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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 5 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PCAR PACCAR INC Industrials 4,484.0 $491K 0.27% NEW $109.51 -0.1%
82 NOC NORTHROP GRUMMAN CORP Industrials 858.0 $489K 0.27% -37.0 -4.1% $570.21 -2.6%
83 F FORD MTR CO Consumer Cyclical 37,130.0 $487K 0.27% -300.0 -0.8% $13.12 +13.8%
84 CI THE CIGNA GROUP Healthcare 1,762.0 $485K 0.27% NEW $275.23 +4.0%
85 TFC TRUIST FINL CORP Financial Services 9,818.0 $483K 0.27% -60.0 -0.6% $49.21 -1.7%
86 SO SOUTHERN CO Utilities 5,454.0 $476K 0.27% +3K +126.6% $87.20 +8.4%
87 TD TORONTO DOMINION BK ONT Financial Services 5,033.0 $475K 0.27% NEW $94.37 +18.5%
88 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 5,716.0 $474K 0.27% NEW $83.00 -36.4%
89 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,597.0 $469K 0.26% NEW $293.57 +6.3%
90 AIG AMERICAN INTL GROUP INC Financial Services 5,480.0 $469K 0.26% NEW $85.55 -9.9%
91 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,085.0 $467K 0.26% -705.0 -10.4% $76.67 +13.2%
92 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,083.0 $464K 0.26% +120.0 +2.4% $91.21 +0.6%
93 MET METLIFE INC Financial Services 5,823.0 $460K 0.26% NEW $78.94 +6.5%
94 MTB M & T BK CORP Financial Services 2,280.0 $459K 0.26% NEW $201.48 +5.8%
95 PRU PRUDENTIAL FINL INC Financial Services 4,004.0 $452K 0.25% +164.0 +4.3% $112.88 -7.8%
96 CL COLGATE PALMOLIVE CO Consumer Defensive 5,715.0 $452K 0.25% NEW $79.02 +14.7%
97 CFG CITIZENS FINL GROUP INC Financial Services 7,630.0 $446K 0.25% -60.0 -0.8% $58.41 +7.7%
98 HUM HUMANA INC Healthcare 1,728.0 $443K 0.25% NEW $256.13 +20.2%
99 EOG EOG RES INC Energy 4,210.0 $442K 0.25% NEW $105.01 +34.5%
100 SRE SEMPRA Utilities 4,925.0 $435K 0.24% NEW $88.29 +5.1%
Page 5 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%