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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 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COPX GLOBAL X FDS 27,871.0 $2.1M 0.08% NEW $76.35 +8.7%
82 EL LAUDER ESTEE COS INC Consumer Defensive 23,516.0 $1.7M 0.06% $71.77 +9.9%
83 XLP SELECT SECTOR SPDR TR 16,888.0 $1.4M 0.05% $81.98 +3.3%
84 SWKS SKYWORKS SOLUTIONS INC Technology 25,376.0 $1.4M 0.05% $53.55 +38.8%
85 EOG EOG RES INC Energy 5,069.0 $733K 0.03% $144.57 -3.2%
86 LEN LENNAR CORP Consumer Cyclical 5,131.0 $446K 0.02% $86.84 +2.3%
87 ASML ASML HLDG NV Technology 169.0 $223K 0.01% NEW $1320.83 +20.5%
Page 5 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%