OF CO Financial Services 5,720.0 $457K 0.25% NEW $79.93 +44.5%
76 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,790.0 $457K 0.25% NEW $67.31 +28.9%
77 D DOMINION ENERGY INC Utilities 7,453.0 $456K 0.25% NEW $61.17 +10.6%
78 FDX FEDEX CORP Industrials 1,930.0 $455K 0.25% NEW $235.81 +67.2%
79 APOS APOLLO GLOBAL MGMT INC Financial Services 3,402.0 $453K 0.25% NEW $133.27 -80.4%
80 VEEV VEEVA SYS INC Healthcare 1,520.0 $453K 0.25% NEW $297.91 -46.2%
Page 4 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%