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Portfolio (Quarterly) Guide ↗

Nan Shan Life Insurance Co., Ltd.

· CIK 0001730464
13F Portfolio $2.8B AUM 87 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 15 Added 17 Reduced 23 Exited
Page 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VAW VANGUARD WORLD FD 38,836.0 $8.8M 0.32% NEW $225.34 +0.6%
62 CSCO CISCO SYS INC Technology 107,402.0 $8.3M 0.30% NEW $77.59 +52.3%
63 RSP INVESCO EXCHANGE TRADED FD T 41,532.0 $8.0M 0.29% $191.92 +6.7%
64 MA MASTERCARD INCORPORATED Financial Services 15,000.0 $7.5M 0.27% $499.66 -0.0%
65 XLE SELECT SECTOR SPDR TR 117,700.0 $7.2M 0.26% NEW $61.26 -3.5%
66 MCHI ISHARES TR 126,555.0 $7.1M 0.26% NEW $56.18 -0.4%
67 BOTZ GLOBAL X FDS 196,000.0 $6.5M 0.24% +116K +145.0% $33.22 +19.4%
68 SLB SLB LIMITED Energy 120,000.0 $6.2M 0.22% -49K -28.8% $51.39 +11.5%
69 ITB ISHARES TR 67,229.0 $6.1M 0.22% -10K -12.8% $90.55 +0.3%
70 TRTX TPG RE FIN TR INC Real Estate 711,605.0 $5.6M 0.20% -2.1M -74.8% $7.81 +6.1%
71 ILMN ILLUMINA INC Healthcare 37,409.0 $4.6M 0.17% $123.26 +17.5%
72 SNPS SYNOPSYS INC Technology 11,514.0 $4.6M 0.17% $396.48 +25.8%
73 YUMC YUM CHINA HLDGS INC Consumer Cyclical 85,400.0 $4.2M 0.15% $49.16 -7.3%
74 MU MICRON TECHNOLOGY INC Technology 12,143.0 $4.1M 0.15% NEW $337.84 +125.6%
75 IAI ISHARES TR 20,580.0 $3.4M 0.12% NEW $164.18 +9.5%
76 AMD ADVANCED MICRO DEVICES INC Technology 15,855.0 $3.2M 0.12% +7K +75.1% $203.43 +121.0%
77 TSLA TESLA INC Consumer Cyclical 8,595.0 $3.2M 0.12% NEW $371.75 +12.2%
78 SPOT SPOTIFY TECHNOLOGY S A Communication Services 6,000.0 $2.9M 0.10% $484.91 -10.6%
79 FCX FREEPORT MCMORAN INC Basic Materials 49,442.0 $2.9M 0.10% -136K -73.4% $58.78 +6.0%
80 ADI ANALOG DEVICES INC Technology 6,888.0 $2.2M 0.08% NEW $318.14 +20.8%
Page 4 of 5  ·  87 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 30.3%
Communication Services 21.6%
Healthcare 14.7%
Financial Services 12.9%
Consumer Defensive 6.8%
Consumer Cyclical 5.1%
Industrials 4.2%
Energy 2.5%
Basic Materials 1.5%
Real Estate 0.2%