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Portfolio (Quarterly) Guide ↗

ASAHI LIFE ASSET MANAGEMENT CO., LTD.

· CIK 0001564835
13F Portfolio $179M AUM 156 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 52 New 32 Added 67 Reduced 49 Exited
Page 4 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BSX BOSTON SCIENTIFIC CORP Healthcare 6,226.0 $594K 0.33% +4K +136.1% $95.35 -39.4%
62 COP CONOCOPHILLIPS Energy 6,329.0 $592K 0.33% NEW $93.61 +28.7%
63 CMCSA COMCAST CORP NEW Communication Services 19,597.0 $586K 0.33% +5K +36.7% $29.89 -15.7%
64 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,740.0 $579K 0.32% NEW $53.94 +10.2%
65 PNC PNC FINL SVCS GROUP INC Financial Services 2,655.0 $554K 0.31% NEW $208.73 +5.0%
66 NFLX NETFLIX INC Communication Services 5,826.0 $546K 0.30% +5K +443.0% $93.76 -5.5%
67 CEG CONSTELLATION ENERGY CORP Utilities 1,531.0 $541K 0.30% NEW $353.27 -16.8%
68 NKE NIKE INC Consumer Cyclical 8,487.0 $541K 0.30% -711.0 -7.7% $63.71 -29.9%
69 MA MASTERCARD INCORPORATED Financial Services 944.0 $539K 0.30% -28.0 -2.9% $570.88 -12.7%
70 HWM HOWMET AEROSPACE INC Industrials 2,595.0 $532K 0.30% +25.0 +1.0% $205.02 +25.1%
71 CVS CVS HEALTH CORP Healthcare 6,646.0 $527K 0.29% NEW $79.36 +17.5%
72 USB US BANCORP DEL Financial Services 9,820.0 $524K 0.29% -240.0 -2.4% $53.36 +2.8%
73 WDC WESTERN DIGITAL CORP Technology 3,016.0 $520K 0.29% NEW $172.27 +181.1%
74 MO ALTRIA GROUP INC Consumer Defensive 8,996.0 $519K 0.29% +626.0 +7.5% $57.66 +28.2%
75 JCI JOHNSON CTLS INTL PLC Industrials 4,302.0 $515K 0.29% NEW $119.75 +15.5%
76 GLW CORNING INC Technology 5,870.0 $514K 0.29% NEW $87.56 +121.6%
77 GD GENERAL DYNAMICS CORP Industrials 1,498.0 $504K 0.28% +38.0 +2.6% $336.66 +1.9%
78 FDX FEDEX CORP Industrials 1,744.0 $504K 0.28% -186.0 -9.6% $288.86 +36.5%
79 UPS UNITED PARCEL SERVICE INC Industrials 5,035.0 $499K 0.28% NEW $99.19 +1.8%
80 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,767.0 $495K 0.28% +1K +23.3% $63.72 +46.6%
Page 4 of 8  ·  156 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 29.4%
Financial Services 19.1%
Healthcare 10.9%
Consumer Cyclical 10.8%
Industrials 10.0%
Communication Services 7.5%
Consumer Defensive 4.8%
Energy 3.1%
Basic Materials 2.3%
Utilities 2.0%